SHG vs MSTR

Comparison between Shinhan Financial Group Co. Ltd (SHG, Company) and Strategy Inc - Class A (MSTR, Company).

SHG is from the Financial Services sector, while MSTR is from the Technology sector.

5-Year PerformanceSHG has outperformed MSTR, delivering a return of +21.2% compared to +11.6%

SHG vs MSTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHG(COMPANY)	MSTR(COMPANY)
Market Cap	$34B	$33B
Max Drawdown	82.30%	99.86%
Sharpe Ratio	1.25	-1.72
5Y Beta	0.83	2.52
Industry	Banks - Regional	Software - Application
P/E Ratio	11.07	-12.81
Forward P/E	4.08	1.87
PEG Ratio	5.10	-0.11
Dividend Yield	2.71%	N/A
5Y EPS CAGR	0.44%	N/A
Debt to Equity	239.38%	22.36%
Free Cash Flow Yield	9.39%	-0.17%
P/S Ratio	0.00	74.49
P/B Ratio	0.85	1.02

Market Cap

Winner

SHG

$34B

MSTR

$33B

Max Drawdown

Winner

SHG

82.30%

MSTR

99.86%

Sharpe Ratio

Winner

SHG

1.25

MSTR

-1.72

5Y Beta

Winner

SHG

0.83

MSTR

2.52

Industry

SHG

Banks - Regional

MSTR

Software - Application

P/E Ratio

SHG

11.07

Winner

MSTR

-12.81

Forward P/E

SHG

4.08

Winner

MSTR

1.87

PEG Ratio

SHG

5.10

Winner

MSTR

-0.11

Dividend Yield

SHG

2.71%

MSTR

N/A

5Y EPS CAGR

SHG

0.44%

MSTR

N/A

Debt to Equity

SHG

239.38%

Winner

MSTR

22.36%

Free Cash Flow Yield

Winner

SHG

9.39%

MSTR

-0.17%

P/S Ratio

Winner

SHG

0.00

MSTR

74.49

P/B Ratio

Winner

SHG

0.85

MSTR

1.02

SHG vs MSTR - Historical Returns

Returns include dividend reinvestment.

Period	SHG	MSTR
1 month	+9.69%	-9.83%
3 months	+7.34%	-45.71%
6 months	+22.97%	-42.60%
1 year	+45.20%	-77.31%
5 years(CAGR)	+21.22%	+11.65%
10 years(CAGR)	+10.00%	+17.42%
Max(CAGR)	+9.32%	+2.46%

Winner

SHG

+9.69%

MSTR

-9.83%

Winner

SHG

+7.34%

MSTR

-45.71%

Winner

SHG

+22.97%

MSTR

-42.60%

Winner

SHG

+45.20%

MSTR

-77.31%

5Y(CAGR)

Winner

SHG

+21.22%

MSTR

+11.65%

10Y(CAGR)

SHG

+10.00%

Winner

MSTR

+17.42%

Max(CAGR)

Winner

SHG

+9.32%

MSTR

+2.46%

SHG vs MSTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SHG	MSTR
2026	+32.60%	-40.42%
2025	+69.11%	-49.35%
2024	+15.84%	+322.71%
2023	+17.13%	+335.54%
2022	-6.24%	-74.64%
2021	+7.08%	+28.05%
2020	-20.53%	+169.25%
2019	+6.85%	+10.94%
2018	-24.17%	-3.07%
2017	+20.58%	-33.63%
2016	+18.27%	+15.35%
2015	-12.54%	+9.91%
2014	-5.79%	+31.47%
2013	+20.99%	+30.11%
2012	+5.40%	-16.09%
2011	-27.22%	+22.58%
2010	+23.61%	-11.12%
2009	+66.46%	+152.20%
2008	-56.99%	-58.78%
2007	+14.12%	-17.58%
2006	+24.67%	+31.03%
2005	+83.24%	+41.44%
2004	+45.79%	+16.43%
2003	+5.60%	+230.27%
2002	N/A	-61.18%
2001	N/A	-59.47%
2000	N/A	-90.89%
1999	N/A	+114.55%

SHG vs MSTR Drawdown Comparison

The maximum drawdown for SHG was -82.01%, occurring on Mar 9, 2009. Recovery took 4525 trading sessions.

The maximum drawdown for MSTR was -99.86%, occurring on Jul 26, 2002. Recovery took 6207 trading sessions.

The current SHG drawdown is -2.25%. The current MSTR drawdown is -80.24%.

Rank	SHG	MSTR
#1	-82.01% Jul 12, 2007 - Jul 8, 2025	-99.86% Mar 10, 2000 - Nov 11, 2024
#2	-35.05% Apr 23, 2004 - Nov 3, 2004	-82.63% Nov 20, 2024 - Jun 26, 2026
#3	-23.50% May 8, 2006 - Dec 27, 2006	-29.10% Dec 10, 1999 - Jan 10, 2000
#4	-19.73% Mar 1, 2005 - Jul 27, 2005	-20.42% Feb 16, 2000 - Mar 1, 2000
#5	-18.03% Feb 20, 2026 - Jul 8, 2026	-17.27% Nov 3, 1999 - Nov 22, 1999
#6	-14.67% Feb 1, 2006 - Mar 31, 2006	-14.35% Jan 28, 2000 - Feb 8, 2000
#7	-14.08% Feb 17, 2004 - Apr 12, 2004	-9.76% Nov 29, 1999 - Dec 3, 1999
#8	-14.05% Nov 13, 2003 - Dec 31, 2003	-9.65% Jan 10, 2000 - Jan 19, 2000
#9	-13.47% Feb 22, 2007 - Jun 4, 2007	-8.11% Nov 12, 2024 - Nov 18, 2024
#10	-12.74% Sep 16, 2003 - Oct 10, 2003	-7.59% Dec 6, 1999 - Dec 8, 1999
#11	-11.56% Oct 10, 2003 - Nov 13, 2003	-2.15% Nov 22, 1999 - Nov 24, 1999
#12	-10.88% Jan 6, 2006 - Feb 1, 2006	-2.12% Jan 21, 2000 - Jan 26, 2000
#13	-10.64% Sep 29, 2005 - Nov 14, 2005	-0.86% Mar 7, 2000 - Mar 9, 2000
#14	-9.63% Nov 17, 2004 - Dec 27, 2004	-0.71% Feb 8, 2000 - Feb 10, 2000
#15	-8.57% Aug 1, 2005 - Sep 7, 2005	N/A