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Barclays PLC (BCS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS06738E2046
CUSIP06738E204
SectorFinancial Services
IndustryBanks—Diversified

Highlights

Market Cap$35.16B
EPS$1.38
PE Ratio6.70
PEG Ratio0.23
Revenue (TTM)$23.50B
Gross Profit (TTM)$23.74B
Year Range$6.04 - $9.48
Target Price$9.40
Short %0.22%
Short Ratio2.38

Share Price Chart


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Barclays PLC

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Barclays PLC, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%OctoberNovemberDecember2024FebruaryMarch
847.21%
2,019.15%
BCS (Barclays PLC)
Benchmark (^GSPC)

S&P 500

Returns By Period

Barclays PLC had a return of 23.36% year-to-date (YTD) and 47.27% in the last 12 months. Over the past 10 years, Barclays PLC had an annualized return of -1.81%, while the S&P 500 had an annualized return of 10.96%, indicating that Barclays PLC did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date23.36%10.04%
1 month14.09%3.53%
6 months25.43%22.79%
1 year47.27%32.16%
5 years (annualized)7.32%13.15%
10 years (annualized)-1.81%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.31%16.33%
2023-4.31%3.73%-17.46%12.29%9.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Barclays PLC (BCS) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BCS
Barclays PLC
1.43
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Barclays PLC Sharpe ratio is 1.43. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
1.43
2.76
BCS (Barclays PLC)
Benchmark (^GSPC)

Dividends

Dividend History

Barclays PLC granted a 4.26% dividend yield in the last twelve months. The annual payout for that period amounted to $0.40 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.40$0.38$0.31$0.17$0.31$0.36$0.24$0.15$0.25$0.39$0.43$0.37

Dividend yield

4.26%4.84%4.02%1.61%3.90%3.76%3.21%1.40%2.32%3.02%2.84%2.05%

Monthly Dividends

The table displays the monthly dividend distributions for Barclays PLC. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.27
2023$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00
2021$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00
2020$0.00$0.31$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.21$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00
2014$0.00$0.23$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.06$0.00
2013$0.19$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.07$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%4.3%
Barclays PLC has a dividend yield of 4.26%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%23.6%
Barclays PLC has a payout ratio of 23.63%, which is quite average when compared to the overall market. This suggests that Barclays PLC strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-71.88%
0
BCS (Barclays PLC)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Barclays PLC. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Barclays PLC was 94.39%, occurring on Jan 23, 2009. The portfolio has not yet recovered.

The current Barclays PLC drawdown is 71.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-94.39%Feb 26, 2007483Jan 23, 2009
-52.74%Jul 20, 199855Oct 5, 1998108Mar 11, 1999163
-40.97%May 20, 2002205Mar 12, 2003148Oct 10, 2003353
-36.75%Mar 15, 1991230Apr 2, 1992317Jul 7, 1993547
-34.05%Apr 26, 2001100Sep 21, 200172Jan 4, 2002172

Volatility

Volatility Chart

The current Barclays PLC volatility is 5.86%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2024FebruaryMarch
5.86%
2.82%
BCS (Barclays PLC)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Barclays PLC over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

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Income Statement


Income Statement
Balance Sheet
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

0.00
Values in undefined except per share items