BARC.L vs. AZN
BARC.L (Barclays plc) and AZN (AstraZeneca PLC) are both stocks. BARC.L operates in Banks - Diversified (Financial Services), while AZN operates in Drug Manufacturers - General (Healthcare). Over the past 10 years, BARC.L returned 12.78%/yr vs 16.63%/yr for AZN. At a 0.15 correlation, their price movements are largely independent.
Performance
BARC.L vs. AZN - Performance Comparison
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Different Trading Currencies
BARC.L is traded in GBp, while AZN is traded in USD. To make them comparable, the AZN values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, BARC.L achieves a -3.07% return, which is significantly lower than AZN's 1.79% return. Over the past 10 years, BARC.L has underperformed AZN with an annualized return of 12.78%, while AZN has yielded a comparatively higher 16.63% annualized return.
BARC.L
- 1D
- -0.36%
- 1M
- 4.83%
- YTD
- -3.07%
- 6M
- 5.56%
- 1Y
- 39.60%
- 3Y*
- 46.97%
- 5Y*
- 23.82%
- 10Y*
- 12.78%
AZN
- 1D
- -2.40%
- 1M
- 1.44%
- YTD
- 1.79%
- 6M
- 1.36%
- 1Y
- 29.80%
- 3Y*
- 7.39%
- 5Y*
- 13.34%
- 10Y*
- 16.63%
BARC.L vs. AZN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BARC.L Barclays plc | -3.07% | 82.21% | 80.30% | 0.50% | -12.92% | 29.30% | -18.35% | 23.38% | -24.64% | -8.20% |
AZN AstraZeneca PLC | 1.79% | 33.09% | 1.12% | -3.63% | 33.30% | 20.79% | 0.09% | 30.52% | 20.61% | 21.59% |
Correlation
The correlation between BARC.L and AZN is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2007 | 0.15 |
The correlation between BARC.L and AZN shifts across timeframes, from 0.03 (10 years) to 0.15 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BARC.L:
£62.60B
AZN:
$283.40B
BARC.L:
£0.52
AZN:
$6.66
BARC.L:
8.78
AZN:
27.27
BARC.L:
1.45
AZN:
0.04
BARC.L:
1.56
AZN:
4.69
BARC.L:
0.82
AZN:
5.99
BARC.L:
£40.71B
AZN:
$60.44B
BARC.L:
£40.18B
AZN:
$49.37B
BARC.L:
£9.83B
AZN:
$20.47B
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Return for Risk
BARC.L vs. AZN — Risk / Return Rank
BARC.L
AZN
BARC.L vs. AZN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays plc (BARC.L) and AstraZeneca PLC (AZN). 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.
| BARC.L | AZN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.00 | -0.40 |
| Martin ratioReturn relative to average drawdown | 4.79 | 5.24 | -0.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BARC.L | AZN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.21 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.58 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.67 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.54 | -0.50 |
Drawdowns
BARC.L vs. AZN - Drawdown Comparison
The maximum BARC.L drawdown since its inception was -92.06%, which is greater than AZN's maximum drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for BARC.L and AZN.
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Drawdown Indicators
| BARC.L | AZN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.06% | -32.75% | -59.31% |
Max Drawdown (1Y)Largest decline over 1 year | -24.59% | -15.03% | -9.56% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -25.73% | +1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -36.67% | -25.73% | -10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -64.39% | -28.56% | -35.83% |
Current DrawdownCurrent decline from peak | -8.03% | -12.00% | +3.97% |
Average DrawdownAverage peak-to-trough decline | -51.41% | -8.23% | -43.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.23% | 5.71% | +2.52% |
Volatility
BARC.L vs. AZN - Volatility Comparison
Barclays plc (BARC.L) has a higher volatility of 8.58% compared to AstraZeneca PLC (AZN) at 7.38%. This indicates that BARC.L's price experiences larger fluctuations and is considered to be riskier than AZN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BARC.L | AZN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 7.38% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 23.52% | 17.33% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.41% | 24.85% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.05% | 23.13% | +7.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.37% | 24.90% | +9.47% |
Dividends
BARC.L vs. AZN - Dividend Comparison
BARC.L's dividend yield for the trailing twelve months is around 1.89%, less than AZN's 2.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AZN AstraZeneca PLC | 2.93% | 1.70% | 2.27% | 2.15% | 2.12% | 2.35% | 2.80% | 2.81% | 3.69% | 3.95% | 5.01% | 4.06% |
BARC.L Barclays plc | 1.89% | 1.79% | 2.28% | 3.73% | 2.93% | 1.33% | 0.00% | 2.90% | 2.22% | 1.10% | 1.50% | 2.21% |
Financials
BARC.L vs. AZN - Financials Comparison
This section allows you to compare key financial metrics between Barclays plc and AstraZeneca PLC. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BARC.L vs. AZN - Profitability Comparison
BARC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barclays plc reported a gross profit of 8.16B and revenue of 8.16B. Therefore, the gross margin over that period was 100.0%.
AZN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a gross profit of 12.61B and revenue of 15.29B. Therefore, the gross margin over that period was 82.5%.
BARC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barclays plc reported an operating income of 2.81B and revenue of 8.16B, resulting in an operating margin of 34.5%.
AZN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported an operating income of 4.25B and revenue of 15.29B, resulting in an operating margin of 27.8%.
BARC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barclays plc reported a net income of 2.18B and revenue of 8.16B, resulting in a net margin of 26.7%.
AZN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AstraZeneca PLC reported a net income of 3.08B and revenue of 15.29B, resulting in a net margin of 20.2%.
Frequently Asked Questions
BARC.L and AZN have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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