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SHG vs. BBVA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SHG vs. BBVA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shinhan Financial Group Co., Ltd. (SHG) and Banco Bilbao Vizcaya Argentaria, S.A. (BBVA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHG achieves a 19.17% return, which is significantly higher than BBVA's -1.04% return. Over the past 10 years, SHG has underperformed BBVA with an annualized return of 9.12%, while BBVA has yielded a comparatively higher 20.71% annualized return.


SHG

1D
-4.85%
1M
-6.76%
YTD
19.17%
6M
19.73%
1Y
50.24%
3Y*
37.29%
5Y*
15.51%
10Y*
9.12%

BBVA

1D
0.68%
1M
0.40%
YTD
-1.04%
6M
5.63%
1Y
55.10%
3Y*
55.69%
5Y*
36.80%
10Y*
20.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHG vs. BBVA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHG
Shinhan Financial Group Co., Ltd.
19.17%68.28%12.80%15.25%-4.61%5.27%-21.83%7.27%-23.51%23.27%
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
-1.04%153.74%14.20%62.48%10.09%22.05%-6.31%11.07%-35.01%32.83%

Correlation

The correlation between SHG and BBVA is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.38

Correlation (3Y)
Calculated over the trailing 3-year period

0.34

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Sep 17, 2003

0.41

Fundamentals

Market Cap

SHG:

$30.83B

BBVA:

$126.59B

EPS

SHG:

$10.58K

BBVA:

$1.84

PE Ratio

SHG:

0.01

BBVA:

12.13

PEG Ratio

SHG:

0.00

BBVA:

0.45

PS Ratio

SHG:

0.00

BBVA:

2.78

PB Ratio

SHG:

0.00

BBVA:

2.25

Total Revenue (TTM)

SHG:

$34.80T

BBVA:

$47.06B

Gross Profit (TTM)

SHG:

$16.62T

BBVA:

$32.43B

EBITDA (TTM)

SHG:

$8.32T

BBVA:

$18.16B

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Return for Risk

SHG vs. BBVA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHG
SHG Risk / Return Rank: 8282
Overall Rank
SHG Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SHG Sortino Ratio Rank: 8282
Sortino Ratio Rank
SHG Omega Ratio Rank: 7878
Omega Ratio Rank
SHG Calmar Ratio Rank: 8282
Calmar Ratio Rank
SHG Martin Ratio Rank: 8484
Martin Ratio Rank

BBVA
BBVA Risk / Return Rank: 8181
Overall Rank
BBVA Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
BBVA Sortino Ratio Rank: 8080
Sortino Ratio Rank
BBVA Omega Ratio Rank: 7979
Omega Ratio Rank
BBVA Calmar Ratio Rank: 8080
Calmar Ratio Rank
BBVA Martin Ratio Rank: 8181
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHG vs. BBVA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shinhan Financial Group Co., Ltd. (SHG) and Banco Bilbao Vizcaya Argentaria, S.A. (BBVA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SHGBBVADifference
Sharpe ratioReturn per unit of total volatility

+0.01

Sortino ratioReturn per unit of downside risk

+0.19

Omega ratioGain probability vs. loss probability

1.28

1.28

0.00

Calmar ratioReturn relative to maximum drawdown

2.80

2.50

+0.30

Martin ratioReturn relative to average drawdown

7.79

6.60

+1.19

SHG vs. BBVA - Sharpe Ratio Comparison

The current SHG Sharpe Ratio is 1.67, which is comparable to the BBVA Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of SHG and BBVA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SHGBBVADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.67

1.66

+0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.52

1.10

-0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

0.57

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.27

-0.04

Drawdowns

SHG vs. BBVA - Drawdown Comparison

The maximum SHG drawdown since its inception was -82.02%, roughly equal to the maximum BBVA drawdown of -78.31%. Use the drawdown chart below to compare losses from any high point for SHG and BBVA.


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Drawdown Indicators


SHGBBVADifference

Max Drawdown

Largest peak-to-trough decline

-82.02%

-78.31%

-3.71%

Max Drawdown (1Y)

Largest decline over 1 year

-18.03%

-22.14%

+4.11%

Max Drawdown (3Y)

Largest decline over 3 years

-35.19%

-22.14%

-13.05%

Max Drawdown (5Y)

Largest decline over 5 years

-37.00%

-42.28%

+5.28%

Max Drawdown (10Y)

Largest decline over 10 years

-65.50%

-69.63%

+4.13%

Current Drawdown

Current decline from peak

-10.89%

-11.65%

+0.76%

Average Drawdown

Average peak-to-trough decline

-33.84%

-29.08%

-4.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.47%

8.37%

-1.90%

Volatility

SHG vs. BBVA - Volatility Comparison

Shinhan Financial Group Co., Ltd. (SHG) has a higher volatility of 9.51% compared to Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) at 8.65%. This indicates that SHG's price experiences larger fluctuations and is considered to be riskier than BBVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SHGBBVADifference

Volatility (1M)

Calculated over the trailing 1-month period

9.51%

8.65%

+0.86%

Volatility (6M)

Calculated over the trailing 6-month period

22.62%

26.59%

-3.97%

Volatility (1Y)

Calculated over the trailing 1-year period

30.37%

33.52%

-3.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.92%

33.53%

-3.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.32%

36.30%

-5.98%

Dividends

SHG vs. BBVA - Dividend Comparison

SHG's dividend yield for the trailing twelve months is around 0.64%, less than BBVA's 4.84% yield.


PositionTTM20252024202320222021202020192018201720162015
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
4.84%3.51%7.71%5.51%6.29%2.79%3.50%5.23%5.75%5.17%6.02%4.29%
SHG
Shinhan Financial Group Co., Ltd.
0.64%2.24%5.96%3.87%5.54%1.54%0.00%0.00%0.00%0.00%3.35%3.10%

Financials

SHG vs. BBVA - Financials Comparison

This section allows you to compare key financial metrics between Shinhan Financial Group Co., Ltd. and Banco Bilbao Vizcaya Argentaria, S.A.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00T4.00T6.00T8.00T10.00T20222023202420252026
8.73T
10.65B
(SHG) Total Revenue
(BBVA) Total Revenue
Values in USD except per share items

SHG vs. BBVA - Profitability Comparison

The chart below illustrates the profitability comparison between Shinhan Financial Group Co., Ltd. and Banco Bilbao Vizcaya Argentaria, S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
48.0%
82.9%
Portfolio components
SHG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shinhan Financial Group Co., Ltd. reported a gross profit of 4.19T and revenue of 8.73T. Therefore, the gross margin over that period was 48.0%.

BBVA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Banco Bilbao Vizcaya Argentaria, S.A. reported a gross profit of 8.83B and revenue of 10.65B. Therefore, the gross margin over that period was 82.9%.

SHG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shinhan Financial Group Co., Ltd. reported an operating income of 2.29T and revenue of 8.73T, resulting in an operating margin of 26.2%.

BBVA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Banco Bilbao Vizcaya Argentaria, S.A. reported an operating income of 4.72B and revenue of 10.65B, resulting in an operating margin of 44.3%.

SHG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shinhan Financial Group Co., Ltd. reported a net income of 1.62T and revenue of 8.73T, resulting in a net margin of 18.6%.

BBVA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Banco Bilbao Vizcaya Argentaria, S.A. reported a net income of 2.99B and revenue of 10.65B, resulting in a net margin of 28.1%.


Frequently Asked Questions


SHG and BBVA have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SHG has higher volatility (9.51%) compared to BBVA (8.65%). In terms of maximum drawdown, SHG dropped -82.02% vs BBVA's -78.31%.

SHG currently has the higher Sharpe Ratio (1.67 vs 1.66), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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