BP PLC-SPONS ADR (BP) Fundamental Analysis & Valuation
NYSE:BP • US0556221044
Current stock price
47.38 USD
+0.58 (+1.24%)
At close:
47.59 USD
+0.21 (+0.44%)
Pre-Market:
This BP fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.
1. BP Profitability Analysis
1.1 Basic Checks
- BP had positive earnings in the past year.
- In the past year BP had a positive cash flow from operations.
- BP had positive earnings in 4 of the past 5 years.
- In the past 5 years BP always reported a positive cash flow from operatings.
1.2 Ratios
- BP has a worse Return On Assets (1.06%) than 61.24% of its industry peers.
- The Return On Equity of BP (5.73%) is comparable to the rest of the industry.
- With a decent Return On Invested Capital value of 7.83%, BP is doing good in the industry, outperforming 71.77% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for BP is significantly below the industry average of 22.53%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.06% | ||
| ROE | 5.73% | ||
| ROIC | 7.83% |
ROA(3y)1.86%
ROA(5y)1.47%
ROE(3y)7.48%
ROE(5y)5.76%
ROIC(3y)7.88%
ROIC(5y)8.97%
1.3 Margins
- The Profit Margin of BP (1.65%) is worse than 61.24% of its industry peers.
- With a Operating Margin value of 10.03%, BP perfoms like the industry average, outperforming 43.06% of the companies in the same industry.
- BP's Operating Margin has declined in the last couple of years.
- BP has a Gross Margin (28.66%) which is in line with its industry peers.
- BP's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 10.03% | ||
| PM (TTM) | 1.65% | ||
| GM | 28.66% |
OM growth 3Y-21.69%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.95%
GM growth 5Y2.57%
2. BP Health Analysis
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BP is creating some value.
- BP has less shares outstanding than it did 1 year ago.
- The number of shares outstanding for BP has been reduced compared to 5 years ago.
- The debt/assets ratio for BP is higher compared to a year ago.
2.2 Solvency
- BP has a debt to FCF ratio of 6.50. This is a slightly negative value and a sign of low solvency as BP would need 6.50 years to pay back of all of its debts.
- The Debt to FCF ratio of BP (6.50) is better than 62.68% of its industry peers.
- A Debt/Equity ratio of 1.14 is on the high side and indicates that BP has dependencies on debt financing.
- With a Debt to Equity ratio value of 1.14, BP is not doing good in the industry: 70.81% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.14 | ||
| Debt/FCF | 6.5 | ||
| Altman-Z | N/A |
ROIC/WACC1.07
WACC7.33%
2.3 Liquidity
- BP has a Current Ratio of 1.22. This is a normal value and indicates that BP is financially healthy and should not expect problems in meeting its short term obligations.
- Looking at the Current ratio, with a value of 1.22, BP is in line with its industry, outperforming 52.63% of the companies in the same industry.
- BP has a Quick Ratio of 1.22. This is a bad value and indicates that BP is not financially healthy enough and could expect problems in meeting its short term obligations.
- The Quick ratio of BP (0.87) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.22 | ||
| Quick Ratio | 0.87 |
3. BP Growth Analysis
3.1 Past
- BP shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 254.78%, which is quite impressive.
- Measured over the past years, BP shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -31.05% on average per year.
- Looking at the last year, BP shows a small growth in Revenue. The Revenue has grown by 3.99% in the last year.
- The Revenue has been growing by 12.31% on average over the past years. This is quite good.
EPS 1Y (TTM)254.78%
EPS 3Y-31.05%
EPS 5YN/A
EPS Q2Q%1450%
Revenue 1Y (TTM)3.99%
Revenue growth 3Y-7.78%
Revenue growth 5Y12.31%
Sales Q2Q%11.47%
3.2 Future
- Based on estimates for the next years, BP will show a small growth in Earnings Per Share. The EPS will grow by 6.70% on average per year.
- BP is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 2.50% yearly.
EPS Next Y31.42%
EPS Next 2Y14.67%
EPS Next 3Y9.88%
EPS Next 5Y6.7%
Revenue Next Year13.01%
Revenue Next 2Y3.41%
Revenue Next 3Y5.54%
Revenue Next 5Y2.5%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. BP Valuation Analysis
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 4.77, the valuation of BP can be described as very cheap.
- BP's Price/Earnings ratio is rather cheap when compared to the industry. BP is cheaper than 95.69% of the companies in the same industry.
- BP is valuated cheaply when we compare the Price/Earnings ratio to 26.77, which is the current average of the S&P500 Index.
- BP is valuated correctly with a Price/Forward Earnings ratio of 12.55.
- Based on the Price/Forward Earnings ratio, BP is valued a bit cheaper than 71.29% of the companies in the same industry.
- BP is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 21.75, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.77 | ||
| Fwd PE | 12.55 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BP indicates a rather cheap valuation: BP is cheaper than 91.39% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, BP is valued cheaply inside the industry as 85.17% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 10.7 | ||
| EV/EBITDA | 4.27 |
4.3 Compensation for Growth
- The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.15
PEG (5Y)N/A
EPS Next 2Y14.67%
EPS Next 3Y9.88%
5. BP Dividend Analysis
5.1 Amount
- With a Yearly Dividend Yield of 4.28%, BP is a good candidate for dividend investing.
- BP's Dividend Yield is a higher than the industry average which is at 3.21.
- Compared to an average S&P500 Dividend Yield of 1.82, BP pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.28% |
5.2 History
- The dividend of BP has a limited annual growth rate of 0.52%.
- BP has been paying a dividend for at least 10 years, so it has a reliable track record.
- BP has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)0.52%
Div Incr Years4
Div Non Decr Years4
5.3 Sustainability
- 158.30% of the earnings are spent on dividend by BP. This is not a sustainable payout ratio.
- BP's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP158.3%
EPS Next 2Y14.67%
EPS Next 3Y9.88%
BP Fundamentals: All Metrics, Ratios and Statistics
47.38
+0.58 (+1.24%)
Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Industry StrengthN/A
Industry GrowthN/A
Earnings (Last)04-28 2026-04-28/bmo
Earnings (Next)08-04 2026-08-04/bmo
Inst Owners37.72%
Inst Owner Change0.12%
Ins Owners0.01%
Ins Owner ChangeN/A
Market Cap122.00B
Revenue(TTM)194.69B
Net Income(TTM)3.21B
Analysts73.33
Price Target48.96 (3.33%)
Short Float %0.42%
Short Ratio0.72
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 4.28% |
Yearly Dividend0.32
Dividend Growth(5Y)0.52%
DP158.3%
Div Incr Years4
Div Non Decr Years4
Ex-Date02-20 2026-02-20 (0.4992)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)308.75%
Min EPS beat(2)-5.57%
Max EPS beat(2)623.06%
EPS beat(4)3
Avg EPS beat(4)161.17%
Min EPS beat(4)-5.57%
Max EPS beat(4)623.06%
EPS beat(8)5
Avg EPS beat(8)78.56%
EPS beat(12)6
Avg EPS beat(12)48.59%
EPS beat(16)10
Avg EPS beat(16)41.27%
Revenue beat(2)2
Avg Revenue beat(2)15.22%
Min Revenue beat(2)14.61%
Max Revenue beat(2)15.84%
Revenue beat(4)3
Avg Revenue beat(4)8.01%
Min Revenue beat(4)-10.24%
Max Revenue beat(4)15.84%
Revenue beat(8)7
Avg Revenue beat(8)7.49%
Revenue beat(12)9
Avg Revenue beat(12)3.83%
Revenue beat(16)13
Avg Revenue beat(16)9.61%
PT rev (1m)17.4%
PT rev (3m)17.97%
EPS NQ rev (1m)10.28%
EPS NQ rev (3m)42.82%
EPS NY rev (1m)38.13%
EPS NY rev (3m)24.63%
Revenue NQ rev (1m)-13.43%
Revenue NQ rev (3m)13.57%
Revenue NY rev (1m)13.31%
Revenue NY rev (3m)16.46%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.77 | ||
| Fwd PE | 12.55 | ||
| P/S | 0.63 | ||
| P/FCF | 10.7 | ||
| P/OCF | 4.98 | ||
| P/B | 2.18 | ||
| P/tB | 3.26 | ||
| EV/EBITDA | 4.27 |
EPS(TTM)9.93
EY20.96%
EPS(NY)3.77
Fwd EY7.97%
FCF(TTM)4.43
FCFY9.35%
OCF(TTM)9.52
OCFY20.1%
SpS75.61
BVpS21.73
TBVpS14.52
PEG (NY)0.15
PEG (5Y)N/A
Graham Number69.6826 (47.07%)
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 1.06% | ||
| ROE | 5.73% | ||
| ROCE | 9.91% | ||
| ROIC | 7.83% | ||
| ROICexc | 9.56% | ||
| ROICexgc | 10.81% | ||
| OM | 10.03% | ||
| PM (TTM) | 1.65% | ||
| GM | 28.66% | ||
| FCFM | 5.86% |
ROA(3y)1.86%
ROA(5y)1.47%
ROE(3y)7.48%
ROE(5y)5.76%
ROIC(3y)7.88%
ROIC(5y)8.97%
ROICexc(3y)9.41%
ROICexc(5y)10.51%
ROICexgc(3y)10.85%
ROICexgc(5y)12.09%
ROCE(3y)9.97%
ROCE(5y)11.35%
ROICexgc growth 3Y-27.73%
ROICexgc growth 5YN/A
ROICexc growth 3Y-27.2%
ROICexc growth 5YN/A
OM growth 3Y-21.69%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-1.95%
GM growth 5Y2.57%
F-Score7
Asset Turnover0.65
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.14 | ||
| Debt/FCF | 6.5 | ||
| Debt/EBITDA | 1.7 | ||
| Cap/Depr | 72.85% | ||
| Cap/Sales | 6.73% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 65.35% | ||
| Profit Quality | 355.47% | ||
| Current Ratio | 1.22 | ||
| Quick Ratio | 0.87 | ||
| Altman-Z | N/A |
F-Score7
WACC7.33%
ROIC/WACC1.07
Cap/Depr(3y)84.83%
Cap/Depr(5y)82.47%
Cap/Sales(3y)7.29%
Cap/Sales(5y)6.75%
Profit Quality(3y)8022.5%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)254.78%
EPS 3Y-31.05%
EPS 5YN/A
EPS Q2Q%1450%
EPS Next Y31.42%
EPS Next 2Y14.67%
EPS Next 3Y9.88%
EPS Next 5Y6.7%
Revenue 1Y (TTM)3.99%
Revenue growth 3Y-7.78%
Revenue growth 5Y12.31%
Sales Q2Q%11.47%
Revenue Next Year13.01%
Revenue Next 2Y3.41%
Revenue Next 3Y5.54%
Revenue Next 5Y2.5%
EBIT growth 1Y69.72%
EBIT growth 3Y-27.78%
EBIT growth 5YN/A
EBIT Next Year109.51%
EBIT Next 3Y24.48%
EBIT Next 5Y15.19%
FCF growth 1Y-21.61%
FCF growth 3Y-26.91%
FCF growth 5YN/A
OCF growth 1Y-16.68%
OCF growth 3Y-15.73%
OCF growth 5Y15.03%
BP PLC-SPONS ADR / BP Fundamental Analysis FAQ
Can you provide the ChartMill fundamental rating for BP PLC-SPONS ADR?
ChartMill assigns a fundamental rating of 5 / 10 to BP.
What is the valuation status of BP PLC-SPONS ADR (BP) stock?
ChartMill assigns a valuation rating of 7 / 10 to BP PLC-SPONS ADR (BP). This can be considered as Undervalued.
Can you provide the profitability details for BP PLC-SPONS ADR?
BP PLC-SPONS ADR (BP) has a profitability rating of 4 / 10.
What are the PE and PB ratios of BP PLC-SPONS ADR (BP) stock?
The Price/Earnings (PE) ratio for BP PLC-SPONS ADR (BP) is 4.77 and the Price/Book (PB) ratio is 2.18.
Is the dividend of BP PLC-SPONS ADR sustainable?
The dividend rating of BP PLC-SPONS ADR (BP) is 6 / 10 and the dividend payout ratio is 158.3%.