BCS vs. MA
BCS (Barclays PLC) and MA (Mastercard Incorporated) are both stocks. Both are in the Financial Services sector — BCS in Banks - Diversified, MA in Credit Services. Over the past 10 years, BCS returned 16.89%/yr vs 20.36%/yr for MA. Their 0.40 correlation means their historical movements had little consistent relationship.
Performance
BCS vs. MA - Performance Comparison
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Returns By Period
In the year-to-date period, BCS achieves a 9.35% return, which is significantly higher than MA's 0.88% return. Over the past 10 years, BCS has underperformed MA with an annualized return of 16.89%, while MA has yielded a comparatively higher 20.36% annualized return.
BCS
- 1D
- -0.72%
- 1M
- -0.97%
- 6M
- 4.04%
- YTD
- 9.35%
- 1Y
- 46.89%
- 3Y*
- 57.44%
- 5Y*
- 27.36%
- 10Y*
- 16.89%
- ALL TIME*
- 7.92%
MA
- 1D
- -0.74%
- 1M
- 6.43%
- 6M
- 6.73%
- YTD
- 0.88%
- 1Y
- 3.00%
- 3Y*
- 13.69%
- 5Y*
- 8.87%
- 10Y*
- 20.36%
- ALL TIME*
- 28.48%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BCS Barclays PLC | $176.15M | $156.99M | $139.51M |
| $1.74B | $1.69B | $1.89B |
BCS vs. MA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 9.35% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
MA Mastercard Incorporated | 0.88% | 9.04% | 24.17% | 23.40% | -2.66% | 1.16% | 20.19% | 59.16% | 25.31% | 47.69% |
Correlation
The correlation between BCS and MA is 0.16, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.16 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.34 |
Correlation (All Time) Calculated using the full available price history since May 25, 2006 | 0.40 |
Over the past year, the correlation between BCS and MA has dropped to 0.16 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.
Fundamentals
BCS:
$92.72B
MA:
$506.38B
BCS:
£3.03
MA:
$18.17
BCS:
6.75
MA:
31.54
BCS:
0.98
MA:
1.84
BCS:
1.33
MA:
14.62
BCS:
£39.85B
MA:
$35.08B
BCS:
£37.85B
MA:
$29.34B
BCS:
£10.04B
MA:
$22.12B
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Return for Risk
BCS vs. MA — Risk / Return Rank
BCS
MA
BCS vs. MA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and Mastercard Incorporated (MA). 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.
| BCS | MA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.03 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 0.09 | +1.56 |
| Martin ratioReturn relative to average drawdown | 4.64 | 0.16 | +4.48 |
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Drawdowns
BCS vs. MA - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.36%, which is greater than MA's maximum drawdown of -62.67%. Use the drawdown chart below to compare losses from any high point for BCS and MA.
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Drawdown Indicators
| BCS | MA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -62.67% | -31.69% |
Max Drawdown (1Y)Largest decline over 1 year | -26.20% | -20.91% | -5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -20.91% | -5.29% |
Max Drawdown (5Y)Largest decline over 5 years | -48.14% | -28.25% | -19.89% |
Max Drawdown (10Y)Largest decline over 10 years | -66.10% | -41.00% | -25.10% |
Current DrawdownCurrent decline from peak | -18.68% | -3.72% | -14.96% |
Average DrawdownAverage peak-to-trough decline | -38.36% | -9.84% | -28.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.29% | 11.22% | -1.93% |
Volatility
BCS vs. MA - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 12.35% compared to Mastercard Incorporated (MA) at 7.42%. This indicates that BCS's price experiences larger fluctuations and is considered to be riskier than MA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCS | MA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.35% | 7.42% | +4.93% |
Volatility (6M)Calculated over the trailing 6-month period | 26.59% | 17.65% | +8.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.04% | 22.29% | +8.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.18% | 23.99% | +10.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.41% | 26.92% | +9.49% |
Dividends
BCS vs. MA - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 1.70%, more than MA's 0.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.70% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
MA Mastercard Incorporated | 0.59% | 0.53% | 0.50% | 0.53% | 0.56% | 0.49% | 0.45% | 0.44% | 0.53% | 0.58% | 0.74% | 0.66% |
Financials
BCS vs. MA - Financials Comparison
This section allows you to compare key financial metrics between Barclays PLC and Mastercard Incorporated. 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
BCS vs. MA - Profitability Comparison
BCS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported a gross profit of 18.13B and revenue of 18.13B. Therefore, the gross margin over that period was 100.0%.
MA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Mastercard Incorporated reported a gross profit of 9.28B and revenue of 9.28B. Therefore, the gross margin over that period was 100.0%.
BCS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported an operating income of 3.25B and revenue of 18.13B, resulting in an operating margin of 17.9%.
MA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Mastercard Incorporated reported an operating income of 5.59B and revenue of 9.28B, resulting in an operating margin of 60.2%.
BCS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported a net income of 2.50B and revenue of 18.13B, resulting in a net margin of 13.8%.
MA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Mastercard Incorporated reported a net income of 4.39B and revenue of 9.28B, resulting in a net margin of 47.3%.
Frequently Asked Questions
BCS and MA have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCS has higher volatility (12.35%) compared to MA (7.42%). In terms of maximum drawdown, BCS dropped -94.36% vs MA's -62.67%.
BCS currently has the higher Sharpe Ratio (1.39 vs 0.08), 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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