BCS vs. SAN: Barclays vs. Banco Santander Stock Comparison

Company Profile

Barclays (BCS) and Banco Santander (SAN) 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 (SAN) 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 (SAN) at 13.06% 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 (SAN) at 32.58% 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 (SAN) 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 (SAN) at -0.47% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Both Barclays (BCS) at 21.55% and Banco Santander (SAN) at 17.19% 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 Banco Santander (SAN) 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 (SAN) 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 (SAN) at 2.10% pays a yield in its industry’s typical range, while Barclays (BCS) at 0.50% falls in the bottom quartile of its peers.

Both Barclays (BCS) at 22.96% and Banco Santander (SAN) at 25.91% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

Dividend Metrics

Valuation

Barclays (BCS) at 8.33 sits in the cheaper P/E ratio quartile, while Banco Santander (SAN) at 11.08 is closer to its industry’s usual earnings multiple — a discount for BCS, though growth and earnings durability still matter.

P/S ratio is set aside for both Barclays (BCS) in Banks and Banco Santander (SAN) 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 sits in the lower P/B ratio quartile against book while Banco Santander (SAN) at 1.33 is valued near its industry’s middle — BCS is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics