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

Performance

WF vs. SHG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Woori Financial Group Inc. (WF) and Shinhan Financial Group Co., Ltd. (SHG). 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 2.94% return, which is significantly lower than SHG's 19.28% return. Over the past 10 years, WF has outperformed SHG with an annualized return of 12.70%, while SHG has yielded a comparatively lower 9.13% annualized return.


WF

1D
-1.75%
1M
-10.33%
YTD
2.94%
6M
3.17%
1Y
47.81%
3Y*
39.12%
5Y*
21.11%
10Y*
12.70%

SHG

1D
-1.46%
1M
-3.44%
YTD
19.28%
6M
15.80%
1Y
59.06%
3Y*
38.03%
5Y*
15.20%
10Y*
9.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WF vs. SHG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WF
Woori Financial Group Inc.
2.94%99.65%16.76%13.14%-7.19%18.91%-9.52%-28.16%-5.75%40.44%
SHG
Shinhan Financial Group Co., Ltd.
19.28%68.28%12.80%15.25%-4.61%5.27%-21.83%7.27%-23.51%23.27%

Correlation

The correlation between WF and SHG is 0.80, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.80

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

0.76

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

0.74

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

0.69

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2003

0.64

The correlation between WF and SHG shifts across timeframes, from 0.64 (all time) to 0.80 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

WF:

$15.67B

SHG:

$30.86B

EPS

WF:

$12.69K

SHG:

$10.58K

PE Ratio

WF:

0.00

SHG:

0.01

PEG Ratio

WF:

0.00

SHG:

0.00

PS Ratio

WF:

0.00

SHG:

0.00

PB Ratio

WF:

0.00

SHG:

0.00

Total Revenue (TTM)

WF:

$14.13T

SHG:

$34.80T

Gross Profit (TTM)

WF:

$7.05T

SHG:

$16.62T

EBITDA (TTM)

WF:

$4.72T

SHG:

$8.32T

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Return for Risk

WF vs. SHG — Risk / Return Rank

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

WF
WF Risk / Return Rank: 7474
Overall Rank
WF Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
WF Sortino Ratio Rank: 7575
Sortino Ratio Rank
WF Omega Ratio Rank: 7272
Omega Ratio Rank
WF Calmar Ratio Rank: 7070
Calmar Ratio Rank
WF Martin Ratio Rank: 7272
Martin Ratio Rank

SHG
SHG Risk / Return Rank: 8585
Overall Rank
SHG Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
SHG Sortino Ratio Rank: 8686
Sortino Ratio Rank
SHG Omega Ratio Rank: 8181
Omega Ratio Rank
SHG Calmar Ratio Rank: 8484
Calmar Ratio Rank
SHG Martin Ratio Rank: 8686
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. SHG - Risk-Adjusted Trends Comparison

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


WFSHGDifference
Sharpe ratioReturn per unit of total volatility

-0.55

Sortino ratioReturn per unit of downside risk

-0.76

Omega ratioGain probability vs. loss probability

1.25

1.32

-0.07

Calmar ratioReturn relative to maximum drawdown

1.62

3.29

-1.67

Martin ratioReturn relative to average drawdown

4.17

9.26

-5.09

WF vs. SHG - Sharpe Ratio Comparison

The current WF Sharpe Ratio is 1.40, which is comparable to the SHG Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of WF and SHG, 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


WFSHGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

1.95

-0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.51

+0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

0.30

+0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.20

0.23

-0.03

Drawdowns

WF vs. SHG - Drawdown Comparison

The maximum WF drawdown since its inception was -89.46%, which is greater than SHG's maximum drawdown of -82.02%. Use the drawdown chart below to compare losses from any high point for WF and SHG.


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Drawdown Indicators


WFSHGDifference

Max Drawdown

Largest peak-to-trough decline

-89.46%

-82.02%

-7.44%

Max Drawdown (1Y)

Largest decline over 1 year

-29.61%

-18.03%

-11.58%

Max Drawdown (3Y)

Largest decline over 3 years

-29.61%

-35.19%

+5.58%

Max Drawdown (5Y)

Largest decline over 5 years

-43.52%

-37.86%

-5.66%

Max Drawdown (10Y)

Largest decline over 10 years

-70.84%

-65.50%

-5.34%

Current Drawdown

Current decline from peak

-28.35%

-10.81%

-17.54%

Average Drawdown

Average peak-to-trough decline

-42.91%

-33.85%

-9.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.50%

6.40%

+5.10%

Volatility

WF vs. SHG - Volatility Comparison

Woori Financial Group Inc. (WF) has a higher volatility of 10.31% compared to Shinhan Financial Group Co., Ltd. (SHG) at 7.76%. This indicates that WF's price experiences larger fluctuations and is considered to be riskier than SHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WFSHGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.31%

7.76%

+2.55%

Volatility (6M)

Calculated over the trailing 6-month period

25.93%

22.12%

+3.81%

Volatility (1Y)

Calculated over the trailing 1-year period

34.41%

30.43%

+3.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.03%

29.80%

+1.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.44%

30.26%

+3.18%

Dividends

WF vs. SHG - Dividend Comparison

WF's dividend yield for the trailing twelve months is around 0.71%, more than SHG's 0.64% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
WF
Woori Financial Group Inc.
0.71%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. SHG - Financials Comparison

This section allows you to compare key financial metrics between Woori Financial Group Inc. and Shinhan Financial Group Co., Ltd.. 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
847.95B
8.73T
(WF) Total Revenue
(SHG) Total Revenue
Values in USD except per share items

WF vs. SHG - Profitability Comparison

The chart below illustrates the profitability comparison between Woori Financial Group Inc. and Shinhan Financial Group Co., Ltd. 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%
48.0%
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%.

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%.

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%.

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%.

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%.

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%.


Frequently Asked Questions


WF and SHG have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WF has higher volatility (10.31%) compared to SHG (7.76%). In terms of maximum drawdown, WF dropped -89.46% vs SHG's -82.02%.

SHG currently has the higher Sharpe Ratio (1.95 vs 1.40), 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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