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Upturn AI SWOT - About
BCS 
Barclays PLC ADR (BCS)
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Upturn Advisory Summary
04/04/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -17.66% | Avg. Invested days 40 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 54.26B USD | Price to earnings Ratio 8.3 | 1Y Target Price 16.55 |
Price to earnings Ratio 8.3 | 1Y Target Price 16.55 | ||
Volume (30-day avg) 24919707 | Beta 1.29 | 52 Weeks Range 8.68 - 16.34 | Updated Date 04/6/2025 |
52 Weeks Range 8.68 - 16.34 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 2.81% | Basic EPS (TTM) 1.81 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.01% | Operating Margin (TTM) 25.59% |
Management Effectiveness
Return on Assets (TTM) 0.42% | Return on Equity (TTM) 8.81% |
Valuation
Trailing PE 8.3 | Forward PE 5.99 | Enterprise Value 11262029824 | Price to Sales(TTM) 2.08 |
Enterprise Value 11262029824 | Price to Sales(TTM) 2.08 | ||
Enterprise Value to Revenue 2.86 | Enterprise Value to EBITDA - | Shares Outstanding 3587970048 | Shares Floating 13468967280 |
Shares Outstanding 3587970048 | Shares Floating 13468967280 | ||
Percent Insiders - | Percent Institutions 6.89 |
Analyst Ratings
Rating 4 | Target Price 14.61 | 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 evolved from a goldsmith banking business and has grown through mergers and acquisitions, becoming a global financial institution.
Core Business Areas
- Barclays UK: Retail banking, wealth management, and business banking services in the UK.
- Barclays International: Corporate and investment banking, and international cards and payments.
Leadership and Structure
The CEO of Barclays PLC is C.S. Venkatakrishnan. The organizational structure is a matrix, with business lines operating globally and regionally, overseen by a board of directors.
Top Products and Market Share
Key Offerings
- Investment Banking: Advisory services, underwriting, and trading. Barclays is a top global investment bank. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM).
- Retail Banking: Current accounts, mortgages, and personal loans. Barclays is a major player in the UK retail banking market. Competitors include Lloyds Banking Group (LYG), HSBC (HSBC), and NatWest Group (NWG).
Market Dynamics
Industry Overview
The financial services industry is characterized by increasing regulation, technological disruption, and intense competition.
Positioning
Barclays PLC ADR positions itself as a full-service global bank with a strong presence in both retail and investment banking. Its competitive advantage lies in its established brand, global reach, and diversified business model.
Total Addressable Market (TAM)
The global banking TAM is estimated at several trillion USD. Barclays PLC ADR addresses a significant portion of this market through its diversified offerings.
Upturn SWOT Analysis
Strengths
- Global presence
- Diversified business model
- Strong brand recognition
- Experienced management team
- Advanced technology infrastructure
Weaknesses
- Regulatory scrutiny
- Exposure to economic cycles
- Complexity of operations
- Legacy IT systems
- Vulnerability to cyberattacks
Opportunities
- Growth in emerging markets
- Expansion of digital banking services
- Increasing demand for sustainable finance
- Acquisition of smaller competitors
- Partnerships with fintech companies
Threats
- Increased competition from fintech companies
- Economic downturns
- Geopolitical instability
- Changes in regulations
- Cybersecurity breaches
Competitors and Market Share
Key Competitors
- JPMorgan Chase & Co. (JPM)
- Citigroup Inc. (C)
- Goldman Sachs Group, Inc. (GS)
- Morgan Stanley (MS)
- Bank of America Corporation (BAC)
Competitive Landscape
Barclays PLC ADR faces intense competition from larger US banks, but it maintains a strong position due to its global presence and diversified business model.
Major Acquisitions
Kensington Mortgage Company
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expand its UK mortgage portfolio.
Growth Trajectory and Initiatives
Historical Growth: Barclays PLC ADR's growth has been driven by both organic expansion and acquisitions.
Future Projections: Analyst estimates suggest continued growth, particularly in investment banking and digital banking.
Recent Initiatives: Barclays PLC ADR has been investing in digital transformation and expanding its presence in growth markets.
Summary
Barclays PLC ADR is a well-established global bank with a strong presence in both retail and investment banking. Its diversified business model and global reach are key strengths. However, it faces challenges from regulatory scrutiny, economic cycles, and increasing competition. The company's future growth will depend on its ability to adapt to changing market conditions and capitalize on new opportunities.
Similar Companies
BAC
Bank of America Corp
BAC
Bank of America Corp
C
Citigroup Inc
C
Citigroup Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
HSBC
HSBC Holdings PLC ADR
HSBC
HSBC Holdings PLC ADR
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. The user is solely responsible for their investment decisions.
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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