Barclays Shareholders Equity vs Tax Liabilities Analysis
BCS Stock | USD 9.60 0.10 1.03% |
Trend analysis of Barclays PLC ADR balance sheet accounts such as Short Long Term Debt Total of 185.5 B, Total Stockholder Equity of 33.2 B or Property Plant And Equipment Net of 3 B provides information on Barclays PLC's total assets, liabilities, and equity, which is the actual value of Barclays PLC ADR to its prevalent stockholders. By breaking down trends over time using Barclays PLC balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.
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About Barclays Balance Sheet Analysis
Balance Sheet is a snapshot of the financial position of Barclays PLC ADR at a specified time, usually calculated after every quarter, six months, or one year. Barclays PLC Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Barclays PLC and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Barclays currently owns. An asset can also be divided into two categories, current and non-current.
Barclays PLC Balance Sheet Chart
Barclays PLC Balance Sheet is one of the main financial statements that report all assets, liabilities, and shareholders' equity for the current year. It provides a basis for different types of computing rates of return, such as return on equity (ROE) or return on asset (ROA), as well as shows how Barclays PLC ADR uses and utilizes its capital. It also shows what exactly a company owns and owes.
At this time, Barclays PLC's Retained Earnings are comparatively stable compared to the past year. Other Current Assets is likely to gain to about 562.5 B in 2024, whereas Total Stockholder Equity is likely to drop slightly above 33.2 B in 2024. Add Fundamental
Total Assets
Total assets refers to the total amount of Barclays PLC assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Barclays PLC ADR books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.Total Stockholder Equity
The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.Property Plant And Equipment Net
The total value of a company's physical assets (such as land, buildings, and equipment) used in operations, net of depreciation. It reflects the company's investment in assets used for production.Most indicators from Barclays PLC's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Barclays PLC ADR current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Barclays PLC ADR. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. At this time, Barclays PLC's Enterprise Value Over EBITDA is comparatively stable compared to the past year. Enterprise Value Multiple is likely to gain to 69.01 in 2024, whereas Selling General Administrative is likely to drop slightly above 1.9 B in 2024.
2021 | 2022 | 2023 | 2024 (projected) | Income Tax Expense | 1.2B | 1.0B | 1.2B | 1.1B | Income Before Tax | 8.4B | 7.0B | 6.6B | 3.5B |
Barclays PLC fundamental ratios Correlations
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Barclays PLC Account Relationship Matchups
High Positive Relationship
High Negative Relationship
Barclays PLC fundamental ratios Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Total Assets | 1.1T | 1.3T | 1.4T | 1.5T | 1.5T | 840.0B | |
Short Long Term Debt Total | 94.5B | 92.1B | 111.6B | 124.3B | 176.7B | 185.5B | |
Total Stockholder Equity | 64.4B | 65.8B | 69.2B | 68.3B | 57.9B | 33.2B | |
Property Plant And Equipment Net | 4.2B | 4.0B | 3.6B | 3.6B | 3.4B | 3.0B | |
Net Debt | (55.7B) | (99.0B) | (126.9B) | (132.0B) | (48.0B) | (45.6B) | |
Cash | 150.3B | 191.1B | 238.6B | 256.4B | 224.6B | 235.9B | |
Non Current Assets Total | 555.3B | 697B | 675.9B | 555.6B | 966.6B | 1.0T | |
Non Currrent Assets Other | (3.3B) | (3.4B) | (4.6B) | (172.1B) | 691.8B | 726.3B | |
Other Assets | 434.6B | 461.4B | 469.8B | 701.8B | 807.1B | 435.5B | |
Cash And Short Term Investments | 150.3B | 191.1B | 238.6B | 256.4B | 224.6B | 235.9B | |
Common Stock Shares Outstanding | 17.5B | 17.7B | 17.4B | 16.9B | 15.9M | 15.1M | |
Liabilities And Stockholders Equity | 1.1T | 1.3T | 1.4T | 1.5T | 1.5T | 840.0B | |
Non Current Liabilities Total | 94.5B | 92.1B | 111.6B | 1.4T | 1.3T | 677.6B | |
Other Stockholder Equity | 11.1B | 11.5B | 12.6B | 11.5B | 13.2B | 11.1B | |
Total Liab | 94.5B | 92.1B | 111.6B | 1.4T | 1.4T | 1.5T | |
Property Plant And Equipment Gross | 4.2B | 4.0B | 9.3B | 8.6B | 7.9B | 8.3B | |
Total Current Assets | 150.3B | 191.1B | 238.6B | 256.4B | 510.8B | 536.4B | |
Other Current Liab | 272.6B | 355.0B | 319.6B | 366.7B | 59.2B | 56.2B | |
Total Current Liabilities | 315.1B | 401.8B | 396.5B | 436.3B | 100.8B | 95.8B | |
Retained Earnings | 44.2B | 45.5B | 50.7B | 52.8B | 53.7B | 56.4B | |
Accounts Payable | 213M | 88M | 202M | 85M | 89M | 84.6M | |
Net Receivables | 412M | 477M | 261M | 385M | 346.5M | 329.2M | |
Other Current Assets | 580.6B | 731.8B | 743.3B | 805.6B | 510.8B | 562.5B | |
Intangible Assets | 4.1B | 4.2B | 4.1B | 4.2B | 4.3B | 3.3B | |
Common Stock Total Equity | 22.0B | 4.3B | 4.6B | 4.3B | 5.0B | 7.9B | |
Common Stock | 4.3B | 4.3B | 4.2B | 4.0B | 4.3B | 3.7B | |
Other Liab | 4.6B | 4.6B | 5.3B | 8.4B | 7.5B | 7.1B | |
Long Term Debt | 66.7B | 59.4B | 63.2B | 65.8B | 59.2B | 77.8B | |
Short Term Investments | 1.8T | 2.3T | (164.4B) | (172.0B) | (197.8B) | (188.0B) | |
Property Plant Equipment | 4.2B | 4.0B | 3.5B | 3.6B | 3.3B | 4.0B | |
Accumulated Other Comprehensive Income | 4.8B | 4.5B | 1.8B | (2.2B) | (77M) | (80.9M) | |
Net Tangible Assets | 56.3B | 57.8B | 61.2B | 60.1B | 54.0B | 53.4B | |
Long Term Investments | 463.9B | 540.1B | 664.3B | 543.7B | 557.4B | 511.0B | |
Short Term Debt | 42.3B | 46.7B | 76.8B | 69.5B | 41.6B | 39.5B | |
Long Term Debt Total | 68.3B | 60.9B | 64.5B | 67.0B | 77.0B | 70.1B | |
Capital Surpluse | 263M | 297M | 348M | 405M | 364.5M | 346.3M | |
Earning Assets | 608.7B | 628.9B | 794.6B | 759.1B | 873.0B | 721.3B | |
Net Invested Capital | 232.3B | 208.4B | 180.8B | 250.4B | 246.8B | 249.7B |
Pair Trading with Barclays PLC
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Barclays PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Barclays PLC will appreciate offsetting losses from the drop in the long position's value.Moving together with Barclays Stock
0.89 | C | Citigroup Earnings Call This Week | PairCorr |
0.93 | CM | Canadian Imperial Bank Financial Report 23rd of May 2024 | PairCorr |
0.87 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
0.67 | RY | Royal Bank Financial Report 23rd of May 2024 | PairCorr |
The ability to find closely correlated positions to Barclays PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Barclays PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Barclays PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Barclays PLC ADR to buy it.
The correlation of Barclays PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Barclays PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Barclays PLC ADR moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Barclays PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Barclays PLC ADR. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Barclays PLC ADR information on this page should be used as a complementary analysis to other Barclays PLC's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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.
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Is Barclays PLC's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Barclays PLC. If investors know Barclays will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Barclays PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.11) | Dividend Share 0.08 | Earnings Share 1.33 | Revenue Per Share 6.084 | Quarterly Revenue Growth (0.05) |
The market value of Barclays PLC ADR is measured differently than its book value, which is the value of Barclays that is recorded on the company's balance sheet. Investors also form their own opinion of Barclays PLC's value that differs from its market value or its book value, called intrinsic value, which is Barclays PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Barclays PLC's market value can be influenced by many factors that don't directly affect Barclays PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Barclays PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if Barclays PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Barclays PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.