BCS vs. BSBR: Barclays vs. Banco Santander (Brasil) Stock Comparison

Company Profile

Barclays (BCS) and Banco Santander (Brasil) (BSBR) are both classified in the Diversified Banks sub-industry within the broader Banks industry, placing them in the closest GICS peer bucket.

Both Barclays (BCS) and Banco Santander (Brasil) (BSBR) trade as ADRs — their core financials are comparable, but keep FX, depositary-program fees, and dividend withholding in view for each.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Barclays (BCS) at 10.45% and Banco Santander (Brasil) (BSBR) at 10.20% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Both Barclays (BCS) at 28.22% and Banco Santander (Brasil) (BSBR) at 27.53% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Neither side reports a meaningful operating margin: for Barclays (BCS) in Banks and Banco Santander (Brasil) (BSBR) in Banks, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Barclays (BCS) at 11.09% is around its peer norm for revenue growth, while Banco Santander (Brasil) (BSBR) at -3.79% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Barclays (BCS) at 21.55% is around its peer norm for EPS growth, while Banco Santander (Brasil) (BSBR) at -4.61% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Barclays (BCS) in Banks and Banco Santander (Brasil) (BSBR) in Banks both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Barclays (BCS) in Banks and Banco Santander (Brasil) (BSBR) in Banks run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Banco Santander (Brasil) (BSBR) at 5.60% offers top-quartile income, while Barclays (BCS) at 0.50% sits in the bottom quartile — a wide gap in cash returned to shareholders.

Banco Santander (Brasil) (BSBR) reports payout ratio above 100% at 143.10%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Barclays (BCS) reports 22.96%, ranking against industry peers normally.

Dividend Metrics

Valuation

Barclays (BCS) at 8.33 sits in the cheaper P/E ratio quartile, while Banco Santander (Brasil) (BSBR) at 14.97 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

P/S ratio is set aside for both Barclays (BCS) in Banks and Banco Santander (Brasil) (BSBR) in Banks: without a conventional revenue line, pricing per dollar of sales isn’t meaningful, and book- or earnings-based multiples make the better comparison.

Banco Santander (Brasil) (BSBR) at 0.34 is priced below its industry’s P/B ratio range against book, and Barclays (BCS) at 0.88 also sits in the lower quartile — both look cheap on assets, BSBR more so.

Valuation Metrics