(BPE5) BP p.l.c. - Overview

Sector: Energy | Industry: Oil & Gas Integrated | Exchange: XETRA (Germany) | Market Cap: 100.749m EUR | Total Return: 58.5% in 12m

Oil, Natural Gas, Biofuels, Lubricants, EV Charging
Total Rating 48
Safety 58
Buy Signal -0.16
Oil & Gas Integrated
Industry Rotation: +30.4
Market Cap: 117B
Avg Turnover: 10.0M
Risk 3d forecast
Volatility24.4%
VaR 5th Pctl4.36%
VaR vs Median8.43%
Reward TTM
Sharpe Ratio1.73
Rel. Str. IBD79.4
Rel. Str. Peer Group34.2
Character TTM
Beta0.340
Beta Downside0.572
Hurst Exponent0.432
Drawdowns 3y
Max DD36.25%
CAGR/Max DD0.32
CAGR/Mean DD0.87
EPS (Earnings per Share) EPS (Earnings per Share) of BPE5 over the last years for every Quarter: "2021-03": 0.19, "2021-06": 0.12, "2021-09": -0.1071, "2021-12": 0.102, "2022-03": -0.9311, "2022-06": 0.4427, "2022-09": -0.1137, "2022-12": 0.5725, "2023-03": 0.42, "2023-06": 0.092, "2023-09": 0.19, "2023-12": 0.02, "2024-03": 0.1216, "2024-06": -0.0072, "2024-09": 0.14, "2024-12": -0.1156, "2025-03": 0.0406, "2025-06": 0.0906, "2025-09": 0.0631, "2025-12": -0.1908, "2026-03": 0.2097,
EPS CAGR: -74.77%
EPS Trend: -78.6%
Last SUE: 0.29
Qual. Beats: 0
Revenue Revenue of BPE5 over the last years for every Quarter: 2021-03: 34611.244, 2021-06: 36028.569, 2021-09: 35463.695, 2021-12: 50598.13, 2022-03: 48176.191, 2022-06: 65676.519963, 2022-09: 51770.588, 2022-12: 72571.836, 2023-03: 57154.022, 2023-06: 49099.055, 2023-09: 51199.546, 2023-12: 53124.197275, 2024-03: 48384.856, 2024-06: 47447.617, 2024-09: 47254, 2024-12: 44664.839, 2025-03: 46905, 2025-06: 46627, 2025-09: 48386, 2025-12: 47383, 2026-03: 51076.459,
Rev. CAGR: -7.03%
Rev. Trend: -84.5%
Last SUE: 0.80
Qual. Beats: 0

Warnings

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: BPE5 BP p.l.c.

BP p.l.c. is a London-based integrated energy company operating across the full hydrocarbon value chain and expanding into renewable energy sectors. Its business model is structured into three primary segments: Gas & Low Carbon Energy, Oil Production & Operations, and Customers & Products. The company’s activities range from upstream crude oil and natural gas extraction to downstream refining, retail fuel stations, and the manufacturing of Castrol lubricants.

The integrated oil and gas sector is characterized by high capital intensity and vertical integration, which allows companies to hedge against price volatility by capturing margins at both the production and retail levels. BP is currently diversifying its portfolio to include sustainable aviation fuel, hydrogen, and electric vehicle charging infrastructure to address long-term energy transition trends. Evaluating the underlying valuation metrics on ValueRay can help determine how these strategic pivots impact long-term shareholder returns.

Founded in 1908, BP maintains a global presence in midstream logistics, commodity trading, and bioenergy. The company serves diverse markets including commercial aviation, B2B industrial sectors, and consumer retail through its extensive network of convenience sites and fueling stations.

Headlines to Watch Out For
  • Brent crude oil price fluctuations directly impact upstream exploration and production margins
  • Natural gas trading volatility and LNG demand drive quarterly earnings performance
  • Capital expenditure allocation between fossil fuels and low-carbon energy affects valuation
  • Refining margins and retail fuel demand influence downstream segment profitability
  • Dividend growth and share buyback programs dictate investor sentiment and stock liquidity
Piotroski VR-10 (Strict) 5.0
Net Income: 3.12b TTM > 0 and > 6% of Revenue
FCF/TA: 0.04 > 0.02 and ΔFCF/TA -0.89 > 1.0
NWC/Revenue: 11.84% < 20% (prev -2.42%; Δ 14.26% < -1%)
CFO/TA 0.08 > 3% & CFO 24.4b > Net Income 3.12b
Net Debt (52.8b) to EBITDA (35.5b): 1.49 < 3
Current Ratio: 1.22 > 1.5 & < 3
Outstanding Shares: last quarter (15.7b) vs 12m ago -2.71% < -2%
Gross Margin: 21.84% > 18% (prev 0.15%; Δ 2.17k% > 0.5%)
Asset Turnover: 74.50% > 50% (prev 85.44%; Δ -10.94% > 0%)
Interest Coverage Ratio: 3.57 > 6 (EBITDA TTM 35.5b / Interest Expense TTM 4.85b)
Altman Z'' 1.16
A: 0.08 (Total Current Assets 127b - Total Current Liabilities 105b) / Total Assets 301b
B: 0.05 (Retained Earnings 14.0b / Total Assets 301b)
C: 0.07 (EBIT TTM 17.3b / Avg Total Assets 260b)
D: 0.06 (Book Value of Equity 14.0b / Total Liabilities 224b)
Altman-Z'' = 1.16 = BB
Beneish M -3.00
DSRI: 1.50 (Receivables 35.9b/23.1b, Revenue 193b/186b)
GMI: 0.70 (GM 21.84% / 15.26%)
AQI: 0.90 (AQ_t 0.25 / AQ_t-1 0.28)
SGI: 1.04 (Revenue 193b / 186b)
TATA: -0.07 (NI 3.12b - CFO 24.4b) / TA 301b)
Beneish M = -3.00 (Cap -4..+1) = A
What is the price of BPE5 shares?

As of May 24, 2026, the stock is trading at EUR 6.54 with a total of 1,087,777 shares traded.
Over the past week, the price has changed by +0.92%, over one month by -2.07%, over three months by +19.01% and over the past year by +58.49%.

Is BPE5 a buy, sell or hold?

BP p.l.c. has no consensus analysts rating.

BP p.l.c. (BPE5) - Fundamental Data Overview as of 20 May 2026
Market Cap USD = 117b (101b EUR * 1.1625 EUR.USD)
Market Cap USD = 117b (101b EUR * 1.1625 EUR.USD)
P/E Trailing = 36.2278
P/E Forward = 7.9936
P/S = 0.522
P/B = 2.0075
P/EG = 0.0457
Revenue TTM = 193b USD
EBIT TTM = 17.3b USD
EBITDA TTM = 35.5b USD
Long Term Debt = 52.2b USD (from longTermDebt, last quarter)
Short Term Debt = 10.5b USD (from shortTermDebt, last quarter)
Debt = 88.5b USD (from shortLongTermDebtTotal, last quarter) + Leases 14.4b
Net Debt = 52.8b USD (calculated: Debt 88.5b - CCE 35.7b)
Enterprise Value = 170b USD (117b + Debt 88.5b - CCE 35.7b)
Interest Coverage Ratio = 3.57 (Ebit TTM 17.3b / Interest Expense TTM 4.85b)
EV/FCF = 14.88x (Enterprise Value 170b / FCF TTM 11.4b)
FCF Yield = 6.72% (FCF TTM 11.4b / Enterprise Value 170b)
FCF Margin = 5.90% (FCF TTM 11.4b / Revenue TTM 193b)
Net Margin = 1.61% (Net Income TTM 3.12b / Revenue TTM 193b)
Gross Margin = 21.84% ((Revenue TTM 193b - Cost of Revenue TTM 151b) / Revenue TTM)
Gross Margin QoQ = 24.08% (prev 16.20%)
Tobins Q-Ratio = 0.56 (Enterprise Value 170b / Total Assets 301b)
Interest Expense / Debt = 5.48% (Interest Expense 4.85b / Debt 88.5b)
Taxrate = 42.81% (3.08b / 7.20b)
NOPAT = 9.91b (EBIT 17.3b * (1 - 42.81%))
Current Ratio = 1.22 (Total Current Assets 127b / Total Current Liabilities 105b)
Debt / Equity = 1.58 (Debt 88.5b / totalStockholderEquity, last quarter 55.9b)
Debt / EBITDA = 1.49 (Net Debt 52.8b / EBITDA 35.5b)
Debt / FCF = 4.63 (Net Debt 52.8b / FCF TTM 11.4b)
Total Stockholder Equity = 56.6b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.20% (Net Income 3.12b / Total Assets 301b)
RoE = 5.52% (Net Income TTM 3.12b / Total Stockholder Equity 56.6b)
RoCE = 15.92% (EBIT 17.3b / Capital Employed (Equity 56.6b + L.T.Debt 52.2b))
RoIC = 4.79% (NOPAT 9.91b / Invested Capital 207b)
WACC = 5.44% (E(117b)/V(206b) * Re(7.18%) + D(88.5b)/V(206b) * Rd(5.48%) * (1-Tc(0.43)))
Discount Rate = 7.18% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -77.78 | Cagr: -4.25%
[DCF] Terminal Value 76.89% ; FCFF base≈10.9b ; Y1≈12.1b ; Y5≈15.4b
[DCF] Fair Price = 11.84 (EV 236b - Net Debt 52.8b = Equity 183b / Shares 15.4b; r=8.35% [WACC [floored]]; 5y FCF grow 12.05% → 2.50% )
EPS Correlation: -78.61 | EPS CAGR: -74.77% | SUE: 0.29 | # QB: 0
Revenue Correlation: -84.55 | Revenue CAGR: -7.03% | SUE: 0.80 | # QB: 0