BCS vs. ITUB: Barclays vs. Itaú Unibanco Stock Comparison

Company Profile

Barclays (BCS) and Itaú Unibanco (ITUB) 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 Itaú Unibanco (ITUB) 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

Itaú Unibanco (ITUB) at 20.96% clears its industry range for ROE, a sharper capital-efficiency signal than Barclays (BCS) at 10.45%, which is closer to a typical peer reading.

Both Barclays (BCS) at 28.22% and Itaú Unibanco (ITUB) at 32.46% 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 Itaú Unibanco (ITUB) 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 Itaú Unibanco (ITUB) at 4.21% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Both Barclays (BCS) at 21.55% and Itaú Unibanco (ITUB) at 9.21% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Barclays (BCS) in Banks and Itaú Unibanco (ITUB) 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 Itaú Unibanco (ITUB) 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

Itaú Unibanco (ITUB) at 40.54% yields beyond its industry’s entire range — a level that invites a dividend-safety check — while Barclays (BCS) at 0.50% sits in the bottom quartile of its peers.

Barclays (BCS) at 22.96% pays out a band-typical share of earnings, while Itaú Unibanco (ITUB) at 70.75% distributes more than its industry norm — less retained, thinner cover.

Dividend Metrics

Valuation

Both Barclays (BCS) at 8.33 and Itaú Unibanco (ITUB) at 9.12 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

P/S ratio is set aside for both Barclays (BCS) in Banks and Itaú Unibanco (ITUB) 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.

Barclays (BCS) at 0.88 looks cheap against book in the lower P/B ratio quartile, while Itaú Unibanco (ITUB) at 1.79 carries a premium in the upper quartile — a clear price-to-book gap.

Valuation Metrics