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Barclays PLC ADR (BCS)



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Upturn Advisory Summary
08/29/2025: BCS (3-star) is a STRONG-BUY. BUY since 82 days. Profits (20.80%). Updated daily EoD!
1 Year Target Price $19.19
1 Year Target Price $19.19
1 | Strong Buy |
0 | Buy |
1 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 6.75% | Avg. Invested days 47 | Today’s Advisory Regular Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 70.31B USD | Price to earnings Ratio 9.17 | 1Y Target Price 19.19 |
Price to earnings Ratio 9.17 | 1Y Target Price 19.19 | ||
Volume (30-day avg) 2 | Beta 1.06 | 52 Weeks Range 10.93 - 20.58 | Updated Date 08/30/2025 |
52 Weeks Range 10.93 - 20.58 | Updated Date 08/30/2025 | ||
Dividends yield (FY) 0.42% | Basic EPS (TTM) 2.14 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.35% | Operating Margin (TTM) 39.33% |
Management Effectiveness
Return on Assets (TTM) 0.45% | Return on Equity (TTM) 9.53% |
Valuation
Trailing PE 9.17 | Forward PE 8.65 | Enterprise Value 314103300096 | Price to Sales(TTM) 2.74 |
Enterprise Value 314103300096 | Price to Sales(TTM) 2.74 | ||
Enterprise Value to Revenue 5.79 | Enterprise Value to EBITDA - | Shares Outstanding 3510269952 | Shares Floating 13224820700 |
Shares Outstanding 3510269952 | Shares Floating 13224820700 | ||
Percent Insiders 0.01 | Percent Institutions 8.38 |
Upturn AI SWOT
Barclays PLC ADR

Company Overview
History and Background
Barclays PLC traces its origins back to 1690 in London. It evolved from a goldsmith banking business into a major global financial institution through mergers and acquisitions, playing a significant role in the development of modern banking.
Core Business Areas
- Corporate and Investment Bank: Provides financial services to corporations, institutions, and governments, including investment banking, financing, risk management, and transaction services.
- Consumer, Cards & Payments: Offers retail banking services, credit cards, and payment solutions to consumers and businesses.
- Private Bank and Wealth Management: Provides banking, investment, and wealth management services to high-net-worth individuals and families.
Leadership and Structure
The leadership team consists of the Group CEO and other executive directors. The organizational structure is based on business divisions and functional areas, with a board of directors providing oversight.
Top Products and Market Share
Key Offerings
- Investment Banking: Advisory services on mergers and acquisitions, underwriting of debt and equity offerings. Competitors include Goldman Sachs (GS), JPMorgan Chase (JPM), Morgan Stanley (MS). Market share varies by deal, but is a top-tier player.
- Credit Cards: Issuing of credit cards with various rewards programs and benefits. Competitors include American Express (AXP), Capital One (COF), Discover (DFS). Market share is significant in the UK but smaller in the US. Estimated UK market share of 15%.
- Corporate Lending: Providing loans and other credit facilities to businesses of all sizes. Competitors include HSBC (HSBC), Lloyds (LYG), and other major regional and global banks. Market share varies by region and industry sector.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes, technological advancements, and macroeconomic conditions. Fintech disruption and increasing competition are key trends.
Positioning
Barclays PLC ADR is a global financial services provider with a strong presence in the UK and US. Its competitive advantages include its established brand, diversified business model, and global network.
Total Addressable Market (TAM)
The global financial services market is valued in trillions of dollars. Barclays PLC ADR is positioned to capture a portion of this TAM through its various business lines, targeting specific market segments and geographies.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Diversified revenue streams
- Strong capital position
- Established relationships with corporate clients
- Advanced Technology Adoption
Weaknesses
- Regulatory scrutiny
- Complex organizational structure
- Exposure to global economic conditions
- History of compliance issues
- Relatively Lower Return on Equity Compared to Peers
Opportunities
- Expansion in emerging markets
- Growth in wealth management
- Increased adoption of digital banking
- Strategic acquisitions
- Greater Focus on Sustainable Finance
Threats
- Increased competition from fintech companies
- Economic downturn
- Geopolitical instability
- Cybersecurity risks
- Changes in regulatory environment
Competitors and Market Share
Key Competitors
- JPM
- GS
- MS
- HSBC
- BAC
Competitive Landscape
Barclays PLC ADR competes with major global financial institutions across various business segments. It faces challenges from larger competitors with greater resources and established market positions, but leverages its brand and diversified offerings.
Major Acquisitions
Kensington Mortgage Company Limited
- Year: 2022
- Acquisition Price (USD millions): 310
- Strategic Rationale: Acquisition to support the expansion of its UK mortgage business.
Growth Trajectory and Initiatives
Historical Growth: Requires direct access to Barclays PLC's (BCS) reports which are not available from public APIs.
Future Projections: Future projections require access to analyst estimates, often available through financial data providers. Such projections are not available from public APIs
Recent Initiatives: Recent initiatives requires direct access to Barclays PLC's (BCS) reports which are not available from public APIs.
Summary
Barclays PLC ADR is a global financial institution with a diversified business model and a strong brand. Its strengths lie in its global presence, diversified revenue streams, and established relationships. However, it faces challenges from increased competition, regulatory scrutiny, and global economic conditions and it needs to ensure proper compliance and focus on cost efficiency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company SEC Filings
- Analyst Reports (estimates)
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and financial information are subject to change.
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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