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LYG vs. BCS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between LYG and BCS is 0.54, 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.


Performance

LYG vs. BCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lloyds Banking Group plc (LYG) and Barclays PLC (BCS). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

LYG:

1.68

BCS:

1.79

Sortino Ratio

LYG:

2.23

BCS:

2.23

Omega Ratio

LYG:

1.30

BCS:

1.30

Calmar Ratio

LYG:

0.64

BCS:

0.91

Martin Ratio

LYG:

6.66

BCS:

12.93

Ulcer Index

LYG:

7.94%

BCS:

4.84%

Daily Std Dev

LYG:

31.79%

BCS:

36.10%

Max Drawdown

LYG:

-94.82%

BCS:

-94.39%

Current Drawdown

LYG:

-73.29%

BCS:

-46.25%

Fundamentals

Market Cap

LYG:

$59.80B

BCS:

$62.00B

EPS

LYG:

$0.33

BCS:

$1.99

PE Ratio

LYG:

12.09

BCS:

8.75

PEG Ratio

LYG:

2.34

BCS:

1.37

PS Ratio

LYG:

3.41

BCS:

2.49

PB Ratio

LYG:

0.95

BCS:

0.62

Total Revenue (TTM)

LYG:

$22.32B

BCS:

$26.99B

Gross Profit (TTM)

LYG:

$22.32B

BCS:

$26.99B

EBITDA (TTM)

LYG:

$1.61B

BCS:

-$410.00M

Returns By Period

In the year-to-date period, LYG achieves a 51.08% return, which is significantly higher than BCS's 33.41% return. Over the past 10 years, LYG has underperformed BCS with an annualized return of 1.83%, while BCS has yielded a comparatively higher 3.55% annualized return.


LYG

YTD

51.08%

1M

6.12%

6M

45.21%

1Y

48.59%

5Y*

28.49%

10Y*

1.83%

BCS

YTD

33.41%

1M

18.34%

6M

34.21%

1Y

61.47%

5Y*

31.82%

10Y*

3.55%

*Annualized

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Risk-Adjusted Performance

LYG vs. BCS — Risk-Adjusted Performance Rank

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

LYG
The Risk-Adjusted Performance Rank of LYG is 8787
Overall Rank
The Sharpe Ratio Rank of LYG is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of LYG is 8989
Sortino Ratio Rank
The Omega Ratio Rank of LYG is 8888
Omega Ratio Rank
The Calmar Ratio Rank of LYG is 7676
Calmar Ratio Rank
The Martin Ratio Rank of LYG is 9090
Martin Ratio Rank

BCS
The Risk-Adjusted Performance Rank of BCS is 9090
Overall Rank
The Sharpe Ratio Rank of BCS is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of BCS is 8989
Sortino Ratio Rank
The Omega Ratio Rank of BCS is 8787
Omega Ratio Rank
The Calmar Ratio Rank of BCS is 8282
Calmar Ratio Rank
The Martin Ratio Rank of BCS is 9797
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LYG vs. BCS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Lloyds Banking Group plc (LYG) 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.


The current LYG Sharpe Ratio is 1.68, which is comparable to the BCS Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of LYG 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.


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Dividends

LYG vs. BCS - Dividend Comparison

LYG's dividend yield for the trailing twelve months is around 3.98%, more than BCS's 2.43% yield.


TTM20242023202220212020201920182017201620152014
LYG
Lloyds Banking Group plc
3.98%5.44%5.27%4.95%2.71%5.35%5.05%6.64%4.29%5.03%2.13%0.00%
BCS
Barclays PLC
2.43%3.13%4.87%4.17%1.60%3.90%3.72%3.21%1.39%2.25%3.09%2.87%

Drawdowns

LYG vs. BCS - Drawdown Comparison

The maximum LYG drawdown since its inception was -94.82%, roughly equal to the maximum BCS drawdown of -94.39%. Use the drawdown chart below to compare losses from any high point for LYG and BCS. For additional features, visit the drawdowns tool.


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Volatility

LYG vs. BCS - Volatility Comparison

Lloyds Banking Group plc (LYG) has a higher volatility of 7.92% compared to Barclays PLC (BCS) at 7.30%. This indicates that LYG's price experiences larger fluctuations and is considered to be riskier than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

LYG vs. BCS - Financials Comparison

This section allows you to compare key financial metrics between Lloyds Banking 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-10.00B0.0010.00B20.00B20212022202320242025
4.70B
7.71B
(LYG) Total Revenue
(BCS) Total Revenue
Values in USD except per share items

LYG vs. BCS - Profitability Comparison

The chart below illustrates the profitability comparison between Lloyds Banking Group plc and Barclays PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

99.8%99.8%99.9%99.9%100.0%100.0%20212022202320242025
100.0%
100.0%
(LYG) Gross Margin
(BCS) Gross Margin
LYG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Lloyds Banking Group plc reported a gross profit of 4.70B and revenue of 4.70B. 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 May 2025, Barclays PLC reported a gross profit of 7.71B and revenue of 7.71B. Therefore, the gross margin over that period was 100.0%.

LYG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Lloyds Banking Group plc reported an operating income of 1.83B and revenue of 4.70B, resulting in an operating margin of 38.9%.

BCS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Barclays PLC reported an operating income of 3.36B and revenue of 7.71B, resulting in an operating margin of 43.5%.

LYG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Lloyds Banking Group plc reported a net income of 1.12B and revenue of 4.70B, resulting in a net margin of 23.9%.

BCS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Barclays PLC reported a net income of 2.10B and revenue of 7.71B, resulting in a net margin of 27.2%.