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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
11/13/2026: BCS (4-star) is currently NOT-A-BUY. Pass it for now.
Barclays PLC ADR is a major transatlantic financial services provider with a diversified business spanning retail banking, corporate services, and investment banking. Its primary strength lies in its balanced revenue mix and deep-rooted presence in both the UK and US markets. The investment story centers on the company’s ongoing strategic restructuring to improve efficiency and return on tangible equity. Key risks include the cyclical nature of investment banking, intense competition, and stringent regulatory requirements. The stock is best suited for value and dividend-focused investors, with ongoing developments in cost-optimization and macro-economic trends in the UK being critical factors to monitor.
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 | Barclays is a mature financial institution focused on stability rather than hyper-growth. |
| Momentum investor | Mixed fit | Momentum potential is highly dependent on market cycles and investment banking performance cycles. |
| Value investor | Strong fit | The stock often trades at a discount to book value, appealing to traditional value-oriented investors. |
| Dividend investor | Strong fit | Barclays provides a consistent dividend yield, making it suitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The volatility inherent in its investment banking arm creates price swings unsuitable for very conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Investment banking revenues can be unpredictable, leading to market price swings. |
| Valuation risk | Low | The stock frequently trades at low multiples, limiting downside valuation risk. |
| Competition risk (Banking sector competition) | High | Barclays competes with global giants and agile fintechs that can compress margins. |
| Business quality | Medium | The business has a solid franchise but is prone to cyclicality and complex regulatory oversight. |
| Dividend income | Medium | Dividends are subject to regulatory capital requirements and profitability. |
| Execution risk | Medium | Large-scale cost-saving initiatives and strategic shifts carry inherent implementation risks. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 75.54B USD | Price to earnings Ratio 8.49 | 1Y Target Price 28.94 |
Price to earnings Ratio 8.49 | 1Y Target Price 28.94 | ||
Volume (30-day avg) 6.4M shares | Beta 0.89 | 52 Weeks Range 19.62 - 28.37 | Updated Date 11/13/2026 |
52 Weeks Range 19.62 - 28.37 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 0.50% | Basic EPS (TTM) 2.68 |
Sector & Industry Intelligence
Sector
Financial Services
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 50.4%
- Active BUY / eligible
- 61 / 121
- 30-Day BUY Count Change
- +45
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Banks - Diversified
- BUY participation
- 33.3%
- Active BUY / eligible
- 6 / 18
- 30-Day BUY Count Change
- +4
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 77.5% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Corporate and Investment Bank | Advisory, trading, and financing services. | This is a volatile but high-revenue segment tied to global market activity. |
| Barclays UK | Retail deposits, mortgages, and consumer loans. | This provides a steady, rate-sensitive stream of interest income. |
| Geography: UK and US | Primary operations in these two economic zones. | The company's health is tied heavily to the economic stability of these two major markets. |
Earnings Date
Report Date 2026-10-22 | When Before Market | Estimate 0.67 | Actual 0.66 |
Profitability
Profit Margin 28.22% | Operating Margin (TTM) 37.04% |
Management Effectiveness
Return on Assets (TTM) 0.48% | Return on Equity (TTM) 10.45% |
Valuation
Trailing PE 8.49 | Forward PE 6.78 | Enterprise Value 71.40B | Price to Sales(TTM) 2.65 |
Enterprise Value 71.40B | Price to Sales(TTM) 2.65 | ||
Enterprise Value to Revenue 5.67 | Enterprise Value to EBITDA - | Shares Outstanding 3.32B | Shares Floating 3.16B |
Shares Outstanding 3.32B | Shares Floating 3.16B | ||
Percent Insiders 0.01 | Percent Institutions 8.83 |
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.
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