Sector Alpha Week of 2026-07-29
Sector Alpha — machine-written from the numbers · Data as of 2026-07-29

Barclays PLC

BCS
Financials · Banks - Diversified

Barclays PLC is printing record margins on a fuller multiple. From here the earnings must do all the lifting.

Biggest watch item: the net margin is the best this company has ever printed — every ratio flatters at record profitability, so the whole story leans on the net margin holding.

The price is in a confirmed uptrend (11 weeks in) while the P/BV sits at the 70th percentile of its own 5-year range. Underneath, the last four quarters read improving — profit +3.8% year on year, with the the net margin at 72.7%. What settles it: the next one or two quarters of delivery.

Stage
Mixed
fundamental trajectory, 12 quarters
Price
$27.0
+37.5% 1Y
P/BV
0.9×
70th pctile
of its own 5-year range
Revenue (Mar 26)
$3.0 B
−57.3% YoY
Profit (Mar 26)
$2.2 B
+3.8% YoY
Net margin
72.7%
+42.8 pp YoY
ROE
10%
FY25
ROA
0.47%
latest
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Barclays PLC trades at $27.0, in a confirmed uptrend and 11 weeks into that stage. That is +12.4% against its own 200-day average. It sits at 89% of a 52-week range of $19 to $28. On relative strength it has been ahead of the S&P 500 on a trailing-13-week view for 9 straight weeks.

Today the stock is in a confirmed uptrend — week 11 of stage 2. At $27.0 it trades +12.4% versus its 200-day average and sits at 89% of its 52-week range ($19–$28).

Jul 26: $27.0 Weekly closing price ($) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+12.4% versus the 200-day line, week 11 of stage 2
Price50-day avg200-day avg
S3S2S2$29.6$23.4$17.1$10.8$4.5$$27$24Jul 23Apr 24Jan 25Oct 25Jul 26
S3S2S2$29.6$23.4$17.1$10.8$4.5$$27$24Jul 23Jan 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (526 weeks): the stock's trailing 13-week return minus the S&P 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the S&P 500 reading is not held.
trailing 13-week return vs the S&P 500
Jul 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.1 years the stock moved +269% while the S&P 500 moved +248% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 9 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/BV sits at the 70th percentile of its own range.

02 · Valuation

Valuation For a bank we price the book, not the earnings: P/BV is what the market pays for each $1 of the bank's net worth. A bank below 1× book is priced below the value of what it owns, net of what it owes.

Barclays PLC trades at 0.9× P/BV, at the pricey end of its own range (70th percentile). Its long-run median P/BV is 0.8×, measured across 5.1 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/BV of 0.9× is at the pricey end of its own range (70th percentile), against a long-run median of 0.8× measured over 5.1 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

The honest context for that discount: a bank earning about 10% on its equity is worth less per dollar of book, and the market has priced that in rather than overlooked it. The discount closes only if the returns themselves improve.

P/BV 0.9× vs a 0.8× long-run median P/BV, weekly (left axis); book value per share, quarterly steps drawn weekly (right axis). 5.1-year window; brief peaks above 1.4× shown pinned at the top. The book value / share bars are red where the reading is lower than the quarter before.
at the pricey end of its own range (70th percentile)
P/BVMedianBook value / share (quarterly)
1.5×$20.21.2×$15.20.9×$10.10.7×$5.10.4×$0.0×$1.40×$19Jul 21Oct 22Jan 24Apr 25Jul 26
1.5×$20.21.2×$15.20.9×$10.10.7×$5.10.4×$0.0×$1.40×$19Jul 21Jan 24Jul 26
PEG 0.56 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Computed here as quarter-end P/E ÷ trailing-twelve-month EPS growth (only quarters with positive growth), because a reported quarterly PEG is not held for this stock. Last 8 quarters.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
1.2×0.9×0.6×0.3×0.1××0.56×Jun 23Sep 23Mar 25Sep 25Mar 26
1.2×0.9×0.6×0.3×0.1××0.56×Jun 23Mar 25Mar 26
P/BV
0.9×
70th percentile of 5y
PEG
0.49
derived from 3-year earnings growth

Why the multiple sits where it does: over the past year book value grew while the price moved +37.5% — the price ran ahead of the book, pushing the multiple up its own range.

The price move, decomposed: over 5y, of the +22.5%/yr price move, ~+7.4%/yr came from book-value growth and ~+15.1 pp from the multiple (expanding). The split is the honest approximate (price return minus book-value growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is full against its own past, so the story rests on the book-value line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Barclays PLC reads as mixed on its fundamental arc. Mixed — no clean majority across the growth curves, ROE holding at 9.5% — the per-curve reads carry the story. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
9.2%68%1.1%42%−7.0%17%−15%−8.4%−23%−34%%%−21%9.8%15.8%Jun 23Sep 24Mar 26
9.2%68%1.1%42%−7.0%17%−15%−8.4%−23%−34%%%−21%9.8%15.8%Jun 23Sep 24Mar 26
ROE Trailing-twelve-month net profit as a share of quarter-end equity, %.
the return curve, computed quarterly
ROE
10%9.2%8.3%7.5%6.7%%9.5%Jun 23Sep 24Mar 26
10%9.2%8.3%7.5%6.7%%9.5%Jun 23Sep 24Mar 26
Revenue growth
Falling
latest −21.0% · span −21.0% to +7.0%
Profit growth
Rolling over
latest +9.8% · span −25.6% to +41.5%
EPS growth
Rolling over
latest +15.8% · span −26.8% to +60.7%
ROE
Stuck low
latest 9.5% · span 6.9%–9.8%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

Growth, year by year: revenue +8.2% in FY25, profit +13.4% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
13%33%−3.4%20%−19%6.5%−35%−6.7%−51%−20%%%8.2%13.4%FY21FY23FY25
13%33%−3.4%20%−19%6.5%−35%−6.7%−51%−20%%%8.2%13.4%FY21FY23FY25
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (−21.0%) with the last 8 annualized (−11.4%).
revenue rolling over, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
9.2%68%1.1%42%−7.0%17%−15%−8.4%−23%−34%%%−21%9.8%Jun 23Sep 24Mar 26
9.2%68%1.1%42%−7.0%17%−15%−8.4%−23%−34%%%−21%9.8%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; stock price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+8.2%+4.2%
Profit+13.4%+6.5%
EPS+21.6%+12.4%
Stock price+37.5%+50.0%+22.5%+12.6%
Revenue YoY (Mar 26)
−57.3%
latest quarter vs a year ago
Profit YoY (Mar 26)
+3.8%
latest quarter vs a year ago
Revenue 10y
−12.0%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

36.9/100 — rank 16 of 18 in Banks - Diversified · 62% evidence confidence

Barclays PLC scores 36.9 out of 100 against the 18 companies it is compared with in Banks - Diversified, ranking 16. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 12.1 + 10.1 + 8.6 + 6.1 = 36.9. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if ROA rolls over or gross NPA rises while sector-relative strength deteriorates.

05 · Revenue

Revenue For a bank, revenue is everything the franchise earns — interest on the loan book plus fees from its businesses.

Barclays PLC reported $3.0 B of income in the Mar 26 quarter, −57.3% year on year. Over 4 years it has compounded at −12.0% a year. The last full year, FY25, came in at $26.9 B. The last four reported quarters add to $27.9 B.

Barclays PLC reported $3.0 B of income in the Mar 26 quarter, −57.3% year on year. Over 4 years it has compounded at −12.0% a year. The last full year, FY25, came in at $26.9 B. The last four reported quarters add to $27.9 B.

FY25 revenue came in at $26.9 B (+8.2% on the year), capping 4 years at −12.0% compound. The latest quarter (Mar 26) printed $3.0 B, −57.3% year on year.

FY25 revenue $26.9 B (+8.2% YoY) Revenue bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
−12.0% a year over 4 years
RevenueYoY growth
4813%36−3.4%24−19%12−35%0.0−51%$ B%$27B8.2%FY21FY23FY25
4813%36−3.4%24−19%12−35%0.0−51%$ B%$27B8.2%FY21FY23FY25
Mar 26: $3.0 B (−57.3% YoY) Quarterly revenue bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Revenue (quarterly)YoY growth
1137%8.412%5.6−14%2.8−39%0.0−64%$ B%$3B−57.3%Jun 23Sep 24Mar 26
1137%8.412%5.6−14%2.8−39%0.0−64%$ B%$3B−57.3%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged −22.9% growth against the decade's −12.0% — the current year is running slower than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew −21.0% over the last 4 quarters against −11.4%/yr over the last 8 — rolling over; TTM profit +9.8% vs +19.7%/yr — rolling over.

→ Revenue slipped — did the net margin hold as it scaled? Next: 72.7% this quarter (+42.8 pp YoY).

06 · Net margin

Net margin Net margin — what the bank keeps of every $100 of revenue after every cost, provision and tax. With big fee businesses in the mix, it is the cleanest margin we can read for this bank.

Barclays PLC's net margin is 72.7% in the Mar 26 quarter, +42.8 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 5 fiscal years the net margin has ranged 15.8% to 26.8%. The current quarter is running above every full year in that window.

Barclays PLC's net margin is 72.7% in the Mar 26 quarter, +42.8 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 5 fiscal years the net margin has ranged 15.8% to 26.8%. The current quarter is running above every full year in that window.

The latest quarter's net margin is 72.7%, +42.8 pp against the same quarter a year ago. Across 5 fiscal years the net margin has ranged 15.8%–26.8%, and FY25's 26.8% is the top of that band — a record year.

Why: the numbers show the net margin move clearly, but the cost lines behind it sit below what we hold — so we state the move without inventing its driver.

Worth repeating from the valuation section: cheap against its own history on record margins is not the same thing as cheap — a record margin flatters every ratio built on top of it.

FY25: 26.8% Net margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 5-year window.
the widest a 15.8–26.8% band over 5 years
net marginYoY change (pp)
28%10%24%6.8%21%3.4%18%0.0%15%−3.4%%%26.8%1.2%FY21FY23FY25
28%10%24%6.8%21%3.4%18%0.0%15%−3.4%%%26.8%1.2%FY21FY23FY25
Mar 26: 72.7% net margin (+42.8 pp YoY) Quarterly net margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Net profit as a share of total revenue, per quarter.
Net marginYoY change (pp)
78%47%58%31%37%14%17%−2.3%−4.0%−19%%%72.7%42.8%Jun 23Sep 24Mar 26
78%47%58%31%37%14%17%−2.3%−4.0%−19%%%72.7%42.8%Jun 23Sep 24Mar 26

→ The net margin held — did that reach the bottom line? Next: profit +3.8% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Barclays PLC earned $2.2 B of net profit in the Mar 26 quarter, +3.8% year on year. It is the 2nd consecutive quarter of growth. Full-year FY25 profit was $7.2 B. The 4-year compound rate is 0.5%. That is 72.7% of the quarter's revenue. The same quarter a year earlier earned $2.1 B.

Barclays PLC earned $2.2 B of net profit in the Mar 26 quarter, +3.8% year on year. It is the 2nd consecutive quarter of growth. Full-year FY25 profit was $7.2 B. The 4-year compound rate is 0.5%. That is 72.7% of the quarter's revenue. The same quarter a year earlier earned $2.1 B.

Mar 26 profit was $2.2 B, +3.8% year on year — the 2nd consecutive quarter of growth. On the full year, FY25 printed $7.2 B (+13.4%), and the 4-year compound rate is 0.5%.

FY25 profit $7.2 B (+13.4% YoY) Net profit bars, $ B (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
0.5% a year over 4 years
Net profitYoY growth
7.822%5.812%3.92.1%1.9−8.1%0.0−18%$ B%$7B13.4%FY21FY23FY25
7.822%5.812%3.92.1%1.9−8.1%0.0−18%$ B%$7B13.4%FY21FY23FY25
Mar 26: $2.2 B (+3.8% YoY) Quarterly net profit bars, $ B (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
2nd straight quarter of growth
Net profit (quarterly)YoY growth
2.4904%1.8637%1.2370%0.6103%0.0−164%$ B%$2B3.8%Jun 23Sep 24Mar 26
2.4904%1.8637%1.2370%0.6103%0.0−164%$ B%$2B3.8%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed −57.3% and the margin +42.8 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit +11.8% vs revenue −22.9%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra dollar of revenue drops more to the bottom line.

→ Profit is up — how clean is the loan book behind it? Next: we hold no quarterly loan-book numbers — the section says so plainly.

08 · Asset quality — the ladder

Asset quality — the ladder Gross NPA is the slice of the loan book where repayments have stopped. Net NPA is what remains after the money already set aside against those loans. Falling is healing; rising is damage arriving.

Loan-book quality history is not available for Barclays PLC, so this section names the gap rather than estimating a ratio. No gross or net non-performing-asset series is filed in a form this page can read, and none is inferred from the profit line. The income, margin and return sections above carry the evidence this business does report.

We do not hold quarterly loan-book quality numbers for this bank, so this section states that plainly rather than working around it.

Why: loan-book quality is the engine room of a bank, and its drivers — slippages, recoveries, provisioning — sit below what we hold for this name; the sections around it carry the reads we can stand behind.

→ Behind the profits — is the book itself still growing? Next: revenue grew +8.2% in FY25.

09 · The loan book

The loan book We read the loan book through revenue — when the book and the businesses grow, revenue grows with them. It is a rough proxy, and we say so: rate moves and fee swings can shift it a few points in any one year.

Barclays PLC's revenue grew +8.2% in FY25 to $26.9 B, so the book is growing. The latest quarter ran −57.3% year on year. The net margin on that income is 72.7%, +42.8 percentage points against a year ago. Interest income is a proxy for the book; rate moves can shift it a few points in any one year.

FY25 revenue was $26.9 B, +8.2% on the year, and the latest quarter ran −57.3% year on year. The net margin on that revenue is 72.7% this quarter (+42.8 pp YoY) — growth with a widening margin on it.

FY25: revenue $26.9 B (+8.2% YoY) with the net margin at 26.8% Revenue by fiscal year, $ B (bars, left); net margin, % (line, right). 5-year window. A bar is red when it is lower than the year before.
RevenueNet margin
4828%3624%2421%1218%0.015%$ B%$27B26.8%FY21FY22FY23FY24FY25
4828%3624%2421%1218%0.015%$ B%$27B26.8%FY21FY23FY25

The synthesis: a lender compounds when the book grows while the margin holds and the loan book stays clean — with quarterly loan-quality numbers missing here, revenue growth and margin are the two we watch.

→ Does all of this actually earn its keep on equity? Next: ROE is 10%.

10 · Returns on equity and assets

Returns on equity and assets Two numbers rate a bank: ROE — what it earns on shareholder money — and ROA — what it earns on everything it deploys. ROE above ~13–15% earns its keep; below that, growth builds book slowly.

Barclays PLC earns a return on equity of 9% in FY25. Its trough over the ladder below was 7% in FY23. On the asset side every $100 of the balance sheet earned about $0.47, which is the return before leverage is applied.

FY25 ROE came in at 9%, recovered from a FY23 trough of 7%. On assets, the latest reading is about 0.47% — every $100 the bank deploys earns roughly $0.47 a year. That return is below the bar a bank must clear to compound book value quickly — which is also the honest reason the stock trades where it does.

FY25: ROE 9% Return on equity by fiscal year, % (line, left). 5-year window. Latest return on assets: 0.47%. A lender is judged on ROE and ROA — return on invested capital does not apply to a bank.
up from a FY23 trough of 7%
ROE
10%9.5%8.8%8.0%7.2%%9.2%FY21FY23FY25
10%9.5%8.8%8.0%7.2%%9.2%FY21FY23FY25
Mar 26: ROE 9.8% (TTM) Trailing-twelve-month return on equity (left), per quarter, %. Last 12 quarters, anchored to the annual figure.
ROE (TTM)
10%9.3%8.5%7.7%7.0%%9.8%Jun 23Sep 24Mar 26
10%9.3%8.5%7.7%7.0%%9.8%Jun 23Sep 24Mar 26

Why ROE moved: profit compounded 0.5% a year over 4 years while the equity base grew more slowly — earnings recovering faster than book value builds is what lifts ROE off a trough.

→ Who owns this bank, and are they adding or leaving? Next: short interest is 0.0% of the float.

11 · Dividend

Dividend A dividend is cash paid out per share. Dividend per share is the declared amount for the period; the trailing twelve-month total is the four most recent quarters added together.

Barclays PLC paid $0.17 per share over the last four reported quarters, up 1.8% on a year ago. The most recent declaration was $0.06 for Dec 25. Against the current price of $27.0 that is a trailing yield of 0.63%, measured on dividends already paid rather than on a forecast.

Barclays PLC paid $0.17 per share over the last four reported quarters, up 1.8% on a year ago. The most recent declaration was $0.06 for Dec 25. Against the current price of $27.0 that is a trailing yield of 0.63%, measured on dividends already paid rather than on a forecast.

Barclays PLC paid $0.17 per share across the last four reported quarters, most recently $0.06 for Dec 25. That is up 1.8% against the same quarter a year earlier. Against the current price of $27.0 the trailing twelve months work out to 0.63% — trailing dividends measured against today's price, not a forward estimate.

Dividend per share by quarter Declared dividend per share, $ B, per reported quarter. 6 quarters on file.
latest $0.06 (Dec 25)
Dividend per share
0.060.050.030.020.00$ B$0BJun 23Dec 23Jun 24Dec 24Dec 25
0.060.050.030.020.00$ B$0BJun 23Jun 24Dec 25

→ A payout is cash leaving the business. Next: what the balance sheet looks like behind it.

12 · Debt

Debt

For a bank, borrowings are raw material, not a warning sign — solvency is read through the returns and the loan book. A manufacturer’s debt is a claim against its profits, so the debt-to-equity lens that works everywhere else misleads on a lender and is not applied here.

A manufacturer’s debt is a claim against its profits; a bank’s borrowings are its inventory — money taken in to be lent out. The debt lens that works everywhere else misleads here, so this page does not apply it. The solvency questions for a bank — is the loan book sound, is the equity earning — are read through the loan-book and returns sections above.

→ Who owns this, and are they adding or leaving? Next: short interest is 0.0% of the float.

13 · Ownership

Ownership There is no quarter-by-quarter holder register to read here, so we read the crowd through short interest — the slice of tradable shares currently sold short, positioned for a fall.

0.0% of Barclays PLC's tradable float is currently sold short — the crowd is not positioned against this stock. At typical trading volumes those positions would take about 0.9 days to buy back. There is no quarter-by-quarter holder register to read for this filer, so the crowd is read through short interest instead.

The latest reading: 0.0% of the float is sold short, and at typical trading volumes it would take about 0.9 days to buy those positions back. The crowd is not positioned against this stock. This is a single point-in-time reading — we do not yet hold its history, so we show no trend chart.

Short interest
0.0%
of the tradable float
Days to cover
0.9
at typical volumes

Why it sits there: who is doing the shorting, and why, does not travel with the number — the level is shown without inventing its story.

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

14 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Barclays PLC: the Z-score is omitted — it was built for manufacturers, not banks, and applying it here would be theatre. The Z-score was built for manufacturers and is not applied to banks and lenders, so solvency here is read from the capital and asset-quality lines instead.

The safety line in one sentence: the Z-score is omitted — it was built for manufacturers, not banks, and applying it here would be theatre.

Related companies · same industry · Banks - Diversified Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROE curve is the return on equity (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/BVMkt capRevenueEPSROEStage
Barclays PLC this page0.9×$91BMixed
JPMorgan Chase & Co.2.7×$950BTurning around
Bank of America Corporation1.6×$439BImproving
HSBC Holdings plc1.8×$353BTurning around
Royal Bank of Canada2.8×$292BConsistent
Wells Fargo & Company1.6×$263BMixed
Mitsubishi UFJ Financial Group, Inc.1.9×$252BMixed
Citigroup Inc.1.2×$222BMixed
The Toronto-Dominion Bank2.2×$199BTopping out
Banco Santander, S.A.1.5×$199BImproving
UBS Group AG1.7×$161BImproving
Sumitomo Mitsui Financial Group, Inc.1.4×$161BTurning around
Banco Bilbao Vizcaya Argentaria, S.A.2.1×$147BMixed
Bank of Montreal2.0×$127BMixed
The Bank of Nova Scotia1.7×$109BMixed
Canadian Imperial Bank of Commerce2.2×$108BConsistent
The Bank of New York Mellon Corporation2.7×$106BMixed
ING Groep N.V.1.6×$95BImproving
The Bank of N.T. Butterfield & Son Limited2.1×$2BImproving
Forbright, Inc.1.0×$1B
12 · Frequently asked questions

Frequently asked questions

What is Barclays PLC's stock price today?

Barclays PLC trades at $27.0, +37.5% over the past year. The company is valued at $91.0 B. The stock sits at 89% of its 52-week range of $19–$28, +12.4% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 11 weeks in. — as of 29 July 2026.

What were Barclays PLC's latest quarterly results?

Barclays PLC reported total income of $3.0 B and net profit of $2.2 B for the Mar 26 quarter. Income fell 57.3% and profit rose 3.8% year on year. Earnings per share were $0.56. The net margin was 72.7%, 42.8 pp higher than a year earlier. — as of 29 July 2026.

What is Barclays PLC's revenue?

Barclays PLC reported revenue of $3.0 B in the Mar 26 quarter, −57.3% year on year. For the full FY25 fiscal year, revenue was $26.9 B (+8.2%). Over the last 4 years revenue compounded at −12.0% a year. — as of 29 July 2026.

What is Barclays PLC's profit?

Barclays PLC earned $2.2 B of net profit in the Mar 26 quarter, +3.8% year on year — the 2nd straight quarter of growth. Full-year FY25 profit was $7.2 B. The net margin ran 72.7% in the latest quarter. — as of 29 July 2026.

What is Barclays PLC's market cap?

Barclays PLC's market capitalisation is $91.0 B at a stock price of $27.0. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 29 July 2026.

What is Barclays PLC's P/BV ratio?

Barclays PLC trades at a P/BV of 0.9×, at the 70th percentile of its own 5-year range, against a long-run median of 0.8×. This is a comparison with the stock's own history, not a value call — as of 29 July 2026.

Does Barclays PLC pay a dividend?

Yes — Barclays PLC declared $0.06 per share for Dec 25, and $0.17 per share across the last four reported quarters. The latest quarter is up 1.8% on the same quarter a year earlier. — as of 29 July 2026.

What is Barclays PLC's dividend per share?

Barclays PLC's most recently declared dividend is $0.06 per share for Dec 25, giving $0.17 per share over the trailing twelve months. Each figure is the amount declared for that quarter as reported, added across four quarters for the trailing total. — as of 29 July 2026.

What is Barclays PLC's dividend yield?

Barclays PLC's trailing dividend yield is 0.63%: $0.17 declared per share across the last four reported quarters, against a share price of $27.0. Each quarter’s figure is the amount declared for that quarter as reported, added across four quarters and divided by the latest close. — as of 29 July 2026.

Is Barclays PLC overvalued?

On its own history, Barclays PLC looks expensive against its own history: its P/BV of 0.9× sits at the 70th percentile of its 5-year range (long-run median 0.8×). That is a percentile read against the stock's own past, not a price opinion or a direction call. One caveat: the net margin is the best this company has ever printed — cheap on record margins is not the same thing as cheap. — as of 29 July 2026.

Is Barclays PLC growing?

Yes — Barclays PLC is growing: latest-quarter revenue −57.3% year on year, profit +3.8%, and the the net margin +42.8 pp at 72.7%. The 4-year compound rates are −12.0% (revenue) and 0.5% (profit). The earnings engine currently reads: improving — as of 29 July 2026.

How is Barclays PLC performing?

Barclays PLC is in a confirmed uptrend, 11 weeks in. Its latest quarter's income fell 57.3% and profit rose 3.8% year on year. Against the S&P 500 it has been ahead on a trailing-13-week view for 9 weeks. This describes what the data did, not a rating. — as of 29 July 2026.

What stage is Barclays PLC in?

Mixed — no clean majority across the growth curves, ROE holding at 9.5% — the per-curve reads carry the story. The read comes from the last 12 quarters of growth (revenue growth −21.0% latest, profit growth +9.8% latest, eps growth +15.8% latest) plus the ROE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 29 July 2026.

Is Barclays PLC in an uptrend?

Yes — the price is in a confirmed uptrend (week 11 of stage 2), trading +12.4% versus its 200-day average and at 89% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 29 July 2026.

Is Barclays PLC beating the market?

On recent form, yes — Barclays PLC has been ahead of the S&P 500 on a trailing-13-week view for 9 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.1 years the stock moved +269% against the S&P 500's +248% — ahead of the index over the full window. — as of 29 July 2026.

Will Barclays PLC's stock price go up?

This page publishes no price forecast for Barclays PLC. What it measures instead: the stock price is $27.0, the price is in a confirmed uptrend 11 weeks in. Its P/BV of 0.9× sits at the 70th percentile of its own 5-year range. — as of 29 July 2026.

Is the market betting against Barclays PLC?

No — short interest is 0.0% of Barclays PLC's tradable float, about 0.9 days to cover at typical volumes. That is a low reading: the crowd is not positioned against this stock. With no quarter-by-quarter holder register here, short interest is the cleanest crowd read we hold — as of 29 July 2026.

Is Barclays PLC's loan book healthy?

We do not hold quarterly loan-book quality numbers for Barclays PLC, so this page says that plainly. The cleanest available reads are revenue growth (+8.2% in FY25) and the net margin on it (72.7%) — as of 29 July 2026.

Where is Barclays PLC in its business cycle?

Barclays PLC's FY25 net margin was 26.8%, against a 5-year band of 15.8%–26.8%: the top of the band — a record year. Record profitability is late-cycle territory: every ratio flatters at the top, and the story leans on margins holding. The latest quarter ran 72.7%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 29 July 2026.

What could break the Barclays PLC story?

Biggest watch item: the net margin is the best this company has ever printed — every ratio flatters at record profitability, so the whole story leans on the net margin holding. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 29 July 2026.

Is Barclays PLC a stock worth studying right now?

This is not investment advice. The machine read: Barclays PLC is printing record margins on a fuller multiple. From here the earnings must do all the lifting. The sharpest open question: the next one or two quarters of delivery. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 29 July 2026.

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