PUK vs. BCS
Compare and contrast key facts about Prudential plc (PUK) and Barclays PLC (BCS).
Performance
PUK vs. BCS - Performance Comparison
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PUK vs. BCS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PUK Prudential plc | -7.43% | 99.34% | -27.35% | -17.04% | -19.12% | -0.05% | -0.57% | 27.95% | -28.44% | 31.12% |
BCS Barclays PLC | -15.86% | 96.49% | 76.26% | 6.01% | -21.90% | 31.71% | -12.84% | 31.90% | -29.25% | 0.44% |
Fundamentals
PUK:
$36.67B
BCS:
$73.44B
PUK:
$4.25
BCS:
$2.04
PUK:
6.68
BCS:
10.36
PUK:
0.16
BCS:
1.87
PUK:
1.10
BCS:
2.64
PUK:
2.46
BCS:
0.94
PUK:
$33.63B
BCS:
$28.09B
PUK:
$20.95B
BCS:
$28.09B
PUK:
$15.89B
BCS:
$7.30B
Returns By Period
In the year-to-date period, PUK achieves a -7.43% return, which is significantly higher than BCS's -15.86% return. Over the past 10 years, PUK has underperformed BCS with an annualized return of 1.70%, while BCS has yielded a comparatively higher 12.78% annualized return.
PUK
- 1D
- 3.83%
- 1M
- -6.32%
- YTD
- -7.43%
- 6M
- 2.92%
- 1Y
- 34.77%
- 3Y*
- 3.43%
- 5Y*
- -5.23%
- 10Y*
- 1.70%
BCS
- 1D
- 4.70%
- 1M
- -12.85%
- YTD
- -15.86%
- 6M
- 3.60%
- 1Y
- 40.55%
- 3Y*
- 48.18%
- 5Y*
- 19.89%
- 10Y*
- 12.78%
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Return for Risk
PUK vs. BCS — Risk / Return Rank
PUK
BCS
PUK vs. BCS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential plc (PUK) 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.
| PUK | BCS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.30 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.77 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.24 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.54 | +0.48 |
Martin ratioReturn relative to average drawdown | 6.64 | 5.42 | +1.21 |
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
| PUK | BCS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.30 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | 0.59 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.34 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.17 | -0.02 |
Correlation
The correlation between PUK and BCS is 0.61, 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.
Dividends
PUK vs. BCS - Dividend Comparison
PUK's dividend yield for the trailing twelve months is around 1.87%, less than BCS's 2.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUK Prudential plc | 1.87% | 1.54% | 2.64% | 1.72% | 1.28% | 4.60% | 1.70% | 17.06% | 3.71% | 2.33% | 3.50% | 2.62% |
BCS Barclays PLC | 2.21% | 1.70% | 3.13% | 4.86% | 4.18% | 1.61% | 3.91% | 3.68% | 3.21% | 1.37% | 2.26% | 2.95% |
Drawdowns
PUK vs. BCS - Drawdown Comparison
The maximum PUK drawdown since its inception was -82.52%, smaller than the maximum BCS drawdown of -94.36%. Use the drawdown chart below to compare losses from any high point for PUK and BCS.
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Drawdown Indicators
| PUK | BCS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.52% | -94.36% | +11.84% |
Max Drawdown (1Y)Largest decline over 1 year | -17.46% | -26.20% | +8.74% |
Max Drawdown (5Y)Largest decline over 5 years | -63.59% | -48.14% | -15.45% |
Max Drawdown (10Y)Largest decline over 10 years | -63.59% | -66.10% | +2.51% |
Current DrawdownCurrent decline from peak | -26.35% | -37.43% | +11.08% |
Average DrawdownAverage peak-to-trough decline | -26.41% | -38.46% | +12.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 7.42% | -2.11% |
Volatility
PUK vs. BCS - Volatility Comparison
The current volatility for Prudential plc (PUK) is 9.73%, while Barclays PLC (BCS) has a volatility of 11.96%. This indicates that PUK 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
| PUK | BCS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.73% | 11.96% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 18.54% | 21.39% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 31.39% | -3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.60% | 33.89% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.79% | 37.72% | -0.93% |
Financials
PUK vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between Prudential 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
PUK vs. BCS - Profitability Comparison
PUK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Prudential plc reported a gross profit of 11.35B and revenue of 11.35B. 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 Apr 2026, Barclays PLC reported a gross profit of 6.50B and revenue of 6.50B. Therefore, the gross margin over that period was 100.0%.
PUK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Prudential plc reported an operating income of 2.39B and revenue of 11.35B, resulting in an operating margin of 21.1%.
BCS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported an operating income of 1.91B and revenue of 6.50B, resulting in an operating margin of 29.4%.
PUK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Prudential plc reported a net income of 1.99B and revenue of 11.35B, resulting in a net margin of 17.6%.
BCS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Barclays PLC reported a net income of 1.45B and revenue of 6.50B, resulting in a net margin of 22.4%.