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Fundamental research firms like Bank of America , quantitative firms like Callard, technical research firms like When2Trade and firms that use empirically tested analytical methods like Price Target Research all have different research styles. Investars gives you an easy way to measure performance where it counts, identify the strengths and weaknesses and better understand the research you are getting. Select your target firm from the drop down list and get an independent look at the firm's background and strengths, plus a list of the firm's top analysts. Subscribers can get in-depth biographical and individual performance details as well.
Choose your desired performance benchmark from the drop-down list and then choose a time period. You can fine-tune your results by making selections from the other drop-down lists.
 
Research Profile for   
 
Barclays Capital
General Information
Website: http://www.barcap.com/
Type of Firm: sell-side research firm
Type of Research: major fundamental / bulge bracket
Ratings Data: ratings for Barclays Capital are collected from third party sources. As such they may not be 100% accurate.
Equity Research Disclosures: Barclays Capital provides investors with transparency into their historical ratings: http://www.lehman.com/disclosures/
Barclays Capital
Historical Sector Coverage
 
Barclays Capital
Media Coverage
Barclays Capital has received media coverage in the following articles:
Washington Post: Feb 27, 2002, Analysts Face Scrutiny Over Enron Ratings
Bloomberg TV: Jul 24, 2002, Analysts That Investors Trust Don`t Work on Wall Street
 
Barclays Capital
2007 Power Analysts
Power Analyst data is collected from the Investars Internal Performance Measurement platform. The Investars IPM system is a cost effective cusomizeable system used by some of the top buyside/sellside institutions to identify and monitor the strengths and weaknesses of their research products. If you have a Investars Internal Performance measurement account please login here. If you would like a demo of the system please contact us.
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Each research firm has a different objective for its ratings. The analysts at each firm who attain those objectives are designated as Power Analysts at Investars. At Investars you can view how these Power Analysts rate the stocks that you are interested in. In many cases you can also obtain free reports by these analysts.
Rank Analyst Name Reports Chart
1 Robert Hopkins
2 Harry E. Blount, CFA
3 Joyce Minor
more..
Barclays Capital
Strengths Section
Our data shows that certain firms have been consistently strong in certain sectors over multiple time periods and according to various performance criteria. Our strengths section provides our users with a simple graphic identifying these sectors.
 
Barclays Capital
Ratings Definition
Barclays Capital
Ratings Translation
Underweight
The stock is expected to underperform the unweighted expected total return of the industry sector over a 12-month investment horizon.
Equal weight
The stock is expected to perform in line with the unweighted expected total return of the industry sector over a 12-month investment horizon.
Rating Suspended
The rating and target price have been suspended temporarily to comply with applicable regulations and/or firm policies in certain circumstances including when Lehman Brothers is acting in an advisory capacity on a merger or strategic transaction involving the company.
Overweight
The stock is expected to outperform the unweighted expected total return of the industry sector over a 12-month investment horizon.
Since every firm may have a different ratings scale (buy, sell or hold) or (outperform, underperform, neutral), in order to compare firms on the same basis, Investars translates each firm's ratings scale into a common scale: positive, neutral, negative. The table below illustrates how Investars translates Barclays Capital ratings into a 3 point scale:
Barclays Capital
Rating Scale
12.7% underweight
46.2% equal weight
41.1% overweight
 

Investars Normalized
3 Point Scale
12.7% Negative
46.2% Neutral
41.1% Positive

The percentage numbers represent the percent of all ratings made over the last 1 year [Sep 01, 2009 - Sep 01, 2010].
Please note: these numbers do not represent the current ratings distribution.
 
Barclays Capital
Return-Volatility Chart
Return-Volatility Chart for 1 Year Sep 01, 2009 - Sep 01, 2010. Investars Return-Volatility Charts allow clients to compare the return to the risk of the research.
Barclays Capital
Ratings Performance Chart
Investars tracks the performance of research firms over time so that clients can see whether or not the firm has been consistently providing clients with profitable research.

Click here to view the Risk Chart for all firms
Sep 01, 2009 - Sep 01, 2010
Performance History for Barclays Capital
 
 
 
 
Performance Metric  
 
The data for this firm is collected from public sources and checked against the transparency reports the firm is required to post on its sites
to facilitate third-party performance measurement as a result of the settlement on analyst conflicts of interests.
 
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