Barclays Plc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Barclays Plc (BCS) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Barclays Plc vs Its Competitors
- TTM: Trailing 12-month revenue of 16,500M vs 23,467M combined for tracked competitors (41.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+427.7% annualized vs trailing 12 months), vs decelerating (-3.4%) for its tracked peer group.
- Growth: Barclays Plc generated 17.2% revenue growth year over year in Q4 2025, vs 8.3% for its tracked competitors combined.
- Profitability: Its 43.7% net margin compares with 18.0% for the peer group.
- Scale: Barclays Plc ranks #9 of 33 companies by market capitalization in the Money Center Banks industry, holding 5.5% of industry market cap.
- Peer revenue share: Barclays Plc accounted for 79.3% of combined revenue among its tracked peer group, up from 78.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.37M compares with $0.74M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
BCS Sales vs. its Competitors, Q4 2025
Barclays Plc reported revenue growth of 17.19 % year on year in Q4 2025, above its competitors' combined revenue growth of 8.26 %.
With a net margin of 43.72 %, Barclays Plc achieved higher profitability than its competitors (18.04 %).
Barclays Plc generated 79.34 % of the combined sales of its peer group, up from 78.01 % a year earlier.
Barclays Plc vs. its Competitors, Q4 2025
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Barclays Plc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Barclays Plc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (11) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Barclays Plc's competitor groups requires a Commercial License.
For context: the Money Center Banks industry grew revenue -2.5% year over year, combined, vs 17.2% for Barclays Plc. Barclays Plc's share of combined industry revenue moved from 1.92% to 2.31%, a gain of 0.39 percentage points.
Barclays Plc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Barclays Plc | Yes | Yes | No | No |
| Competitors combined (5) | ||||
| High-Confidence Competitors (11) | ||||
| Similar-Size Competitors (9) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
BCS Stock Performance relative to its Competitors
BCS Stock Performance relative to High-Confidence Competitors
BCS Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Discover Financial Services | 282.9% | Outperformed |
| 2 | Tegna Inc | 282.9% | Outperformed |
| 3 | Synchrony Financial | 282.9% | Outperformed |
| 4 | Evercore Inc | 282.9% | Outperformed |
| 5 | Perella Weinberg Partners | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Barclays Plc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Barclays Plc's Comment on Competition and Industry Peers
Publicly Traded Peers of Barclays Plc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Barclays Plc | 89,851.11 | 16,500.00 |
| Discover Financial Services | 50,412.60 | 13,343.00 |
| Synchrony Financial | 23,894.83 | 15,324.00 |
| Evercore Inc | 10,761.48 | 4,741.99 |
| Tegna Inc | 3,262.91 | 2,712.00 |
| Perella Weinberg Partners | 1,489.36 | 689.25 |
| SUBTOTAL | 179,672.30 | 53,310.23 |
Sources: Barclays Plc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Barclays Plc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Barclays Plc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Perella Weinberg Partners | Named by the company | 85% |
| Evercore Inc | Named by the company | 85% |
| J.P. Morgan | Named by the company | 85% |
| Freedom Holding Corp | Named by the company | 85% |
| BofA | Named by the company | 85% |
| Deutsche Bank | Named by the company | 85% |
| UBS | Named by the company | 85% |
| BNP Paribas | Named by the company | 85% |
| Coalition Greenwich | Named by the company | 85% |
| JPM | Named by the company | 85% |
| Klarna Group Plc | Named by the company | 85% |
| CITI | Named by the company | 85% |
| Goldman Sachs | Named by the company | 85% |
| BoA | Named by the company | 85% |
| Credit Suisse | Named by the company | 85% |
| Morgan Stanley | Named by the company | 85% |
| The Bank Of N t Butterfield and Son Limited | Named by the company | 85% |
| BNP | Named by the company | 85% |
| Citigroup | Named by the company | 85% |
| Synchrony Financial | Named by the company | 85% |
| Tegna Inc | Named by the company | 85% |
| Discover Financial Services | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Barclays Plc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Barclays Plc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Evercore Inc | Investment Banking and Equities 97.29 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Barclays Plc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Barclays Plc | 89,851 | 366,243 | 160,104 |
| Discover Financial Services | 50,413 | 632,370 | 222,844 |
| Synchrony Financial | 23,895 | 766,200 | 172,800 |
| Evercore Inc | 10,761 | 1,845,132 | 314,863 |
| Tegna Inc | 3,263 | 493,091 | 39,904 |
| Perella Weinberg Partners | 1,489 | 936,477 | 37,973 |
| PEERS TOTAL | 89,821 | 737,591 | 184,640 |
Barclays Plc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Perella Weinberg Partners | United States 82.75 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Barclays Plc's Position in Industry Market Structure
Market-capitalization share and concentration across all 31 companies in Barclays Plc's industry classification, broader than the peer set above. Market cap in millions of $.Barclays Plc ranks #9 of 31 companies by market capitalization in its industry, holding 5.52 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 838, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Royal Bank Of Canada | 281,709 | 12.93 % |
| 2 | Mitsubishi Ufj Financial Group Inc | 272,377 | 12.51 % |
| 3 | Santander Uk Group Holdings Plc | 256,630 | 11.78 % |
| 4 | Toronto dominion Bank | 201,406 | 9.25 % |
| 5 | Ubs Ag | 1,234 | 5.2% |
| 6 | Natwest Group Plc | 1,234 | 5.2% |
| 7 | Ing Groep Nv | 1,234 | 5.2% |
| 8 | Bank Of Montreal | 1,234 | 5.2% |
| 9 | Barclays Plc | 120,283 | 5.52 % |
| 10 | Grupo Aval Acciones Y Valores S a | 1,234 | 5.2% |
Market cap and industry share for the rest of Barclays Plc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Barclays Plc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 4 | Toronto dominion Bank | 201,406 | 52.96 % |
| 5 | Ubs Ag | 168,327 | 21.42 % |
| 6 | Natwest Group Plc | 149,031 | 35.72 % |
| 7 | Ing Groep Nv | 129,839 | 42.81 % |
| 8 | Bank Of Montreal | 1,234 | 12.3% |
| 9 | Barclays Plc | 120,283 | 21.86 % |
| 10 | Grupo Aval Acciones Y Valores S a | 1,234 | 12.3% |
| 11 | Hdfc Bank Limited | 1,234 | 12.3% |
| 12 | Canadian Imperial Bank Of Commerce | 1,234 | 12.3% |
| 13 | Kb Financial Group Inc | 1,234 | 12.3% |
| 14 | Credicorp Ltd | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Barclays Plc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Barclays Plc's Valuation vs Competitive Position
Valuation multiples vs the Money Center Banks industry average (8 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 11.3x | 19.5x | -8.2x |
| EV / EBITDA | - | 12.7x | - |
| P/B | - | 1.5x | - |
| Return on Equity | 9.22 % | industry aggregate | 1.22 % |
| Return on Invested Capital | 0.56 % | 2.15 % (avg) | -1.59 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Barclays Plc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | 2.34 % | 19.34 % | 13.54 % |
| Operating Margin | - | - | - |
| Return on Invested Capital | 0.42 % | 0.51 % | 0.56 % |
| P/E | 5.4x | 7.8x | 11.3x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Barclays Plc's BCG Growth-Share Matrix
Relative market share (vs Barclays Plc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Barclays Plc falls in the Question Mark quadrant: relative market share of 0.43x vs its largest competitor, in an industry growing revenue 13.8% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Barclays Plc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 838 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.00 % vs industry average 2.92 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Barclays Plc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Barclays Plc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Barclays Plc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Barclays Plc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Barclays Plc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+427.7% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.43x).
Opportunities
- Industry revenue growing at a healthy 13.8% median pace.
- A meaningful share of tracked competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-3.4% annualized).
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Barclays Plc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Barclays Plc | - | 0.01 | - |
| Discover Financial Services | 0.13 | 1.36 | 0.04 |
| Synchrony Financial | 0.25 | 1.68 | 0.93 |
| Evercore Inc | 0.94 | 2.54 | 0.26 |
| Tegna Inc | 0.73 | 1.68 | 0.90 |
| Perella Weinberg Partners | 3.51 | 4.50 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Barclays Plc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Barclays Plc | Q4 2025 | +13.5 % | +13.5 % |
| Discover Financial Services | Q1 2025 | +12.9 % | +25.6 % |
| Synchrony Financial | Q2 2026 | +35.8 % | -6.4 % |
| Evercore Inc | Q2 2026 | +19.1 % | -0.4 % |
| Tegna Inc | Q4 2025 | -18.9 % | -68.9 % |
| Perella Weinberg Partners | Q2 2026 | +0.8 % | +48.3 % |
| PEERS TOTAL | +15.8 % | +10.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Barclays Plc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Barclays Plc | Q4 2025 | - | - |
| Discover Financial Services | Q1 2025 | -16.9 % | -9.9 % |
| Synchrony Financial | Q2 2026 | +4.8 % | - |
| Evercore Inc | Q2 2026 | +97.1 % | -58.8 % |
| Tegna Inc | Q4 2025 | -2.4 % | +27.7 % |
| Perella Weinberg Partners | Q2 2026 | - | +110.4 % |
Barclays Plc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Barclays Plc | 0.47% | 0.47% | 9.22% |
| Discover Financial Services | 3.14% | 3.18% | 26.87% |
| Synchrony Financial | 2.88% | 6.51% | 20.57% |
| Evercore Inc | 17.22% | 21.62% | 37.32% |
| Tegna Inc | 3.10% | 3.12% | 7.08% |
| Perella Weinberg Partners | 4.16% | 4.46% | - |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Barclays Plc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Barclays Plc | 12.53 | 5.45 |
| Discover Financial Services | 10.69 | 3.78 |
| Synchrony Financial | 7.43 | 1.56 |
| Evercore Inc | 14.72 | 2.27 |
| Tegna Inc | 14.84 | 1.20 |
| Perella Weinberg Partners | 44.36 | 2.16 |
| PEERS AVERAGE | 10.94 | 3.37 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.