BARC

BarclaysLSE:BARC Stock Report

Market Cap

UK£30.8b

7D

1.4%

1Y

87.6%

Updated

18 Sep, 2021

Data

Company Financials +
BARC fundamental analysis
Snowflake Score
Valuation4/6
Future Growth0/6
Past Performance5/6
Financial Health2/6
Dividends3/6

BARC Overview

Barclays PLC, through its subsidiaries, provides various financial products and services in the United Kingdom, rest of Europe, the Americas, Africa, the Middle East, and Asia.

Share Price & News

How has Barclays's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: BARC is not significantly more volatile than the rest of UK stocks over the past 3 months, typically moving +/- 3% a week.

Volatility Over Time: BARC's weekly volatility (3%) has been stable over the past year.


Market Performance


7 Day Return

1.4%

BARC

1.5%

GB Banks

-1.0%

GB Market


1 Year Return

87.6%

BARC

56.5%

GB Banks

19.2%

GB Market

Return vs Industry: BARC exceeded the UK Banks industry which returned 56.3% over the past year.

Return vs Market: BARC exceeded the UK Market which returned 19.2% over the past year.


Shareholder returns

BARCIndustryMarket
7 Day1.4%1.5%-1.0%
30 Day2.1%-0.8%-0.7%
90 Day6.3%-3.1%0.5%
1 Year90.8%87.6%61.5%56.5%24.1%19.2%
3 Year10.1%3.5%-20.5%-27.9%15.4%2.5%
5 Year17.5%6.6%-2.3%-17.6%35.4%10.7%

Long-Term Price Volatility Vs. Market

How volatile is Barclays's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Barclays Fundamentals Summary

How do Barclays's earnings and revenue compare to its market cap?
BARC fundamental statistics
Market CapUK£30.80b
Earnings (TTM)UK£4.64b
Revenue (TTM)UK£21.22b

6.6x

P/E Ratio

0.5x

P/B Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
BARC income statement (TTM)
RevenueUK£21.22b
Cost of RevenueUK£0
Gross ProfitUK£21.22b
ExpensesUK£16.58b
EarningsUK£4.64b

Last Reported Earnings

Jun 30, 2021

Next Earnings Date

Oct 21, 2021

Earnings per share (EPS)0.27
Gross Margin100.00%
Net Profit Margin21.88%
Debt/Equity Ratio931.9%

How did BARC perform over the long term?

See historical performance and comparison

Dividends

2.2%

Current Dividend Yield

11%

Payout Ratio

Valuation

Is Barclays undervalued compared to its fair value and its price relative to the market?

22.6%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: BARC (£1.83) is trading below our estimate of fair value (£2.36)

Significantly Below Fair Value: BARC is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: BARC's PE Ratio (6.6x) is in line with the UK Banks industry average.

PE vs Market: BARC is good value based on its PE Ratio (6.6x) compared to the UK market (23.5x).


Price to Earnings Growth Ratio

PEG Ratio: BARC's earnings are forecast to decline next year, so we can't calculate its PEG ratio.


Price to Book Ratio

PB vs Industry: BARC is good value based on its PB Ratio (0.5x) compared to the GB Banks industry average (0.6x).


Future Growth

How is Barclays forecast to perform in the next 1 to 3 years based on estimates from 19 analysts?

-6.2%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: BARC's earnings are forecast to decline over the next 3 years (-6.2% per year).

Earnings vs Market: BARC's earnings are forecast to decline over the next 3 years (-6.2% per year).

High Growth Earnings: BARC's earnings are forecast to decline over the next 3 years.

Revenue vs Market: BARC's revenue (2.6% per year) is forecast to grow slower than the UK market (5% per year).

High Growth Revenue: BARC's revenue (2.6% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: BARC's Return on Equity is forecast to be low in 3 years time (7.4%).


Past Performance

How has Barclays performed over the past 5 years?

32.1%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: BARC has high quality earnings.

Growing Profit Margin: BARC's current net profit margins (21.9%) are higher than last year (6.1%).


Past Earnings Growth Analysis

Earnings Trend: BARC has become profitable over the past 5 years, growing earnings by 32.1% per year.

Accelerating Growth: BARC's earnings growth over the past year (328.3%) exceeds its 5-year average (32.1% per year).

Earnings vs Industry: BARC earnings growth over the past year (328.3%) exceeded the Banks industry 38.2%.


Return on Equity

High ROE: BARC's Return on Equity (8.1%) is considered low.


Financial Health

How is Barclays's financial position? (This company is analysed differently as a bank or financial institution)


Financial Position Analysis


Debt to Equity History and Analysis


Balance Sheet


Financial Institutions Analysis

Asset Level: BARC's Assets to Equity ratio (20.2x) is very high.

Allowance for Bad Loans: BARC has a low allowance for bad loans (84%).

Low Risk Liabilities: 62% of BARC's liabilities are made up of primarily higher risk sources of funding.

Loan Level: BARC has an appropriate level of Loans to Assets ratio (25%).

Low Risk Deposits: BARC's Loans to Deposits ratio (70%) is appropriate.

Level of Bad Loans: BARC has a high level of bad loans (2.2%).


Dividend

What is Barclays's current dividend yield, its reliability and sustainability?

2.19%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: BARC's dividend (2.19%) is higher than the bottom 25% of dividend payers in the UK market (1.34%).

High Dividend: BARC's dividend (2.19%) is low compared to the top 25% of dividend payers in the UK market (3.92%).


Stability and Growth of Payments

Stable Dividend: BARC's dividend payments have been volatile in the past 10 years.

Growing Dividend: BARC's dividend payments have not increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: With its low payout ratio (11.1%), BARC's dividend payments are thoroughly covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: BARC's dividends in 3 years are forecast to be well covered by earnings (35.7% payout ratio).


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

5.8yrs

Average management tenure


CEO

Jes Staley (65 yo)

5.75yrs

Tenure

UK£4,013,000

Compensation

Mr. James Edward Staley, also known as Jes, has been Group Chief Executive Officer of Barclays Plc since December 1, 2015. He serves as the Chief Executive Officer and served as Interim Chief Executive Off...


CEO Compensation Analysis

Compensation vs Market: Jes's total compensation ($USD5.52M) is above average for companies of similar size in the UK market ($USD3.69M).

Compensation vs Earnings: Jes's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: BARC's management team is seasoned and experienced (5.8 years average tenure).


Board Members

Experienced Board: BARC's board of directors are considered experienced (6.8 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Barclays PLC's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Barclays PLC
  • Ticker: BARC
  • Exchange: LSE
  • Founded: 1690
  • Industry: Diversified Banks
  • Sector: Banks
  • Market Cap: UK£30.798b
  • Shares outstanding: 16.86b
  • Website: https://www.home.barclays

Number of Employees


Location

  • Barclays PLC
  • 1 Churchill Place
  • London
  • Greater London
  • E14 5HP
  • United Kingdom

Listings


Biography

Barclays PLC, through its subsidiaries, provides various financial products and services in the United Kingdom, rest of Europe, the Americas, Africa, the Middle East, and Asia. The company operates through...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/09/18 17:32
End of Day Share Price2021/09/17 00:00
Earnings2021/06/30
Annual Earnings2020/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.