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Barclays PLC ADR(BCS)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
5-STAR RATING
PASS
LAST CLOSE
$22.95
10/08/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Upturn Advisory & Investor View for BCS

10/08/2026: BCS (5-star) is currently NOT-A-BUY. Pass it for now.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Price Behavior

Rolling Over
PRICE PATH

Rolling Over

The price momentum is slowing down and beginning to turn downward.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit 77.5%
Avg. Invested days 71
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
Stock Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/08/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BCS receives a 3-star rating, supported by solid quantitative characteristics. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
BCS has moderate overall fundamentals (3 stars), with moderate financial health, soft growth momentum, and moderate ownership. In FY2025 versus FY2024, solid earnings growth (+11.4%) and solid profitability (net margin 14.1%) are partially offset by weak cash generation (FCF margin -15.9%), negative revenue growth (-10.9%), very low insider ownership of 0.01%.

Financial Health Rating

★★★★★
BCS's financial health is supported by solid cash strength, including free-cash-flow generation of $-8.1B (-15.9% of revenue). Liquidity is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Earnings growth is BCS's strongest growth driver at +11.4% FY2025 versus FY2024 (solid, 4 stars). By comparison, while revenue growth (-10.9%, negative) and free-cash-flow growth (-245.7%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 9.1% (soft) and 95.3% of outstanding shares are publicly tradable (strong). Insider ownership is only 0.01%, which materially reduces the ownership score.

Top 5 Institutional Investors

Fisher Asset Management, LLC 2.81%
Acadian Asset Management LLC 0.47%
Morgan Stanley - Brokerage Accounts 0.35%
NORGES BANK 0.34%
FMR Inc 0.29%

Unit Economics (Per $1K Revenue)

★★★★★
BCS generates approximately $573 of gross profit, $180 of operating income, and $-159 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Negative free cash flow explains the 2-star rating, with weak cash conversion and moderate capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 21.07%

Quantitative Style Profile

★★★★★
BCS has a high-quality, large-cap, liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedQuality TiltLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 76.74B USD
Price to earnings Ratio 8.88
1Y Target Price 29.92
Price to earnings Ratio 8.88
1Y Target Price 29.92
Volume (30-day avg) 4.8M shares
Beta 0.91
52 Weeks Range 18.85 - 28.37
Updated Date 10/08/2026
52 Weeks Range 18.85 - 28.37
Updated Date 10/08/2026
Dividends yield (FY) 0.49%
Basic EPS (TTM) 2.59
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Valuation

Trailing PE 8.88
Forward PE 7.24
Enterprise Value 91.40B
Price to Sales(TTM) 2.73
Enterprise Value 91.40B
Price to Sales(TTM) 2.73
Enterprise Value to Revenue 6.12
Enterprise Value to EBITDA -
Shares Outstanding 3.34B
Shares Floating 3.18B
Shares Outstanding 3.34B
Shares Floating 3.18B
Percent Insiders 0.01
Percent Institutions 9.09

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

News (Last Updated: 10/08/2026)

About Barclays PLC ADR

Exchange NYSE
Headquarters -
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
Full time employees 93000

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 current accounts, savings accounts, mortgages and unsecured lending, such as credit cards and loans retail banking, 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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