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BCS vs. BIRK
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BCS vs. BIRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Barclays PLC (BCS) and Birkenstock Holding plc (BIRK). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BCS achieves a 1.28% return, which is significantly lower than BIRK's 19.19% return.


BCS

1D
2.91%
1M
11.51%
YTD
1.28%
6M
8.12%
1Y
46.32%
3Y*
52.43%
5Y*
24.10%
10Y*
14.35%

BIRK

1D
5.50%
1M
47.41%
YTD
19.19%
6M
7.12%
1Y
-8.93%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCS vs. BIRK - Yearly Performance Comparison


2026 (YTD)202520242023
BCS
Barclays PLC
1.28%96.49%76.26%1.55%
BIRK
Birkenstock Holding plc
19.19%-27.82%16.27%18.85%

Correlation

The correlation between BCS and BIRK is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.36

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2023

0.33

Fundamentals

Market Cap

BCS:

$87.41B

BIRK:

$8.97B

EPS

BCS:

£2.06

BIRK:

€1.93

PE Ratio

BCS:

9.23

BIRK:

21.88

PEG Ratio

BCS:

1.67

BIRK:

0.28

PS Ratio

BCS:

2.32

BIRK:

3.56

PB Ratio

BCS:

0.85

BIRK:

2.68

Total Revenue (TTM)

BCS:

£28.57B

BIRK:

€2.19B

Gross Profit (TTM)

BCS:

£26.96B

BIRK:

€1.23B

EBITDA (TTM)

BCS:

£9.15B

BIRK:

€671.99M

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Return for Risk

BCS vs. BIRK — Risk / Return Rank

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

BCS
BCS Risk / Return Rank: 7979
Overall Rank
BCS Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
BCS Sortino Ratio Rank: 8181
Sortino Ratio Rank
BCS Omega Ratio Rank: 7878
Omega Ratio Rank
BCS Calmar Ratio Rank: 7474
Calmar Ratio Rank
BCS Martin Ratio Rank: 7777
Martin Ratio Rank

BIRK
BIRK Risk / Return Rank: 3535
Overall Rank
BIRK Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
BIRK Sortino Ratio Rank: 3333
Sortino Ratio Rank
BIRK Omega Ratio Rank: 3333
Omega Ratio Rank
BIRK Calmar Ratio Rank: 3737
Calmar Ratio Rank
BIRK Martin Ratio Rank: 3636
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.

BCS vs. BIRK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and Birkenstock Holding plc (BIRK). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BCSBIRKDifference
Sharpe ratioReturn per unit of total volatility

+1.77

Sortino ratioReturn per unit of downside risk

+2.16

Omega ratioGain probability vs. loss probability

1.27

1.01

+0.26

Calmar ratioReturn relative to maximum drawdown

1.78

-0.22

+1.99

Martin ratioReturn relative to average drawdown

5.03

-0.41

+5.45

BCS vs. BIRK - Sharpe Ratio Comparison

The current BCS Sharpe Ratio is 1.59, which is higher than the BIRK Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of BCS and BIRK, 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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Drawdowns

BCS vs. BIRK - Drawdown Comparison

The maximum BCS drawdown since its inception was -94.36%, which is greater than BIRK's maximum drawdown of -50.94%. Use the drawdown chart below to compare losses from any high point for BCS and BIRK.


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Drawdown Indicators


BCSBIRKDifference

Max Drawdown

Largest peak-to-trough decline

-94.36%

-50.94%

-43.42%

Max Drawdown (1Y)

Largest decline over 1 year

-26.20%

-41.59%

+15.39%

Max Drawdown (3Y)

Largest decline over 3 years

-26.20%

Max Drawdown (5Y)

Largest decline over 5 years

-48.14%

Max Drawdown (10Y)

Largest decline over 10 years

-66.10%

Current Drawdown

Current decline from peak

-24.68%

-23.31%

-1.37%

Average Drawdown

Average peak-to-trough decline

-38.42%

-20.00%

-18.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.23%

21.79%

-12.56%

Volatility

BCS vs. BIRK - Volatility Comparison

The current volatility for Barclays PLC (BCS) is 10.56%, while Birkenstock Holding plc (BIRK) has a volatility of 23.33%. This indicates that BCS experiences smaller price fluctuations and is considered to be less risky than BIRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BCSBIRKDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.56%

23.33%

-12.77%

Volatility (6M)

Calculated over the trailing 6-month period

24.06%

42.05%

-17.99%

Volatility (1Y)

Calculated over the trailing 1-year period

29.37%

47.51%

-18.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.06%

43.51%

-9.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.71%

43.51%

-5.80%

Dividends

BCS vs. BIRK - Dividend Comparison

BCS's dividend yield for the trailing twelve months is around 1.83%, while BIRK has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BCS
Barclays PLC
1.83%1.70%3.13%4.86%4.18%1.61%3.91%3.68%3.21%1.37%2.26%2.95%
BIRK
Birkenstock Holding plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

BCS vs. BIRK - Financials Comparison

This section allows you to compare key financial metrics between Barclays PLC and Birkenstock Holding 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B20222023202420252026
8.16B
628.50M
(BCS) Total Revenue
(BIRK) Total Revenue
Please note, different currencies. BCS values in GBP, BIRK values in EUR

BCS vs. BIRK - Profitability Comparison

The chart below illustrates the profitability comparison between Barclays PLC and Birkenstock Holding plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%100.0%20222023202420252026
100.0%
50.2%
Portfolio components
BCS - 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%.

BIRK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a gross profit of 315.59M and revenue of 628.50M. Therefore, the gross margin over that period was 50.2%.

BCS - 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%.

BIRK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported an operating income of 164.94M and revenue of 628.50M, resulting in an operating margin of 26.2%.

BCS - 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%.

BIRK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Birkenstock Holding plc reported a net income of 83.23M and revenue of 628.50M, resulting in a net margin of 13.2%.


Frequently Asked Questions


BCS and BIRK have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BIRK has higher volatility (23.33%) compared to BCS (10.56%). In terms of maximum drawdown, BCS dropped -94.36% vs BIRK's -50.94%.

BCS currently has the higher Sharpe Ratio (1.59 vs -0.19), 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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