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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.

0.00%10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,216.03%
48,019.11%
BCS
PGR

Key characteristics

Sharpe Ratio

BCS:

2.52

PGR:

2.68

Sortino Ratio

BCS:

3.19

PGR:

3.73

Omega Ratio

BCS:

1.42

PGR:

1.47

Calmar Ratio

BCS:

0.99

PGR:

5.09

Martin Ratio

BCS:

18.25

PGR:

18.11

Ulcer Index

BCS:

4.29%

PGR:

3.05%

Daily Std Dev

BCS:

31.00%

PGR:

20.65%

Max Drawdown

BCS:

-94.39%

PGR:

-71.05%

Current Drawdown

BCS:

-60.45%

PGR:

-10.75%

Fundamentals

Market Cap

BCS:

$49.21B

PGR:

$145.01B

EPS

BCS:

$1.41

PGR:

$13.76

PE Ratio

BCS:

9.70

PGR:

17.99

PEG Ratio

BCS:

1.24

PGR:

1.00

Total Revenue (TTM)

BCS:

$26.15B

PGR:

$71.60B

Gross Profit (TTM)

BCS:

$26.15B

PGR:

$71.59B

EBITDA (TTM)

BCS:

-$1.08B

PGR:

$10.67B

Returns By Period

In the year-to-date period, BCS achieves a 73.50% return, which is significantly higher than PGR's 51.62% return. Over the past 10 years, BCS has underperformed PGR with an annualized return of 1.73%, while PGR has yielded a comparatively higher 27.65% annualized return.


BCS

YTD

73.50%

1M

-1.21%

6M

26.88%

1Y

76.18%

5Y*

11.09%

10Y*

1.73%

PGR

YTD

51.62%

1M

-6.63%

6M

14.81%

1Y

54.33%

5Y*

30.28%

10Y*

27.65%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

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 2.52, compared to the broader market-4.00-2.000.002.002.522.68
The chart of Sortino ratio for BCS, currently valued at 3.19, compared to the broader market-4.00-2.000.002.004.003.193.73
The chart of Omega ratio for BCS, currently valued at 1.42, compared to the broader market0.501.001.502.001.421.47
The chart of Calmar ratio for BCS, currently valued at 0.99, compared to the broader market0.002.004.006.000.995.09
The chart of Martin ratio for BCS, currently valued at 18.25, compared to the broader market-5.000.005.0010.0015.0020.0025.0018.2518.11
BCS
PGR

The current BCS Sharpe Ratio is 2.52, which is comparable to the PGR Sharpe Ratio of 2.68. 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.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.504.004.50JulyAugustSeptemberOctoberNovemberDecember
2.52
2.68
BCS
PGR

Dividends

BCS vs. PGR - Dividend Comparison

BCS's dividend yield for the trailing twelve months is around 3.18%, more than PGR's 0.48% yield.


TTM20232022202120202019201820172016201520142013
BCS
Barclays PLC
3.18%4.87%4.17%1.60%3.90%3.72%3.21%1.39%2.25%3.09%2.87%2.09%
PGR
The Progressive Corporation
0.48%0.25%0.31%6.23%2.68%3.89%1.86%1.21%2.50%2.16%5.53%1.05%

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%JulyAugustSeptemberOctoberNovemberDecember
-60.45%
-10.75%
BCS
PGR

Volatility

BCS vs. PGR - Volatility Comparison

Barclays PLC (BCS) and The Progressive Corporation (PGR) have volatilities of 7.44% and 7.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
7.44%
7.30%
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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