BCS:NYE-Barclays PLC (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 11.04

Change

+0.20 (+1.85)%

Market Cap

USD 44.18B

Volume

0.01B

Analyst Target

USD 6.65
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Barclays PLC is a financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth and investment management. It operates in Europe, the Americas, Africa and Asia.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-14 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
JPM JPMorgan Chase & Co

-1.21 (-0.60%)

USD 576.37B
JPM-PD JPMorgan Chase & Co

-0.02 (-0.08%)

USD 330.68B
JPM-PC JPMorgan Chase & Co

-0.06 (-0.24%)

USD 329.52B
BAC Bank of America Corp

-0.38 (-0.96%)

USD 310.47B
BML-PG Bank of America Corporation

+0.11 (+0.48%)

USD 306.79B
BML-PH Bank of America Corporation

+0.16 (+0.73%)

USD 298.01B
BAC-PE Bank of America Corporation

-0.01 (-0.04%)

USD 287.21B
BML-PL Bank of America Corporation

+0.08 (+0.36%)

USD 276.49B
BML-PJ Bank of America Corporation

+0.07 (+0.30%)

USD 265.53B
BAC-PB Bank of America Corporation

+0.02 (+0.08%)

USD 250.18B

ETFs Containing BCS

HSUK:LSE HSBC UK Sustainable Equit.. 12.59 % 0.00 %

-0.08 (-0.01%)

USD 0.01B
LDUK:LSE L&G Quality Equity Divide.. 5.79 % 0.00 %

-6.70 (-0.01%)

USD 0.05B
FASE:LSE Invesco Markets II plc - .. 4.83 % 0.00 %

-25.75 (-0.01%)

USD 0.04B
FASA:LSE Invesco Markets II plc - .. 4.78 % 0.00 %

-8.50 (-0.01%)

USD 0.10B
WUKD:LSE WisdomTree UK Equity Inco.. 4.16 % 0.00 %

+0.25 (+-0.01%)

USD 0.01B
PSRU:LSE PowerShares FTSE RAFI UK .. 3.79 % 0.00 %

-5.40 (-0.01%)

USD 0.01B
C1U:PA Amundi FTSE 100 UCITS 3.66 % 0.00 %

-5.50 (-0.01%)

USD 0.03B
CUIK:XETRA Amundi MSCI UK IMI SRI PA.. 3.66 % 0.00 %

-0.09 (-0.01%)

USD 0.16B
FT1K:LSE Amundi MSCI UK IMI SRI PA.. 3.66 % 0.00 %

-5.20 (-0.01%)

N/A
HSEU:LSE HSBC Europe Sustainable E.. 3.58 % 0.00 %

-0.01 (-0.01%)

USD 0.03B
H413:XETRA HSBC Europe Sustainable E.. 3.51 % 0.00 %

N/A

USD 0.04B
HSEP:LSE HSBC Europe Sustainable E.. 3.50 % 0.00 %

-0.06 (-0.01%)

USD 0.03B
EXV1:F iShares STOXX Europe 600 .. 3.48 % 0.00 %

N/A

USD 1.91B
EXV1:XETRA iShares STOXX Europe 600 .. 3.48 % 0.00 %

+0.04 (+-0.01%)

USD 1.40B
SX7PEX:SW iShares STOXX Europe 600 .. 3.48 % 0.00 %

+0.06 (+-0.01%)

USD 1.92B
UKSR:LSE UBS Irl plc MSCI United K.. 3.46 % 0.00 %

-9.00 (-0.01%)

USD 0.73B
UKSRE:SW UBS (Irl) ETF plc - MSCI .. 3.42 % 0.00 %

-0.13 (-0.01%)

USD 0.08B
TCBT:F VanEck Vectors ETFs N.V. .. 2.99 % 0.00 %

+0.04 (+-0.01%)

USD 0.04B
TCBT:XETRA VanEck iBoxx EUR Corporat.. 2.99 % 0.00 %

-0.04 (-0.01%)

USD 0.04B
XS7R:LSE Xtrackers MSCI Europe Fin.. 2.98 % 0.00 %

-10.50 (-0.01%)

USD 0.06B
DXSF:F Xtrackers - Stoxx Europe .. 2.98 % 0.00 %

N/A

USD 0.06B
IPKW Invesco International Buy.. 2.88 % 0.55 %

+0.26 (+-0.01%)

USD 0.10B
DBXZ:F Xtrackers - FTSE All-Shar.. 2.79 % 0.00 %

N/A

USD 0.34B
DBXZ:XETRA Xtrackers - Xtrackers MSC.. 2.79 % 0.00 %

-0.04 (-0.01%)

USD 0.34B
FKU First Trust United Kingdo.. 2.34 % 0.80 %

+0.18 (+-0.01%)

USD 0.07B
FEUI:LSE Fidelity Europe Quality I.. 1.99 % 0.00 %

-0.01 (-0.01%)

USD 0.02B
FEUQ:F Fideliy UCITS ICAV - Euro.. 1.93 % 0.00 %

-0.06 (-0.01%)

N/A
FEUQ:XETRA Fidelity Europe Quality I.. 1.93 % 0.00 %

-0.06 (-0.01%)

USD 8.66M
FEUI:XETRA Fidelity Europe Quality I.. 1.93 % 0.00 %

-0.02 (-0.01%)

USD 0.04B
FEUI:F Fideliy UCITS ICAV - Euro.. 1.93 % 0.00 %

-0.03 (-0.01%)

N/A
SYBQ:F SSgA SPDR ETFs Europe II .. 0.90 % 0.00 %

-0.06 (-0.01%)

USD 0.26B
SYBQ:XETRA SPDR Barclays 0-5 Sterlin.. 0.90 % 0.00 %

-0.06 (-0.01%)

USD 0.26B
SUKC:LSE SPDR Barclays 0-5 Sterlin.. 0.76 % 0.00 %

-0.01 (-0.01%)

USD 0.27B
SUSD:LSE SSgA SPDR ETFs Europe I p.. 0.44 % 0.00 %

-0.09 (-0.01%)

USD 0.19B
SUSC:LSE SPDR Barclays 0-3 Year US.. 0.43 % 0.00 %

+0.02 (+-0.01%)

USD 0.19B
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.41 % 0.00 %

N/A

USD 1.26B
SYBD:F SSgA SPDR ETFs Europe I p.. 0.41 % 0.00 %

N/A

USD 1.26B
SYBD:XETRA SPDR® Bloomberg 0-3 Year.. 0.41 % 0.00 %

-0.03 (-0.01%)

USD 1.27B
ASRI:XETRA BNP Paribas Easy â&#.. 0.41 % 0.00 %

-0.02 (-0.01%)

USD 2.95B
SRIC:PA BNP Paribas Easy € Corp.. 0.41 % 0.00 %

-0.03 (-0.01%)

USD 2.95B
ECR3:XETRA Amundi Index Solutions - .. 0.36 % 0.00 %

N/A

USD 1.56B
EBBB:PA Amundi Index Solutions - .. 0.34 % 0.00 %

-0.04 (-0.01%)

USD 0.52B
EUCO:PA SPDR Barclays Euro Corpor.. 0.14 % 0.00 %

-0.08 (-0.01%)

USD 0.78B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.14 % 0.00 %

-0.09 (-0.01%)

USD 0.79B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.14 % 0.00 %

-0.11 (-0.01%)

USD 0.78B
CBND 0.00 % 0.16 %

N/A

N/A
GBF iShares Government/Credit.. 0.00 % 0.20 %

-0.44 (-0.01%)

USD 0.22B
FALN iShares Fallen Angels USD.. 0.00 % 0.25 %

-0.08 (-0.01%)

USD 1.72B
AWTM 0.00 % 0.00 %

N/A

N/A
UKCO:LSE SSgA SPDR Barclays Cap St.. 0.00 % 0.00 %

-0.04 (-0.01%)

USD 0.45B
JHCB John Hancock Exchange-Tra.. 0.00 % 0.00 %

-0.10 (-0.01%)

USD 0.05B
LQDB iShares BBB Rated Corpora.. 0.00 % 0.00 %

-0.35 (-0.01%)

USD 0.03B
JHMB John Hancock Exchange-Tra.. 0.00 % 0.00 %

-0.11 (-0.01%)

USD 0.04B
ELQD iShares ESG Advanced Inve.. 0.00 % 0.00 %

-0.44 (-0.01%)

USD 0.01B
SRIC3:PA BNP Paribas Easy € Corp.. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Banks - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 40.10% 100% F 97% N/A
Dividend Return 3.39% 82% B 88% B+
Total Return 43.49% 100% F 97% N/A
Trailing 12 Months  
Capital Gain 44.31% 83% B 88% B+
Dividend Return 5.32% 23% F 70% C-
Total Return 49.63% 83% B 88% B+
Trailing 5 Years  
Capital Gain 34.63% 61% D- 63% D
Dividend Return 19.56% 47% F 71% C-
Total Return 54.19% 61% D- 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.68% 79% B- 67% D+
Dividend Return 12.26% 76% C+ 70% C-
Total Return 3.58% 45% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 43.65% 17% F 23% F
Risk Adjusted Return 28.09% 52% F 50% F
Market Capitalization 44.18B 6% D- 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Banks - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 8.36 34% 82%
Price/Book Ratio 0.39 100% 95%
Price / Cash Flow Ratio 2.74 74% 72%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.13% 5% 46%
Return on Invested Capital -2.39% 2% 18%
Return on Assets 0.33% 2% 24%
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.