Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/4432cbe1-72ab-43c5-aeab-430673077517/

BARC

Barclays PLC
Chart
512.60 GBp
Latest Week 2026-07-10
Financial ServicesBanks - DiversifiedLARGE
Snapshot 2026-07-12 · 0.6w · Fresh
0.95
OS Score
86.0%
Value
77.0%
Quality
91.0%
Momentum
6/9
F-Score
0.814
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
10 of 23 passing
★
OS Composite
OS 0.950
↗
Trending Value
✗
◆
Quality × Value
QV 0.814
🏛
Cornerstone Value
Div 1.7%
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Yes
🌱
GARP
Rev +11%
🔄
Shareholder Yield
5.1%
💰
High Yield
✗
🚀
Momentum Leaders
12-1 39%
◉
Market Leaders
Yes
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 1.00
⚡
Risk-Adj Momentum
RAM 1.35
V
Value Analysis
Cheapness relative to fundamentals
86.0%ile
P/E
9.5×
P/S
2.3×
P/B
0.9×
FCF Yield
0.244
SH Yield
0.051
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
17.00000000
/100 — 1=cheapest
VC2 (Trending Value)
15.00000000
/100
VC3 (Buyback)
17.00000000
/100
P/E of 9.5x places this firmly in deep value territory. FCF yield of 24.4% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
77.0%ile
ROE
0.095
ROA
0.004
Net Margin
0.245
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.111
Earn Growth
0.183
Stability
0.157
lower=better
Accruals
-0.007
lower=better
5yr Consist
Yes
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
91.0%ile
6M Return
5.7%
12M Return
50.8%
12-1 Mom
39.1%
Risk-Adj
1.35
Vol 252d
29.0%
Vol 60d
69.3%
↑ Expanding
Max DD 12M
-23.5%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 39% is very strong — a clear uptrend. Near-term vol (69%) is expanding vs long-term (29%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.95
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 185 peers
Sector Value %ile
89.2%
Sector Quality %ile
77.4%
P/E z-score
-0.23
P/B z-score
-0.34
Sector Avg OS
55.3%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CRE Conduit Holdings Limited 98.0% 98.0% 84.0% 82.0%
BGEO Lion Finance Group PLC 97.0% 93.0% 71.0% 94.0%
BEZ Beazley plc 97.0% 88.0% 88.0% 90.0%
JUP Jupiter Fund Management Plc 97.0% 90.0% 86.0% 89.0%
FEML Fidelity Emerging Markets Limited 96.0% 84.0% 80.0% 96.0%
PEEL Peel Hunt Limited 96.0% 96.0% 84.0% 74.0%
STAN Standard Chartered PLC 96.0% 89.0% 78.0% 94.0%
LRE Lancashire Holdings Limited 96.0% 96.0% 80.0% 75.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (86th) and quality (77th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (86th value) with strong momentum (91th). The market is starting to recognise the value.
Strong Capital Return
Shareholder yield 5.1% backed by 24.4% FCF yield. Returns are well-funded.
Volatility Expanding
60-day vol (69%) significantly exceeds 252-day (29%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
87.7% avg (5 factors)
Quality
C
47.5% avg (4 factors)
Momentum
B
69.7% avg (4 factors)
Risk
B
68.4% avg (1 factors)
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.950—6—
Value %ile0.860—6—
Quality %ile0.770—6—
Momentum %ile0.910—6—
F-Score6.000—0—
Confidence0.712—1—
Volatility0.290—0—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
9.53
Price / Sales
2.34
Price / Book
0.90
Price / Cash Flow
3.69
FCF Yield
24.4%
Sales Yield (1/P·S)
0.4281
Shareholder Yield
Div + net buyback / mktcap
5.1%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
9.5%
Return on Assets
0.4%
Net Margin
24.5%
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.007
External Financing
Net issuance — lower=better
0.006
MomentumPrice trend strength over different horizons
6M Return
5.7%
12M Return
50.8%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
39.1%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
1.35
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
11.1%
Earnings Growth (YoY)
18.3%
Earnings Stability (CV)
Lower = more stable
0.157
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
6
Dividend Yield
1.7%
Buyback Yield
3.4%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
17
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
15
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
17
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
Yes
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity