Barclays PLC (BCS)
Company Info
US06738E2046
06738E204
Sep 10, 1986
Highlights
$62.00B
$1.99
8.75
1.37
$26.99B
$26.99B
-$410.00M
$9.87 - $17.48
$18.05
0.22%
0.85
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Barclays PLC (BCS) returned 33.41% year-to-date (YTD) and 61.47% over the past 12 months. Over the past 10 years, BCS returned 3.47% annually, underperforming the S&P 500 benchmark at 10.87%.
BCS
33.41%
18.34%
34.21%
61.47%
32.68%
3.47%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.37%
10.87%
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 10.46% | 9.82% | -3.03% | 4.56% | 8.47% | 33.41% | |||||||
2024 | -4.32% | 16.33% | 11.18% | 8.36% | 10.84% | -5.64% | 11.30% | 3.40% | -0.16% | 2.14% | 8.62% | -1.41% | 76.25% |
2023 | 18.97% | -6.09% | -15.01% | 12.24% | -6.82% | 4.52% | 1.65% | -4.24% | 3.73% | -17.46% | 12.29% | 9.14% | 6.02% |
2022 | 5.22% | -9.09% | -18.36% | -5.70% | 16.51% | -12.44% | 2.50% | 1.29% | -17.84% | 8.13% | 14.88% | -1.89% | -21.90% |
2021 | -8.89% | 22.02% | 15.86% | -6.45% | 10.55% | -8.79% | 1.45% | 5.82% | 0.68% | 8.43% | -11.53% | 4.55% | 31.70% |
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 | 10.87% | 6.07% | -7.62% | 7.00% | -12.73% | 1.88% | -1.71% | -9.40% | 10.54% | 17.58% | 2.08% | 8.06% | 31.96% |
2018 | 4.31% | 3.34% | 1.55% | -2.37% | -7.45% | -6.09% | 3.09% | -8.29% | -4.38% | -1.79% | -5.92% | -8.83% | -29.25% |
2017 | 0.64% | 1.08% | 1.35% | -3.82% | -0.37% | -1.67% | 1.32% | -7.57% | 4.86% | -4.93% | 5.18% | 5.31% | 0.47% |
2016 | -16.82% | -12.43% | -6.80% | 16.59% | 5.27% | -28.17% | 8.42% | 11.25% | -4.61% | 6.10% | 16.59% | 2.33% | -12.83% |
2015 | -6.46% | 12.96% | -6.87% | 8.03% | 5.45% | -0.54% | 9.37% | -10.97% | -7.34% | -3.72% | -5.08% | -3.64% | -11.42% |
2014 | -1.27% | -3.76% | -7.65% | 8.98% | -3.06% | -11.56% | 3.90% | -0.73% | -1.27% | 3.98% | -0.29% | -1.83% | -15.03% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 90, BCS is among the top 10% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Barclays PLC provided a 2.43% dividend yield over the last twelve months, with an annual payout of $0.42 per share. The company has been increasing its dividends for 3 consecutive years.
Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.42 | $0.42 | $0.38 | $0.33 | $0.17 | $0.31 | $0.35 | $0.24 | $0.15 | $0.25 | $0.40 | $0.43 |
Dividend yield | 2.43% | 3.13% | 4.87% | 4.17% | 1.60% | 3.90% | 3.72% | 3.21% | 1.39% | 2.25% | 3.09% | 2.87% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.27 | |||||||
2024 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 |
2023 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 |
2022 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
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 | $0.35 |
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 | $0.22 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.40 |
2014 | $0.23 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.43 |
Dividend Yield & Payout
Dividend Yield
Barclays PLC has a dividend yield of 2.43%, which is quite average when compared to the overall market.
Payout Ratio
Barclays PLC has a payout ratio of 23.06%, which is below the market average. This means Barclays PLC returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.
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.
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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 46.25%.
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 |
-36.76% | 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 chart below shows the rolling one-month volatility.
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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.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Barclays PLC, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 11.2% positive surprise.
Valuation
The Valuation section provides an overview of how Barclays PLC is priced in the market compared to other companies in the Banks - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BCS, comparing it with other companies in the Banks - Diversified industry. Currently, BCS has a P/E ratio of 8.8. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BCS compared to other companies in the Banks - Diversified industry. BCS currently has a PEG ratio of 1.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BCS relative to other companies in the Banks - Diversified industry. Currently, BCS has a P/S ratio of 2.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BCS in comparison with other companies in the Banks - Diversified industry. Currently, BCS has a P/B value of 0.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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