BCS:NYE-Barclays PLC (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 11.08

Change

0.00 (0.00)%

Market Cap

USD 44.18B

Volume

8.63M

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: 2024-05-26 )

Largest Industry Peers for Banks - Diversified

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

N/A

USD 565.46B
JPM-PD JPMorgan Chase & Co

N/A

USD 332.01B
JPM-PC JPMorgan Chase & Co

N/A

USD 329.91B
BAC Bank of America Corp

N/A

USD 306.87B
BML-PH Bank of America Corporation

N/A

USD 302.08B
BML-PG Bank of America Corporation

N/A

USD 301.93B
BAC-PE Bank of America Corporation

N/A

USD 277.35B
BML-PL Bank of America Corporation

N/A

USD 272.91B
BML-PJ Bank of America Corporation

N/A

USD 265.06B
BAC-PB Bank of America Corporation

N/A

USD 250.08B

ETFs Containing BCS

HSUK:PA HSBC UK SUS EQ ETF 13.22 % 0.00 %

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HSUK:LSE HSBC UK Sustainable Equit.. 12.66 % 0.00 %

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USD 0.01B
LDUK:LSE L&G Quality Equity Divide.. 5.65 % 0.00 %

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USD 0.04B
FASA:LSE Invesco Markets II plc - .. 4.76 % 0.00 %

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USD 0.10B
FASE:LSE Invesco Markets II plc - .. 4.76 % 0.00 %

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USD 0.04B
C1U:PA Amundi FTSE 100 UCITS 3.85 % 0.00 %

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USD 0.04B
PSRU:LSE PowerShares FTSE RAFI UK .. 3.78 % 0.00 %

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USD 0.01B
CUIK:XETRA Amundi MSCI UK IMI SRI PA.. 3.66 % 0.00 %

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USD 0.17B
HSEU:PA HSBC Europe Sustainable E.. 3.66 % 0.00 %

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HSEU:SW HSBC Europe Sustainable E.. 3.66 % 0.00 %

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USD 0.03B
EXV1:F iShares STOXX Europe 600 .. 3.64 % 0.00 %

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USD 1.80B
EXV1:XETRA iShares STOXX Europe 600 .. 3.64 % 0.00 %

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USD 1.40B
SX7PEX:SW iShares STOXX Europe 600 .. 3.64 % 0.00 %

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USD 0.06B
UKSRE:SW UBS (Irl) ETF plc - MSCI .. 3.57 % 0.00 %

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USD 0.08B
UKSR:SW UBS (Irl) ETF plc - MSCI .. 3.57 % 0.00 %

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USD 0.73B
UKSRT:SW UBS (Irl) ETF plc - MSCI .. 3.57 % 0.00 %

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USD 0.01B
H413:XETRA HSBC Europe Sustainable E.. 3.51 % 0.00 %

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USD 0.04B
HSEP:LSE HSBC Europe Sustainable E.. 3.47 % 0.00 %

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USD 0.03B
HSEU:LSE HSBC Europe Sustainable E.. 3.47 % 0.00 %

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USD 0.03B
HSED:LSE HSBC Europe Sustainable E.. 3.47 % 0.00 %

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USD 1.26M
UKSR:LSE UBS Irl plc MSCI United K.. 3.34 % 0.00 %

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USD 0.73B
TCBT:F VanEck Vectors ETFs N.V. .. 2.99 % 0.00 %

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

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

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

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

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USD 0.06B
DBXZ:F Xtrackers - FTSE All-Shar.. 2.79 % 0.00 %

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

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USD 0.34B
FKU:LSE First Trust United Kingdo.. 2.28 % 0.00 %

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USD 6.62M
FKUD:LSE First Trust United Kingdo.. 2.28 % 0.00 %

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USD 2.31M
FEUQ:F Fideliy UCITS ICAV - Euro.. 2.10 % 0.00 %

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FEUQ:XETRA Fidelity Europe Quality I.. 2.10 % 0.00 %

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USD 8.66M
FEUI:XETRA Fidelity Europe Quality I.. 2.10 % 0.00 %

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USD 0.04B
FEUI:F Fideliy UCITS ICAV - Euro.. 2.10 % 0.00 %

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FEQP:LSE Fidelity Europe Quality I.. 2.01 % 0.00 %

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USD 1.19M
FEQD:LSE Fidelity Europe Quality I.. 1.97 % 0.00 %

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USD 0.01B
FEUI:LSE Fidelity Europe Quality I.. 1.97 % 0.00 %

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USD 0.02B
SYBQ:F SSgA SPDR ETFs Europe II .. 0.90 % 0.00 %

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

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

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USD 0.27B
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.41 % 0.00 %

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

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

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

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

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USD 2.95B
ASRI:F BNP Paribas Asset Managem.. 0.41 % 0.00 %

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USD 2.95B
SEUC:SW SPDR® Bloomberg 0-3 Year.. 0.41 % 0.00 %

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USD 1.26B
ECR3:XETRA Amundi Index Solutions - .. 0.36 % 0.00 %

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USD 1.56B
ECRP3:PA Amundi Index Solutions - .. 0.36 % 0.00 %

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EBBB:PA Amundi Index Solutions - .. 0.34 % 0.00 %

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

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

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USD 0.80B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.14 % 0.00 %

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USD 0.78B
CBND 0.00 % 0.16 %

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FKU First Trust United Kingdo.. 0.00 % 0.80 %

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USD 0.07B
GBF iShares Government/Credit.. 0.00 % 0.20 %

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USD 0.22B
IPKW Invesco International Buy.. 0.00 % 0.55 %

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USD 0.10B
FALN iShares Fallen Angels USD.. 0.00 % 0.25 %

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USD 1.68B
AWTM 0.00 % 0.00 %

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UKCO:LSE SSgA SPDR Barclays Cap St.. 0.00 % 0.00 %

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USD 0.45B
WUKD:LSE WisdomTree UK Equity Inco.. 0.00 % 0.00 %

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USD 9.95M
FT1K:LSE Amundi MSCI UK IMI SRI PA.. 0.00 % 0.00 %

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JHCB John Hancock Exchange-Tra.. 0.00 % 0.00 %

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

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

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

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

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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 40.61% 100% F 97% N/A
Dividend Return 3.39% 82% B 87% B+
Total Return 44.00% 100% F 97% N/A
Trailing 12 Months  
Capital Gain 41.87% 80% B- 88% B+
Dividend Return 5.21% 21% F 69% C-
Total Return 47.08% 80% B- 89% A-
Trailing 5 Years  
Capital Gain 46.37% 67% D+ 67% D+
Dividend Return 21.19% 47% F 75% C
Total Return 67.56% 67% D+ 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 9.42% 78% C+ 68% D+
Dividend Return 12.99% 78% C+ 71% C-
Total Return 3.57% 46% F 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 43.55% 17% F 23% F
Risk Adjusted Return 29.82% 54% F 51% 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 8.39 34% 82%
Price/Book Ratio 0.39 100% 95%
Price / Cash Flow Ratio 2.81 74% 72%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.13% 7% 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.