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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$43.06B
EPS (TTM)$1.35
PE Ratio8.73
PEG Ratio1.09
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 Ratio0.29

Share Price Chart


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Compare to other instruments

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Barclays PLC

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.


0.00%10.00%20.00%30.00%40.00%AprilMayJuneJulyAugustSeptember
26.90%
7.53%
BCS (Barclays PLC)
Benchmark (^GSPC)

S&P 500

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.


PeriodReturnBenchmark
Year-To-Date52.41%16.44%
1 month3.62%3.92%
6 months26.90%7.53%
1 year55.17%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-4.31%16.35%11.18%8.36%10.84%-5.64%11.30%3.40%52.41%
202318.97%-6.07%-15.01%12.24%-6.81%4.52%1.65%-4.31%3.73%-17.46%12.29%9.14%5.98%
20225.22%-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%
201910.88%6.08%-7.62%7.00%-12.73%1.87%-1.71%-9.36%10.54%17.57%2.09%8.06%32.02%
20184.31%3.34%1.57%-2.37%-7.45%-6.09%3.09%-8.30%-4.38%-1.79%-5.92%-8.83%-29.25%
20170.64%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%
201310.62%-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.


The Risk-Adjusted Performance Rank of BCS is 8686
BCS (Barclays PLC)
The Sharpe Ratio Rank of BCS is 9292Sharpe Ratio Rank
The Sortino Ratio Rank of BCS is 8787Sortino Ratio Rank
The Omega Ratio Rank of BCS is 8787Omega Ratio Rank
The Calmar Ratio Rank of BCS is 7676Calmar Ratio Rank
The Martin Ratio Rank of BCS is 9090Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


BCS
Sharpe ratio
The chart of Sharpe ratio for BCS, currently valued at 1.86, compared to the broader market-4.00-2.000.002.001.86
Sortino ratio
The chart of Sortino ratio for BCS, currently valued at 2.43, compared to the broader market-6.00-4.00-2.000.002.004.002.43
Omega ratio
The chart of Omega ratio for BCS, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for BCS, currently valued at 0.72, compared to the broader market0.001.002.003.004.005.000.72
Martin ratio
The chart of Martin ratio for BCS, currently valued at 8.49, compared to the broader market-5.000.005.0010.0015.0020.008.49
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.86, compared to the broader market-4.00-2.000.002.001.86
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.53, compared to the broader market-6.00-4.00-2.000.002.004.002.53
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.001.002.003.004.005.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.89, compared to the broader market-5.000.005.0010.0015.0020.008.89

Sharpe Ratio

The current Barclays PLC Sharpe ratio is 1.86. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Barclays PLC with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00AprilMayJuneJulyAugustSeptember
1.86
1.86
BCS (Barclays PLC)
Benchmark (^GSPC)

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.


PeriodTTM20232022202120202019201820172016201520142013
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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
5.0%10.0%15.0%3.6%
Barclays PLC has a dividend yield of 3.63%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%26.0%
Barclays PLC has a payout ratio of 26.02%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-80.00%-60.00%-40.00%-20.00%0.00%AprilMayJuneJulyAugustSeptember
-65.25%
-2.00%
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 65.25%.


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 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.


2.00%4.00%6.00%8.00%10.00%12.00%AprilMayJuneJulyAugustSeptember
10.86%
4.58%
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

0.0

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
10.020.030.040.050.060.08.7
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
2.04.06.08.010.012.01.1
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


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items