IHG vs. BCS
IHG (InterContinental Hotels Group PLC) and BCS (Barclays PLC) are both stocks. IHG operates in Lodging (Consumer Cyclical), while BCS operates in Banks - Diversified (Financial Services). Over the past 10 years, IHG returned 17.77%/yr vs 13.16%/yr for BCS. A 0.50 correlation means they provide meaningful diversification when combined.
Performance
IHG vs. BCS - Performance Comparison
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Returns By Period
In the year-to-date period, IHG achieves a 17.02% return, which is significantly higher than BCS's -3.65% return. Over the past 10 years, IHG has outperformed BCS with an annualized return of 17.77%, while BCS has yielded a comparatively lower 13.16% annualized return.
IHG
- 1D
- 0.74%
- 1M
- 9.18%
- YTD
- 17.02%
- 6M
- 23.63%
- 1Y
- 42.02%
- 3Y*
- 35.03%
- 5Y*
- 19.34%
- 10Y*
- 17.77%
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%
IHG vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IHG InterContinental Hotels Group PLC | 17.02% | 14.53% | 39.13% | 59.59% | -8.70% | 0.14% | -5.17% | 27.65% | -12.53% | 50.75% |
BCS Barclays PLC | -3.65% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Correlation
The correlation between IHG and BCS is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Apr 11, 2003 | 0.50 |
The correlation between IHG and BCS shifts across timeframes, from 0.35 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
Fundamentals
IHG:
$25.12B
BCS:
$83.15B
IHG:
$8.92
BCS:
$2.06
IHG:
18.31
BCS:
11.77
IHG:
0.43
BCS:
2.13
IHG:
2.51
BCS:
2.96
IHG:
$10.13B
BCS:
$28.57B
IHG:
$4.63B
BCS:
$26.96B
IHG:
$2.53B
BCS:
$9.15B
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Return for Risk
IHG vs. BCS — Risk / Return Rank
IHG
BCS
IHG vs. BCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for InterContinental Hotels Group PLC (IHG) 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.
| IHG | BCS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.22 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 1.37 | +1.87 |
| Martin ratioReturn relative to average drawdown | 9.66 | 3.91 | +5.74 |
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
| IHG | BCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 1.24 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.68 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.35 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.18 | +0.47 |
Drawdowns
IHG vs. BCS - Drawdown Comparison
The maximum IHG drawdown since its inception was -77.84%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for IHG and BCS.
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Drawdown Indicators
| IHG | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.84% | -94.36% | +16.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -26.20% | +13.16% |
Max Drawdown (3Y)Largest decline over 3 years | -28.92% | -26.20% | -2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -33.93% | -48.14% | +14.21% |
Max Drawdown (10Y)Largest decline over 10 years | -59.29% | -66.10% | +6.81% |
Current DrawdownCurrent decline from peak | 0.00% | -28.35% | +28.35% |
Average DrawdownAverage peak-to-trough decline | -13.86% | -38.43% | +24.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 9.17% | -4.81% |
Volatility
IHG vs. BCS - Volatility Comparison
The current volatility for InterContinental Hotels Group PLC (IHG) is 6.41%, while Barclays PLC (BCS) has a volatility of 9.51%. This indicates that IHG 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
| IHG | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 9.51% | -3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.96% | 23.47% | -4.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.84% | 28.98% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.78% | 34.00% | -7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.52% | 37.74% | -7.22% |
Dividends
IHG vs. BCS - Dividend Comparison
IHG's dividend yield for the trailing twelve months is around 1.13%, less than BCS's 1.93% 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% |
IHG InterContinental Hotels Group PLC | 1.13% | 1.23% | 1.26% | 1.57% | 2.22% | 0.00% | 0.00% | 5.52% | 1.97% | 8.04% | 30.47% | 2.72% |
Financials
IHG vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between InterContinental Hotels Group PLC 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
IHG vs. BCS - Profitability Comparison
IHG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, InterContinental Hotels Group PLC reported a gross profit of 979.00M and revenue of 2.67B. Therefore, the gross margin over that period was 36.7%.
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%.
IHG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, InterContinental Hotels Group PLC reported an operating income of 575.00M and revenue of 2.67B, resulting in an operating margin of 21.5%.
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%.
IHG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, InterContinental Hotels Group PLC reported a net income of 289.00M and revenue of 2.67B, resulting in a net margin of 10.8%.
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
IHG and BCS have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCS has higher volatility (9.51%) compared to IHG (6.41%). In terms of maximum drawdown, IHG dropped -77.84% vs BCS's -94.36%.
IHG currently has the higher Sharpe Ratio (1.64 vs 1.24), 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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