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WF vs. MA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

WF vs. MA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Woori Financial Group Inc. (WF) and Mastercard Inc (MA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WF achieves a 4.78% return, which is significantly higher than MA's -16.06% return. Over the past 10 years, WF has underperformed MA with an annualized return of 12.89%, while MA has yielded a comparatively higher 18.10% annualized return.


WF

1D
3.60%
1M
-11.87%
YTD
4.78%
6M
3.74%
1Y
50.52%
3Y*
39.94%
5Y*
22.44%
10Y*
12.89%

MA

1D
-3.55%
1M
-3.59%
YTD
-16.06%
6M
-12.22%
1Y
-17.33%
3Y*
9.16%
5Y*
6.33%
10Y*
18.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WF vs. MA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WF
Woori Financial Group Inc.
4.78%99.65%16.76%13.14%-7.19%18.91%-9.52%-28.16%-5.75%40.44%
MA
Mastercard Inc
-16.06%9.04%24.17%23.40%-2.66%1.16%20.19%59.16%25.31%47.69%

Correlation

The correlation between WF and MA is -0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.04

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

0.15

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

0.25

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

0.28

Correlation (All Time)
Calculated using the full available price history since May 26, 2006

0.30

The correlation between WF and MA shifts across timeframes, from -0.04 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WF:

$15.95B

MA:

$426.57B

EPS

WF:

$12.69K

MA:

$17.28

PE Ratio

WF:

0.00

MA:

27.65

PEG Ratio

WF:

0.00

MA:

1.61

PS Ratio

WF:

0.00

MA:

12.68

PB Ratio

WF:

0.00

MA:

63.46

Total Revenue (TTM)

WF:

$14.13T

MA:

$33.94B

Gross Profit (TTM)

WF:

$7.05T

MA:

$26.70B

EBITDA (TTM)

WF:

$4.72T

MA:

$21.23B

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Return for Risk

WF vs. MA — Risk / Return Rank

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

WF
WF Risk / Return Rank: 7575
Overall Rank
WF Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
WF Sortino Ratio Rank: 7777
Sortino Ratio Rank
WF Omega Ratio Rank: 7474
Omega Ratio Rank
WF Calmar Ratio Rank: 7070
Calmar Ratio Rank
WF Martin Ratio Rank: 7272
Martin Ratio Rank

MA
MA Risk / Return Rank: 88
Overall Rank
MA Sharpe Ratio Rank: 88
Sharpe Ratio Rank
MA Sortino Ratio Rank: 1111
Sortino Ratio Rank
MA Omega Ratio Rank: 1111
Omega Ratio Rank
MA Calmar Ratio Rank: 55
Calmar Ratio Rank
MA Martin Ratio Rank: 22
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.

WF vs. MA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Woori Financial Group Inc. (WF) and Mastercard Inc (MA). 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.


WFMADifference

Sharpe ratio

Return per unit of total volatility

1.48

-0.79

+2.27

Sortino ratio

Return per unit of downside risk

2.13

-0.98

+3.11

Omega ratio

Gain probability vs. loss probability

1.26

0.88

+0.38

Calmar ratio

Return relative to maximum drawdown

1.65

-0.90

+2.56

Martin ratio

Return relative to average drawdown

4.31

-1.80

+6.11

WF vs. MA - Sharpe Ratio Comparison

The current WF Sharpe Ratio is 1.48, which is higher than the MA Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of WF and MA, 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


WFMADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

-0.79

+2.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

0.27

+0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

0.67

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.83

-0.63

Drawdowns

WF vs. MA - Drawdown Comparison

The maximum WF drawdown since its inception was -89.46%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for WF and MA.


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Drawdown Indicators


WFMADifference

Max Drawdown

Largest peak-to-trough decline

-89.46%

-62.67%

-26.79%

Max Drawdown (1Y)

Largest decline over 1 year

-29.61%

-19.89%

-9.72%

Max Drawdown (3Y)

Largest decline over 3 years

-29.61%

-19.89%

-9.72%

Max Drawdown (5Y)

Largest decline over 5 years

-43.52%

-28.25%

-15.27%

Max Drawdown (10Y)

Largest decline over 10 years

-70.84%

-41.00%

-29.84%

Current Drawdown

Current decline from peak

-27.07%

-19.89%

-7.18%

Average Drawdown

Average peak-to-trough decline

-42.91%

-9.81%

-33.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.36%

9.97%

+1.39%

Volatility

WF vs. MA - Volatility Comparison

Woori Financial Group Inc. (WF) has a higher volatility of 10.67% compared to Mastercard Inc (MA) at 6.24%. This indicates that WF's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WFMADifference

Volatility (1M)

Calculated over the trailing 1-month period

10.67%

6.24%

+4.43%

Volatility (6M)

Calculated over the trailing 6-month period

26.03%

17.26%

+8.77%

Volatility (1Y)

Calculated over the trailing 1-year period

34.37%

22.01%

+12.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.02%

23.96%

+7.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.44%

26.91%

+6.53%

Dividends

WF vs. MA - Dividend Comparison

WF's dividend yield for the trailing twelve months is around 0.70%, more than MA's 0.68% yield.


PositionTTM20252024202320222021202020192018201720162015
MA
Mastercard Inc
0.68%0.53%0.50%0.53%0.56%0.49%0.45%0.44%0.53%0.58%0.74%0.66%
WF
Woori Financial Group Inc.
0.70%3.84%12.93%2.71%8.20%1.19%0.00%0.00%0.00%0.58%3.29%7.86%

Financials

WF vs. MA - Financials Comparison

This section allows you to compare key financial metrics between Woori Financial Group Inc. and Mastercard 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


0.001.00T2.00T3.00T4.00T5.00T6.00T7.00T20222023202420252026
847.95B
8.40B
(WF) Total Revenue
(MA) Total Revenue
Values in USD except per share items

WF vs. MA - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
100.0%
58.4%
Portfolio components
WF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Woori Financial Group Inc. reported a gross profit of 847.95B and revenue of 847.95B. Therefore, the gross margin over that period was 100.0%.

MA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported a gross profit of 4.91B and revenue of 8.40B. Therefore, the gross margin over that period was 58.4%.

WF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Woori Financial Group Inc. reported an operating income of 847.95B and revenue of 847.95B, resulting in an operating margin of 100.0%.

MA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported an operating income of 4.91B and revenue of 8.40B, resulting in an operating margin of 58.4%.

WF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Woori Financial Group Inc. reported a net income of 638.92B and revenue of 847.95B, resulting in a net margin of 75.4%.

MA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mastercard Inc reported a net income of 3.88B and revenue of 8.40B, resulting in a net margin of 46.2%.


Frequently Asked Questions


WF and MA have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WF has higher volatility (10.67%) compared to MA (6.24%). In terms of maximum drawdown, WF dropped -89.46% vs MA's -62.67%.

WF currently has the higher Sharpe Ratio (1.48 vs -0.79), 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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