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BCS vs. PGR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BCS and PGR is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

BCS vs. PGR - Performance Comparison

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

-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
20.45%
14.95%
BCS
PGR

Key characteristics

Sharpe Ratio

BCS:

3.36

PGR:

2.28

Sortino Ratio

BCS:

4.06

PGR:

3.26

Omega Ratio

BCS:

1.53

PGR:

1.41

Calmar Ratio

BCS:

1.34

PGR:

4.34

Martin Ratio

BCS:

29.04

PGR:

11.90

Ulcer Index

BCS:

3.67%

PGR:

3.97%

Daily Std Dev

BCS:

31.67%

PGR:

20.74%

Max Drawdown

BCS:

-94.39%

PGR:

-71.05%

Current Drawdown

BCS:

-56.88%

PGR:

-7.57%

Fundamentals

Market Cap

BCS:

$51.34B

PGR:

$143.84B

EPS

BCS:

$1.40

PGR:

$13.75

PE Ratio

BCS:

10.19

PGR:

17.72

PEG Ratio

BCS:

1.30

PGR:

0.12

Total Revenue (TTM)

BCS:

$19.20B

PGR:

$54.72B

Gross Profit (TTM)

BCS:

$19.20B

PGR:

$54.71B

EBITDA (TTM)

BCS:

-$817.00M

PGR:

$8.09B

Returns By Period

In the year-to-date period, BCS achieves a 7.30% return, which is significantly higher than PGR's 3.72% return. Over the past 10 years, BCS has underperformed PGR with an annualized return of 2.99%, while PGR has yielded a comparatively higher 28.37% annualized return.


BCS

YTD

7.30%

1M

9.02%

6M

20.45%

1Y

102.51%

5Y*

13.34%

10Y*

2.99%

PGR

YTD

3.72%

1M

3.57%

6M

14.95%

1Y

46.27%

5Y*

28.91%

10Y*

28.37%

*Annualized

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Risk-Adjusted Performance

BCS vs. PGR — Risk-Adjusted Performance Rank

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

BCS
The Risk-Adjusted Performance Rank of BCS is 9595
Overall Rank
The Sharpe Ratio Rank of BCS is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of BCS is 9797
Sortino Ratio Rank
The Omega Ratio Rank of BCS is 9595
Omega Ratio Rank
The Calmar Ratio Rank of BCS is 8484
Calmar Ratio Rank
The Martin Ratio Rank of BCS is 9999
Martin Ratio Rank

PGR
The Risk-Adjusted Performance Rank of PGR is 9494
Overall Rank
The Sharpe Ratio Rank of PGR is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of PGR is 9393
Sortino Ratio Rank
The Omega Ratio Rank of PGR is 9191
Omega Ratio Rank
The Calmar Ratio Rank of PGR is 9797
Calmar Ratio Rank
The Martin Ratio Rank of PGR is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BCS vs. PGR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and The Progressive Corporation (PGR). 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.


Sharpe ratio
The chart of Sharpe ratio for BCS, currently valued at 3.36, compared to the broader market-2.000.002.004.003.362.28
The chart of Sortino ratio for BCS, currently valued at 4.06, compared to the broader market-4.00-2.000.002.004.004.063.26
The chart of Omega ratio for BCS, currently valued at 1.53, compared to the broader market0.501.001.502.001.531.41
The chart of Calmar ratio for BCS, currently valued at 1.34, compared to the broader market0.002.004.006.001.344.34
The chart of Martin ratio for BCS, currently valued at 29.04, compared to the broader market-10.000.0010.0020.0030.0029.0411.90
BCS
PGR

The current BCS Sharpe Ratio is 3.36, which is higher than the PGR Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of BCS and PGR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.504.00AugustSeptemberOctoberNovemberDecember2025
3.36
2.28
BCS
PGR

Dividends

BCS vs. PGR - Dividend Comparison

BCS's dividend yield for the trailing twelve months is around 2.92%, more than PGR's 2.01% yield.


TTM20242023202220212020201920182017201620152014
BCS
Barclays PLC
2.92%3.13%4.87%4.17%1.60%3.90%3.72%3.21%1.39%2.25%3.09%2.87%
PGR
The Progressive Corporation
2.01%0.48%0.25%0.31%6.23%2.68%3.89%1.86%1.21%2.50%2.16%5.53%

Drawdowns

BCS vs. PGR - Drawdown Comparison

The maximum BCS drawdown since its inception was -94.39%, which is greater than PGR's maximum drawdown of -71.05%. Use the drawdown chart below to compare losses from any high point for BCS and PGR. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-56.88%
-7.57%
BCS
PGR

Volatility

BCS vs. PGR - Volatility Comparison

Barclays PLC (BCS) has a higher volatility of 10.94% compared to The Progressive Corporation (PGR) at 4.99%. This indicates that BCS's price experiences larger fluctuations and is considered to be riskier than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
10.94%
4.99%
BCS
PGR

Financials

BCS vs. PGR - Financials Comparison

This section allows you to compare key financial metrics between Barclays PLC and The Progressive Corporation. 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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