EBKDY vs. BCS

Last updated Apr 1, 2026

Compare and contrast key facts about Erste Group Bank AG PK (EBKDY) and Barclays PLC (BCS).

Performance

EBKDY vs. BCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Erste Group Bank AG PK (EBKDY) and Barclays PLC (BCS). The values are adjusted to include any dividend payments, if applicable.

EBKDY vs. BCS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EBKDY Erste Group Bank AG PK	-9.58%	104.70%	59.56%	36.72%	-29.48%	68.00%	-19.19%	18.27%	-21.60%	58.26%
BCS Barclays PLC	-15.86%	96.49%	76.26%	6.01%	-21.90%	31.71%	-12.84%	31.90%	-29.25%	0.44%

Fundamentals

Market Cap EBKDY : $89.44B BCS : $73.44B
EPS EBKDY : $2.17 BCS : $2.04
PE Ratio EBKDY : 25.13 BCS : 10.36
PEG Ratio EBKDY : 6.69 BCS : 1.87
PS Ratio EBKDY : 6.46 BCS : 2.64
PB Ratio EBKDY : 3.92 BCS : 0.94
Total Revenue (TTM) EBKDY : $13.61B BCS : $28.09B
Gross Profit (TTM) EBKDY : $11.34B BCS : $28.09B
EBITDA (TTM) EBKDY : $4.31B BCS : $7.30B

Returns By Period

In the year-to-date period, EBKDY achieves a -9.58% return, which is significantly higher than BCS's -15.86% return. Over the past 10 years, EBKDY has outperformed BCS with an annualized return of 20.04%, while BCS has yielded a comparatively lower 12.78% annualized return.

EBKDY

• 1D: 4.07%
• 1M: -7.91%
• YTD: -9.58%
• 6M: 10.98%
• 1Y: 63.49%
• 3Y*: 57.75%
• 5Y*: 32.53%
• 10Y*: 20.04%

BCS

• 1D: 4.70%
• 1M: -12.85%
• YTD: -15.86%
• 6M: 3.60%
• 1Y: 40.55%
• 3Y*: 48.18%
• 5Y*: 19.89%
• 10Y*: 12.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

EBKDY vs. BCS — Risk / Return Rank

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

EBKDY

EBKDY Risk / Return Rank: 87
EBKDY Sharpe Ratio Rank: 90
EBKDY Sortino Ratio Rank: 87
EBKDY Omega Ratio Rank: 87
EBKDY Calmar Ratio Rank: 84
EBKDY Martin Ratio Rank: 88

BCS

BCS Risk / Return Rank: 76
BCS Sharpe Ratio Rank: 81
BCS Sortino Ratio Rank: 75
BCS Omega Ratio Rank: 73
BCS Calmar Ratio Rank: 73
BCS Martin Ratio Rank: 79

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EBKDY vs. BCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Erste Group Bank AG PK (EBKDY) and Barclays PLC (BCS). 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.

	EBKDY	BCS	Difference
Sharpe ratio Return per unit of total volatility	2.02	1.30	+0.72
Sortino ratio Return per unit of downside risk	2.59	1.77	+0.82
Omega ratio Gain probability vs. loss probability	1.35	1.24	+0.12
Calmar ratio Return relative to maximum drawdown	2.72	1.54	+1.19
Martin ratio Return relative to average drawdown	9.28	5.42	+3.86
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EBKDY vs. BCS - Sharpe Ratio Comparison

The current EBKDY Sharpe Ratio is 2.02, which is higher than the BCS Sharpe Ratio of 1.30. The chart below compares the historical Sharpe Ratios of EBKDY and BCS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EBKDY	BCS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.02	1.30	+0.72
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.92	0.59	+0.33
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.55	0.34	+0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.10	0.17	-0.07

Correlation

The correlation between EBKDY and BCS is 0.53, 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.

Dividends

EBKDY vs. BCS - Dividend Comparison

EBKDY's dividend yield for the trailing twelve months is around 3.10%, more than BCS's 2.21% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EBKDY Erste Group Bank AG PK	3.10%	2.80%	4.77%	5.11%	5.28%	5.09%	0.00%	4.07%	4.26%	4.99%	3.83%	0.00%
BCS Barclays PLC	2.21%	1.70%	3.13%	4.86%	4.18%	1.61%	3.91%	3.68%	3.21%	1.37%	2.26%	2.95%

Drawdowns

EBKDY vs. BCS - Drawdown Comparison

The maximum EBKDY drawdown since its inception was -89.42%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for EBKDY and BCS.

Drawdown Indicators

	EBKDY	BCS	Difference
Max Drawdown Largest peak-to-trough decline	-89.42%	-94.36%	+4.94%
Max Drawdown (1Y) Largest decline over 1 year	-22.06%	-26.20%	+4.14%
Max Drawdown (5Y) Largest decline over 5 years	-55.78%	-48.14%	-7.64%
Max Drawdown (10Y) Largest decline over 10 years	-64.08%	-66.10%	+2.02%
Current Drawdown Current decline from peak	-17.88%	-37.43%	+19.55%
Average Drawdown Average peak-to-trough decline	-44.46%	-38.46%	-6.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.47%	7.42%	-0.95%

Volatility

EBKDY vs. BCS - Volatility Comparison

The current volatility for Erste Group Bank AG PK (EBKDY) is 10.94%, while Barclays PLC (BCS) has a volatility of 11.96%. This indicates that EBKDY experiences smaller price fluctuations and is considered to be less risky than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EBKDY	BCS	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.94%	11.96%	-1.02%
Volatility (6M) Calculated over the trailing 6-month period	20.89%	21.39%	-0.50%
Volatility (1Y) Calculated over the trailing 1-year period	31.73%	31.39%	+0.34%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.44%	33.89%	+1.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.71%	37.72%	-1.01%

Financials

EBKDY vs. BCS - Profitability Comparison

The chart below illustrates the profitability comparison between Erste Group Bank AG PK and Barclays PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

EBKDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Erste Group Bank AG PK reported a gross profit of 2.73B and revenue of 2.73B. Therefore, the gross margin over that period was 100.0%.

BCS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported a gross profit of 6.50B and revenue of 6.50B. Therefore, the gross margin over that period was 100.0%.

EBKDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Erste Group Bank AG PK reported an operating income of 1.38B and revenue of 2.73B, resulting in an operating margin of 50.8%.

BCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported an operating income of 1.91B and revenue of 6.50B, resulting in an operating margin of 29.4%.

EBKDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Erste Group Bank AG PK reported a net income of 935.15M and revenue of 2.73B, resulting in a net margin of 34.3%.

BCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported a net income of 1.45B and revenue of 6.50B, resulting in a net margin of 22.4%.