PortfoliosLab logo
NTB vs. BCS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NTB and BCS is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

NTB vs. BCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Bank of N.T. Butterfield & Son Limited (NTB) and Barclays PLC (BCS). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Daily Std Dev

NTB:

26.07%

BCS:

30.36%

Max Drawdown

NTB:

-69.74%

BCS:

-2.63%

Current Drawdown

NTB:

0.00%

BCS:

0.00%

Fundamentals

Market Cap

NTB:

$1.76B

BCS:

$58.89B

EPS

NTB:

$4.81

BCS:

$1.99

PE Ratio

NTB:

8.54

BCS:

8.31

PEG Ratio

NTB:

1.96

BCS:

1.30

PS Ratio

NTB:

3.01

BCS:

2.37

PB Ratio

NTB:

1.66

BCS:

0.59

Total Revenue (TTM)

NTB:

$648.74M

BCS:

$26.99B

Gross Profit (TTM)

NTB:

$496.84M

BCS:

$26.99B

EBITDA (TTM)

NTB:

$273.82M

BCS:

-$410.00M

Returns By Period


NTB

YTD

14.96%

1M

16.45%

6M

11.48%

1Y

22.08%

5Y*

21.38%

10Y*

N/A

BCS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NTB vs. BCS — Risk-Adjusted Performance Rank

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

NTB
The Risk-Adjusted Performance Rank of NTB is 8080
Overall Rank
The Sharpe Ratio Rank of NTB is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of NTB is 7575
Sortino Ratio Rank
The Omega Ratio Rank of NTB is 7373
Omega Ratio Rank
The Calmar Ratio Rank of NTB is 9090
Calmar Ratio Rank
The Martin Ratio Rank of NTB is 8383
Martin Ratio Rank

BCS
The Risk-Adjusted Performance Rank of BCS is 8989
Overall Rank
The Sharpe Ratio Rank of BCS is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BCS is 8888
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.

NTB vs. BCS - Risk-Adjusted Performance 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.



Loading data...

Dividends

NTB vs. BCS - Dividend Comparison

NTB's dividend yield for the trailing twelve months is around 4.28%, more than BCS's 2.56% yield.


TTM20242023202220212020201920182017201620152014
NTB
The Bank of N.T. Butterfield & Son Limited
4.28%4.82%5.50%5.90%4.62%5.65%4.75%4.85%3.53%0.32%0.00%0.00%
BCS
Barclays PLC
2.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NTB vs. BCS - Drawdown Comparison

The maximum NTB drawdown since its inception was -69.74%, which is greater than BCS's maximum drawdown of -2.63%. Use the drawdown chart below to compare losses from any high point for NTB and BCS. For additional features, visit the drawdowns tool.


Loading data...

Volatility

NTB vs. BCS - Volatility Comparison


Loading data...

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.


Quarterly
Annual

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


0.002.00B4.00B6.00B8.00B20212022202320242025
147.78M
7.71B
(NTB) Total Revenue
(BCS) Total Revenue
Values in USD except per share items

NTB vs. BCS - Profitability Comparison

The chart below illustrates the profitability comparison between The Bank of N.T. Butterfield & Son Limited 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%
(NTB) Gross Margin
(BCS) Gross Margin
NTB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Bank of N.T. Butterfield & Son Limited reported a gross profit of 147.78M and revenue of 147.78M. 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%.

NTB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Bank of N.T. Butterfield & Son Limited reported an operating income of 54.94M and revenue of 147.78M, resulting in an operating margin of 37.2%.

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%.

NTB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Bank of N.T. Butterfield & Son Limited reported a net income of 53.76M and revenue of 147.78M, resulting in a net margin of 36.4%.

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%.