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Upturn AI SWOT - About
BCS 
Barclays PLC ADR (BCS)
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Upturn Advisory Summary
10/27/2025: BCS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $21.01
1 Year Target Price $21.01
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.28% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 71.96B USD | Price to earnings Ratio 9.53 | 1Y Target Price 21.01 |
Price to earnings Ratio 9.53 | 1Y Target Price 21.01 | ||
Volume (30-day avg) 2 | Beta 0.99 | 52 Weeks Range 12.03 - 21.31 | Updated Date 10/27/2025 |
52 Weeks Range 12.03 - 21.31 | Updated Date 10/27/2025 | ||
Dividends yield (FY) 0.41% | Basic EPS (TTM) 2.17 |
Earnings Date
Report Date 2025-10-22 | When Before Market | Estimate 0.62 | Actual 0.5572 |
Profitability
Profit Margin 26.56% | Operating Margin (TTM) 34.18% |
Management Effectiveness
Return on Assets (TTM) 0.44% | Return on Equity (TTM) 9.37% |
Valuation
Trailing PE 9.53 | Forward PE 7.46 | Enterprise Value 326816235520 | Price to Sales(TTM) 2.76 |
Enterprise Value 326816235520 | Price to Sales(TTM) 2.76 | ||
Enterprise Value to Revenue 5.84 | Enterprise Value to EBITDA - | Shares Outstanding 3479716442 | Shares Floating 13051704630 |
Shares Outstanding 3479716442 | Shares Floating 13051704630 | ||
Percent Insiders 0.01 | Percent Institutions 8.43 |
Upturn AI SWOT
Barclays PLC ADR
Company Overview
History and Background
Barclays PLC, founded in 1690, is a British universal bank headquartered in London. It evolved from a goldsmith banking business and expanded through mergers and acquisitions to become a global financial institution.
Core Business Areas
- Corporate and Investment Bank: Provides financial solutions to corporations, institutions, and governments, including investment banking, corporate lending, and transaction services.
- Consumer, Cards & Payments: Offers retail banking services, credit cards, and payment solutions to individual customers and small businesses.
- Private Bank & Wealth Management: Provides wealth management and private banking services to high-net-worth individuals and families.
Leadership and Structure
The current CEO is C. S. Venkatakrishnan. The organizational structure includes a board of directors and various executive committees overseeing different business segments and functions.
Top Products and Market Share
Key Offerings
- Investment Banking: Advisory services, underwriting, and capital markets solutions. Barclays consistently ranks among the top investment banks globally, competing with Goldman Sachs (GS), JPMorgan Chase (JPM), and Morgan Stanley (MS). Market share fluctuates annually based on deal volume.
- Credit Cards: Offers a range of credit cards with various rewards programs and benefits. Competitors include Capital One (COF), American Express (AXP), and Discover Financial Services (DFS). Market share information is fragmented across various card issuers.
- Retail Banking: Provides current and savings accounts, loans, and mortgages. Competitors in the UK market include Lloyds Banking Group (LYG) and HSBC (HSBC).
Market Dynamics
Industry Overview
The global financial services industry is characterized by increasing regulation, technological disruption, and competition. Low interest rates, geopolitical uncertainty, and the rise of fintech companies pose challenges and opportunities.
Positioning
Barclays PLC ADR holds a strong position in the global investment banking and corporate banking sectors. Its competitive advantages include its global reach, diverse product offerings, and established relationships with corporate clients.
Total Addressable Market (TAM)
The global financial services market is estimated at trillions of dollars. Barclays PLC ADR's position allows it to access a significant portion of this TAM across its various business segments. Addressing the TAM depends on global economic factors and Barclays' success relative to its competitors.
Upturn SWOT Analysis
Strengths
- Global presence and brand recognition
- Diversified business model
- Strong investment banking franchise
- Established relationships with corporate clients
- Commitment to sustainability
Weaknesses
- Regulatory scrutiny and compliance costs
- Exposure to macroeconomic risks
- Litigation risks and historical conduct issues
- Complexity of global operations
- Dependence on investment banking performance
Opportunities
- Growth in emerging markets
- Expansion of digital banking services
- Increased demand for sustainable finance
- Acquisition opportunities in strategic areas
- Technological Innovation
Threats
- Increased competition from fintech companies
- Economic downturns and market volatility
- Changes in regulatory landscape
- Geopolitical instability
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- JPM
- GS
- MS
- HSBC
- LYG
Competitive Landscape
Barclays possesses a competitive edge in investment banking due to its global reach and expertise. However, it faces challenges from larger, more diversified competitors and nimble fintech firms.
Major Acquisitions
Kensington Mortgage Company
- Year: 2022
- Acquisition Price (USD millions): 662.4
- Strategic Rationale: Acquired to strengthen its UK mortgage business and expand its lending capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical financial data would be required for a proper analysis.
Future Projections: Analyst estimates suggest moderate growth in revenue and earnings driven by investment banking and digital banking initiatives.
Recent Initiatives: Focus on digital transformation, expansion in emerging markets, and sustainable finance initiatives.
Summary
Barclays PLC ADR holds a strong position in the global financial industry, particularly in investment banking. Its diversified business model and global presence are strengths. Regulatory challenges and macroeconomic risks present key challenges. Digital transformation and sustainable finance represent significant growth opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Research Reports
- Analyst Estimates
- Public News Sources
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Barclays PLC ADR
Exchange NYSE | Headquaters - | ||
IPO Launch date 1986-09-10 | Group CEO & Executive Director Mr. Coimbatore Sundararajan Venkatakrishnan Ph.D. | ||
Sector Financial Services | Industry Banks - Diversified | Full time employees 93000 | Website https://home.barclays |
Full time employees 93000 | Website https://home.barclays | ||
Barclays PLC provides various financial services in the United Kingdom, Europe, the Americas, Africa, the Middle East, and Asia. The company operates through Barclays UK; Barclays UK Corporate Bank; Barclays Private Bank and Wealth Management; Barclays Investment Bank; and Barclays US Consumer Bank segments. It offers financial services, such as retail banking, credit cards, wholesale banking, investment banking, wealth management, and investment management services, as well as lending products. In addition, the company engages in securities dealing activities and issuing of credit cards. The company was formerly known as Barclays Bank public limited company and changed its name to Barclays PLC in January 1985. Barclays PLC was founded in 1690 and is headquartered in London, the United Kingdom.
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