BCS vs. JPM: Barclays vs. JPMorgan Chase Stock Comparison
How do Barclays (BCS) and JPMorgan Chase (JPM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Barclays (BCS) and JPMorgan Chase (JPM) are both classified in the Diversified Banks sub-industry within the broader Banks industry, placing them in the closest GICS peer bucket.
JPMorgan Chase (JPM) trades as ordinary local shares, while Barclays (BCS) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | BCS | JPM |
|---|---|---|
| Name | Barclays PLC Sponsored ADR | JPMorgan Chase & Co. |
| Country/Region | United Kingdom | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Banks | Banks |
| GICS Industry | Banks | Banks |
| GICS Sub-Industry | Diversified Banks | Diversified Banks |
| Market Capitalization | 74.23 billion USD | 888.27 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 9, 1986 | March 17, 1980 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BCS | JPM |
|---|---|---|
| Total Return (1Y) | 8.81% | 11.23% |
| Total Return (3Y, Annualized) | 56.19% | 36.31% |
| Total Return (5Y, Annualized) | 21.37% | 18.27% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BCS | JPM |
|---|---|---|
| Volatility (1Y, Annualized) | 32.20% | 23.08% |
| Beta (5Y) | 1.00 | 1.02 |
| Max Drawdown (5Y) | -48.14% | -37.93% |
| Avg. Volume (3M) | 4.89M | 7.03M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BCS | JPM |
|---|---|---|
| Sharpe Ratio (1Y) | 0.14 | 0.30 |
| Sortino Ratio (1Y) | 0.21 | 0.42 |
Profitability
ROE (TTM)
JPMorgan Chase (JPM) at 18.01% sits in the top ROE quartile, while Barclays (BCS) at 10.45% is closer to the peer norm — stronger capital efficiency for JPM.
BCS
Banks industry group
10.45%
- Max
- 19.84%
- Q3
- 13.67%
- Median
- 11.49%
- BCS
- 10.45%
- Q1
- 9.50%
- Min
- 3.64%
JPM
Banks industry group
18.01%
- Max
- 19.84%
- JPM
- 18.01%
- Q3
- 13.67%
- Median
- 11.49%
- Q1
- 9.50%
- Min
- 3.64%
Net Margin (TTM)
Both Barclays (BCS) at 28.22% and JPMorgan Chase (JPM) at 34.59% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
BCS
Banks industry group
28.22%
- Max
- 47.19%
- Q3
- 35.25%
- Median
- 31.21%
- BCS
- 28.22%
- Q1
- 27.11%
- Min
- 14.93%
JPM
Banks industry group
34.59%
- Max
- 47.19%
- Q3
- 35.25%
- JPM
- 34.59%
- Median
- 31.21%
- Q1
- 27.11%
- Min
- 14.93%
Operating Margin (TTM)
Neither side reports a meaningful operating margin: for Barclays (BCS) in Banks and JPMorgan Chase (JPM) in Banks, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.
Profitability Metrics
| Metric | BCS | JPM |
|---|---|---|
| ROE (TTM) | 10.45% | 18.01% |
| ROA (TTM) | 0.48% | 1.37% |
| Net Margin (TTM) | 28.22% | 34.59% |
| Operating Margin (TTM) | -- | -- |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Barclays (BCS) at 11.09% and JPMorgan Chase (JPM) at 7.32% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Barclays (BCS) at 21.55% is around its peer norm for EPS growth, while JPMorgan Chase (JPM) at 1.37% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | BCS | JPM |
|---|---|---|
| Revenue Growth (YoY) | 11.09% | 7.32% |
| Revenue Growth (3Y CAGR) | 5.21% | 12.50% |
| EPS Growth (YoY) | 21.55% | 1.37% |
| EPS Growth (3Y CAGR) | 12.38% | 18.31% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Barclays (BCS) in Banks and JPMorgan Chase (JPM) 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 / Equity (MRQ)
debt-to-equity ratio is set aside for both: Barclays (BCS) in Banks and JPMorgan Chase (JPM) 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
| Metric | BCS | JPM |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
JPMorgan Chase (JPM) at 1.82% pays a yield in its industry’s typical range, while Barclays (BCS) at 0.50% falls in the bottom quartile of its peers.
BCS
Banks industry group
0.50%
- Max
- 5.79%
- Q3
- 3.18%
- Median
- 2.39%
- Q1
- 1.20%
- BCS
- 0.50%
- Min
- 0.00%
JPM
Banks industry group
1.82%
- Max
- 5.79%
- Q3
- 3.18%
- Median
- 2.39%
- JPM
- 1.82%
- Q1
- 1.20%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Barclays (BCS) at 22.96% and JPMorgan Chase (JPM) at 25.80% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
BCS
Banks industry group
22.96%
- Max
- 70.75%
- Q3
- 41.28%
- Median
- 29.26%
- BCS
- 22.96%
- Q1
- 18.98%
- Min
- 0.00%
JPM
Banks industry group
25.80%
- Max
- 70.75%
- Q3
- 41.28%
- Median
- 29.26%
- JPM
- 25.80%
- Q1
- 18.98%
- Min
- 0.00%
Dividend Metrics
| Metric | BCS | JPM |
|---|---|---|
| Dividend Yield (TTM) | 0.50% | 1.82% |
| Dividend Payout Ratio (TTM) | 22.96% | 25.80% |
Valuation
P/E Ratio (TTM)
Barclays (BCS) at 8.33 sits in the cheaper P/E ratio quartile, while JPMorgan Chase (JPM) at 14.03 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
BCS
Banks industry group
8.33
- Max
- 18.16
- Q3
- 13.75
- Median
- 11.81
- Q1
- 10.64
- BCS
- 8.33
- Min
- 6.49
JPM
Banks industry group
14.03
- Max
- 18.16
- JPM
- 14.03
- Q3
- 13.75
- Median
- 11.81
- Q1
- 10.64
- Min
- 6.49
P/S Ratio (TTM)
P/S ratio is set aside for both Barclays (BCS) in Banks and JPMorgan Chase (JPM) 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.
P/B Ratio (MRQ)
Barclays (BCS) at 0.88 sits in the lower P/B ratio quartile relative to book while JPMorgan Chase (JPM) at 2.53 prices above its industry range — a wide valuation gap against assets.
BCS
Banks industry group
0.88
- Max
- 2.28
- Q3
- 1.58
- Median
- 1.32
- Q1
- 1.10
- BCS
- 0.88
- Min
- 0.59
JPM
Banks industry group
2.53
- JPM
- 2.53
- Max
- 2.28
- Q3
- 1.58
- Median
- 1.32
- Q1
- 1.10
- Min
- 0.59
Valuation Metrics
| Metric | BCS | JPM |
|---|---|---|
| P/E Ratio (TTM) | 8.33 | 14.03 |
| P/S Ratio (TTM) | -- | -- |
| P/B Ratio (MRQ) | 0.88 | 2.53 |
| Free Cash Flow Yield (TTM) | -- | -- |