Barclays PLC (Brazil) Performance
| B1CS34 Stock | BRL 83.00 1.40 1.72% |
On a scale of 0 to 100, Barclays PLC holds a performance score of 15. The firm shows a Beta (market volatility) of -0.1, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Barclays PLC are expected to decrease at a much lower rate. During the bear market, Barclays PLC is likely to outperform the market. Please check Barclays PLC's sortino ratio, maximum drawdown, and the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Barclays PLC's price patterns will revert.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Barclays PLC are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, Barclays PLC sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 210.1 B | |
| Total Cashflows From Investing Activities | 4.3 B |
Barclays |
Barclays PLC Relative Risk vs. Return Landscape
If you would invest 6,600 in Barclays PLC on September 28, 2024 and sell it today you would earn a total of 1,700 from holding Barclays PLC or generate 25.76% return on investment over 90 days. Barclays PLC is generating 0.4033% of daily returns and assumes 2.0492% volatility on return distribution over the 90 days horizon. Simply put, 18% of stocks are less volatile than Barclays, and 92% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Barclays PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Barclays PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Barclays PLC, and traders can use it to determine the average amount a Barclays PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1968
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | B1CS34 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.05 actual daily | 18 82% of assets are more volatile |
Expected Return
| 0.4 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Barclays PLC is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Barclays PLC by adding it to a well-diversified portfolio.
Barclays PLC Fundamentals Growth
Barclays Stock prices reflect investors' perceptions of the future prospects and financial health of Barclays PLC, and Barclays PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Barclays Stock performance.
| Return On Equity | 0.0864 | |||
| Return On Asset | 0.0038 | |||
| Profit Margin | 0.25 % | |||
| Operating Margin | 0.39 % | |||
| Shares Outstanding | 15.88 B | |||
| Price To Book | 1.51 X | |||
| Price To Sales | 28.13 X | |||
| Revenue | 21.95 B | |||
| Book Value Per Share | 16.61 X | |||
| Cash Flow From Operations | 10.52 B | |||
| Earnings Per Share | 1.93 X | |||
| Total Asset | 1.38 T | |||
About Barclays PLC Performance
By analyzing Barclays PLC's fundamental ratios, stakeholders can gain valuable insights into Barclays PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Barclays PLC has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Barclays PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Barclays PLC, through its subsidiaries, provides various financial products and services in the United Kingdom, rest of Europe, the Americas, Africa, the Middle East, and Asia. Barclays PLC was founded in 1690 and is headquartered in London, the United Kingdom. BARCLAYS PLCDRN is traded on Sao Paolo Stock Exchange in Brazil.Things to note about Barclays PLC performance evaluation
Checking the ongoing alerts about Barclays PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Barclays PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Barclays PLC's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Barclays PLC's stock performance include:- Analyzing Barclays PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Barclays PLC's stock is overvalued or undervalued compared to its peers.
- Examining Barclays PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Barclays PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Barclays PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Barclays PLC's stock. These opinions can provide insight into Barclays PLC's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary 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.
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |