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Upturn AI SWOT - About
BCS 
Barclays PLC ADR (BCS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/18/2025: BCS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
2 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Year Target Price $18.05
Year Target Price $18.05
| 1 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.66% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/18/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 65.89B USD | Price to earnings Ratio 9.08 | 1Y Target Price 18.05 |
Price to earnings Ratio 9.08 | 1Y Target Price 18.05 | ||
Volume (30-day avg) 2 | Beta 1.06 | 52 Weeks Range 9.92 - 18.75 | Updated Date 06/30/2025 |
52 Weeks Range 9.92 - 18.75 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 2.27% | Basic EPS (TTM) 2.05 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.51% | Operating Margin (TTM) 38.64% |
Management Effectiveness
Return on Assets (TTM) 0.42% | Return on Equity (TTM) 8.98% |
Valuation
Trailing PE 9.08 | Forward PE 8.09 | Enterprise Value 292045553664 | Price to Sales(TTM) 2.65 |
Enterprise Value 292045553664 | Price to Sales(TTM) 2.65 | ||
Enterprise Value to Revenue 5.57 | Enterprise Value to EBITDA - | Shares Outstanding 3540320000 | Shares Floating 13291121560 |
Shares Outstanding 3540320000 | Shares Floating 13291121560 | ||
Percent Insiders 0.01 | Percent Institutions 8.02 |
Analyst Ratings
Rating 2 | Target Price 18.05 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Barclays PLC ADR
Company Overview
History and Background
Barclays PLC, founded in 1690, is a British universal bank. It has evolved from a goldsmith banking business to a global financial institution through mergers and acquisitions.
Core Business Areas
- Barclays UK: Provides retail banking, wealth management, and small business services in the UK.
- Barclays International: Offers corporate and investment banking services globally, including trading, advisory, and capital markets solutions.
Leadership and Structure
The CEO is C.S. Venkatakrishnan. The organizational structure is a global matrix, with regional and product-based divisions.
Top Products and Market Share
Key Offerings
- Investment Banking: Provides advisory services for M&A, underwriting, and capital markets. Competitors: Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan Chase (JPM). Market share data varies by specific deal type and region.
- Retail Banking: Offers current accounts, mortgages, loans, and credit cards in the UK. Competitors: Lloyds Banking Group (LYG), NatWest Group (NWG). Market share is approximately 10-15% in the UK retail banking sector (estimated).
- Credit Cards: Offers multiple types of Credit Cards for different customers, including airline and store credit cards. Competitors: American Express (AXP), Capital One (COF). No direct, transparent revenue or market share data is available.
Market Dynamics
Industry Overview
The financial services industry is facing increased regulation, technological disruption, and economic uncertainty.
Positioning
Barclays is a global universal bank with a strong presence in the UK and a growing international footprint. Its competitive advantages include a diversified business model and a strong brand.
Total Addressable Market (TAM)
The global banking market is valued at trillions of dollars. Barclays is positioned to capture a share of this TAM through its global reach and diverse product offerings.
Upturn SWOT Analysis
Strengths
- Global Brand Recognition
- Diversified Revenue Streams
- Strong Capital Position
- Established Investment Banking Franchise
Weaknesses
- Regulatory Scrutiny
- Litigation Risk
- Exposure to Economic Downturns
- Operational Inefficiencies
Opportunities
- Expansion in Emerging Markets
- Digital Transformation
- Growth in Wealth Management
- Strategic Acquisitions
Threats
- Increased Competition
- Economic Recession
- Geopolitical Instability
- Cybersecurity Breaches
Competitors and Market Share
Key Competitors
- JPM
- GS
- MS
- BAC
- LYG
- NWG
Competitive Landscape
Barclays has a diversified business model but faces intense competition from larger US banks and specialized financial institutions.
Major Acquisitions
Kensington Mortgage Company
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthen Barclays' UK mortgage business.
Growth Trajectory and Initiatives
Historical Growth: Discuss Barclays PLC ADR's growth trends over the past years.
Future Projections: Provide projections for Barclays PLC ADR's future growth based on analyst estimates. These numbers will fluctuate based on market and recent financial information.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Barclays PLC ADR.
Summary
Barclays is a large, global financial institution with a diversified business model. While it benefits from a strong brand and global presence, it faces regulatory scrutiny and intense competition. Strategic initiatives and digital transformation are key to future growth. Investors should be aware of the company's exposure to economic downturns and geopolitical risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
- Market Research Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary depending on the source.
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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