Barclays PLC (BCS)
Company Info
| ISIN | US06738E2046 |
|---|---|
| CUSIP | 06738E204 |
| Sector | Financial Services |
| Industry | Banks - Diversified |
Highlights
| Market Cap | $43.06B |
|---|---|
| EPS (TTM) | $1.35 |
| PE Ratio | 8.73 |
| PEG Ratio | 1.09 |
| Total Revenue (TTM) | $25.86B |
| Gross Profit (TTM) | $25.86B |
| EBITDA (TTM) | $800.00M |
| Year Range | $5.96 - $12.49 |
| Target Price | $11.86 |
| Short % | 0.22% |
| Short Ratio | 0.29 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BCS vs. INDEX, BCS vs. SDS, BCS vs. VOO, BCS vs. MA, BCS vs. DB, BCS vs. UBS, BCS vs. PGR, BCS vs. HSBC
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.
Returns By Period
Barclays PLC had a return of 52.41% year-to-date (YTD) and 55.17% in the last 12 months. Over the past 10 years, Barclays PLC had an annualized return of 0.45%, while the S&P 500 had an annualized return of 10.86%, indicating that Barclays PLC did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 52.41% | 16.44% |
| 1 month | 3.62% | 3.92% |
| 6 months | 26.90% | 7.53% |
| 1 year | 55.17% | 24.48% |
| 5 years (annualized) | 12.16% | 13.10% |
| 10 years (annualized) | 0.45% | 10.86% |
Monthly Returns
The table below presents the monthly returns of BCS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.31% | 16.35% | 11.18% | 8.36% | 10.84% | -5.64% | 11.30% | 3.40% | 52.41% | ||||
| 2023 | 18.97% | -6.07% | -15.01% | 12.24% | -6.81% | 4.52% | 1.65% | -4.31% | 3.73% | -17.46% | 12.29% | 9.14% | 5.98% |
| 2022 | 5.22% | -9.09% | -18.43% | -5.70% | 16.51% | -12.44% | 2.50% | 1.24% | -17.84% | 8.12% | 14.88% | -1.89% | -22.01% |
| 2021 | -8.89% | 22.03% | 15.85% | -6.45% | 10.55% | -8.79% | 1.45% | 5.81% | 0.68% | 8.43% | -11.53% | 4.55% | 31.71% |
| 2020 | -7.56% | -9.13% | -41.17% | 16.78% | 6.99% | 0.00% | -7.42% | 11.07% | -13.92% | 10.38% | 28.75% | 12.22% | -12.84% |
| 2019 | 10.88% | 6.08% | -7.62% | 7.00% | -12.73% | 1.87% | -1.71% | -9.36% | 10.54% | 17.57% | 2.09% | 8.06% | 32.02% |
| 2018 | 4.31% | 3.34% | 1.57% | -2.37% | -7.45% | -6.09% | 3.09% | -8.30% | -4.38% | -1.79% | -5.92% | -8.83% | -29.25% |
| 2017 | 0.64% | 1.08% | 1.35% | -3.83% | -0.37% | -1.67% | 1.32% | -7.56% | 4.86% | -4.93% | 5.18% | 5.31% | 0.48% |
| 2016 | -16.82% | -12.43% | -6.73% | 16.59% | 5.27% | -28.17% | 8.42% | 11.25% | -4.61% | 6.10% | 16.59% | 2.33% | -12.76% |
| 2015 | -6.46% | 12.96% | -6.91% | 8.03% | 5.44% | -0.54% | 9.37% | -10.98% | -7.34% | -3.72% | -5.09% | -3.64% | -11.48% |
| 2014 | -1.27% | -3.77% | -7.65% | 8.98% | -3.07% | -11.56% | 3.90% | -0.75% | -1.27% | 3.98% | -0.31% | -1.83% | -15.06% |
| 2013 | 10.62% | -2.17% | -4.26% | 1.24% | 7.09% | -10.79% | 2.10% | 0.30% | 5.34% | -1.35% | 6.20% | 1.97% | 15.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of BCS is 86, placing it in the top 14% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Barclays PLC (BCS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Barclays PLC granted a 3.63% dividend yield in the last twelve months. The annual payout for that period amounted to $0.42 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.38 | $0.31 | $0.17 | $0.31 | $0.36 | $0.24 | $0.15 | $0.25 | $0.39 | $0.43 | $0.37 |
Dividend yield | 3.63% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.42 | |||
| 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 | $0.38 |
| 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 | $0.31 |
| 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 | $0.17 |
| 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 | $0.31 |
| 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 | $0.36 |
| 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 | $0.24 |
| 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 | $0.15 |
| 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 | $0.25 |
| 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 | $0.39 |
| 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 | $0.43 |
| 2013 | $0.19 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.37 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 65.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -94.39% | Feb 26, 2007 | 483 | Jan 23, 2009 | — | — | — |
| -52.74% | Jul 20, 1998 | 55 | Oct 5, 1998 | 108 | Mar 11, 1999 | 163 |
| -40.97% | May 20, 2002 | 205 | Mar 12, 2003 | 148 | Oct 10, 2003 | 353 |
| -36.75% | Mar 15, 1991 | 230 | Apr 2, 1992 | 317 | Jul 7, 1993 | 547 |
| -34.05% | Apr 26, 2001 | 100 | Sep 21, 2001 | 72 | Jan 4, 2002 | 172 |
Volatility
Volatility Chart
The current Barclays PLC volatility is 10.86%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Barclays PLC compared to its peers in the Banks - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for BCS in comparison to other companies of the Banks - Diversified industry. Currently, BCS has a PE value of 8.7. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for BCS in comparison to other companies of the Banks - Diversified industry. Currently, BCS has a PEG value of 1.1. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Barclays PLC.
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Income Statement
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