BCS Stock Analysis: Barclays | NYSE

Banks - Diversified | NYSE, USA | Market Cap: 87.832m USD | 12M Return: 43% | Charts, Fundamentals & Technical Analysis

Retail Banking, Investment Banking, Wealth Management, Credit Cards
Total Rating 40
Safety 41
Buy Signal 0.08
Banks - Diversified
Industry Rotation: +0.9
Market Cap: 87.8B
Avg Turnover: 149M
Risk 3d forecast
Volatility41.1%
VaR 5th Pctl7.57%
VaR vs Median11.8%
Reward TTM
Sharpe Ratio1.17
Rel. Str. IBD74.9
Rel. Str. Peer Group41.8
Character TTM
Beta1.172
Beta Downside0.840
Hurst Exponent0.561
Drawdowns 3y
Max DD26.20%
CAGR/Max DD2.24
CAGR/Mean DD12.76
EPS (Earnings per Share) EPS (Earnings per Share) of BCS over the last years for every Quarter: "2021-06": 0.6824, "2021-09": 0.4699, "2021-12": 0.358, "2022-03": 0.418, "2022-06": 0.3105, "2022-09": 0.4279, "2022-12": 0.3121, "2023-03": 0.6439, "2023-06": 0.442, "2023-09": 0.4043, "2023-12": 0.21, "2024-03": 0.51, "2024-06": 0.42, "2024-09": 0.56, "2024-12": 0.21, "2025-03": 0.656, "2025-06": 0.63, "2025-09": 0.56, "2025-12": 0.41, "2026-03": 0.76, "2026-06": 0.9,
EPS CAGR: 17.85%
EPS Trend: 87.5%
Last SUE: 0.21
Qual. Beats: 0
Revenue Revenue of BCS over the last years for every Quarter: 2021-06: 5367.463, 2021-09: 5406.41, 2021-12: 4636.595532, 2022-03: 5558.514, 2022-06: 4187.281, 2022-09: 7046.505, 2022-12: 5400.996, 2023-03: 7109.196, 2023-06: 6146.785, 2023-09: 6519.093, 2023-12: 5478.801238, 2024-03: 6920.247, 2024-06: 6293.807, 2024-09: 6311.979, 2024-12: 6884.001371, 2025-03: 7499.465, 2025-06: 6836.715, 2025-09: 6712.822, 2025-12: 6861.57, 2026-03: 8149.92, 2026-06: 18127,
Rev. CAGR: 11.43%
Rev. Trend: 75.9%
Last SUE: 0.86
Qual. Beats: 1

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 2
Feb -0.7% 2
Mar -5.5% 28
Apr +2.3% 17
May -0.0% 0
Jun -1.9% 24
Jul +0.8% 32
Aug -4.1% 41
Sep -4.0% 10
Oct -0.9% 8
Nov +1.1% 31
Dec +3.8% 25

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: BCS Barclays

Barclays PLC (NYSE: BCS) is a London-headquartered global financial services company founded in 1690, making it one of the oldest banking institutions in the UK. It operates through five main segments: Barclays UK, Barclays UK Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, and Barclays US Consumer Bank. The company offers a broad range of services including retail banking (current accounts, savings, mortgages, credit cards, and loans), wholesale and investment banking, wealth and investment management, and securities dealing. As a diversified bank, Barclays generates revenue across both consumer-facing and corporate/institutional lines, and trades on the NYSE as an American Depositary Receipt (ADR), allowing US investors to hold shares in the UK-domiciled company.

Headlines to Watch Out For
  • UK net interest margins compress as BoE cuts rates
  • Investment Banking revenue rises on FICC and advisory recovery
  • US credit card losses climb as borrower delinquencies worsen
Piotroski VR-10 (Strict) 3.0
Net Income: 7.88b TTM > 0 and > 6% of Revenue
FCF/TA: -0.00 > 0.02 and ΔFCF/TA -0.81 > 1.0
NWC/Revenue: -546.0% < 20% (prev -1.48k%; Δ 936.3% < -1%)
CFO/TA -0.00 > 3% & CFO -6.21b > Net Income 7.88b
Net Debt (-318b) to EBITDA (11.8b): -26.95 < 3
Current Ratio: 0.68 > 1.5 & < 3
Outstanding Shares: last quarter (3.43b) vs 12m ago -3.41% < -2%
Gross Margin: 45.58% > 18% (prev 92.11%; Δ -46.53% > 0.5%)
Asset Turnover: 2.39% > 50% (prev 1.72%; Δ 0.67% > 0%)
Interest Coverage Ratio: 0.46 > 6 (EBIT TTM 10.0b / Interest Expense TTM 21.7b)
Altman Z'' -0.62
A: -0.13 (Total Current Assets 456b - Total Current Liabilities 674b) / Total Assets 1730b
B: 0.03 (Retained Earnings 60.4b / Total Assets 1730b)
C: 0.01 (EBIT TTM 10.0b / Avg Total Assets 1665b)
D: 0.05 (Book Value of Equity 79.4b / Total Liabilities 1651b)
Altman-Z'' = -0.62 = B
What is the price of BCS shares?

As of August 01, 2026, the stock is trading at USD 27.50 with a total of 4,949,211 shares traded. Over the past week, the price has changed by -1.47%, over one month by +2.38%, over three months by +17.47% and over the past year by +43.00%.

Current recommended Stop Loss: 26.10 (which is 5.1% or 1.6 ATR below the current price).

Is BCS a buy, sell or hold?

Barclays has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy BCS.

  • StrongBuy: 1
  • Buy: 0
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the BCS price?
Analysts Target Price 29.2 6.1%
Barclays (BCS) - Fundamental Data Overview as of 31 July 2026
Market Cap USD = 87.8b (87.8b USD * 1.0 USD.USD)
Market Cap GBP = 65.3b (87.8b USD * 0.7431 USD.GBP)
P/E Trailing = 10.504
P/E Forward = 9.8328
P/S = 3.1211
P/B = 0.8586
P/EG = 1.6394
Revenue TTM = 39.9b GBP
EBIT TTM = 10.0b GBP
EBITDA TTM = 11.8b GBP
Long Term Debt = 76.7b GBP (from longTermDebt, last fiscal year)
Short Term Debt = 73.1b GBP (from shortTermDebt, last fiscal year)
Debt = 138b GBP (from shortLongTermDebtTotal, last quarter)
Net Debt = -318b GBP (calculated: Debt 138b - CCE 456b)
Enterprise Value = 65.3b GBP (floored to Market Cap, CCE > MCap+Debt)
Interest Coverage Ratio = 0.46 (Ebit TTM 10.0b / Interest Expense TTM 21.7b)
EV/FCF = -8.09x (Enterprise Value 65.3b / FCF TTM -8.07b)
FCF Yield = -12.36% (FCF TTM -8.07b / Enterprise Value 65.3b)
FCF Margin = -20.25% (FCF TTM -8.07b / Revenue TTM 39.9b)
Net Margin = 19.76% (Net Income TTM 7.88b / Revenue TTM 39.9b)
Gross Margin = 45.58% ((Revenue TTM 39.9b - Cost of Revenue TTM 21.7b) / Revenue TTM)
Gross Margin QoQ = none% (prev 89.68%)
Tobins Q-Ratio = 0.04 (Enterprise Value 65.3b / Total Assets 1730b)
Interest Expense / Debt = 15.72% (Interest Expense 21.7b / Debt 138b)
Taxrate = 21.22% (2.13b / 10.0b)
NOPAT = 7.91b (EBIT 10.0b * (1 - 21.22%))
Current Ratio = 0.68 (Total Current Assets 456b / Total Current Liabilities 674b)
Debt / Equity = 1.74 (Debt 138b / totalStockholderEquity, last quarter 79.4b)
Debt / EBITDA = -26.95 (Net Debt -318b / EBITDA 11.8b)
 Debt / FCF = 39.41 (negative FCF - burning cash) (Net Debt -318b / FCF TTM -8.07b)
 Total Stockholder Equity = 77.6b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.47% (Net Income 7.88b / Total Assets 1730b)
RoE = 10.16% (Net Income TTM 7.88b / Total Stockholder Equity 77.6b)
RoCE = 6.51% (EBIT 10.0b / Capital Employed (Equity 77.6b + L.T.Debt 76.7b))
RoIC = 0.70% (NOPAT 7.91b / Invested Capital 1128b)
WACC = 11.66% (E(65.3b)/V(203b) * Re(10.11%) + D(138b)/V(203b) * Rd(15.72%) * (1-Tc(0.21)))
Discount Rate = 10.11% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -87.05 | Cagr: -3.82%
 [DCF] Fair Price = unknown (Cash Flow -8.07b)
 EPS Correlation: 87.46 | EPS CAGR: 17.85% | SUE: 0.21 | # QB: 0
Revenue Correlation: 75.94 | Revenue CAGR: 11.43% | SUE: 0.86 | # QB: 1
EPS current Quarter (2026-09-30): EPS=0.74 | Chg30d=+2.73% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=2.82 | Chg30d=-0.17% | Revisions=+0% | GrowthEPS=+17.3% | GrowthRev=+6.8%
EPS next Year (2027-12-31): EPS=3.40 | Chg30d=+0.36% | Revisions=+0% | GrowthEPS=+20.3% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: +12% (up=3, down=2)