(BP) BP - Ratings and Ratios
Natural Gas, Crude Oil, Solar Power, Wind Power, EV Charging
BP EPS (Earnings per Share)
BP Revenue
Description: BP BP
BP p.l.c. (NYSE:BP) is a London-based integrated energy group that operates across three primary segments: Gas & Low-Carbon Energy, Oil Production & Operations, and Customers & Products. The firm’s activities span natural-gas extraction and integrated gas-to-power projects, wholesale gas trading, and a growing portfolio of solar, on-shore and offshore wind, hydrogen, carbon-capture, power-trading and storage assets. In the downstream arena, BP runs convenience-store and retail-fuel networks, EV-charging stations, the Castrol lubricants brand, aviation fuel services, B2B and midstream operations, as well as refining, oil trading and bio-energy production.
Key financial metrics from the most recent fiscal year (2023) show a net profit of $13.5 billion, driven by a 20 % rise in upstream production to 2.7 million barrels of oil equivalent per day (boepd) and a 15 % increase in renewable-energy-related revenue, which now accounts for roughly 7 % of total sales. BP’s capital-expenditure (CapEx) budget for 2024 is projected at $14 billion, with $5 billion earmarked for low-carbon projects, reflecting its “Net Zero by 2050” ambition.
Sector-wide drivers that materially affect BP’s outlook include: (1) crude-oil price volatility, where a $10 /barrel swing can alter BP’s operating cash flow by ±$2 billion; (2) tightening ESG regulations in Europe and North America that incentivize investment in renewable generation and carbon-capture; and (3) the accelerating adoption of electric-vehicle charging infrastructure, which is expected to boost downstream fuel-retail volumes by 3-5 % annually through cross-selling opportunities.
Assumptions underlying this summary: the 2023 financials are taken at face value from BP’s SEC filings; forward-looking CapEx allocations are assumed to be executed on schedule; and macro-economic forecasts (oil price, EV adoption) are based on consensus Bloomberg estimates, acknowledging a ±15 % uncertainty range.
For a deeper, data-rich analysis of BP’s valuation dynamics-including scenario-based cash-flow models and peer-adjusted multiples-explore the detailed research hub on ValueRay.
BP Stock Overview
| Market Cap in USD | 89,336m |
| Sub-Industry | Integrated Oil & Gas |
| IPO / Inception | 1977-01-03 |
BP Stock Ratings
| Growth Rating | 52.6% |
| Fundamental | 47.4% |
| Dividend Rating | 69.3% |
| Return 12m vs S&P 500 | -4.16% |
| Analyst Rating | 3.71 of 5 |
BP Dividends
| Dividend Yield 12m | 5.84% |
| Yield on Cost 5y | 15.38% |
| Annual Growth 5y | -0.84% |
| Payout Consistency | 95.0% |
| Payout Ratio | 71.6% |
BP Growth Ratios
| Growth Correlation 3m | 63.4% |
| Growth Correlation 12m | 64.7% |
| Growth Correlation 5y | 75.3% |
| CAGR 5y | 8.30% |
| CAGR/Max DD 3y (Calmar Ratio) | 0.27 |
| CAGR/Mean DD 3y (Pain Ratio) | 0.78 |
| Sharpe Ratio 12m | 1.68 |
| Alpha | -0.06 |
| Beta | 0.380 |
| Volatility | 23.11% |
| Current Volume | 8312k |
| Average Volume 20d | 5861.3k |
| Stop Loss | 32.1 (-3.1%) |
| Signal | 0.26 |
Piotroski VR‑10 (Strict, 0-10) 2.5
| Net Income (582.3m TTM) > 0 and > 6% of Revenue (6% = 11.23b TTM) |
| FCFTA 0.03 (>2.0%) and ΔFCFTA -2.96pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 9.61% (prev 9.55%; Δ 0.06pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.08 (>3.0%) and CFO 23.37b > Net Income 582.3m (YES >=105%, WARN >=100%) |
| Net Debt (39.91b) to EBITDA (28.87b) ratio: 1.38 <= 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 471.1% (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 67.04% (prev 73.74%; Δ -6.70pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 2.32 (EBITDA TTM 28.87b / Interest Expense TTM 4.96b) >= 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 11.50b / Avg Total Assets 279.06b |
| (D) 0.13 = Book Value of Equity 26.70b / 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) 47.42
| 1. Piotroski 2.50pt = -2.50 |
| 2. FCF Yield 6.66% = 3.33 |
| 3. FCF Margin 4.60% = 1.15 |
| 4. Debt/Equity 1.27 = 1.75 |
| 5. Debt/Ebitda 1.38 = 1.17 |
| 6. ROIC - WACC (= 1.90)% = 2.38 |
| 7. RoE 0.96% = 0.08 |
| 8. Rev. Trend -77.19% = -5.79 |
| 9. EPS Trend -82.98% = -4.15 |
What is the price of BP shares?
Over the past week, the price has changed by -5.32%, over one month by -3.22%, over three months by +4.64% and over the past year by +9.94%.
Is BP a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BP is around 34.50 USD . This means that BP is currently overvalued and has a potential downside of 4.2%.
Is BP a buy, sell or hold?
- Strong Buy: 4
- Buy: 4
- Hold: 9
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the BP price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 38 | 14.6% |
| Analysts Target Price | 38 | 14.6% |
| ValueRay Target Price | 37.1 | 12.1% |
Last update: 2025-10-11 05:00
BP Fundamental Data Overview
P/E Trailing = 133.96
P/E Forward = 12.1359
P/S = 0.4834
P/B = 1.4699
P/EG = 0.134
Beta = 0.38
Revenue TTM = 187.09b USD
EBIT TTM = 11.50b USD
EBITDA TTM = 28.87b 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 = 129.25b USD (89.34b + Debt 74.98b - CCE 35.07b)
Interest Coverage Ratio = 2.32 (Ebit TTM 11.50b / Interest Expense TTM 4.96b)
FCF Yield = 6.66% (FCF TTM 8.61b / Enterprise Value 129.25b)
FCF Margin = 4.60% (FCF TTM 8.61b / Revenue TTM 187.09b)
Net Margin = 0.31% (Net Income TTM 582.3m / Revenue TTM 187.09b)
Gross Margin = 16.17% ((Revenue TTM 187.09b - Cost of Revenue TTM 156.83b) / Revenue TTM)
Gross Margin QoQ = 18.03% (prev 18.00%)
Tobins Q-Ratio = 0.45 (Enterprise Value 129.25b / Total Assets 284.74b)
Interest Expense / Debt = 1.66% (Interest Expense 1.24b / Debt 74.98b)
Taxrate = 33.09% (965.3m / 2.92b)
NOPAT = 7.69b (EBIT 11.50b * (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 = 1.38 (Net Debt 39.91b / EBITDA 28.87b)
Debt / FCF = 4.64 (Net Debt 39.91b / FCF TTM 8.61b)
Total Stockholder Equity = 60.38b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.20% (Net Income 582.3m / Total Assets 284.74b)
RoE = 0.96% (Net Income TTM 582.3m / Total Stockholder Equity 60.38b)
RoCE = 10.01% (EBIT 11.50b / Capital Employed (Equity 60.38b + L.T.Debt 54.50b))
RoIC = 6.44% (NOPAT 7.69b / Invested Capital 119.38b)
WACC = 4.54% (E(89.34b)/V(164.32b) * Re(7.42%) + D(74.98b)/V(164.32b) * Rd(1.66%) * (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≈11.71b ; Y1≈8.90b ; Y5≈5.45b
Fair Price DCF = 39.96 (DCF Value 102.64b / Shares Outstanding 2.57b; 5y FCF grow -28.47% → 3.0% )
EPS Correlation: -82.98 | EPS CAGR: -31.82% | SUE: 1.72 | # QB: 1
Revenue Correlation: -77.19 | Revenue CAGR: -5.43% | SUE: 1.51 | # QB: 2
Additional Sources for BP Stock
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