NTB vs. BCS
NTB (The Bank of N.T. Butterfield & Son Limited) and BCS (Barclays PLC) are both stocks. Both operate in the Banks - Diversified industry within the Financial Services sector. Over the past 5 years, NTB returned 19.00%/yr vs 27.36%/yr for BCS. Their 0.49 correlation means their historical movements had little consistent relationship.
Performance
NTB vs. BCS - Performance Comparison
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Returns By Period
In the year-to-date period, NTB achieves a 25.31% return, which is significantly higher than BCS's 9.35% return.
NTB
- 1D
- -0.71%
- 1M
- 2.71%
- 6M
- 20.52%
- YTD
- 25.31%
- 1Y
- 42.73%
- 3Y*
- 31.99%
- 5Y*
- 19.00%
- 10Y*
- —
- ALL TIME*
- 14.79%
BCS
- 1D
- -0.72%
- 1M
- -0.97%
- 6M
- 4.04%
- YTD
- 9.35%
- 1Y
- 46.89%
- 3Y*
- 57.44%
- 5Y*
- 27.36%
- 10Y*
- 16.89%
- ALL TIME*
- 7.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BCS Barclays PLC | $176.15M | $156.99M | $139.51M |
| $10.70M | $9.23M | $11.58M |
NTB vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NTB The Bank of N.T. Butterfield & Son Limited | 25.31% | 42.51% | 20.23% | 14.28% | -17.47% | 28.34% | -10.09% | 24.14% | -10.70% | 19.79% |
BCS Barclays PLC | 9.35% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Correlation
The correlation between NTB and BCS is 0.41, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.41 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2016 | 0.49 |
The correlation between NTB and BCS shifts across timeframes, from 0.41 (1 year) to 0.53 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NTB:
$2.43B
BCS:
$92.72B
NTB:
$5.73
BCS:
£3.03
NTB:
10.70
BCS:
6.75
NTB:
0.72
BCS:
0.98
NTB:
3.49
BCS:
1.33
NTB:
$719.37M
BCS:
£39.85B
NTB:
$625.15M
BCS:
£37.85B
NTB:
$271.17M
BCS:
£10.04B
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Return for Risk
NTB vs. BCS — Risk / Return Rank
NTB
BCS
NTB vs. BCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Bank of N.T. Butterfield & Son Limited (NTB) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NTB | BCS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.89 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.24 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.92 | 1.65 | +2.27 |
| Martin ratioReturn relative to average drawdown | 12.84 | 4.64 | +8.20 |
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Drawdowns
NTB vs. BCS - Drawdown Comparison
The maximum NTB drawdown since its inception was -69.74%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for NTB and BCS.
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Drawdown Indicators
| NTB | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.74% | -94.36% | +24.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.32% | -26.20% | +15.88% |
Max Drawdown (3Y)Largest decline over 3 years | -18.64% | -26.20% | +7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -39.96% | -48.14% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -66.10% | — |
Current DrawdownCurrent decline from peak | -1.84% | -18.68% | +16.84% |
Average DrawdownAverage peak-to-trough decline | -18.46% | -38.36% | +19.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 9.29% | -6.14% |
Volatility
NTB vs. BCS - Volatility Comparison
The current volatility for The Bank of N.T. Butterfield & Son Limited (NTB) is 5.16%, while Barclays PLC (BCS) has a volatility of 12.35%. This indicates that NTB 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
| NTB | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.16% | 12.35% | -7.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.66% | 26.59% | -12.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 31.04% | -11.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.54% | 34.18% | -5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.53% | 36.41% | -1.88% |
Dividends
NTB vs. BCS - Dividend Comparison
NTB's dividend yield for the trailing twelve months is around 3.26%, more than BCS's 1.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.70% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
NTB The Bank of N.T. Butterfield & Son Limited | 3.26% | 3.77% | 4.82% | 5.50% | 5.90% | 4.62% | 5.65% | 4.75% | 4.85% | 3.53% | 0.32% | 0.00% |
Financials
NTB vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between The Bank of N.T. Butterfield & Son Limited 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
NTB vs. BCS - Profitability Comparison
NTB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Bank of N.T. Butterfield & Son Limited reported a gross profit of 158.30M and revenue of 159.90M. Therefore, the gross margin over that period was 99.0%.
BCS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported a gross profit of 18.13B and revenue of 18.13B. Therefore, the gross margin over that period was 100.0%.
NTB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Bank of N.T. Butterfield & Son Limited reported an operating income of 48.50M and revenue of 159.90M, resulting in an operating margin of 30.3%.
BCS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported an operating income of 3.25B and revenue of 18.13B, resulting in an operating margin of 17.9%.
NTB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Bank of N.T. Butterfield & Son Limited reported a net income of 46.90M and revenue of 159.90M, resulting in a net margin of 29.3%.
BCS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Barclays PLC reported a net income of 2.50B and revenue of 18.13B, resulting in a net margin of 13.8%.
Frequently Asked Questions
NTB and BCS have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BCS has higher volatility (12.35%) compared to NTB (5.16%). In terms of maximum drawdown, NTB dropped -69.74% vs BCS's -94.36%.
NTB currently has the higher Sharpe Ratio (2.05 vs 1.39), 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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