(LYG) Lloyds Banking - NYSE

Sector: Financial Services | Industry: Banks - Regional | Exchange: NYSE (USA) | Market Cap: 80.071m USD | Total Return: 37.1% in 12m

Mortgages, Loans, Insurance, Pensions, Savings Accounts
Total Rating 33
Safety 48
Buy Signal 0.06
Banks - Regional
Industry Rotation: +10.0
Market Cap: 80.1B
Avg Turnover: 125M
Risk 3d forecast
Volatility28.0%
VaR 5th Pctl4.91%
VaR vs Median6.54%
Reward TTM
Sharpe Ratio1.10
Rel. Str. IBD64.3
Rel. Str. Peer Group30.8
Character TTM
Beta0.584
Beta Downside0.213
Hurst Exponent0.519
Drawdowns 3y
Max DD22.72%
CAGR/Max DD1.93
CAGR/Mean DD7.46
EPS (Earnings per Share) EPS (Earnings per Share) of LYG over the last years for every Quarter: "2021-06": 0.1571, "2021-09": 0.1104, "2021-12": 0.0956, "2022-03": 0.075, "2022-06": 0.1002, "2022-09": 0.0695, "2022-12": 0.1092, "2023-03": 0.11, "2023-06": 0.39, "2023-09": 0.11, "2023-12": 0.0858, "2024-03": 0.0848, "2024-06": 0.0862, "2024-09": 0.19, "2024-12": 0.0609, "2025-03": 0.09, "2025-06": 0.12, "2025-09": 0.06, "2025-12": 0.12, "2026-03": 0.13,
EPS CAGR: -21.39%
EPS Trend: -78.8%
Last SUE: 0.22
Qual. Beats: 0
Revenue Revenue of LYG over the last years for every Quarter: 2021-06: 6381, 2021-09: 2030, 2021-12: 7934, 2022-03: 3921, 2022-06: 4818, 2022-09: 4308, 2022-12: 8616, 2023-03: 4808, 2023-06: 11038, 2023-09: -1944, 2023-12: 20066, 2024-03: 4387, 2024-06: 14196, 2024-09: -5106, 2024-12: 24137, 2025-03: 4695, 2025-06: 13885, 2025-09: -4328, 2025-12: 50749, 2026-03: 5184,
Rev. CAGR: 32.70%
Rev. Trend: 85.5%
Last SUE: 0.00
Qual. Beats: 0

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: LYG Lloyds Banking

Lloyds Banking Group PLC is a major United Kingdom financial institution operating through three primary segments: Retail, Commercial Banking, and Insurance, Pensions and Investments. The company manages a multi-brand portfolio including Halifax, Bank of Scotland, and Scottish Widows, providing services ranging from personal mortgages and motor finance to corporate debt financing and pension management.

As a leading player in the U.K. diversified banking sector, Lloyds utilizes a relationship-driven business model that integrates traditional retail banking with specialized insurance and wealth management services. Unlike many global peers, the group maintains a domestic focus, making its performance highly sensitive to British interest rate cycles and regional economic conditions.

For more detailed insights into the companys valuation metrics, you can explore the data on ValueRay.

Headlines to Watch Out For
  • Bank of England interest rate shifts impact net interest margin performance
  • UK housing market volatility dictates mortgage lending volume and credit quality
  • Regulatory investigations into historical motor finance commissions create significant capital headwinds
  • Cost-to-income ratio improvements drive profitability through digital transformation and branch closures
  • UK macroeconomic stability influences loan loss provisions and commercial credit demand
Piotroski VR-10 (Strict) 1.5
Net Income: 5.06b TTM > 0 and > 6% of Revenue
FCF/TA: -0.00 > 0.02 and ΔFCF/TA 0.90 > 1.0
NWC/Revenue: -673.8% < 20% (prev -1.14k%; Δ 462.3% < -1%)
CFO/TA 0.00 > 3% & CFO 4.33b > Net Income 5.06b
Net Debt (38.6b) to EBITDA (10.6b): 3.63 < 3
Current Ratio: 0.12 > 1.5 & < 3
Outstanding Shares: last quarter (14.9b) vs 12m ago -1.32% < -2%
Gross Margin: 30.40% > 18% (prev 49.87%; Δ -19.47% > 0.5%)
Asset Turnover: 6.97% > 50% (prev 4.17%; Δ 2.81% > 0%)
Interest Coverage Ratio: 0.42 > 6 (EBIT TTM 7.17b / Interest Expense TTM 17.1b)
Altman Z'' -2.86
A: -0.46 (Total Current Assets 62.1b - Total Current Liabilities 503b) / Total Assets 968b
B: 0.01 (Retained Earnings 6.29b / Total Assets 968b)
C: 0.01 (EBIT TTM 7.17b / Avg Total Assets 939b)
D: 0.05 (Book Value of Equity 48.0b / Total Liabilities 920b)
Altman-Z'' = -2.86 = D
What is the price of LYG shares?

As of June 17, 2026, the stock is trading at USD 5.56 with a total of 31,148,314 shares traded.
Over the past week, the price has changed by +4.12%, over one month by +7.54%, over three months by +11.47% and over the past year by +37.06%.

Is LYG a buy, sell or hold?

Lloyds Banking has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold LYG.

  • StrongBuy: 0
  • Buy: 0
  • Hold: 2
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the LYG price?
Analysts Target Price 5.9 6.5%
Lloyds Banking (LYG) - Fundamental Data Overview as of 14 June 2026
Market Cap USD = 80.1b (80.1b USD * 1.0 USD.USD)
P/E Trailing = 13.4146
P/E Forward = 10.661
P/S = 4.1852
P/B = 1.2479
P/EG = 1.0774
Revenue TTM = 65.5b USD
EBIT TTM = 7.17b USD
EBITDA TTM = 10.6b USD
Long Term Debt = 88.2b USD (from longTermDebt, last fiscal year)
Short Term Debt = 40.6b USD (from shortTermDebt, last fiscal year)
Debt = 101b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 38.6b USD (calculated: Debt 101b - CCE 62.1b)
Enterprise Value = 119b USD (80.1b + Debt 101b - CCE 62.1b)
Interest Coverage Ratio = 0.42 (Ebit TTM 7.17b / Interest Expense TTM 17.1b)
EV/FCF = -189.9x (Enterprise Value 119b / FCF TTM -625.0m)
FCF Yield = -0.53% (FCF TTM -625.0m / Enterprise Value 119b)
FCF Margin = -0.95% (FCF TTM -625.0m / Revenue TTM 65.5b)
Net Margin = 7.72% (Net Income TTM 5.06b / Revenue TTM 65.5b)
Gross Margin = 30.40% ((Revenue TTM 65.5b - Cost of Revenue TTM 45.6b) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 0.12 (Enterprise Value 119b / Total Assets 968b)
Interest Expense / Debt = 17.01% (Interest Expense 17.1b / Debt 101b)
Taxrate = 27.77% (1.99b / 7.17b)
NOPAT = 5.18b (EBIT 7.17b * (1 - 27.77%))
Current Ratio = 0.12 (Total Current Assets 62.1b / Total Current Liabilities 503b)
Debt / Equity = 2.10 (Debt 101b / totalStockholderEquity, last quarter 48.0b)
Debt / EBITDA = 3.63 (Net Debt 38.6b / EBITDA 10.6b)
 Debt / FCF = -61.80 (negative FCF - burning cash) (Net Debt 38.6b / FCF TTM -625.0m)
 Total Stockholder Equity = 47.0b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.54% (Net Income 5.06b / Total Assets 968b)
RoE = 10.75% (Net Income TTM 5.06b / Total Stockholder Equity 47.0b)
RoCE = 5.30% (EBIT 7.17b / Capital Employed (Equity 47.0b + L.T.Debt 88.2b))
RoIC = 1.03% (NOPAT 5.18b / Invested Capital 502b)
WACC = 10.40% (E(80.1b)/V(181b) * Re(8.04%) + D(101b)/V(181b) * Rd(17.01%) * (1-Tc(0.28)))
Discount Rate = 8.04% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -55.56 | Cagr: -6.07%
 [DCF] Fair Price = unknown (Cash Flow -625.0m)
 EPS Correlation: -78.76 | EPS CAGR: -21.39% | SUE: 0.22 | # QB: 0
Revenue Correlation: 85.46 | Revenue CAGR: 32.70% | SUE: -0.00 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.12 | Chg30d=N/A | Revisions=N/A | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.14 | Chg30d=N/A | Revisions=N/A | Analysts=1
EPS current Year (2026-12-31): EPS=0.53 | Chg30d=+2.58% | Revisions=+20% | GrowthEPS=+37.5% | GrowthRev=+10.5%
EPS next Year (2027-12-31): EPS=0.63 | Chg30d=+3.70% | Revisions=+20% | GrowthEPS=+17.5% | GrowthRev=+7.4%
[Analyst] Revisions Ratio: +20%