BCS vs. BEN: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at BCS and BEN, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
BCS trades as an American Depositary Receipt (ADR), offering U.S. investors a convenient way to access its foreign-listed shares. In contrast, BEN is a standard domestic listing.
Symbol | BCS | BEN |
---|---|---|
Company Name | Barclays PLC | Franklin Resources, Inc. |
Country | United Kingdom | United States |
GICS Sector | Financials | Financials |
GICS Industry | Banks | Capital Markets |
Market Capitalization | 71.96 billion USD | 13.51 billion USD |
Exchange | NYSE | NYSE |
Listing Date | September 9, 1986 | September 23, 1983 |
Security Type | ADR | Common Stock |
Historical Performance
This chart compares the performance of BCS and BEN by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
Symbol | BCS | BEN |
---|---|---|
5-Day Price Return | 2.49% | 4.71% |
13-Week Price Return | 18.04% | 20.01% |
26-Week Price Return | 21.63% | 26.42% |
52-Week Price Return | 68.77% | 21.01% |
Month-to-Date Return | 0.73% | 8.46% |
Year-to-Date Return | 39.47% | 28.29% |
10-Day Avg. Volume | 20.83M | 4.91M |
3-Month Avg. Volume | 32.90M | 4.80M |
3-Month Volatility | 22.39% | 23.28% |
Beta | 1.76 | 1.57 |
Profitability
Return on Equity (TTM)
BCS
12.12%
Banks Industry
- Max
- 26.37%
- Q3
- 15.92%
- Median
- 12.25%
- Q1
- 8.69%
- Min
- 0.15%
BCS’s Return on Equity of 12.12% is on par with the norm for the Banks industry, indicating its profitability relative to shareholder equity is typical for the sector.
BEN
2.61%
Capital Markets Industry
- Max
- 38.97%
- Q3
- 21.61%
- Median
- 13.77%
- Q1
- 8.31%
- Min
- -4.25%
BEN’s Return on Equity of 2.61% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.
Net Profit Margin (TTM)
BCS
--
Banks Industry
- Max
- 54.20%
- Q3
- 35.70%
- Median
- 28.97%
- Q1
- 22.53%
- Min
- 6.98%
Net Profit Margin data for BCS is currently unavailable.
BEN
3.73%
Capital Markets Industry
- Max
- 66.67%
- Q3
- 35.11%
- Median
- 23.49%
- Q1
- 13.63%
- Min
- -15.18%
Falling into the lower quartile for the Capital Markets industry, BEN’s Net Profit Margin of 3.73% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.
Operating Profit Margin (TTM)
BCS
--
Banks Industry
- Max
- 63.35%
- Q3
- 44.59%
- Median
- 37.24%
- Q1
- 28.25%
- Min
- 13.37%
Operating Profit Margin data for BCS is currently unavailable.
BEN
4.26%
Capital Markets Industry
- Max
- 86.40%
- Q3
- 46.46%
- Median
- 32.80%
- Q1
- 18.32%
- Min
- -21.87%
BEN’s Operating Profit Margin of 4.26% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.
Profitability at a Glance
Symbol | BCS | BEN |
---|---|---|
Return on Equity (TTM) | 12.12% | 2.61% |
Return on Assets (TTM) | 0.57% | 1.00% |
Net Profit Margin (TTM) | -- | 3.73% |
Operating Profit Margin (TTM) | -- | 4.26% |
Gross Profit Margin (TTM) | -- | 36.69% |
Financial Strength
Current Ratio (MRQ)
BCS
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
For the Banks industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
BEN
1.21
Capital Markets Industry
- Max
- 3.76
- Q3
- 1.89
- Median
- 1.01
- Q1
- 0.54
- Min
- -0.41
For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.
Debt-to-Equity Ratio (MRQ)
BCS
3.86
Banks Industry
- Max
- 4.75
- Q3
- 2.62
- Median
- 1.02
- Q1
- 0.39
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Banks industry.
BEN
1.00
Capital Markets Industry
- Max
- 6.62
- Q3
- 2.84
- Median
- 1.02
- Q1
- 0.32
- Min
- 0.00
The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.
Interest Coverage Ratio (TTM)
BCS
--
Banks Industry
- Max
- --
- Q3
- --
- Median
- --
- Q1
- --
- Min
- --
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Banks industry.
BEN
32.05
Capital Markets Industry
- Max
- 126.03
- Q3
- 60.98
- Median
- 11.77
- Q1
- 4.95
- Min
- -36.26
The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.
Financial Strength at a Glance
Symbol | BCS | BEN |
---|---|---|
Current Ratio (MRQ) | -- | 1.21 |
Quick Ratio (MRQ) | -- | 1.21 |
Debt-to-Equity Ratio (MRQ) | 3.86 | 1.00 |
Interest Coverage Ratio (TTM) | -- | 32.05 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
BCS
0.00%
Banks Industry
- Max
- 10.27%
- Q3
- 5.83%
- Median
- 3.81%
- Q1
- 2.50%
- Min
- 0.00%
BCS currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.
BEN
5.08%
Capital Markets Industry
- Max
- 10.26%
- Q3
- 4.86%
- Median
- 2.78%
- Q1
- 1.22%
- Min
- 0.00%
With a Dividend Yield of 5.08%, BEN offers a more attractive income stream than most of its peers in the Capital Markets industry, signaling a strong commitment to shareholder returns.
Dividend Payout Ratio (TTM)
BCS
22.39%
Banks Industry
- Max
- 147.07%
- Q3
- 80.55%
- Median
- 54.40%
- Q1
- 35.71%
- Min
- 0.00%
BCS’s Dividend Payout Ratio of 22.39% is in the lower quartile for the Banks industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
BEN
125.85%
Capital Markets Industry
- Max
- 200.72%
- Q3
- 101.92%
- Median
- 57.97%
- Q1
- 32.36%
- Min
- 0.00%
BEN’s Dividend Payout Ratio of 125.85% is in the upper quartile for the Capital Markets industry. This indicates a strong commitment to shareholder returns but also suggests that a smaller portion of earnings is retained for reinvestment compared to many peers.
Dividend at a Glance
Symbol | BCS | BEN |
---|---|---|
Dividend Yield (TTM) | 0.00% | 5.08% |
Dividend Payout Ratio (TTM) | 22.39% | 125.85% |
Valuation
Price-to-Earnings Ratio (TTM)
BCS
5.96
Banks Industry
- Max
- 20.05
- Q3
- 12.65
- Median
- 10.21
- Q1
- 7.54
- Min
- 2.74
In the lower quartile for the Banks industry, BCS’s P/E Ratio of 5.96 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
BEN
41.47
Capital Markets Industry
- Max
- 58.89
- Q3
- 31.00
- Median
- 18.54
- Q1
- 12.09
- Min
- 5.24
A P/E Ratio of 41.47 places BEN in the upper quartile for the Capital Markets industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
Price-to-Sales Ratio (TTM)
BCS
--
Banks Industry
- Max
- 5.06
- Q3
- 2.98
- Median
- 2.24
- Q1
- 1.59
- Min
- 0.45
The P/S Ratio is often not a primary valuation tool in the Banks industry.
BEN
1.55
Capital Markets Industry
- Max
- 14.49
- Q3
- 7.41
- Median
- 4.68
- Q1
- 2.25
- Min
- 0.04
In the lower quartile for the Capital Markets industry, BEN’s P/S Ratio of 1.55 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.
Price-to-Book Ratio (MRQ)
BCS
0.63
Banks Industry
- Max
- 2.18
- Q3
- 1.36
- Median
- 1.09
- Q1
- 0.81
- Min
- 0.20
BCS’s P/B Ratio of 0.63 is in the lower quartile for the Banks industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
BEN
1.03
Capital Markets Industry
- Max
- 9.48
- Q3
- 4.94
- Median
- 2.42
- Q1
- 1.21
- Min
- 0.38
BEN’s P/B Ratio of 1.03 is in the lower quartile for the Capital Markets industry. From a value investing perspective, this is favorable, as it suggests the stock is trading at a discount to its net asset value and may offer a greater margin of safety.
Valuation at a Glance
Symbol | BCS | BEN |
---|---|---|
Price-to-Earnings Ratio (TTM) | 5.96 | 41.47 |
Price-to-Sales Ratio (TTM) | -- | 1.55 |
Price-to-Book Ratio (MRQ) | 0.63 | 1.03 |
Price-to-Free Cash Flow Ratio (TTM) | 2.59 | 7.62 |