BARC.L · LSE · Financial Services
Barclays PLC
Also onConsensus Drift
Implied value per share
GBp 718.70
Market price
GBp 462.20
Implied upside
+55.5%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (GBP). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | GBP 30.7bn | GBP 32.3bn | GBP 33.9bn | GBP 35.7bn | GBP 37.6bn | +5.2% |
| EBIT | GBP 8.9bn | GBP 9.4bn | GBP 9.9bn | GBP 10.4bn | GBP 10.9bn | +5.2% |
| NOPAT | GBP 7.1bn | GBP 7.5bn | GBP 7.9bn | GBP 8.3bn | GBP 8.7bn | +5.2% |
| Add depreciation & amortisation | GBP 2.0bn | GBP 2.1bn | GBP 2.2bn | GBP 2.4bn | GBP 2.5bn | +5.2% |
| Less capital expenditure | GBP -2.0bn | GBP -2.1bn | GBP -2.2bn | GBP -2.3bn | GBP -2.5bn | +5.2% |
| Less increase in working capital | GBP -1.5bn | GBP -1.6bn | GBP -1.7bn | GBP -1.8bn | GBP -1.9bn | +5.2% |
| Free cashflow to firm | GBP 5.6bn | GBP 5.9bn | GBP 6.2bn | GBP 6.6bn | GBP 6.9bn | +5.2% |
| Discount factor | 0.9588 | 0.8815 | 0.8104 | 0.7450 | 0.6849 | - |
| Present value | GBP 5.4bn | GBP 5.2bn | GBP 5.1bn | GBP 4.9bn | GBP 4.7bn | -3.3% |
| Present Value Of The Forecast | GBP 25.3bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 4.50% | GBP assumption - no free live source available for this market (assumption) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.915 | Reported 0.873, pulled toward 1.0 (Blume) |
| Cost of equity | 9.53% | Risk-free + beta x equity risk premium |
| Cost of debt | 10.69% | Interest expense / average total debt |
| Market capitalisation | GBP 61.9bn | 22.0% of capital |
| Total debt | GBP 219.9bn | 78.0% of capital, book value as a proxy |
| Tax rate | 19.9% | Effective, capped at statutory |
| WACC | 8.77% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
73% of EV
- Forecast FCFF, final year
- GBP 6.9bn
- Capex at depreciation, working capital in reinvestment
- GBP 8.7bn
- Less reinvestment at g/ROIC (28.5% of NOPAT)
- GBP -2.5bn
- Capitalised
- GBP 6.2bn
- ROIC (WACC floor)
- 8.8%
- Terminal value, undiscounted
- GBP 102.0bn
- Terminal value, discounted
- GBP 69.9bn
- Enterprise value
- GBP 95.1bn
- Less net debt
- GBP -9.8bn
- Equity value
- GBP 105.0bn
Exit at 4.8x EBITDA
63% of EV
- Terminal value, undiscounted
- GBP 64.0bn
- Terminal value, discounted
- GBP 43.9bn
- Enterprise value
- GBP 69.1bn
- Less net debt
- GBP -9.8bn
- Equity value
- GBP 78.9bn
Spread between methods: 28%.
Sensitivity
Value per share (GBP) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 6.77% | 9.15 | 9.19 | 9.22 | 9.25 | 9.29 |
| 7.77% | 8.02 | 8.04 | 8.07 | 8.10 | 8.13 |
| 8.77% | 7.14 | 7.16 | 7.19 | 7.21 | 7.23 |
| 9.77% | 6.45 | 6.47 | 6.49 | 6.51 | 6.53 |
| 10.77% | 5.88 | 5.90 | 5.92 | 5.94 | 5.95 |
Outlined: this model. Green text: above today's price of 4.62. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 5.2% | -13.4% | -18.6pp |
| EBIT margin | 29.0% | 18.4% | -10.7pp |
| Discount rate | 8.8% | 14.1% | +5.3pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.