Barclays PLC (UK) Performance
| BARC Stock | 263.80 1.30 0.49% |
On a scale of 0 to 100, Barclays PLC holds a performance score of 10. The firm shows a Beta (market volatility) of -0.38, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Barclays PLC are expected to decrease at a much lower rate. During the bear market, Barclays PLC is likely to outperform the market. Please check Barclays PLC's jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Barclays PLC's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Barclays PLC are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, Barclays PLC unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.0311 | Payout Ratio 0.0024 | Last Split Factor 4:1 | Forward Dividend Rate 0.08 | Ex Dividend Date 2024-08-15 |
1 | Graduating from a Junior Stock Market in the UK - Barclays | 09/16/2024 |
| Barclays PLC dividend paid on 20th of September 2024 | 09/20/2024 |
2 | Barclays Announces Significant Share Buy-Back Plan - TipRanks | 11/20/2024 |
| Begin Period Cash Flow | 278.8 B |
Barclays |
Barclays PLC Relative Risk vs. Return Landscape
If you would invest 22,715 in Barclays PLC on September 2, 2024 and sell it today you would earn a total of 3,665 from holding Barclays PLC or generate 16.13% return on investment over 90 days. Barclays PLC is generating 0.2426% of daily returns and assumes 1.7917% volatility on return distribution over the 90 days horizon. Simply put, 15% of stocks are less volatile than Barclays, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Barclays PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barclays PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Barclays PLC, and traders can use it to determine the average amount a Barclays PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1354
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Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Barclays PLC is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Barclays PLC by adding it to a well-diversified portfolio.
Barclays PLC Fundamentals Growth
Barclays Stock prices reflect investors' perceptions of the future prospects and financial health of Barclays PLC, and Barclays PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Barclays Stock performance.
| Return On Equity | 0.0751 | ||||
| Return On Asset | 0.0034 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.35 % | ||||
| Current Valuation | 75.82 B | ||||
| Shares Outstanding | 14.41 B | ||||
| Price To Book | 0.54 X | ||||
| Price To Sales | 1.62 X | ||||
| Revenue | 23.5 B | ||||
| Gross Profit | 23.74 B | ||||
| EBITDA | 8.35 B | ||||
| Net Income | 5.26 B | ||||
| Total Debt | 176.55 B | ||||
| Book Value Per Share | 4.04 X | ||||
| Cash Flow From Operations | (927 M) | ||||
| Earnings Per Share | 0.28 X | ||||
| Total Asset | 1.48 T | ||||
| Retained Earnings | 53.73 B | ||||
About Barclays PLC Performance
Assessing Barclays PLC's fundamental ratios provides investors with valuable insights into Barclays PLC's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Barclays PLC is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Barclays PLC is entity of United Kingdom. It is traded as Stock on LSE exchange.Things to note about Barclays PLC performance evaluation
Checking the ongoing alerts about Barclays PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Barclays PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Barclays PLC is unlikely to experience financial distress in the next 2 years | |
| Barclays PLC generates negative cash flow from operations | |
| Latest headline from news.google.com: Barclays Announces Significant Share Buy-Back Plan - TipRanks |
- Analyzing Barclays PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Barclays PLC's stock is overvalued or undervalued compared to its peers.
- Examining Barclays PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Barclays PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barclays PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Barclays PLC's stock. These opinions can provide insight into Barclays PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Barclays Stock Analysis
When running Barclays PLC's price analysis, check to measure Barclays PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Barclays PLC is operating at the current time. Most of Barclays PLC's value examination focuses on studying past and present price action to predict the probability of Barclays PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Barclays PLC's price. Additionally, you may evaluate how the addition of Barclays PLC to your portfolios can decrease your overall portfolio volatility.