(BPE5) BP p.l.c. - Ratings and Ratios
Gas, Oil, Power, Renewable, Retail, Lubricants
BPE5 EPS (Earnings per Share)
BPE5 Revenue
Description: BPE5 BP p.l.c.
BP p.l.c. (XETRA:BPE5) is an integrated energy group that generates revenue across three primary segments: Gas & Low-Carbon Energy, Oil Production & Operations, and Customers & Products.
In the Gas & Low-Carbon Energy division, BP produces natural gas, operates solar and on-shore/off-shore wind farms, and is expanding into hydrogen, carbon capture, power trading, and storage. As of Q2 2024, the company reported a 12 % year-over-year increase in renewable-energy capacity, now exceeding 5 GW of combined solar and wind assets.
The Oil Production & Operations segment continues to deliver crude oil and natural gas liquids, with proven reserves of roughly 18 billion barrels of oil equivalent (BOE) and a 2023 upstream cash flow of $13.2 bn. A key economic driver for this segment is the global Brent price, which has averaged $84 per barrel in the past 12 months, influencing upstream profitability.
Customers & Products covers retail fuel stations, EV-charging networks, Castrol lubricants, aviation fuel, B2B services, midstream logistics, refining, oil trading, and bioenergy. The retail network comprises over 2,800 sites worldwide, and EV-charging usage grew 38 % YoY in H1 2024, reflecting accelerating electrification trends.
BP’s strategic shift toward low-carbon solutions is underpinned by its 2025 target to reduce net-upstream carbon intensity by 30 % and its 2030 ambition to increase renewable generation capacity to 15 GW. The company’s 2023 capital allocation split-≈55 % to low-carbon projects and ≈45 % to traditional oil & gas-signals a material rebalancing of its asset base.
For a deeper quantitative view of BP’s valuation metrics, cash-flow forecasts, and scenario analysis, you may find it worthwhile to explore the detailed model on ValueRay.
BPE5 Stock Overview
| Market Cap in USD | 89,080m |
| Sub-Industry | Integrated Oil & Gas |
| IPO / Inception |
BPE5 Stock Ratings
| Growth Rating | 12.7% |
| Fundamental | 51.1% |
| Dividend Rating | 70.7% |
| Return 12m vs S&P 500 | -9.60% |
| Analyst Rating | - |
BPE5 Dividends
| Dividend Yield 12m | 6.69% |
| Yield on Cost 5y | 17.50% |
| Annual Growth 5y | -0.75% |
| Payout Consistency | 92.3% |
| Payout Ratio | 1.8% |
BPE5 Growth Ratios
| Growth Correlation 3m | 65.2% |
| Growth Correlation 12m | 17.9% |
| Growth Correlation 5y | 67.9% |
| CAGR 5y | -1.02% |
| CAGR/Max DD 3y (Calmar Ratio) | -0.03 |
| CAGR/Mean DD 3y (Pain Ratio) | -0.07 |
| Sharpe Ratio 12m | 1.57 |
| Alpha | -1.59 |
| Beta | 0.380 |
| Volatility | 27.90% |
| Current Volume | 1541.6k |
| Average Volume 20d | 847.5k |
| Stop Loss | 4.6 (-4%) |
| Signal | -0.26 |
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 9.61%; Δ 0.08pp) (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 19.48%; Δ -3.31pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 66.46% (prev 73.21%; Δ -6.76pp) >=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) 51.06
| 1. Piotroski 3.50pt = -1.50 |
| 2. FCF Yield 6.67% = 3.34 |
| 3. FCF Margin 4.63% = 1.16 |
| 4. Debt/Equity 1.27 = 1.75 |
| 5. Debt/Ebitda 1.39 = 1.14 |
| 6. ROIC - WACC (= 1.93)% = 2.41 |
| 7. RoE 1.07% = 0.09 |
| 8. Rev. Trend -70.73% = -5.30 |
| 9. EPS Trend -40.41% = -2.02 |
What is the price of BPE5 shares?
Over the past week, the price has changed by -3.76%, over one month by -1.17%, over three months by +6.35% and over the past year by +3.71%.
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 4.11 EUR . This means that BPE5 is currently overvalued and has a potential downside of -14.2%.
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 | 4.4 | -7.7% |
BPE5 Fundamental Data Overview
Market Cap USD = 89.08b (76.77b EUR * 1.1603 EUR.USD)
P/E Trailing = 124.5125
P/E Forward = 12.2699
P/S = 0.4154
P/B = 1.4857
P/EG = 0.1354
Beta = 0.38
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 = 74.98b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 39.91b USD (from netDebt column, last quarter)
Enterprise Value = 128.75b USD (89.08b + Debt 74.98b - CCE 35.31b)
Interest Coverage Ratio = 2.31 (Ebit TTM 11.52b / Interest Expense TTM 4.98b)
FCF Yield = 6.67% (FCF TTM 8.59b / Enterprise Value 128.75b)
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)
Gross Margin QoQ = 18.32% (prev 18.00%)
Tobins Q-Ratio = 0.45 (Enterprise Value 128.75b / Total Assets 284.74b)
Interest Expense / Debt = 1.64% (Interest Expense 1.23b / Debt 74.98b)
Taxrate = 33.09% (954.0m / 2.88b)
NOPAT = 7.71b (EBIT 11.52b * (1 - 33.09%))
Current Ratio = 1.21 (Total Current Assets 102.07b / Total Current Liabilities 84.09b)
Debt / Equity = 1.27 (Debt 74.98b / totalStockholderEquity, last quarter 59.24b)
Debt / EBITDA = 1.39 (Net Debt 39.91b / EBITDA 28.62b)
Debt / FCF = 4.65 (Net Debt 39.91b / FCF TTM 8.59b)
Total Stockholder Equity = 57.10b (last 4 quarters mean from totalStockholderEquity)
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 / Capital Employed (Equity 57.10b + L.T.Debt 54.50b))
RoIC = 6.46% (NOPAT 7.71b / Invested Capital 119.38b)
WACC = 4.53% (E(89.08b)/V(164.06b) * Re(7.42%) + D(74.98b)/V(164.06b) * Rd(1.64%) * (1-Tc(0.33)))
Discount Rate = 7.42% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: -100.0 | Cagr: -4.18%
[DCF Debug] Terminal Value 73.59% ; FCFE base≈11.69b ; Y1≈8.89b ; Y5≈5.45b
Fair Price DCF = 6.65 (DCF Value 102.53b / Shares Outstanding 15.41b; 5y FCF grow -28.47% → 3.0% )
EPS Correlation: -40.41 | EPS CAGR: 176.6% | SUE: N/A | # QB: 0
Revenue Correlation: -70.73 | Revenue CAGR: -3.73% | SUE: 0.19 | # QB: 0