(BPE5) BP p.l.c. - Overview
Stock: Fuel, Lubricants, Gas, Solar, Wind
EPS (Earnings per Share)
Revenue
Dividends
| Dividend Yield | 5.60% |
| Yield on Cost 5y | 13.43% |
| Yield CAGR 5y | 11.12% |
| Payout Consistency | 92.7% |
| Payout Ratio | 141.3% |
| Risk 5d forecast | |
|---|---|
| Volatility | 23.5% |
| Relative Tail Risk | -1.36% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.14 |
| Alpha | 6.49 |
| Character TTM | |
|---|---|
| Beta | 0.129 |
| Beta Downside | 0.812 |
| Drawdowns 3y | |
|---|---|
| Max DD | 36.25% |
| CAGR/Max DD | 0.02 |
Description: BPE5 BP p.l.c. January 29, 2026
BP p.l.c. (XETRA:BPE5) is a London-based integrated energy group that operates across three main segments: Gas & Low-Carbon Energy, Oil Production & Operations, and Customers & Products. The firm’s portfolio spans conventional oil and gas production, natural-gas marketing and trading, and a growing suite of low-carbon assets-including offshore wind (≈ 2 GW installed), solar projects (≈ 1 GW), and a pilot hydrogen electrolyser in the UK.
Recent performance metrics (FY 2023) show total upstream production of 1.6 million barrels of oil equivalent per day (≈ 5 % YoY decline) and net cash flow of $15.2 bn, while capital expenditure was $12.5 bn, of which $3.5 bn was earmarked for low-carbon investments. The company’s renewable-energy revenue grew 18 % year-on-year to $2.1 bn, reflecting expanding sales of sustainable aviation fuel (SAF) and EV-charging services.
Key economic drivers affecting BP include: (1) Brent crude price volatility (average $84 /bbl in 2023, down 12 % from 2022), (2) tightening carbon-pricing regimes in the EU and UK, and (3) accelerating demand for SAF and hydrogen as airlines and logistics firms pursue net-zero targets. Sector-wide, the International Energy Agency projects global low-carbon energy demand to rise 30 % by 2030, providing a tailwind for BP’s diversification strategy.
For a deeper quantitative assessment, see the ValueRay platform’s detailed model.
Piotroski VR‑10 (Strict, 0-10) 4.5
| Net Income: 1.56b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.04 > 0.02 and ΔFCF/TA -1.24 > 1.0 |
| NWC/Revenue: 8.31% < 20% (prev 8.49%; Δ -0.19% < -1%) |
| CFO/TA 0.09 > 3% & CFO 24.30b > Net Income 1.56b |
| Net Debt (39.91b) to EBITDA (31.08b): 1.28 < 3 |
| Current Ratio: 1.19 > 1.5 & < 3 |
| Outstanding Shares: last quarter (2.62b) vs 12m ago -84.30% < -2% |
| Gross Margin: 19.40% > 18% (prev 0.18%; Δ 1923 % > 0.5%) |
| Asset Turnover: 67.83% > 50% (prev 72.75%; Δ -4.92% > 0%) |
| Interest Coverage Ratio: 2.67 > 6 (EBITDA TTM 31.08b / Interest Expense TTM 5.03b) |
Altman Z'' 1.09
| A: 0.06 (Total Current Assets 95.86b - Total Current Liabilities 80.36b) / Total Assets 280.46b |
| B: 0.08 (Retained Earnings 22.53b / Total Assets 280.46b) |
| C: 0.05 (EBIT TTM 13.44b / Avg Total Assets 275.08b) |
| D: 0.13 (Book Value of Equity 27.02b / Total Liabilities 202.81b) |
| Altman-Z'' Score: 1.09 = BB |
Beneish M -3.11
| DSRI: 1.10 (Receivables 27.59b/26.35b, Revenue 186.58b/196.21b) |
| GMI: 0.91 (GM 19.40% / 17.57%) |
| AQI: 1.06 (AQ_t 0.30 / AQ_t-1 0.28) |
| SGI: 0.95 (Revenue 186.58b / 196.21b) |
| TATA: -0.08 (NI 1.56b - CFO 24.30b) / TA 280.46b) |
| Beneish M-Score: -3.11 (Cap -4..+1) = AA |
What is the price of BPE5 shares?
Over the past week, the price has changed by +2.95%, over one month by +10.34%, over three months by +7.34% and over the past year by +13.28%.
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 | 5.2 | -6.5% |
BPE5 Fundamental Data Overview February 03, 2026
Market Cap USD = 97.14b (82.32b EUR * 1.1801 EUR.USD)
P/E Trailing = 59.4444
P/E Forward = 13.459
P/S = 0.4427
P/B = 1.6898
P/EG = 0.1486
Revenue TTM = 186.58b USD
EBIT TTM = 13.44b USD
EBITDA TTM = 31.08b USD
Long Term Debt = 54.10b USD (from longTermDebt, last quarter)
Short Term Debt = 8.85b USD (from shortTermDebt, last quarter)
Debt = 74.82b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 39.91b USD (from netDebt column, last quarter)
Enterprise Value = 136.91b USD (97.14b + Debt 74.82b - CCE 35.05b)
Interest Coverage Ratio = 2.67 (Ebit TTM 13.44b / Interest Expense TTM 5.03b)
EV/FCF = 12.83x (Enterprise Value 136.91b / FCF TTM 10.67b)
FCF Yield = 7.79% (FCF TTM 10.67b / Enterprise Value 136.91b)
FCF Margin = 5.72% (FCF TTM 10.67b / Revenue TTM 186.58b)
Net Margin = 0.84% (Net Income TTM 1.56b / Revenue TTM 186.58b)
Gross Margin = 19.40% ((Revenue TTM 186.58b - Cost of Revenue TTM 150.38b) / Revenue TTM)
Gross Margin QoQ = 28.39% (prev 18.32%)
Tobins Q-Ratio = 0.49 (Enterprise Value 136.91b / Total Assets 280.46b)
Interest Expense / Debt = 1.58% (Interest Expense 1.18b / Debt 74.82b)
Taxrate = 21.0% (US default 21%)
NOPAT = 10.62b (EBIT 13.44b * (1 - 21.00%))
Current Ratio = 1.19 (Total Current Assets 95.86b / Total Current Liabilities 80.36b)
Debt / Equity = 1.28 (Debt 74.82b / totalStockholderEquity, last quarter 58.24b)
Debt / EBITDA = 1.28 (Net Debt 39.91b / EBITDA 31.08b)
Debt / FCF = 3.74 (Net Debt 39.91b / FCF TTM 10.67b)
Total Stockholder Equity = 55.46b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.57% (Net Income 1.56b / Total Assets 280.46b)
RoE = 2.82% (Net Income TTM 1.56b / Total Stockholder Equity 55.46b)
RoCE = 12.27% (EBIT 13.44b / Capital Employed (Equity 55.46b + L.T.Debt 54.10b))
RoIC = 8.97% (NOPAT 10.62b / Invested Capital 118.42b)
WACC = 4.15% (E(97.14b)/V(171.96b) * Re(6.39%) + D(74.82b)/V(171.96b) * Rd(1.58%) * (1-Tc(0.21)))
Discount Rate = 6.39% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: -100.0 | Cagr: -61.03%
[DCF Debug] Terminal Value 83.07% ; FCFF base≈11.84b ; Y1≈9.00b ; Y5≈5.50b
Fair Price DCF = 8.49 (EV 170.59b - Net Debt 39.91b = Equity 130.68b / Shares 15.39b; r=5.90% [WACC]; 5y FCF grow -28.47% → 2.90% )
EPS Correlation: 4.87 | EPS CAGR: -12.02% | SUE: -1.63 | # QB: 0
Revenue Correlation: -54.14 | Revenue CAGR: -1.19% | SUE: 0.16 | # QB: 0