BARC.L vs. IMBBY
BARC.L (Barclays plc) and IMBBY (Imperial Brands PLC) are both stocks. BARC.L operates in Banks - Diversified (Financial Services), while IMBBY operates in Tobacco (Consumer Defensive). Over the past 10 years, BARC.L returned 12.78%/yr vs 4.54%/yr for IMBBY. At a 0.12 correlation, their price movements are largely independent.
Performance
BARC.L vs. IMBBY - Performance Comparison
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Different Trading Currencies
BARC.L is traded in GBp, while IMBBY is traded in USD. To make them comparable, the IMBBY 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 higher than IMBBY's -8.77% return. Over the past 10 years, BARC.L has outperformed IMBBY with an annualized return of 12.78%, while IMBBY has yielded a comparatively lower 4.54% 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%
IMBBY
- 1D
- 0.08%
- 1M
- 1.70%
- YTD
- -8.77%
- 6M
- -12.57%
- 1Y
- 1.58%
- 3Y*
- 24.72%
- 5Y*
- 18.93%
- 10Y*
- 4.54%
BARC.L vs. IMBBY - 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% |
IMBBY Imperial Brands PLC | -8.77% | 29.01% | 50.14% | -4.49% | 36.61% | 15.22% | -8.95% | -14.05% | -18.87% | -6.01% |
Correlation
The correlation between BARC.L and IMBBY is 0.10, 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 | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.11 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.12 |
Fundamentals
BARC.L:
£62.60B
IMBBY:
$29.52B
BARC.L:
£0.52
IMBBY:
$5.30
BARC.L:
8.78
IMBBY:
6.97
BARC.L:
1.45
IMBBY:
2.79
BARC.L:
1.56
IMBBY:
0.79
BARC.L:
0.82
IMBBY:
7.32
BARC.L:
£40.71B
IMBBY:
$38.07B
BARC.L:
£40.18B
IMBBY:
$13.55B
BARC.L:
£9.83B
IMBBY:
$8.33B
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Return for Risk
BARC.L vs. IMBBY — Risk / Return Rank
BARC.L
IMBBY
BARC.L vs. IMBBY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays plc (BARC.L) and Imperial Brands PLC (IMBBY). 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 | IMBBY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.26 | ||
| Sortino ratioReturn per unit of downside risk | +1.66 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.03 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.09 | +1.52 |
| Martin ratioReturn relative to average drawdown | 4.79 | 0.22 | +4.57 |
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 | IMBBY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.08 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 1.00 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.20 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.21 | -0.17 |
Drawdowns
BARC.L vs. IMBBY - Drawdown Comparison
The maximum BARC.L drawdown since its inception was -92.06%, which is greater than IMBBY's maximum drawdown of -60.06%. Use the drawdown chart below to compare losses from any high point for BARC.L and IMBBY.
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Drawdown Indicators
| BARC.L | IMBBY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.06% | -60.06% | -32.00% |
Max Drawdown (1Y)Largest decline over 1 year | -24.59% | -18.26% | -6.33% |
Max Drawdown (3Y)Largest decline over 3 years | -24.59% | -18.26% | -6.33% |
Max Drawdown (5Y)Largest decline over 5 years | -36.67% | -21.86% | -14.81% |
Max Drawdown (10Y)Largest decline over 10 years | -64.39% | -60.06% | -4.33% |
Current DrawdownCurrent decline from peak | -8.03% | -15.50% | +7.47% |
Average DrawdownAverage peak-to-trough decline | -51.41% | -24.02% | -27.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.23% | 7.30% | +0.93% |
Volatility
BARC.L vs. IMBBY - Volatility Comparison
Barclays plc (BARC.L) has a higher volatility of 8.58% compared to Imperial Brands PLC (IMBBY) at 7.45%. This indicates that BARC.L's price experiences larger fluctuations and is considered to be riskier than IMBBY 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 | IMBBY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.58% | 7.45% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 23.52% | 16.03% | +7.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.41% | 20.28% | +9.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.05% | 19.12% | +11.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.37% | 22.96% | +11.41% |
Dividends
BARC.L vs. IMBBY - Dividend Comparison
BARC.L's dividend yield for the trailing twelve months is around 1.89%, less than IMBBY's 5.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IMBBY Imperial Brands PLC | 5.88% | 5.37% | 6.04% | 7.62% | 7.03% | 8.58% | 9.92% | 10.41% | 7.93% | 5.03% | 4.54% | 0.00% |
Financials
BARC.L vs. IMBBY - Financials Comparison
This section allows you to compare key financial metrics between Barclays plc and Imperial Brands 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. IMBBY - 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%.
IMBBY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Imperial Brands PLC reported a gross profit of 3.04B and revenue of 9.22B. Therefore, the gross margin over that period was 33.0%.
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%.
IMBBY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Imperial Brands PLC reported an operating income of 1.47B and revenue of 9.22B, resulting in an operating margin of 15.9%.
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%.
IMBBY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Imperial Brands PLC reported a net income of 482.14M and revenue of 9.22B, resulting in a net margin of 5.2%.
Frequently Asked Questions
BARC.L and IMBBY have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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