BCS
Barclays PLC
BCS has the edge over JPM overall, supported by stronger valuation and stronger fundamentals.
JPM
JPMorgan Chase & Co.
JPM has lower modeled downside risk, despite its lower overall score.
BCS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
BCS's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like BCS.
JPM Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
JPM's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like JPM.
BCS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.1x | $13.63 | -40% |
| Fair | 8.4x | $22.57 | -1.2% |
| Current | 8.5x | $22.84 | — |
| Expensive | 11x | $29.76 | +30% |
Historical ranges are pointers, not guarantees.
BCS's PE is 8.5x, but its earnings don't support one, so it isn't a reliable read right now.
JPM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $231 | -33% |
| Fair | 12x | $287 | -16% |
| Current | 14x | $343 | — |
| Forward | 14x | $343 | — |
| Expensive | 15x | $361 | +5.2% |
Historical ranges are pointers, not guarantees.
JPM has the edge over BCS in the historical PE scenario, which offers more potential upside but is not a forecast.
BCS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for BCS, with profitability improving.
JPM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for JPM, with profitability improving.
BCS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $2.69 | +26% |
| Q2 2026 | $2.58 | +18% |
| Q1 2026 | $2.31 | +14% |
| Q4 2025 | $2.26 | +22% |
| Q3 2025 | $2.14 | +44% |
| Q2 2025 | $2.19 | +62% |
| Q1 2025 | $2.02 | +45% |
| Q4 2024 | $1.86 | +29% |
BCS has the edge over JPM on earnings, with stronger typical year-over-year growth.
JPM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $24.99 | +4.8% |
| Q3 2026 | $23.85 | +18% |
| Q2 2026 | $23.35 | +20% |
| Q1 2026 | $20.89 | +2.5% |
| Q4 2025 | $20.02 | +1.4% |
| Q3 2025 | $20.20 | +12% |
| Q2 2025 | $19.50 | +8.7% |
| Q1 2025 | $20.38 | +23% |
| Q4 2024 | $19.75 | +22% |
JPM's earnings per share have climbed steadily: $23.85 over the past year, up 18% from the year before, and higher year over year for 15 quarters in a row.
BCS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $9.8B | +9.6% |
| Q2 2026 | $11.2B | +23% |
| Q1 2026 | $10.8B | +8.7% |
| Q4 2025 | $9.1B | -0.3% |
| Q3 2025 | $8.9B | +6.4% |
| Q2 2025 | $9.1B | +8.6% |
| Q1 2025 | $10B | +8.4% |
| Q4 2024 | $9.2B | +26% |
BCS has the edge over JPM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 31% | +0.3 points |
| Q2 2026 | 39% | +3.7 points |
| Q1 2026 | 35% | 0 points |
| Q4 2025 | 27% | +2 points |
| Q3 2025 | 31% | -3.3 points |
| Q2 2025 | 35% | +4.7 points |
| Q1 2025 | 35% | +2 points |
| Q4 2024 | 25% | +23 points |
BCS's operating margin was 31% last quarter, about level with the same quarter a year ago.
JPM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $50.2B | +8.1% |
| Q2 2026 | $57.3B | +28% |
| Q1 2026 | $49.8B | +10% |
| Q4 2025 | $45.8B | +7.1% |
| Q3 2025 | $46.4B | +8.8% |
| Q2 2025 | $44.9B | -11% |
| Q1 2025 | $45.3B | +8.1% |
| Q4 2024 | $42.8B | +11% |
JPM's revenue has grown year over year for five quarters in a row: $50.2B last quarter, up 8.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 40% | -0.2 points |
| Q2 2026 | 48% | +7.3 points |
| Q1 2026 | 41% | +0.5 points |
| Q4 2025 | 37% | -3.2 points |
| Q3 2025 | 40% | +0.6 points |
| Q2 2025 | 41% | -6 points |
| Q1 2025 | 41% | -0.6 points |
| Q4 2024 | 41% | +11 points |
JPM has the edge over BCS on profitability, with a higher operating margin.
BCS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $0 | $0 |
| Q2 2026 | $0 | $0 |
| Q1 2026 | $0 | $0 |
| Q4 2025 | $0 | $0 |
| Q3 2025 | $0 | $0 |
| Q2 2025 | $0 | $0 |
| Q1 2025 | $0 | $0 |
| Q4 2024 | $0 | $0 |
BCS's free cash flow was $0 over the past year, against $0 the year before. Free cash flow isn't a meaningful measure for financial services companies like BCS.
JPM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $33.2B | +$78.4B |
| Q2 2026 | -$25.3B | -186% |
| Q1 2026 | -$211.8B | +$40.1B |
| Q4 2025 | $119.7B | -19% |
| Q3 2025 | -$45.2B | +$28.9B |
| Q2 2025 | $29.5B | -23% |
| Q1 2025 | -$251.8B | -$97.7B |
| Q4 2024 | $147.8B | +145% |
JPM has the edge over BCS on cash flow, with more consistent year-over-year improvement.
BCS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.2% | -75.1M shares |
| 1 year | -4.4% | -155M shares |
| 3 years | -13% | -495M shares |
| 5 years | -21% | -909M shares |
| Available history | -22% | -942M shares |
BCS has the edge over JPM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
BCS hasn't bought back shares in the past year.
JPM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -11.2M shares |
| 1 year | -3.1% | -84.6M shares |
| 3 years | -8.5% | -249M shares |
| 5 years | -11% | -322M shares |
| Available history | -17% | -547M shares |
JPM has 2.7B diluted shares, down 3.1% from a year ago, with $24.5B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.1B |
| Q2 2026 | $6.8B |
| Q1 2026 | $8.3B |
| Q4 2025 | $8.3B |
| Q3 2025 | $8.3B |
| Q2 2025 | $7.5B |
| Q1 2025 | $7.5B |
| Q4 2024 | $4.3B |
JPM spent $24.5B buying back its own shares over the past year, down 11% from the year before.
BCS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -23.9x | Net Cash |
| Q2 2026 | -10.7x | Net Cash |
| Q1 2026 | -10.7x | Net Cash |
| Q4 2025 | -1.1x | Net Cash |
| Q3 2025 | -28.6x | Net Cash |
| Q2 2025 | -12.1x | Net Cash |
| Q1 2025 | -15.3x | Net Cash |
| Q4 2024 | -3.0x | Net Cash |
BCS has the edge over JPM on leverage, with a lower net debt burden relative to earnings.
JPM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 0.5x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.5x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.4x | Very low |
JPM's net debt is less than a year of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like JPM.
BCS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.0 | Neutral |
| Stochastic | 15.1 | Oversold |
BCS's weekly RSI is 40 (neutral) and its Stochastic is 15 (oversold).
JPM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.8 | Neutral |
| Stochastic | 31.5 | Neutral |
JPM's weekly RSI is 55 (neutral) and its Stochastic is 31 (neutral).
BCS PE vs Financial Services Sector
| Metric | BCS | Sector median | Relative |
|---|---|---|---|
| PE | 8.5x | 13x | 35% below |
| PE % | 51 | 63 | 12 pts below |
BCS has the edge over JPM on valuation relative to its sector.
JPM PE vs Financial Services Sector
| Metric | JPM | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 13x | 10% above |
| PE % | 76 | 63 | 13 pts above |
JPM is trading at 14x earnings, a 10% premium to the Financial Services sector's median of 13x.
BCS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $22.9 | 0.4% below |
| 20 week MA | $25.5 | 10% below |
| 50 week MA | $24.8 | 7.7% below |
| 100 week MA | $21.2 | 7.8% above |
| 200 week MA | $15.2 | 50% above |
BCS has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 50% above its 200-week average.
JPM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $336.8 | 1.8% above |
| 20 week MA | $345.3 | 0.7% below |
| 50 week MA | $323.2 | 6.1% above |
| 100 week MA | $298.9 | 15% above |
| 200 week MA | $236.6 | 45% above |
JPM has the edge over BCS on trend strength, trading above more of its moving averages.
BCS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.45 | $8.11 | -14% |
| 2021 | $8.11 | $10.2 | +26% |
| 2022 | $10.2 | $7.79 | -24% |
| 2023 | $7.79 | $7.88 | +1.2% |
| 2024 | $7.88 | $13.3 | +69% |
| 2025 | $13.3 | $25.7 | +94% |
| 2026 YTD | $25.7 | $22.8 | -11% |
BCS has finished higher in four of the last six years, two of them by more than 50%. It's down 11% so far in 2026.
JPM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $139.1 | $124.5 | -11% |
| 2021 | $124.5 | $157.3 | +26% |
| 2022 | $157.3 | $131.3 | -17% |
| 2023 | $131.3 | $170.1 | +30% |
| 2024 | $170.1 | $241.2 | +42% |
| 2025 | $241.2 | $327.9 | +36% |
| 2026 YTD | $327.9 | $342.8 | +4.5% |
JPM has the edge over BCS on returns for 2026, with the stronger performance.