BCS vs. PUK
BCS (Barclays PLC) and PUK (Prudential plc) are both stocks. Both are in the Financial Services sector — BCS in Banks - Diversified, PUK in Insurance - Life. Over the past 10 years, BCS returned 13.16%/yr vs 0.89%/yr for PUK. A 0.61 correlation means they provide meaningful diversification when combined.
Performance
BCS vs. PUK - Performance Comparison
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Returns By Period
In the year-to-date period, BCS achieves a -3.65% return, which is significantly higher than PUK's -16.71% return. Over the past 10 years, BCS has outperformed PUK with an annualized return of 13.16%, while PUK has yielded a comparatively lower 0.89% annualized return.
BCS
- 1D
- -0.16%
- 1M
- 2.19%
- YTD
- -3.65%
- 6M
- 5.42%
- 1Y
- 35.75%
- 3Y*
- 50.36%
- 5Y*
- 22.92%
- 10Y*
- 13.16%
PUK
- 1D
- 0.35%
- 1M
- -18.04%
- YTD
- -16.71%
- 6M
- -11.33%
- 1Y
- 9.86%
- 3Y*
- -1.12%
- 5Y*
- -6.27%
- 10Y*
- 0.89%
BCS vs. PUK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | -3.65% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
PUK Prudential plc | -16.71% | 99.34% | -27.35% | -17.04% | -19.12% | -0.05% | -0.57% | 27.95% | -28.44% | 31.12% |
Correlation
The correlation between BCS and PUK is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.64 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2000 | 0.61 |
The correlation between BCS and PUK has been stable across timeframes, ranging from 0.55 to 0.64 - a consistent structural relationship.
Fundamentals
BCS:
$83.15B
PUK:
$32.99B
BCS:
$2.06
PUK:
$4.25
BCS:
11.77
PUK:
6.01
BCS:
2.13
PUK:
0.14
BCS:
2.96
PUK:
0.99
BCS:
1.08
PUK:
2.21
BCS:
$28.57B
PUK:
$33.63B
BCS:
$26.96B
PUK:
$20.95B
BCS:
$9.15B
PUK:
$15.89B
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Return for Risk
BCS vs. PUK — Risk / Return Rank
BCS
PUK
BCS vs. PUK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and Prudential plc (PUK). 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.
| BCS | PUK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.88 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.08 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.37 | 0.43 | +0.94 |
| Martin ratioReturn relative to average drawdown | 3.91 | 1.52 | +2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCS | PUK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 0.36 | +0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | -0.18 | +0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.02 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.08 | +0.09 |
Drawdowns
BCS vs. PUK - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.36%, which is greater than PUK's maximum drawdown of -82.52%. Use the drawdown chart below to compare losses from any high point for BCS and PUK.
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Drawdown Indicators
| BCS | PUK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.36% | -82.52% | -11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -26.20% | -23.16% | -3.04% |
Max Drawdown (3Y)Largest decline over 3 years | -26.20% | -48.78% | +22.58% |
Max Drawdown (5Y)Largest decline over 5 years | -48.14% | -63.59% | +15.45% |
Max Drawdown (10Y)Largest decline over 10 years | -66.10% | -63.59% | -2.51% |
Current DrawdownCurrent decline from peak | -28.35% | -33.73% | +5.38% |
Average DrawdownAverage peak-to-trough decline | -38.43% | -26.38% | -12.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.17% | 6.50% | +2.67% |
Volatility
BCS vs. PUK - Volatility Comparison
The current volatility for Barclays PLC (BCS) is 9.51%, while Prudential plc (PUK) has a volatility of 11.24%. This indicates that BCS experiences smaller price fluctuations and is considered to be less risky than PUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCS | PUK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.51% | 11.24% | -1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 23.47% | 22.96% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.98% | 27.39% | +1.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.00% | 35.05% | -1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.74% | 36.91% | +0.83% |
Dividends
BCS vs. PUK - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 1.93%, less than PUK's 2.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.93% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
PUK Prudential plc | 2.08% | 1.54% | 2.64% | 1.72% | 1.28% | 4.60% | 1.70% | 17.06% | 3.71% | 2.33% | 3.50% | 2.62% |
Financials
BCS vs. PUK - Financials Comparison
This section allows you to compare key financial metrics between Barclays PLC and Prudential 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.
Total Revenue: Total amount of money received from sales and other business activities
BCS vs. PUK - Profitability Comparison
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%.
PUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a gross profit of 11.35B and revenue of 11.35B. 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 Jun 2026, Barclays PLC reported an operating income of 2.81B and revenue of 8.16B, resulting in an operating margin of 34.5%.
PUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported an operating income of 2.39B and revenue of 11.35B, resulting in an operating margin of 21.1%.
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%.
PUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Prudential plc reported a net income of 1.99B and revenue of 11.35B, resulting in a net margin of 17.6%.
Frequently Asked Questions
BCS and PUK have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PUK has higher volatility (11.24%) compared to BCS (9.51%). In terms of maximum drawdown, BCS dropped -94.36% vs PUK's -82.52%.
BCS currently has the higher Sharpe Ratio (1.24 vs 0.36), 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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