(BPE5) BP p.l.c. - Ratings and Ratios
Oil, Gas, Solar, Wind, Biofuels
Dividends
| Dividend Yield | 6.19% |
| Yield on Cost 5y | 13.53% |
| Yield CAGR 5y | -0.84% |
| Payout Consistency | 92.2% |
| Payout Ratio | 3.6% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 24.4% |
| Value at Risk 5%th | 39.9% |
| Relative Tail Risk | -0.58% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.51 |
| Alpha | 15.89 |
| CAGR/Max DD | 0.10 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.599 |
| Beta | 0.080 |
| Beta Downside | 0.764 |
| Drawdowns 3y | |
|---|---|
| Max DD | 36.25% |
| Mean DD | 13.92% |
| Median DD | 13.82% |
Description: BPE5 BP p.l.c. December 03, 2025
BP p.l.c. (XETRA:BPE5) is an integrated energy group that operates across three main segments: Gas & Low-Carbon Energy, Oil Production & Operations, and Customers & Products. The firm extracts and processes crude oil, produces natural gas, trades power and gas, and is expanding into solar, on-shore/off-shore wind, hydrogen, carbon capture, EV charging, lubricants (Castrol), aviation fuel, and bioenergy.
In 2023 BP reported upstream production of roughly 1.6 million barrels of oil equivalent per day and net earnings of $9.5 billion, while capital expenditure (capex) was $13.2 billion, with about $4 billion earmarked for low-carbon projects. The company has set a target to cut its operational carbon intensity by 30 % by 2030 relative to a 2020 baseline.
The segment’s outlook is heavily influenced by three macro drivers: (1) volatile natural-gas prices driven by geopolitical supply constraints, (2) the EU Emissions Trading System (ETS) price, which currently trades above €80 tonne CO₂ and directly affects profitability of carbon-intensive assets, and (3) accelerating demand for renewable power and EV charging infrastructure as governments tighten climate regulations.
For a deeper, data-driven assessment of BP’s valuation and risk profile, you may want to explore the detailed analytics available on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income (1.56b TTM) > 0 and > 6% of Revenue (6% = 11.20b TTM) |
| FCFTA 0.04 (>2.0%) and ΔFCFTA -1.24pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 8.30% (prev 8.49%; Δ -0.19pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.09 (>3.0%) and CFO 24.32b > Net Income 1.56b (YES >=105%, WARN >=100%) |
| Net Debt (25.28b) to EBITDA (22.00b) ratio: 1.15 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.19 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (15.44b) change vs 12m ago -7.61% (target <= -2.0% for YES) |
| Gross Margin 16.79% (prev 17.57%; Δ -0.78pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 67.84% (prev 72.75%; Δ -4.91pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 1.76 (EBITDA TTM 22.00b / Interest Expense TTM 5.11b) >= 6 (WARN >= 3) |
Altman Z'' 0.98
| (A) 0.06 = (Total Current Assets 95.86b - Total Current Liabilities 80.36b) / Total Assets 280.46b |
| (B) 0.08 = Retained Earnings (Balance) 22.53b / Total Assets 280.46b |
| (C) 0.03 = EBIT TTM 9.02b / Avg Total Assets 275.08b |
| (D) 0.13 = Book Value of Equity 27.02b / Total Liabilities 202.81b |
| Total Rating: 0.98 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 53.37
| 1. Piotroski 3.50pt |
| 2. FCF Yield 8.27% |
| 3. FCF Margin 5.72% |
| 4. Debt/Equity 1.23 |
| 5. Debt/Ebitda 1.15 |
| 6. ROIC - WACC (= -0.36)% |
| 7. RoE 2.82% |
| 8. Rev. Trend -54.09% |
| 9. EPS Trend 4.87% |
What is the price of BPE5 shares?
Over the past week, the price has changed by +0.13%, over one month by +0.50%, over three months by +9.78% and over the past year by +20.04%.
Is BPE5 a buy, sell or hold?
What are the forecasts/targets for the BPE5 price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 5 | -4.6% |
BPE5 Fundamental Data Overview November 26, 2025
Market Cap USD = 92.39b (79.19b EUR * 1.1666 EUR.USD)
P/E Trailing = 57.4111
P/E Forward = 12.1655
P/S = 0.4259
P/B = 1.5681
P/EG = 0.1342
Beta = 0.048
Revenue TTM = 186.62b USD
EBIT TTM = 9.02b USD
EBITDA TTM = 22.00b USD
Long Term Debt = 54.10b USD (from longTermDebt, last quarter)
Short Term Debt = 6.09b USD (from shortLongTermDebt, last quarter)
Debt = 71.55b USD (from shortLongTermDebtTotal, last fiscal year)
Net Debt = 25.28b USD (from netDebt column, last quarter)
Enterprise Value = 129.02b USD (92.39b + Debt 71.55b - CCE 34.91b)
Interest Coverage Ratio = 1.76 (Ebit TTM 9.02b / Interest Expense TTM 5.11b)
FCF Yield = 8.27% (FCF TTM 10.67b / Enterprise Value 129.02b)
FCF Margin = 5.72% (FCF TTM 10.67b / Revenue TTM 186.62b)
Net Margin = 0.84% (Net Income TTM 1.56b / Revenue TTM 186.62b)
Gross Margin = 16.79% ((Revenue TTM 186.62b - Cost of Revenue TTM 155.29b) / Revenue TTM)
Gross Margin QoQ = 18.31% (prev 18.32%)
Tobins Q-Ratio = 0.46 (Enterprise Value 129.02b / Total Assets 280.46b)
Interest Expense / Debt = 1.77% (Interest Expense 1.27b / Debt 71.55b)
Taxrate = 53.37% (1.73b / 3.24b)
NOPAT = 4.21b (EBIT 9.02b * (1 - 53.37%))
Current Ratio = 1.19 (Total Current Assets 95.86b / Total Current Liabilities 80.36b)
Debt / Equity = 1.23 (Debt 71.55b / totalStockholderEquity, last quarter 58.24b)
Debt / EBITDA = 1.15 (Net Debt 25.28b / EBITDA 22.00b)
Debt / FCF = 2.37 (Net Debt 25.28b / FCF TTM 10.67b)
Total Stockholder Equity = 55.46b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.56% (Net Income 1.56b / Total Assets 280.46b)
RoE = 2.82% (Net Income TTM 1.56b / Total Stockholder Equity 55.46b)
RoCE = 8.24% (EBIT 9.02b / Capital Employed (Equity 55.46b + L.T.Debt 54.10b))
RoIC = 3.55% (NOPAT 4.21b / Invested Capital 118.42b)
WACC = 3.92% (E(92.39b)/V(163.93b) * Re(6.31%) + D(71.55b)/V(163.93b) * Rd(1.77%) * (1-Tc(0.53)))
Discount Rate = 6.31% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -5.45%
[DCF Debug] Terminal Value 73.59% ; FCFE base≈11.84b ; Y1≈9.00b ; Y5≈5.52b
Fair Price DCF = 6.77 (DCF Value 103.80b / Shares Outstanding 15.33b; 5y FCF grow -28.47% → 3.0% )
EPS Correlation: 4.87 | EPS CAGR: -12.02% | SUE: -1.63 | # QB: 0
Revenue Correlation: -54.09 | Revenue CAGR: -1.17% | SUE: 0.16 | # QB: 0