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 15.85%/yr vs 27.21%/yr for BCS. At a 0.50 correlation, their price movements are largely independent.
Performance
NTB vs. BCS - Performance Comparison
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Returns By Period
In the year-to-date period, NTB achieves a 20.10% return, which is significantly higher than BCS's 8.52% return.
NTB
- 1D
- 0.27%
- 1M
- 4.87%
- YTD
- 20.10%
- 6M
- 17.53%
- 1Y
- 44.04%
- 3Y*
- 36.73%
- 5Y*
- 15.85%
- 10Y*
- —
BCS
- 1D
- 3.72%
- 1M
- 14.52%
- YTD
- 8.52%
- 6M
- 9.03%
- 1Y
- 58.38%
- 3Y*
- 59.68%
- 5Y*
- 27.21%
- 10Y*
- 15.34%
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 | 20.10% | 42.51% | 20.23% | 14.28% | -17.47% | 28.34% | -10.09% | 24.14% | -10.70% | 19.79% |
BCS Barclays PLC | 8.52% | 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 price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2016 | 0.50 |
The correlation between NTB and BCS shifts across timeframes, from 0.41 (1 year) to 0.54 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
NTB:
$2.40B
BCS:
$93.65B
NTB:
$5.78
BCS:
£2.06
NTB:
10.16
BCS:
10.03
NTB:
0.68
BCS:
1.81
NTB:
3.23
BCS:
2.52
NTB:
2.11
BCS:
0.92
NTB:
$757.47M
BCS:
£28.57B
NTB:
$613.13M
BCS:
£26.96B
NTB:
$263.27M
BCS:
£9.15B
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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 | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.32 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.87 | 2.24 | +1.63 |
| Martin ratioReturn relative to average drawdown | 12.13 | 6.33 | +5.80 |
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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 | -11.44% | -26.20% | +14.76% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -26.20% | +4.31% |
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 | -0.63% | -19.30% | +18.67% |
Average DrawdownAverage peak-to-trough decline | -18.65% | -38.41% | +19.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 9.25% | -5.61% |
Volatility
NTB vs. BCS - Volatility Comparison
The current volatility for The Bank of N.T. Butterfield & Son Limited (NTB) is 7.02%, while Barclays PLC (BCS) has a volatility of 9.29%. 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 | 7.02% | 9.29% | -2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 24.22% | -10.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.16% | 29.47% | -9.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.70% | 34.05% | -5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.67% | 37.60% | -2.93% |
Dividends
NTB vs. BCS - Dividend Comparison
NTB's dividend yield for the trailing twelve months is around 3.40%, more than BCS's 1.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 1.71% | 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 | 3.40% | 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 Jun 2026, The Bank of N.T. Butterfield & Son Limited reported a gross profit of 154.50M and revenue of 155.90M. Therefore, the gross margin over that period was 99.1%.
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%.
NTB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Bank of N.T. Butterfield & Son Limited reported an operating income of 64.00M and revenue of 155.90M, resulting in an operating margin of 41.1%.
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%.
NTB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Bank of N.T. Butterfield & Son Limited reported a net income of 62.60M and revenue of 155.90M, resulting in a net margin of 40.2%.
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
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 (9.29%) compared to NTB (7.02%). In terms of maximum drawdown, NTB dropped -69.74% vs BCS's -94.36%.
NTB currently has the higher Sharpe Ratio (2.20 vs 1.99), 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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