EBKDY vs. BCS
EBKDY (Erste Group Bank AG PK) and BCS (Barclays PLC) are both stocks. Both are in the Financial Services sector — EBKDY in Banks - Regional, BCS in Banks - Diversified. Over the past 10 years, EBKDY returned 21.47%/yr vs 12.14%/yr for BCS. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
EBKDY vs. BCS - Performance Comparison
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Returns By Period
In the year-to-date period, EBKDY achieves a -2.05% return, which is significantly higher than BCS's -3.49% return. Over the past 10 years, EBKDY has outperformed BCS with an annualized return of 21.47%, while BCS has yielded a comparatively lower 12.14% annualized return.
EBKDY
- 1D
- -0.37%
- 1M
- 0.85%
- YTD
- -2.05%
- 6M
- 5.67%
- 1Y
- 42.98%
- 3Y*
- 56.47%
- 5Y*
- 29.40%
- 10Y*
- 21.47%
BCS
- 1D
- -2.96%
- 1M
- 1.04%
- YTD
- -3.49%
- 6M
- 5.77%
- 1Y
- 38.56%
- 3Y*
- 50.25%
- 5Y*
- 22.21%
- 10Y*
- 12.14%
EBKDY vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EBKDY Erste Group Bank AG PK | -2.05% | 104.70% | 59.56% | 36.72% | -29.48% | 68.00% | -19.19% | 18.27% | -21.60% | 58.26% |
BCS Barclays PLC | -3.49% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Correlation
The correlation between EBKDY and BCS is 0.65, 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 | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.53 |
The correlation between EBKDY and BCS shifts across timeframes, from 0.53 (3 years) to 0.65 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
EBKDY:
$95.86B
BCS:
$83.29B
EBKDY:
$2.26
BCS:
$2.06
EBKDY:
25.95
BCS:
11.79
EBKDY:
6.91
BCS:
2.13
EBKDY:
4.82
BCS:
2.97
EBKDY:
4.10
BCS:
1.09
EBKDY:
$19.70B
BCS:
$28.57B
EBKDY:
$12.66B
BCS:
$26.96B
EBKDY:
$5.91B
BCS:
$9.15B
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Return for Risk
EBKDY vs. BCS — Risk / Return Rank
EBKDY
BCS
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 ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | 1.48 | +0.48 |
| Martin ratioReturn relative to average drawdown | 5.29 | 4.23 | +1.06 |
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
| EBKDY | BCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.34 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.66 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.32 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.11 | 0.18 | -0.07 |
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.
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Drawdown Indicators
| EBKDY | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (3Y)Largest decline over 3 years | -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 DrawdownCurrent decline from peak | -11.04% | -28.23% | +17.19% |
Average DrawdownAverage peak-to-trough decline | -44.14% | -38.43% | -5.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.14% | 9.14% | -1.00% |
Volatility
EBKDY vs. BCS - Volatility Comparison
The current volatility for Erste Group Bank AG PK (EBKDY) is 7.55%, while Barclays PLC (BCS) has a volatility of 10.06%. 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.
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Volatility by Period
| EBKDY | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 10.06% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 22.79% | 23.48% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.68% | 28.98% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.72% | 33.99% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.85% | 37.73% | -0.88% |
Dividends
EBKDY vs. BCS - Dividend Comparison
EBKDY's dividend yield for the trailing twelve months is around 0.74%, less than BCS's 1.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.92% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
EBKDY Erste Group Bank AG PK | 0.74% | 2.80% | 4.77% | 5.11% | 5.28% | 5.09% | 0.00% | 4.07% | 4.26% | 4.99% | 3.83% | 0.00% |
Financials
EBKDY vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between Erste Group Bank AG PK and Barclays 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
EBKDY vs. BCS - Profitability Comparison
EBKDY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Erste Group Bank AG PK reported a gross profit of 3.80B and revenue of 6.37B. Therefore, the gross margin over that period was 59.7%.
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%.
EBKDY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Erste Group Bank AG PK reported an operating income of 1.56B and revenue of 6.37B, resulting in an operating margin of 24.5%.
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%.
EBKDY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Erste Group Bank AG PK reported a net income of 892.44M and revenue of 6.37B, resulting in a net margin of 14.0%.
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%.
Frequently Asked Questions
EBKDY and BCS have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCS has higher volatility (10.06%) compared to EBKDY (7.55%). In terms of maximum drawdown, EBKDY dropped -89.42% vs BCS's -94.36%.
EBKDY currently has the higher Sharpe Ratio (1.51 vs 1.34), 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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