Stock analysis · Bull Rankings model

BCS analysis

Barclays PLCBanks - Diversified. Scored on the same transparent model behind the daily rankings.

BCS
Barclays PLC · Banks - Diversified
Rev+11.1%B
P/E10.2xA-
ROE10.1%B
P/B1.01A-
Yield2.3%B
64.9Financial strength
$26.87$90.3B
1Y Target$30.27Analyst consensus · 4 analysts
5Y Target$38.21Compound horizon
10Y Target$49.00Long-dated conviction
Rev+11.1%
B
Revenue +11.1% — at or above S&P median
P/E10.2x
A-
P/E 10.2 — cheaper than most Financial Services peers (≈25th pctile)
ROE10.1%
B
ROE 10.1% — acceptable capital return
P/B1.01
A-
P/B 1.01 — near book, cheap for a profitable franchise
Yield2.3%
B
Yield 2.3% — modest income

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Financial strength · 64.9 / 100
Profitability55.4
Value (P/B)84.6
Income58.3

A peer-relative read for financials on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeNear 52-week high
6% off the 12-month high

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Banks - Diversified · market cap $90.3b. 6% off the 52-week high of $28.69. Revenue growing +11%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $30.27 (implying +13% upside).
Moat
Net margin 28% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. $90.3b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.
Horizon
1-3 yr $30.27 (4-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $38.21 at ~7% CAGR — dividend + buyback compounding. 10 yr $49.00 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

Not enough history yet — the model records BCS's score after each daily run, and the chart appears once a few days have accumulated.

BCS at a glance

FINANCIAL STRENGTH · BANKPROFITABILITY55VALUE85COVERED INCOME5864.9/100 on our peer scale — not the quality-growth score.
ONE-YEAR MOVE VS ITS BETAFLATThis stock+35%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.
PRICE IN ITS 52-WEEK RANGE$26.9$19.3 LOWHIGH $28.7Trading at the 81st percentile of its 52-week range ($19.3–$28.7).

Every figure here comes from the same audited fundamentals behind the score. Charts drawn from data the score does not use say so on the card.

Analyst estimate revisions

30-day change+0.1%
90-day change+0.3%
Forward EPS estimate$3.40

Over the last 90 days, what analysts expect BCS to earn is essentially unchanged. The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
74
Position size
$1,988
4.0% of portfolio
Stop price
$20.15
25% below $26.87
$ at risk if stopped
$497.10
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Barclays PLC (BCS): score, valuation & FAQ

Barclays PLC (BCS) is a Banks - Diversified company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are P/E (A-) and P/B (A-).

Is BCS a good stock to buy?

Bull Rankings grades BCS on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by P/E (A-) and P/B (A-). A score is a quantitative screen of Barclays PLC's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade BCS?

As a bank, insurer or REIT, BCS isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on P/E (A-) and P/B (A-).

Is BCS overvalued or undervalued?

We don't compute a reliable discounted-cash-flow value for BCS — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.

What are the main risks of investing in BCS?

Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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