PortfoliosLab logoPortfoliosLab logo
SHG vs. KB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SHG vs. KB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shinhan Financial Group Co., Ltd. (SHG) and KB Financial Group Inc. (KB). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SHG achieves a 21.76% return, which is significantly higher than KB's 20.33% return. Over the past 10 years, SHG has underperformed KB with an annualized return of 10.10%, while KB has yielded a comparatively higher 17.38% annualized return.


SHG

1D
-1.30%
1M
1.54%
YTD
21.76%
6M
24.19%
1Y
52.51%
3Y*
41.20%
5Y*
16.90%
10Y*
10.10%

KB

1D
-3.14%
1M
-2.19%
YTD
20.33%
6M
20.88%
1Y
33.52%
3Y*
47.98%
5Y*
21.01%
10Y*
17.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHG vs. KB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHG
Shinhan Financial Group Co., Ltd.
21.76%68.28%12.80%15.25%-4.61%5.27%-21.83%7.27%-23.51%23.27%
KB
KB Financial Group Inc.
20.33%56.57%45.22%10.35%-11.26%22.62%-0.46%-1.45%-28.25%65.80%

Correlation

The correlation between SHG and KB is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.84

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

0.80

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

0.82

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

0.80

Correlation (All Time)
Calculated using the full available price history since Sep 16, 2003

0.77

The correlation between SHG and KB has been stable across timeframes, ranging from 0.77 to 0.84 - a consistent structural relationship.

Fundamentals

Market Cap

SHG:

$31.50B

KB:

$38.73B

EPS

SHG:

₩10.58K

KB:

₩16.37K

PE Ratio

SHG:

9.49

KB:

9.63

PEG Ratio

SHG:

1.11

KB:

1.07

PS Ratio

SHG:

1.39

KB:

1.34

PB Ratio

SHG:

0.82

KB:

1.09

Total Revenue (TTM)

SHG:

₩34.80T

KB:

₩43.88T

Gross Profit (TTM)

SHG:

₩16.62T

KB:

₩22.91T

EBITDA (TTM)

SHG:

₩8.32T

KB:

₩9.39T

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SHG vs. KB — Risk / Return Rank

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

SHG
SHG Risk / Return Rank: 8383
Overall Rank
SHG Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
SHG Sortino Ratio Rank: 8383
Sortino Ratio Rank
SHG Omega Ratio Rank: 7979
Omega Ratio Rank
SHG Calmar Ratio Rank: 8383
Calmar Ratio Rank
SHG Martin Ratio Rank: 8484
Martin Ratio Rank

KB
KB Risk / Return Rank: 7070
Overall Rank
KB Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
KB Sortino Ratio Rank: 6666
Sortino Ratio Rank
KB Omega Ratio Rank: 6565
Omega Ratio Rank
KB Calmar Ratio Rank: 7676
Calmar Ratio Rank
KB Martin Ratio Rank: 7272
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. KB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shinhan Financial Group Co., Ltd. (SHG) and KB Financial Group Inc. (KB). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SHGKBDifference
Sharpe ratioReturn per unit of total volatility

+0.78

Sortino ratioReturn per unit of downside risk

+0.95

Omega ratioGain probability vs. loss probability

1.28

1.19

+0.09

Calmar ratioReturn relative to maximum drawdown

2.93

2.01

+0.92

Martin ratioReturn relative to average drawdown

7.97

3.96

+4.00

SHG vs. KB - Sharpe Ratio Comparison

The current SHG Sharpe Ratio is 1.70, which is higher than the KB Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of SHG and KB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

SHG vs. KB - Drawdown Comparison

The maximum SHG drawdown since its inception was -82.02%, roughly equal to the maximum KB drawdown of -84.27%. Use the drawdown chart below to compare losses from any high point for SHG and KB.


Loading charts...

Drawdown Indicators


SHGKBDifference

Max Drawdown

Largest peak-to-trough decline

-82.02%

-84.27%

+2.25%

Max Drawdown (1Y)

Largest decline over 1 year

-18.03%

-16.74%

-1.29%

Max Drawdown (3Y)

Largest decline over 3 years

-35.19%

-34.41%

-0.78%

Max Drawdown (5Y)

Largest decline over 5 years

-35.19%

-42.89%

+7.70%

Max Drawdown (10Y)

Largest decline over 10 years

-65.50%

-66.92%

+1.42%

Current Drawdown

Current decline from peak

-8.95%

-12.42%

+3.47%

Average Drawdown

Average peak-to-trough decline

-33.78%

-40.10%

+6.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.61%

8.48%

-1.87%

Volatility

SHG vs. KB - Volatility Comparison

The current volatility for Shinhan Financial Group Co., Ltd. (SHG) is 11.91%, while KB Financial Group Inc. (KB) has a volatility of 14.43%. This indicates that SHG experiences smaller price fluctuations and is considered to be less risky than KB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


SHGKBDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.91%

14.43%

-2.52%

Volatility (6M)

Calculated over the trailing 6-month period

23.95%

27.20%

-3.25%

Volatility (1Y)

Calculated over the trailing 1-year period

31.08%

36.68%

-5.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.12%

33.72%

-3.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.30%

32.84%

-2.54%

Dividends

SHG vs. KB - Dividend Comparison

SHG's dividend yield for the trailing twelve months is around 0.63%, less than KB's 2.32% yield.


PositionTTM20252024202320222021202020192018201720162015
KB
KB Financial Group Inc.
2.32%2.92%4.98%2.81%5.78%5.27%3.97%0.00%0.00%0.00%3.10%3.05%
SHG
Shinhan Financial Group Co., Ltd.
0.63%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. KB - Financials Comparison

This section allows you to compare key financial metrics between Shinhan Financial Group Co., Ltd. and KB Financial Group Inc.. 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


5.00T10.00T15.00T20.00T20222023202420252026
8.73T
2.71T
(SHG) Total Revenue
(KB) Total Revenue
Values in KRW except per share items

SHG vs. KB - Profitability Comparison

The chart below illustrates the profitability comparison between Shinhan Financial Group Co., Ltd. and KB Financial Group Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
48.0%
100.0%
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%.

KB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported a gross profit of 2.71T and revenue of 2.71T. Therefore, the gross margin over that period was 100.0%.

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%.

KB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported an operating income of 2.71T and revenue of 2.71T, resulting in an operating margin of 100.0%.

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%.

KB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported a net income of 1.97T and revenue of 2.71T, resulting in a net margin of 72.8%.


Frequently Asked Questions


SHG and KB have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KB has higher volatility (14.43%) compared to SHG (11.91%). In terms of maximum drawdown, SHG dropped -82.02% vs KB's -84.27%.

SHG currently has the higher Sharpe Ratio (1.70 vs 0.92), 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.

Portfolio Optimizer

Find the right allocation for SHG and KB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer