BCS:NYE-Barclays PLC (USD)

COMMON STOCK | Banks-Diversified | NYE

Last Closing Price

USD 10.18

Change

+0.05 (+0.49)%

Market Cap

USD 43.05B

Volume

4.86M

Average Target Price

N/A
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Barclays PLC, through its subsidiaries, provides various financial products and services in the United Kingdom, rest of Europe, the Americas, Africa, the Middle East, and Asia. The company operates through Barclays UK and Barclays International divisions. It offers financial services, such as retail banking, credit cards, wholesale banking, investment banking, wealth management, and investment management services. The company also engages in securities dealing activities; and issues credit cards. The company was formerly known as Barclays Bank Limited and changed its name to Barclays PLC in January 1985. Barclays PLC was founded in 1690 and is headquartered in London, the United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-21 )

Largest Industry Peers for Banks-Diversified

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
JPM JPMorgan Chase & Co

+1.27 (+0.85%)

USD451.86B 11.84 N/A
JPM-PC JPMorgan Chase & Co

-0.05 (-0.18%)

USD367.95B 2.23 N/A
JPM-PD JPMorgan Chase & Co

+0.22 (+0.80%)

USD366.95B 2.19 N/A
BAC Bank of America Corporation

+0.64 (+1.68%)

USD327.10B 16.34 N/A
BML-PL Bank of America Corporation

N/A

USD311.97B 10.87 N/A
BAC-PE Bank of America Corporation

+0.09 (+0.36%)

USD301.19B 10.88 N/A
BML-PG Bank of America Corporation

N/A

USD297.21B 10.84 N/A
BML-PH Bank of America Corporation

N/A

USD294.35B 10.69 N/A
BML-PJ Bank of America Corporation

N/A

USD289.23B 12.32 N/A
BAC-PL Bank of America Corporation

+0.08 (+0.01%)

USD281.38B 614.03 N/A

ETFs Containing BCS

Symbol Name Weight Mer Price(Change) Market Cap
CBND SPDR Bloomberg Barclays C.. 0.00 % 0.06 %

N/A

USD0.08B
C062:F ComStage - STOXX® Europe.. 0.00 % 0.25 %

N/A

USD6.69M
SYBQ:XETRA SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

-0.01 (-0.04%)

USD0.19B
SYBF:XETRA SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

N/A

USD0.06B
EXV1:XETRA iShares STOXX Europe 600 .. 0.00 % 0.46 %

-0.08 (-0.66%)

USD1.41B
DBXZ:XETRA Xtrackers - Xtrackers MSC.. 0.00 % 0.18 %

+0.01 (+0.23%)

USD0.04B
C062:XETRA ComStage - STOXX® Europe.. 0.00 % 0.25 %

N/A

USD6.69M
SYBQ:F SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

-0.03 (-0.09%)

USD0.18B
SYBF:F SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

-0.06 (-0.15%)

USD0.06B
EXV1:F iShares STOXX Europe 600 .. 0.00 % 0.46 %

-0.13 (-1.02%)

USD0.25B
DBXZ:F Xtrackers - Xtrackers MSC.. 0.00 % 0.18 %

-0.01 (-0.25%)

USD0.04B
EBBB:PA Amundi Index Solutions - .. 0.00 % 0.00 %

+0.02 (+0.04%)

USD0.44B
FHB:CA CI CI First Asset Europea.. 0.00 % 0.85 %

N/A

USD0.02B
SUSD:LSE SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

+0.01 (+0.03%)

USD0.06B
UKCO:LSE SPDR Bloomberg Barclays S.. 0.00 % 0.20 %

+0.06 (+0.09%)

USD0.25B
SUSC:LSE SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

N/A

USD0.07B
SUKC:LSE SPDR Bloomberg Barclays 0.. 0.00 % 0.20 %

-0.02 (-0.05%)

USD0.19B
PSRU:LSE Invesco FTSE RAFI UK 100 .. 0.00 % 0.00 %

+7.30 (+0.75%)

USD8.32M
OPEN:LSE iShares Thomson Reuters I.. 0.00 % 0.25 %

+0.05 (+0.69%)

USD0.02B
AWTM Aware Ultra-Short Duratio.. 0.00 % 0.25 %

-0.01 (-0.01%)

USD0.23B
BLCN Siren Nasdaq NexGen Econo.. 0.00 % 0.68 %

+0.65 (+1.36%)

USD0.28B
FALN iShares Fallen Angels USD.. 0.00 % 0.25 %

+0.07 (+0.24%)

USD1.47B
GBF iShares Government/Credit.. 0.00 % 0.20 %

+0.10 (+0.08%)

USD0.28B
TCBT:XETRA VanEck Vectors ETFs N.V. .. 0.00 % 0.15 %

N/A

USD0.05B

Market Performance

  Market Performance vs.
Industry/Classification (Banks-Diversified)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.41% 89% B+ 86% B
Dividend Return 0.69% 10% F 40% F
Total Return 28.10% 89% B+ 86% B
Trailing 12 Months  
Capital Gain 138.41% 97% A+ 86% B
Dividend Return 1.30% 3% F 16% F
Total Return 139.71% 97% A+ 86% B
Trailing 5 Years  
Capital Gain 2.72% 56% F 34% F
Dividend Return 7.23% 11% F 20% F
Total Return 9.96% 50% F 24% F
Average Annual (5 Year Horizon)  
Capital Gain -6.05% 19% F 16% F
Dividend Return 1.84% 31% F 44% F
Total Return -4.22% 14% F 15% F
Risk Return Profile  
Volatility (Standard Deviation) 28.97% 17% F 33% F
Risk Adjusted Return -14.55% 14% F 15% F
Market Capitalization 43.05B 12% F 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Banks-Diversified)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.33 25% F 41% F
Price/Book Ratio 0.49 95% A 96% A
Price / Cash Flow Ratio 0.75 68% D+ 79% C+
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 3.71% 17% F 45% F
Return on Invested Capital -0.13% 72% C- 29% F
Return on Assets 0.20% 11% F 24% F
Debt to Equity Ratio 90.30% 74% C 42% F
Technical Ratios  
Short Ratio 0.44 91% A- 80% B-
Short Percent N/A N/A N/A N/A N/A
Beta 1.52 42% F 26% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

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.

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.

What to not like:
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.

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.

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.

Below median total returns

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

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Poor return on equity

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

Poor return on assets

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

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.