{"id":110383,"date":"2026-08-25T06:02:09","date_gmt":"2026-08-25T06:02:09","guid":{"rendered":"https:\/\/www.europesays.com\/britain\/110383\/"},"modified":"2026-08-25T06:02:09","modified_gmt":"2026-08-25T06:02:09","slug":"barclays-lsebarc-could-be-12-undervalued-after-investment-bank-ceo-shake-up","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/britain\/110383\/","title":{"rendered":"Barclays (LSE:BARC) Could Be 12% Undervalued After Investment Bank CEO Shake Up"},"content":{"rendered":"\n

Make better investment decisions<\/a> with Simply Wall St’s easy, visual tools that give you a competitive edge. <\/p>\n

Barclays (LSE:BARC) is back in focus after announcing that Mike Joo and Adeel Khan will become Co-CEOs of its Investment Bank from February 2027, pending regulatory approval. <\/p>\n

See our latest analysis for Barclays.<\/a> <\/p>\n

At a share price of \u00a34.9535, Barclays has seen a 9.22% 90 day share price return and a 34.62% 1 year total shareholder return. This suggests that recent momentum comes on top of a much stronger multi year run that investors are weighing against this leadership change. <\/p>\n

If you are looking beyond banks after Barclays latest move, it could be a good moment to scan for other financials with resilient balance sheets or distinctive business models using the 8 top founder-led companies<\/a> <\/p>\n

After a strong run and a fresh leadership set up in the Investment Bank, the question for Barclays now is simple: Does the current valuation still leave enough upside to justify the risks you are taking from here? <\/p>\n

Most Popular Narrative: 12.2% Undervalued <\/p>\n

Barclays closed at \u00a34.95, while the most followed narrative on the stock points to a fair value of \u00a35.64. That gap is central to how some investors are framing this new Investment Bank leadership shift. <\/p>\n

Combined with a price-to-earnings ratio of around 10, the price-to-book ratio suggests a puzzling lack of confidence in Barclays’ future profitability and earnings durability. Understanding the reasons for this disconnect is the focus of today’s deep dive. <\/p>\n

Read the complete narrative.<\/a> <\/p>\n

Want to see what could close that valuation gap? The narrative focuses on steady earnings progress, firmer margins, and a full valuation toolkit that stretches well beyond simple headline ratios. <\/p>\n

Result: Fair Value of \u00a35.64 (UNDERVALUED) <\/p>\n

Have a read of the narrative in full and understand what’s behind the forecasts.<\/a> <\/p>\n

However, this Barclays narrative can still break if investment banking earnings stay under pressure or if fresh regulatory or conduct issues hit investor confidence again. <\/p>\n

Find out about the key risks to this Barclays narrative.<\/a> <\/p>\n

Next Steps <\/p>\n

With mixed sentiment around Barclays and its Investment Bank, now is a good time to weigh both sides yourself and decide how comfortable you are with the balance of risks and rewards. To frame that decision quickly, it is worth checking the 4 key rewards and 4 important warning signs<\/a> <\/p>\n

Looking for more investment ideas beyond Barclays? <\/p>\n

If you are ready to broaden your watchlist, now is a smart time to look at other stocks with different risk and reward profiles. <\/p>\n","protected":false},"excerpt":{"rendered":"Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. Barclays…\n","protected":false},"author":2,"featured_media":109976,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21264],"tags":[38471,3343,21326,21418,20100,20796],"class_list":["post-110383","post","type-post","status-publish","format-standard","has-post-thumbnail","category-barclays","tag-adeel-khan","tag-barclays","tag-competitive-edge","tag-investment-bank","tag-investment-decisions","tag-total-shareholder-return"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@UnitedKingdom\/117154633606358939","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/110383","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/comments?post=110383"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/110383\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media\/109976"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media?parent=110383"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/categories?post=110383"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/tags?post=110383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}