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BCS vs. BEN: A Head-to-Head Stock Comparison

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Here’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.

SymbolBCSBEN
Company NameBarclays PLCFranklin Resources, Inc.
CountryUnited KingdomUnited States
GICS SectorFinancialsFinancials
GICS IndustryBanksCapital Markets
Market Capitalization71.96 billion USD13.51 billion USD
ExchangeNYSENYSE
Listing DateSeptember 9, 1986September 23, 1983
Security TypeADRCommon 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.

BCS vs. BEN: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolBCSBEN
5-Day Price Return2.49%4.71%
13-Week Price Return18.04%20.01%
26-Week Price Return21.63%26.42%
52-Week Price Return68.77%21.01%
Month-to-Date Return0.73%8.46%
Year-to-Date Return39.47%28.29%
10-Day Avg. Volume20.83M4.91M
3-Month Avg. Volume32.90M4.80M
3-Month Volatility22.39%23.28%
Beta1.761.57

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.

BCS vs. BEN: A comparison of their Return on Equity (TTM) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Net Profit Margin (TTM) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Operating Profit Margin (TTM) against their respective Banks and Capital Markets industry benchmarks.

Profitability at a Glance

SymbolBCSBEN
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.

BCS vs. BEN: A comparison of their Current Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Interest Coverage Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

Financial Strength at a Glance

SymbolBCSBEN
Current Ratio (MRQ)--1.21
Quick Ratio (MRQ)--1.21
Debt-to-Equity Ratio (MRQ)3.861.00
Interest Coverage Ratio (TTM)--32.05

Growth

Revenue Growth

BCS vs. BEN: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

BCS vs. BEN: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

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.

BCS vs. BEN: A comparison of their Dividend Yield (TTM) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Dividend Payout Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

Dividend at a Glance

SymbolBCSBEN
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.

BCS vs. BEN: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Price-to-Sales Ratio (TTM) against their respective Banks and Capital Markets industry benchmarks.

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.

BCS vs. BEN: A comparison of their Price-to-Book Ratio (MRQ) against their respective Banks and Capital Markets industry benchmarks.

Valuation at a Glance

SymbolBCSBEN
Price-to-Earnings Ratio (TTM)5.9641.47
Price-to-Sales Ratio (TTM)--1.55
Price-to-Book Ratio (MRQ)0.631.03
Price-to-Free Cash Flow Ratio (TTM)2.597.62