BCS:NYE-Barclays PLC (USD)

EQUITY | Banks - Diversified | New York Stock Exchange

Last Closing

USD 13.13

Change

-0.16 (-1.20)%

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: 2025-01-02 )

Largest Industry Peers for Banks - Diversified

Symbol Name Price(Change) Market Cap
BAC Bank of America Corp

N/A

USD 343.82B
JPM-PD JPMorgan Chase & Co

N/A

USD 330.68B
JPM-PC JPMorgan Chase & Co

N/A

USD 330.31B
BML-PH Bank of America Corporation

N/A

USD 302.35B
BML-PG Bank of America Corporation

N/A

USD 298.42B
BML-PL Bank of America Corporation

N/A

USD 293.86B
BAC-PE Bank of America Corporation

N/A

USD 285.90B
BML-PJ Bank of America Corporation

N/A

USD 265.64B
BAC-PB Bank of America Corporation

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USD 250.18B
BAC-PK Bank of America Corporation

N/A

USD 249.41B

ETFs Containing BCS

HSUK:LSE HSBC UK Sustainable Equit.. 9.45 % 0.00 %

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USD 0.01B
HSUK:PA HSBC UK SUS EQ ETF 9.33 % 0.00 %

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LDUK:LSE L&G Quality Equity Divide.. 5.89 % 0.00 %

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USD 0.04B
PSRU:LSE PowerShares FTSE RAFI UK .. 4.76 % 0.00 %

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USD 0.01B
FASA:LSE Invesco Markets II plc - .. 4.70 % 0.00 %

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USD 0.02B
FASE:LSE Invesco Markets II plc - .. 4.70 % 0.00 %

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USD 0.03B
C1U:PA Amundi FTSE 100 UCITS 4.55 % 0.00 %

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USD 0.04B
CUIK:XETRA 4.55 % 0.00 %

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UKSR:LSE UBS (Irl) ETF plc - MSCI .. 4.32 % 0.00 %

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USD 0.69B
UKSRE:SW UBS (Irl) ETF plc - MSCI .. 4.22 % 0.00 %

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USD 0.09B
UKSR:SW UBS (Irl) ETF plc - MSCI .. 4.22 % 0.00 %

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USD 0.68B
UKSRT:SW UBS (Irl) ETF plc - MSCI .. 4.22 % 0.00 %

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USD 9.51M
HSEU:LSE HSBC Europe Sustainable E.. 3.93 % 0.00 %

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HSED:LSE HSBC Europe Sustainable E.. 3.93 % 0.00 %

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SX7PEX:SW iShares STOXX Europe 600 .. 3.64 % 0.00 %

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H413:XETRA 3.59 % 0.00 %

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IDVO Amplify International Enh.. 3.58 % 0.00 %

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USD 0.15B
XS7R:LSE Xtrackers MSCI Europe Fin.. 3.52 % 0.00 %

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USD 0.05B
HSEP:LSE HSBC Europe Sustainable E.. 3.17 % 0.00 %

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USD 0.03B
HSEU:PA 3.14 % 0.00 %

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HSEU:SW HSBC Europe Sustainable E.. 3.14 % 0.00 %

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USD 0.03B
TCBT:SW VanEck iBoxx EUR Corporat.. 2.99 % 0.00 %

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USD 0.04B
FKUD:LSE First Trust United Kingdo.. 2.77 % 0.00 %

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USD 2.75M
FKU First Trust United Kingdo.. 2.73 % 0.80 %

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USD 0.06B
FEUI:LSE Fidelity Europe Quality I.. 2.65 % 0.00 %

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USD 0.02B
FEUI:F Fidelity Europe Quality I.. 2.61 % 0.00 %

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USD 0.02B
PSRE:LSE Invesco Markets III plc -.. 1.45 % 0.00 %

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USD 9.69M
PEF:SW Invesco FTSE RAFI Europe .. 1.43 % 0.00 %

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USD 9.52M
SEIE SEI Select International .. 1.42 % 0.00 %

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USD 0.50B
SUKC:LSE SPDR Barclays 0-5 Sterlin.. 0.76 % 0.00 %

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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 0.87B
ECRP3:PA Amundi Index Solutions - .. 0.36 % 0.00 %

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CBND 0.00 % 0.16 %

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GBF iShares Government/Credit.. 0.00 % 0.20 %

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GVAL Cambria Global Value ETF 0.00 % 0.69 %

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FALN iShares Fallen Angels USD.. 0.00 % 0.25 %

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USD 1.90B
DRFD:CA Desjardins RI Developed e.. 0.00 % 0.68 %

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CAD 0.16B
AWTM 0.00 % 0.00 %

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EDGF:CA Brompton European Dividen.. 0.00 % 0.00 %

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CAD 0.02B
UKCO:LSE SSgA SPDR Barclays Cap St.. 0.00 % 0.00 %

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USD 0.40B
WUKD:LSE 0.00 % 0.00 %

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EUCO:PA SPDR Barclays Euro Corpor.. 0.00 % 0.00 %

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USD 0.88B
PEF:PA Invesco Markets III plc -.. 0.00 % 0.00 %

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USD 9.65M
6PSC:F Invesco Markets III plc -.. 0.00 % 0.00 %

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USD 9.76M
DBXZ:F Xtrackers - FTSE All-Shar.. 0.00 % 0.00 %

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DXSF:F Xtrackers - Stoxx Europe .. 0.00 % 0.00 %

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EXV1:F iShares STOXX Europe 600 .. 0.00 % 0.00 %

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FEUQ:F Fidelity Europe Quality I.. 0.00 % 0.00 %

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6PSC:XETRA Invesco Markets III plc -.. 0.00 % 0.00 %

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USD 8.24M
DBXZ:XETRA Xtrackers - Xtrackers MSC.. 0.00 % 0.00 %

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USD 0.34B
EXV1:XETRA iShares STOXX Europe 600 .. 0.00 % 0.00 %

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USD 1.40B
FEUQ:XETRA Fidelity Europe Quality I.. 0.00 % 0.00 %

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USD 8.66M
SYBC:XETRA SPDR Barclays Euro Corpor.. 0.00 % 0.00 %

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USD 0.78B
TCBT:XETRA VanEck iBoxx EUR Corporat.. 0.00 % 0.00 %

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USD 0.04B
FT1K:LSE Amundi MSCI UK IMI SRI PA.. 0.00 % 0.00 %

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ECR3:XETRA Amundi Index Solutions - .. 0.00 % 0.00 %

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USD 1.56B
FEUI:XETRA Fidelity Europe Quality I.. 0.00 % 0.00 %

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

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USD 0.06B
LQDB iShares BBB Rated Corpora.. 0.00 % 0.00 %

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

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USD 0.07B
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 %

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 -1.20% 9% A- 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.20% 9% A- 12% F
Trailing 12 Months  
Capital Gain 65.37% 100% F 95% A
Dividend Return 5.24% 33% F 67% D+
Total Return 70.60% 98% N/A 95% A
Trailing 5 Years  
Capital Gain 38.07% 76% C+ 69% C-
Dividend Return 16.86% 21% F 56% F
Total Return 54.92% 68% D+ 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 17.80% 80% B- 78% C+
Dividend Return 20.41% 80% B- 79% B-
Total Return 2.61% 16% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 49.79% 7% C- 19% F
Risk Adjusted Return 40.99% 52% F 56% F
Market Capitalization 44.18B 12% F 96% N/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 9.47 30% 77%
Price/Book Ratio 0.54 92% 92%
Price / Cash Flow Ratio 8.11 16% 47%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.51% 14% 50%
Return on Invested Capital 6.44% 65% 53%
Return on Assets 0.34% 5% 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 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.

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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 Revenue Growth

This stock has shown below median revenue 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.