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BP p.l.c. (BP) Stock Analysis

Energy

BP p.l.c.

$42.65

$-1.71 (-3.85%)

Last Updated: May 26, 2026

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Analysis

Company Overview

BP p.l.c. operates as an integrated energy company that engages in the oil and gas business worldwide, utilizing specific segments such as Gas & Low Carbon Energy, Oil Production & Operations, and Customers & Products to execute its strategy. The company's operational scope encompasses the production of natural gas, marketing activities, trading operations, and the supply of products to various market segments. This entity functions within the Energy sector and the Oil & Gas Integrated industry, positioning it as a major global player in hydrocarbon exploration, production, refining, and marketing. The company demonstrates significant scale with a market capitalization of $119.58B and annual revenue reaching $187.64B, supported by a workforce of 93,700 employees. These valuation and revenue figures indicate that BP maintains a substantial market presence, reflecting its capacity to generate massive top-line revenue while managing the complexities of a diversified energy portfolio across international markets.

Financial Health

BP p.l.c. reported a Total Revenue (TTM) of $187.64B and an EBITDA of $30.17B, though the Net Income (TTM) stands at $54.00M, revealing a substantial gap between operating cash generation and bottom-line profit. This disparity between revenue and net income highlights a cost structure where expenses, including interest, taxes, and non-operating charges, significantly erode the operating earnings before arriving at the final net figure. The company generated Free Cash Flow of $5.71B, which provides a measure of financial flexibility for capital allocation, debt reduction, or reinvestment in operations despite the lower net income. Margin analysis shows a Gross Margin of 27.4%, indicating the profitability of core production and trading activities before overheads, while the Operating Margin sits at 3.9% and the Profit Margin is recorded at 0.0%. The current ratio of 1.26 suggests that the company holds current assets sufficient to cover its short-term liabilities, indicating a moderate level of short-term liquidity. Regarding leverage, the company holds $36.65B in cash against $72.53B in debt, resulting in a Debt to Equity ratio of 98.01, which indicates a highly leveraged balance sheet structure typical of capital-intensive energy firms. Return on Equity is 1.7% and Return on Assets is 3.2%, metrics that reveal management effectiveness is currently constrained by the high debt load and the specific accounting environment affecting net income calculation.

Valuation Assessment

The valuation metrics show a Trailing P/E (TTM) of 2334.00 compared to a Forward P/E of 13.18, implying a massive disconnect between current earnings per share and expected future earnings due to the negligible net income in the trailing twelve months. The Price to Book ratio is 13.53, indicating that the market values the company at a significant premium over its book value, likely driven by asset quality or intangible factors rather than current profitability. Alternative valuation measures include a Price to Sales ratio of 0.64 and an EV/EBITDA of 25.68, which suggest the stock is priced based on revenue multiples and cash flow potential rather than historical earnings. The 52-week price range spans from a low of $25.22 to a high of $46.79, and the current trading price sits at the upper end of this range relative to the recent low. The Beta of 0.06 indicates extremely low price volatility relative to the broader market, suggesting the stock price moves independently of general market sentiment, which is unusual for an energy stock and may reflect specific trading liquidity issues or data anomalies.

Growth & Income

Revenue growth over the last year stands at 3.6%, while earnings growth is listed as N/A, preventing a direct comparison of whether earnings are growing faster or slower than revenue in the current period. Because the Net Income is effectively negligible at $54.00M compared to the revenue, the concept of a traditional payout ratio becomes distorted, with a reported figure of 9600.0% that does not reflect a sustainable dividend payment relative to earnings. Despite the high dividend yield of 4.3%, the payout ratio is not sustainable based on current earnings metrics, suggesting the dividend may be funded from cash flows or reserves rather than retained earnings. The overall growth and income profile presents a scenario where revenue is expanding moderately while profitability remains suppressed, creating a complex income picture where dividend income is decoupled from operational earnings growth.

Peer Comparison

BP p.l.c. (BP) operates in the Oil & Gas Integrated industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
BP p.l.c. BP $109.82B 34.4
Exxon Mobil Corporation XOM $620.95B 25.2
Chevron Corporation CVX $367.87B 32.2
Shell plc SHEL $236.50B 13.2

The Oil & Gas Integrated industry average P/E ratio is 19.9x. BP p.l.c. trades at a P/E of 34.4.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About BP p.l.c.

BP p.l.c., an integrated energy company, engages in the oil and gas business worldwide. The company operates through Gas & Low Carbon Energy, Oil Production & Operations, and Customers & Products segments. It engages in the production of natural gas, marketing, and trading activities, as well as solar, wind, and hydrogen businesses. The company also offers aviation fuel products and services, such as jet fuel; aviation gasoline; UL91 aviation fuel; and sustainable aviation fuel. In addition, it engages in the convenience and retail fuel; EV charging; Castrol lubricants and fluids; B2B; midstream; crude oil production; refining and oil trading; and bioenergy businesses. The company was founded in 1908 and is headquartered in London, the United Kingdom.

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Key Statistics

Market Cap
$109.82B
P/E Ratio
34.40
52-Week High
$48.27
52-Week Low
$28.83
Avg Volume
14.18M
Beta
-0.22
Dividend Yield
4.68%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United Kingdom
Employees
93,700