(BPE5) BP p.l.c. - Ratings and Ratios
Crude Oil, Natural Gas, Lubricant, Renewable Energy, Fuel
BPE5 EPS (Earnings per Share)
BPE5 Revenue
Description: BPE5 BP p.l.c.
BP p.l.c. is a diversified energy company with operations across the globe, engaged in the production and marketing of various energy sources, including natural gas, crude oil, and renewable energy. The companys business segments include Gas & Low Carbon Energy, Oil Production & Operations, and Customers & Products, allowing it to capitalize on emerging trends in the energy sector.
With a history dating back to 1908, BP has evolved to become a major player in the integrated oil and gas industry, with a presence in multiple markets, including convenience and retail fuel, EV charging, lubricants, aviation, and midstream businesses. The companys commitment to low-carbon energy is evident in its investments in solar and wind power, hydrogen, and carbon capture, positioning it for potential growth in a transitioning energy landscape.
From a financial perspective, BPs market capitalization stands at approximately €70.1 billion, with a forward price-to-earnings ratio of 13.59. While the companys return on equity is currently negative at -1.92%, this metric may be influenced by various factors, including the impact of the energy transition and commodity price fluctuations. Key performance indicators (KPIs) to monitor include revenue growth, EBITDA margins, and the companys debt-to-equity ratio, which can provide insights into its financial health and ability to navigate the challenges of the energy sector.
Additional KPIs worth considering include BPs carbon intensity, renewable energy production capacity, and upstream production costs, which can help investors assess the companys progress toward its low-carbon goals and its operational efficiency. Furthermore, the companys dividend yield and payout ratio can be important metrics for income-focused investors, while the overall trend in the energy sector and BPs competitive positioning within it will be crucial in determining the companys long-term prospects.
BPE5 Stock Overview
| Market Cap in USD | 88,084m |
| Sub-Industry | Integrated Oil & Gas |
| IPO / Inception |
BPE5 Stock Ratings
| Growth Rating | 20.1% |
| Fundamental | 45.3% |
| Dividend Rating | 77.9% |
| Return 12m vs S&P 500 | -9.75% |
| Analyst Rating | - |
BPE5 Dividends
| Dividend Yield 12m | 6.76% |
| Yield on Cost 5y | 14.54% |
| Annual Growth 5y | -0.60% |
| Payout Consistency | 92.3% |
| Payout Ratio | 1.8% |
BPE5 Growth Ratios
| Growth Correlation 3m | 91.2% |
| Growth Correlation 12m | 3.2% |
| Growth Correlation 5y | 70% |
| CAGR 5y | 2.24% |
| CAGR/Max DD 3y | 0.06 |
| CAGR/Mean DD 3y | 0.17 |
| Sharpe Ratio 12m | 1.53 |
| Alpha | -5.43 |
| Beta | 0.503 |
| Volatility | 24.12% |
| Current Volume | 1011.2k |
| Average Volume 20d | 873.1k |
| Stop Loss | 4.7 (-3.3%) |
| Signal | -0.63 |
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income (609.5m TTM) > 0 and > 6% of Revenue (6% = 11.13b TTM) |
| FCFTA 0.03 (>2.0%) and ΔFCFTA -2.96pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 9.70% (prev 9.55%; Δ 0.15pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 23.29b > Net Income 609.5m (YES >=105%, WARN >=100%) |
| Net Debt (39.91b) to EBITDA (28.62b) ratio: 1.39 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.21 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (15.85b) change vs 12m ago -4.43% (target <= -2.0% for YES) |
| Gross Margin 16.17% (prev 20.03%; Δ -3.86pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 66.46% (prev 73.74%; Δ -7.28pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.31 (EBITDA TTM 28.62b / Interest Expense TTM 4.98b) >= 6 (WARN >= 3) |
Altman Z'' 1.09
| (A) 0.06 = (Total Current Assets 102.07b - Total Current Liabilities 84.09b) / Total Assets 284.74b |
| (B) 0.08 = Retained Earnings (Balance) 22.53b / Total Assets 284.74b |
| (C) 0.04 = EBIT TTM 11.52b / Avg Total Assets 279.06b |
| (D) 0.13 = Book Value of Equity 27.02b / Total Liabilities 204.96b |
| Total Rating: 1.09 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 45.25
| 1. Piotroski 3.50pt = -1.50 |
| 2. FCF Yield 7.41% = 3.70 |
| 3. FCF Margin 4.63% = 1.16 |
| 4. Debt/Equity 1.07 = 1.96 |
| 5. Debt/Ebitda 2.21 = -0.41 |
| 6. ROIC - WACC -2.98% = -3.72 |
| 7. RoE 1.07% = 0.09 |
| 8. Rev. Trend -78.39% = -3.92 |
| 9. Rev. CAGR -5.84% = -0.97 |
| 10. EPS Trend -45.32% = -1.13 |
| 11. EPS CAGR 0.0% = 0.0 |
What is the price of BPE5 shares?
Over the past week, the price has changed by +0.71%, over one month by +0.81%, over three months by +9.99% and over the past year by +6.73%.
Is BP p.l.c. a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BPE5 is around 4.21 EUR . This means that BPE5 is currently overvalued and has a potential downside of -13.37%.
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 | 4.5 | -6.8% |
BPE5 Fundamental Data Overview
Market Cap USD = 88.08b (75.12b EUR * 1.1726 EUR.USD)
CCE Cash And Equivalents = 35.31b USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 121.5625
P/E Forward = 12.7714
P/S = 0.4065
P/B = 1.4998
Beta = 0.424
Revenue TTM = 185.45b USD
EBIT TTM = 11.52b USD
EBITDA TTM = 28.62b USD
Long Term Debt = 54.50b USD (from longTermDebt, last quarter)
Short Term Debt = 8.71b USD (from shortTermDebt, last quarter)
Debt = 63.21b USD (Calculated: Short Term 8.71b + Long Term 54.50b)
Net Debt = 39.91b USD (from netDebt column, last quarter)
Enterprise Value = 115.98b USD (88.08b + Debt 63.21b - CCE 35.31b)
Interest Coverage Ratio = 2.31 (Ebit TTM 11.52b / Interest Expense TTM 4.98b)
FCF Yield = 7.41% (FCF TTM 8.59b / Enterprise Value 115.98b)
FCF Margin = 4.63% (FCF TTM 8.59b / Revenue TTM 185.45b)
Net Margin = 0.33% (Net Income TTM 609.5m / Revenue TTM 185.45b)
Gross Margin = 16.17% ((Revenue TTM 185.45b - Cost of Revenue TTM 155.46b) / Revenue TTM)
Tobins Q-Ratio = 4.29 (Enterprise Value 115.98b / Book Value Of Equity 27.02b)
Interest Expense / Debt = 1.94% (Interest Expense 1.23b / Debt 63.21b)
Taxrate = 81.88% (5.44b / 6.64b)
NOPAT = 2.09b (EBIT 11.52b * (1 - 81.88%))
Current Ratio = 1.21 (Total Current Assets 102.07b / Total Current Liabilities 84.09b)
Debt / Equity = 1.07 (Debt 63.21b / last Quarter total Stockholder Equity 59.24b)
Debt / EBITDA = 2.21 (Net Debt 39.91b / EBITDA 28.62b)
Debt / FCF = 7.36 (Debt 63.21b / FCF TTM 8.59b)
Total Stockholder Equity = 57.10b (last 4 quarters mean)
RoA = 0.21% (Net Income 609.5m, Total Assets 284.74b )
RoE = 1.07% (Net Income TTM 609.5m / Total Stockholder Equity 57.10b)
RoCE = 10.33% (Ebit 11.52b / (Equity 57.10b + L.T.Debt 54.50b))
RoIC = 1.75% (NOPAT 2.09b / Invested Capital 119.38b)
WACC = 4.73% (E(88.08b)/V(151.30b) * Re(7.87%)) + (D(63.21b)/V(151.30b) * Rd(1.94%) * (1-Tc(0.82)))
Shares Correlation 3-Years: -93.94 | Cagr: -1.58%
Discount Rate = 7.87% (= CAPM, Blume Beta Adj.) -> floored to rf + ERP 8.05%
[DCF Debug] Terminal Value 73.59% ; FCFE base≈11.69b ; Y1≈8.89b ; Y5≈5.45b
Fair Price DCF = 6.64 (DCF Value 102.53b / Shares Outstanding 15.45b; 5y FCF grow -28.47% → 3.0% )
Revenue Correlation: -78.39 | Revenue CAGR: -5.84%
Rev Growth-of-Growth: 5.66
EPS Correlation: -45.32 | EPS CAGR: 0.0%
EPS Growth-of-Growth: 7.77