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

Correlation

The correlation between BCS and PGR is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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.

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Key characteristics

Sharpe Ratio

BCS:

1.79

PGR:

1.68

Sortino Ratio

BCS:

2.23

PGR:

1.99

Omega Ratio

BCS:

1.30

PGR:

1.28

Calmar Ratio

BCS:

0.91

PGR:

2.98

Martin Ratio

BCS:

12.93

PGR:

7.61

Ulcer Index

BCS:

4.84%

PGR:

4.82%

Daily Std Dev

BCS:

36.10%

PGR:

24.63%

Max Drawdown

BCS:

-94.39%

PGR:

-71.05%

Current Drawdown

BCS:

-46.25%

PGR:

-1.75%

Fundamentals

Market Cap

BCS:

$62.00B

PGR:

$167.68B

EPS

BCS:

$1.99

PGR:

$14.82

PE Ratio

BCS:

8.75

PGR:

19.30

PEG Ratio

BCS:

1.37

PGR:

7.44

PS Ratio

BCS:

2.49

PGR:

2.14

PB Ratio

BCS:

0.62

PGR:

5.69

Total Revenue (TTM)

BCS:

$26.99B

PGR:

$78.52B

Gross Profit (TTM)

BCS:

$26.99B

PGR:

$19.50B

EBITDA (TTM)

BCS:

-$410.00M

PGR:

$11.36B

Returns By Period

In the year-to-date period, BCS achieves a 33.41% return, which is significantly higher than PGR's 21.79% return. Over the past 10 years, BCS has underperformed PGR with an annualized return of 3.55%, while PGR has yielded a comparatively higher 29.69% annualized return.


BCS

YTD

33.41%

1M

18.34%

6M

34.21%

1Y

61.47%

5Y*

31.82%

10Y*

3.55%

PGR

YTD

21.79%

1M

7.75%

6M

14.09%

1Y

39.61%

5Y*

32.91%

10Y*

29.69%

*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 9090
Overall Rank
The Sharpe Ratio Rank of BCS is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BCS is 8989
Sortino Ratio Rank
The Omega Ratio Rank of BCS is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BCS is 8282
Calmar Ratio Rank
The Martin Ratio Rank of BCS is 9797
Martin Ratio Rank

PGR
The Risk-Adjusted Performance Rank of PGR is 9191
Overall Rank
The Sharpe Ratio Rank of PGR is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of PGR is 8585
Sortino Ratio Rank
The Omega Ratio Rank of PGR is 8686
Omega Ratio Rank
The Calmar Ratio Rank of PGR is 9696
Calmar Ratio Rank
The Martin Ratio Rank of PGR is 9292
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.


The current BCS Sharpe Ratio is 1.79, which is comparable to the PGR Sharpe Ratio of 1.68. 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.


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Dividends

BCS vs. PGR - Dividend Comparison

BCS's dividend yield for the trailing twelve months is around 2.43%, more than PGR's 1.71% yield.


TTM20242023202220212020201920182017201620152014
BCS
Barclays PLC
2.43%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
1.71%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.


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Volatility

BCS vs. PGR - Volatility Comparison

The current volatility for Barclays PLC (BCS) is 7.30%, while The Progressive Corporation (PGR) has a volatility of 7.94%. This indicates that BCS experiences smaller price fluctuations and is considered to be less risky than PGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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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


5.00B10.00B15.00B20.00B20212022202320242025
7.71B
20.40B
(BCS) Total Revenue
(PGR) Total Revenue
Values in USD except per share items

BCS vs. PGR - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
100.0%
-0.3%
(BCS) Gross Margin
(PGR) Gross Margin
BCS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Barclays PLC reported a gross profit of 7.71B and revenue of 7.71B. Therefore, the gross margin over that period was 100.0%.

PGR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Progressive Corporation reported a gross profit of -70.00M and revenue of 20.40B. Therefore, the gross margin over that period was -0.3%.

BCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Barclays PLC reported an operating income of 3.36B and revenue of 7.71B, resulting in an operating margin of 43.5%.

PGR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Progressive Corporation reported an operating income of 3.24B and revenue of 20.40B, resulting in an operating margin of 15.9%.

BCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Barclays PLC reported a net income of 2.10B and revenue of 7.71B, resulting in a net margin of 27.2%.

PGR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Progressive Corporation reported a net income of 2.57B and revenue of 20.40B, resulting in a net margin of 12.6%.