BCS:NYE-Barclays PLC (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 11.74

Change

+0.18 (+1.56)%

Market Cap

USD 44.18B

Volume

0.02B

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: 2024-09-13 )

Largest Industry Peers for Banks - Diversified

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

-0.06 (-0.24%)

USD 340.11B
JPM-PC JPMorgan Chase & Co

N/A

USD 337.52B
BML-PH Bank of America Corporation

-0.06 (-0.26%)

USD 310.35B
BML-PG Bank of America Corporation

+0.11 (+0.48%)

USD 307.74B
BAC Bank of America Corp

+0.45 (+1.15%)

USD 306.89B
BML-PL Bank of America Corporation

+0.06 (+0.25%)

USD 299.04B
BAC-PE Bank of America Corporation

N/A

USD 292.91B
BML-PJ Bank of America Corporation

+0.01 (+0.04%)

USD 275.26B
BAC-PB Bank of America Corporation

-0.05 (-0.20%)

USD 254.38B
BAC-PK Bank of America Corporation

+0.04 (+0.16%)

USD 253.83B

ETFs Containing BCS

HSUK:PA HSBC UK SUS EQ ETF 13.69 % 0.00 %

+0.24 (+0.24%)

N/A
HSUK:LSE HSBC UK Sustainable Equit.. 13.26 % 0.00 %

+0.17 (+0.24%)

USD 0.01B
LDUK:LSE L&G Quality Equity Divide.. 5.93 % 0.00 %

+6.40 (+0.24%)

USD 0.04B
FASA:LSE Invesco Markets II plc - .. 4.51 % 0.00 %

+47.50 (+0.24%)

USD 0.03B
FASE:LSE Invesco Markets II plc - .. 4.51 % 0.00 %

+44.50 (+0.24%)

USD 0.04B
PSRU:LSE PowerShares FTSE RAFI UK .. 4.08 % 0.00 %

+7.20 (+0.24%)

USD 9.49M
HSEU:LSE HSBC Europe Sustainable E.. 3.93 % 0.00 %

+0.09 (+0.24%)

N/A
HSED:LSE HSBC Europe Sustainable E.. 3.93 % 0.00 %

+0.10 (+0.24%)

N/A
C1U:PA Amundi FTSE 100 UCITS 3.85 % 0.00 %

+1.10 (+0.24%)

USD 0.04B
CUIK:XETRA Amundi MSCI UK IMI SRI PA.. 3.85 % 0.00 %

+0.05 (+0.24%)

USD 0.18B
EXV1:XETRA iShares STOXX Europe 600 .. 3.84 % 0.00 %

+0.19 (+0.24%)

USD 1.40B
HSEU:PA 3.83 % 0.00 %

N/A

N/A
HSEU:SW HSBC Europe Sustainable E.. 3.83 % 0.00 %

N/A

USD 0.02B
FT1K:LSE Amundi MSCI UK IMI SRI PA.. 3.80 % 0.00 %

+9.10 (+0.24%)

N/A
UKSR:LSE UBS Irl plc MSCI United K.. 3.80 % 0.00 %

+13.50 (+0.24%)

USD 0.64B
HSEP:LSE HSBC Europe Sustainable E.. 3.70 % 0.00 %

+0.12 (+0.24%)

USD 0.02B
SX7PEX:SW iShares STOXX Europe 600 .. 3.64 % 0.00 %

+0.21 (+0.24%)

N/A
H413:XETRA 3.59 % 0.00 %

N/A

N/A
UKSRE:SW UBS (Irl) ETF plc - MSCI .. 3.48 % 0.00 %

N/A

USD 0.09B
UKSR:SW UBS (Irl) ETF plc - MSCI .. 3.48 % 0.00 %

+0.18 (+0.24%)

USD 0.65B
UKSRT:SW UBS (Irl) ETF plc - MSCI .. 3.48 % 0.00 %

+0.07 (+0.24%)

USD 0.01B
XS7R:LSE Xtrackers MSCI Europe Fin.. 3.26 % 0.00 %

+50.00 (+0.24%)

USD 0.05B
TCBT:F VanEck Vectors ETFs N.V. .. 2.99 % 0.00 %

+0.04 (+0.24%)

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

-0.03 (0.24%)

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

N/A

USD 0.04B
DBXZ:XETRA Xtrackers - Xtrackers MSC.. 2.79 % 0.00 %

+0.01 (+0.24%)

USD 0.34B
FKU:LSE First Trust United Kingdo.. 2.29 % 0.00 %

+31.50 (+0.24%)

USD 6.70M
FKUD:LSE First Trust United Kingdo.. 2.29 % 0.00 %

+29.50 (+0.24%)

USD 2.32M
FKU First Trust United Kingdo.. 2.28 % 0.80 %

+0.07 (+0.24%)

USD 0.07B
FEUQ:XETRA Fidelity Europe Quality I.. 2.24 % 0.00 %

+0.04 (+0.24%)

USD 8.66M
FEUI:XETRA Fidelity Europe Quality I.. 2.18 % 0.00 %

+0.02 (+0.24%)

USD 0.04B
FEUI:F Fideliy UCITS ICAV - Euro.. 2.18 % 0.00 %

-0.01 (0.24%)

N/A
FEQD:LSE Fidelity Europe Quality I.. 2.15 % 0.00 %

+0.05 (+0.24%)

USD 0.01B
FEQP:LSE Fidelity Europe Quality I.. 2.15 % 0.00 %

+0.05 (+0.24%)

USD 1.17M
FEUI:LSE Fidelity Europe Quality I.. 2.15 % 0.00 %

+2.60 (+0.24%)

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

-0.13 (0.24%)

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

-0.11 (0.24%)

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

-3.50 (0.24%)

N/A
SEUC:PA SSgA SPDR ETFs Europe I p.. 0.41 % 0.00 %

N/A

USD 1.16B
SYBD:F SSgA SPDR ETFs Europe I p.. 0.41 % 0.00 %

N/A

USD 1.16B
SYBD:XETRA SPDR® Bloomberg 0-3 Year.. 0.41 % 0.00 %

+0.01 (+0.24%)

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

-0.01 (0.24%)

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

-0.03 (0.24%)

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

+0.03 (+0.24%)

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

+0.07 (+0.24%)

USD 1.16B
ECR3:XETRA Amundi Index Solutions - .. 0.36 % 0.00 %

-0.02 (0.24%)

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

-0.03 (0.24%)

N/A
EBBB:PA Amundi Index Solutions - .. 0.34 % 0.00 %

+0.02 (+0.24%)

USD 0.56B
EUCO:PA SPDR Barclays Euro Corpor.. 0.14 % 0.00 %

-0.01 (0.24%)

USD 0.82B
SYBC:F SSgA SPDR ETFs Europe I P.. 0.14 % 0.00 %

-0.03 (0.24%)

USD 0.82B
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.14 % 0.00 %

-0.03 (0.24%)

USD 0.78B
CBND 0.00 % 0.16 %

N/A

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

-0.12 (0.24%)

N/A
GVAL 0.00 % 0.69 %

N/A

N/A
FALN iShares Fallen Angels USD.. 0.00 % 0.25 %

+0.02 (+0.24%)

USD 1.82B
AWTM 0.00 % 0.00 %

N/A

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

-1.00 (0.24%)

USD 0.44B
WUKD:LSE WisdomTree UK Equity Inco.. 0.00 % 0.00 %

+2.80 (+0.24%)

N/A
DBXZ:F Xtrackers - FTSE All-Shar.. 0.00 % 0.00 %

N/A

N/A
DXSF:F Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

N/A

N/A
EXV1:F iShares STOXX Europe 600 .. 0.00 % 0.00 %

N/A

N/A
FEUQ:F Fideliy UCITS ICAV - Euro.. 0.00 % 0.00 %

N/A

N/A
JHCB John Hancock Exchange-Tra.. 0.00 % 0.00 %

N/A

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

-0.02 (0.24%)

USD 0.04B
JHMB John Hancock Exchange-Tra.. 0.00 % 0.00 %

-0.20 (0.24%)

USD 0.05B
ELQD iShares ESG Advanced Inve.. 0.00 % 0.00 %

-0.08 (0.24%)

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 48.98% 100% F 96% N/A
Dividend Return 5.28% 86% B+ 82% B
Total Return 54.27% 100% F 97% N/A
Trailing 12 Months  
Capital Gain 46.75% 95% A 92% A
Dividend Return 5.20% 45% F 68% D+
Total Return 51.95% 95% A 93% A
Trailing 5 Years  
Capital Gain 51.09% 77% C+ 73% C
Dividend Return 20.76% 36% F 70% C-
Total Return 71.85% 74% C 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.02% 82% B 77% C+
Dividend Return 16.65% 80% B- 77% C+
Total Return 2.63% 18% F 55% F
Risk Return Profile  
Volatility (Standard Deviation) 47.85% 9% A- 19% F
Risk Adjusted Return 34.80% 50% F 53% F
Market Capitalization 44.18B 9% A- 95% 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 8.63 29% 80%
Price/Book Ratio 0.45 100% 94%
Price / Cash Flow Ratio 2.86 78% 69%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.12% 9% 49%
Return on Invested Capital -2.39% 3% 20%
Return on Assets 0.32% 6% 25%
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 on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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.

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 Revenue Growth

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.