Barclays Plc Adr Stock Beta

BCS Stock

USD 13.48 0.25 1.89%

Barclays PLC ADR fundamentals help investors to digest information that contributes to Barclays PLC's financial success or failures. It also enables traders to predict the movement of Barclays Stock. The fundamental analysis module provides a way to measure Barclays PLC's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Barclays PLC stock.

Short Long Term Debt Total Total Assets

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Barclays PLC ADR Company Beta Analysis

Barclays PLC's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.

Beta

Covariance

Variance

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Current Barclays PLC Beta

1.3

Most of Barclays PLC's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Barclays PLC ADR is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Barclays Beta Driver Correlations

Understanding the fundamental principles of building solid financial models for Barclays PLC is extremely important. It helps to project a fair market value of Barclays Stock properly, considering its historical fundamentals such as Beta. Since Barclays PLC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Barclays PLC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Barclays PLC's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Total Liab	Total Current Assets	Retained Earnings	Accounts Payable	Net Receivables	Intangible Assets	Common Stock	Long Term Debt	Good Will	Short Term Investments	Property Plant Equipment	Net Tangible Assets	Long Term Investments	Short Long Term Debt	Short Term Debt	Long Term Debt Total	Capital Surpluse	Earning Assets	Net Invested Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.85	-0.14	0.43	0.14	0.63	0.2	-0.76	0.65	0.48	0.61	-0.49	-0.07	0.42	-0.03	0.14	-0.06	-0.07	0.08	-0.15	0.27	-0.11	0.08	0.05
Total Stockholder Equity	0.85		-0.27	0.14	0.04	0.54	0.15	-0.78	0.89	0.28	0.24	-0.78	0.23	-0.01	0.16	0.46	0.07	-0.43	-0.01	-0.25	0.19	-0.26	0.25	-0.15
Net Debt	-0.14	-0.27		0.28	-0.46	-0.49	0.67	0.36	-0.42	-0.27	0.34	0.51	-0.1	0.3	0.2	-0.63	0.31	0.56	-0.31	0.68	-0.56	0.25	0.19	-0.07
Total Liab	0.43	0.14	0.28		0.24	0.25	0.41	-0.3	0.08	0.31	0.57	0.02	-0.13	0.37	-0.01	-0.21	0.04	0.16	0.16	0.26	-0.1	0.66	-0.4	0.32
Total Current Assets	0.14	0.04	-0.46	0.24		0.75	-0.56	-0.49	0.36	-0.03	-0.15	-0.45	-0.22	-0.28	-0.16	0.57	-0.23	-0.53	0.79	-0.7	0.78	0.23	-0.88	0.84
Retained Earnings	0.63	0.54	-0.49	0.25	0.75		-0.33	-0.8	0.71	0.21	0.22	-0.67	-0.19	0.01	-0.08	0.55	-0.16	-0.48	0.63	-0.78	0.68	0.0	-0.56	0.46
Accounts Payable	0.2	0.15	0.67	0.41	-0.56	-0.33		0.21	-0.09	0.23	0.47	0.28	0.04	0.4	0.6	-0.38	0.68	0.33	-0.44	0.69	-0.62	0.1	0.39	-0.33
Net Receivables	-0.76	-0.78	0.36	-0.3	-0.49	-0.8	0.21		-0.84	-0.24	-0.33	0.82	-0.17	-0.03	0.26	-0.46	0.34	0.43	-0.28	0.48	-0.38	0.06	0.24	-0.21
Intangible Assets	0.65	0.89	-0.42	0.08	0.36	0.71	-0.09	-0.84		0.08	0.0	-0.96	0.24	-0.31	0.18	0.74	0.06	-0.72	0.23	-0.54	0.36	-0.14	-0.08	0.05
Common Stock	0.48	0.28	-0.27	0.31	-0.03	0.21	0.23	-0.24	0.08		0.51	0.03	0.02	0.61	-0.06	-0.17	-0.03	0.17	-0.08	0.13	-0.1	-0.01	0.11	-0.06
Long Term Debt	0.61	0.24	0.34	0.57	-0.15	0.22	0.47	-0.33	0.0	0.51		0.2	-0.04	0.9	-0.2	-0.55	-0.13	0.56	-0.15	0.31	-0.28	0.09	0.07	-0.13
Good Will	-0.49	-0.78	0.51	0.02	-0.45	-0.67	0.28	0.82	-0.96	0.03	0.2		-0.27	0.49	-0.08	-0.84	0.05	0.83	-0.27	0.61	-0.43	0.14	0.15	-0.12
Short Term Investments	-0.07	0.23	-0.1	-0.13	-0.22	-0.19	0.04	-0.17	0.24	0.02	-0.04	-0.27		-0.17	-0.1	0.08	-0.11	-0.2	-0.06	0.08	-0.42	0.08	0.38	-0.3
Property Plant Equipment	0.42	-0.01	0.3	0.37	-0.28	0.01	0.4	-0.03	-0.31	0.61	0.9	0.49	-0.17		-0.23	-0.72	-0.13	0.74	-0.24	0.4	-0.29	0.02	0.17	-0.17
Net Tangible Assets	-0.03	0.16	0.2	-0.01	-0.16	-0.08	0.6	0.26	0.18	-0.06	-0.2	-0.08	-0.1	-0.23		0.32	0.99	-0.34	-0.11	0.15	-0.1	-0.03	0.1	-0.1
Long Term Investments	0.14	0.46	-0.63	-0.21	0.57	0.55	-0.38	-0.46	0.74	-0.17	-0.55	-0.84	0.08	-0.72	0.32		0.18	-0.97	0.37	-0.67	0.57	-0.2	-0.31	0.27
Short Long Term Debt	-0.06	0.07	0.31	0.04	-0.23	-0.16	0.68	0.34	0.06	-0.03	-0.13	0.05	-0.11	-0.13	0.99	0.18		-0.22	-0.14	0.25	-0.19	0.02	0.12	-0.1
Short Term Debt	-0.07	-0.43	0.56	0.16	-0.53	-0.48	0.33	0.43	-0.72	0.17	0.56	0.83	-0.2	0.74	-0.34	-0.97	-0.22		-0.35	0.61	-0.44	0.04	0.29	-0.25
Long Term Debt Total	0.08	-0.01	-0.31	0.16	0.79	0.63	-0.44	-0.28	0.23	-0.08	-0.15	-0.27	-0.06	-0.24	-0.11	0.37	-0.14	-0.35		-0.72	0.64	0.36	-0.65	0.8
Capital Surpluse	-0.15	-0.25	0.68	0.26	-0.7	-0.78	0.69	0.48	-0.54	0.13	0.31	0.61	0.08	0.4	0.15	-0.67	0.25	0.61	-0.72		-0.75	0.1	0.46	-0.4
Earning Assets	0.27	0.19	-0.56	-0.1	0.78	0.68	-0.62	-0.38	0.36	-0.1	-0.28	-0.43	-0.42	-0.29	-0.1	0.57	-0.19	-0.44	0.64	-0.75		-0.12	-0.54	0.65
Net Invested Capital	-0.11	-0.26	0.25	0.66	0.23	0.0	0.1	0.06	-0.14	-0.01	0.09	0.14	0.08	0.02	-0.03	-0.2	0.02	0.04	0.36	0.1	-0.12		-0.42	0.38
Capital Stock	0.08	0.25	0.19	-0.4	-0.88	-0.56	0.39	0.24	-0.08	0.11	0.07	0.15	0.38	0.17	0.1	-0.31	0.12	0.29	-0.65	0.46	-0.54	-0.42		-0.76
Current Deferred Revenue	0.05	-0.15	-0.07	0.32	0.84	0.46	-0.33	-0.21	0.05	-0.06	-0.13	-0.12	-0.3	-0.17	-0.1	0.27	-0.1	-0.25	0.8	-0.4	0.65	0.38	-0.76

Click cells to compare fundamentals

In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.

Competition

Predict Barclays PLC

In accordance with the recently published financial statements, Barclays PLC ADR has a Beta of 1.303. This is 58.9% higher than that of the Banks sector and significantly higher than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.

Barclays Beta Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Barclays PLC's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Barclays PLC could also be used in its relative valuation, which is a method of valuing Barclays PLC by comparing valuation metrics of similar companies.

Barclays PLC is currently under evaluation in beta category among its peers.

Barclays PLC ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Barclays PLC's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Barclays PLC's managers, analysts, and investors.

Environmental

Governance

Social

Barclays PLC Institutional Holders

Institutional Holdings refers to the ownership stake in Barclays PLC that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Barclays PLC's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Barclays PLC's value.

		Shares
Todd Asset Management	2024-09-30	3.5 M
Sei Investments Co	2024-06-30	2.7 M
Envestnet Asset Management Inc	2024-09-30	2.7 M
Voloridge Investment Management, Llc	2024-09-30	2.5 M
Blackrock Inc	2024-06-30	2.4 M
Duquesne Family Office Llc	2024-09-30	2 M
Teachers Retirement System Of The State Of Kentucky	2024-06-30	2 M
Bank Of America Corp	2024-06-30	1.9 M
Masters Capital Management Llc	2024-09-30	1.9 M
Arrowstreet Capital Limited Partnership	2024-09-30	28.4 M
Morgan Stanley - Brokerage Accounts	2024-09-30	18.1 M

As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Barclays PLC will likely underperform.

Barclays Fundamentals

	Return On Equity	0.0751
	Return On Asset	0.0034
	Profit Margin	0.22 %
	Operating Margin	0.35 %
	Current Valuation	234.6 B
	Shares Outstanding	3.6 B
	Shares Owned By Institutions	5.54 %
	Number Of Shares Shorted	4.25 M
	Price To Earning	9.52 X
	Price To Book	0.54 X
	Price To Sales	2.06 X
	Revenue	23.5 B
	Gross Profit	23.74 B
	EBITDA	726 M
	Net Income	6.56 B
	Cash And Equivalents	801.64 B
	Cash Per Share	198.66 X
	Total Debt	176.65 B
	Debt To Equity	1.52 %
	Book Value Per Share	4.04 X
	Cash Flow From Operations	6.03 B
	Short Ratio	0.59 X
	Earnings Per Share	1.42 X
	Price To Earnings To Growth	1.22 X
	Target Price	10.62
	Number Of Employees	92.4 K
	Beta	1.3
	Market Capitalization	48.58 B
	Total Asset	1.48 T
	Retained Earnings	53.73 B
	Annual Yield	0.03 %
	Five Year Return	2.97 %
	Net Asset	1.48 T
	Last Dividend Paid	0.082

About Barclays PLC Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Barclays PLC ADR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Barclays PLC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Barclays PLC ADR based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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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.

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