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Barclays PLC ADR(BCS)
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)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BCS
09/15/2026: BCS (5-star) is currently NOT-A-BUY. Pass it for now.
Barclays PLC ADR is a globally diversified financial services institution with strong positions in UK retail banking and international investment banking. The firm's main strength lies in its balanced revenue stream, which provides resilience through different economic cycles. The primary investment story centers on the company’s efforts to simplify its structure and drive cost efficiencies to improve return on equity. Investors face risks regarding potential macroeconomic downturns in its core markets, regulatory pressures, and competition from digital-native challengers. Barclays may suit value-oriented and income-focused investors looking for exposure to global financial services, though monitoring execution on its strategic cost-reduction initiatives remains essential.
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.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Banking stocks typically offer cyclical growth rather than rapid, secular expansion. |
| Momentum investor | Mixed fit | Price performance is often tied to interest rate cycles and sector-wide sentiment, requiring a positive trend. |
| Value investor | Strong fit | The stock often trades at a discount to tangible book value, attracting value-oriented investors. |
| Dividend investor | Strong fit | The company provides consistent dividend distributions that are attractive for income-focused portfolios. |
| Low-risk investor | Mixed fit | The banking sector carries inherent systemic and regulatory risks that may exceed low-risk tolerance. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Bank stocks are sensitive to macro and rate-related news cycles. |
| Valuation risk | Medium | Market pricing relative to book value fluctuates based on capital return expectations. |
| Competition risk (banking) | High | Global peers and fintech disruptors exert consistent pressure on margins. |
| Business quality | Medium | The franchise is established but subject to complex operational and legal legacies. |
| Dividend income | Medium | Payouts depend on maintaining sufficient regulatory capital buffers. |
| Execution risk | Medium | Implementing restructuring and digital transformation is operationally demanding. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 67.83% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 86.69B USD | Price to earnings Ratio 9.91 | 1Y Target Price 29.92 |
Price to earnings Ratio 9.91 | 1Y Target Price 29.92 | ||
Volume (30-day avg) 3.2M shares | Beta 0.87 | 52 Weeks Range 18.85 - 28.37 | Updated Date 09/15/2026 |
52 Weeks Range 18.85 - 28.37 | Updated Date 09/15/2026 | ||
Dividends yield (FY) 0.43% | Basic EPS (TTM) 2.61 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Corporate and Investment Bank | Global markets, advisory, and financing services for institutional clients. | This segment earns fees and interest from helping large companies manage money and trade. |
| Barclays UK | Personal, business, and wealth banking services in the UK. | This is the traditional banking side earning money through interest margins on loans and customer fees. |
| Geography: UK/Global | Operations across the UK, US, and other international markets. | The company is a global operator with significant exposure to UK consumer trends and US capital markets. |
Valuation
Trailing PE 9.91 | Forward PE 7.41 | Enterprise Value 98.82B | Price to Sales(TTM) 3.08 |
Enterprise Value 98.82B | Price to Sales(TTM) 3.08 | ||
Enterprise Value to Revenue 6.18 | Enterprise Value to EBITDA - | Shares Outstanding 3.35B | Shares Floating 3.18B |
Shares Outstanding 3.35B | Shares Floating 3.18B | ||
Percent Insiders 0.01 | Percent Institutions 9.05 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
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)
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)
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)
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)
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)
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)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
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)
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)
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)
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)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
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)
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)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
News (Last Updated: 09/15/2026)
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 | 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 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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