BP PLC-SPONS ADR (BP) Fundamental Analysis & Valuation

NYSE:BP • US0556221044

40.44 USD
+1.14 (+2.9%)
At close: Mar 6, 2026
40.5179 USD
+0.08 (+0.19%)
After Hours: 3/6/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This BP fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Overall BP gets a fundamental rating of 4 out of 10. We evaluated BP against 207 industry peers in the Oil, Gas & Consumable Fuels industry. Both the profitability and financial health of BP have multiple concerns. BP has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

3

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.
BP Yearly Net Income VS EBIT VS OCF VS FCFBP Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B -20B 40B

1.2 Ratios

  • BP has a worse Return On Assets (0.02%) than 68.12% of its industry peers.
  • The Return On Equity of BP (0.10%) is worse than 66.67% of its industry peers.
  • BP's Return On Invested Capital of 6.18% is in line compared to the rest of the industry. BP outperforms 55.56% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for BP is significantly below the industry average of 22.17%.
Industry RankSector Rank
ROA 0.02%
ROE 0.1%
ROIC 6.18%
ROA(3y)1.86%
ROA(5y)1.47%
ROE(3y)7.48%
ROE(5y)5.76%
ROIC(3y)7.88%
ROIC(5y)8.97%
BP Yearly ROA, ROE, ROICBP Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 -20

1.3 Margins

  • BP has a worse Profit Margin (0.03%) than 68.12% of its industry peers.
  • Looking at the Operating Margin, with a value of 8.18%, BP is doing worse than 61.35% of the companies in the same industry.
  • In the last couple of years the Operating Margin of BP has declined.
  • BP has a Gross Margin of 27.14%. This is in the lower half of the industry: BP underperforms 60.87% of its industry peers.
  • BP's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 8.18%
PM (TTM) 0.03%
GM 27.14%
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%
BP Yearly Profit, Operating, Gross MarginsBP Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20 30

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3

2. BP Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BP is still creating some value.
  • BP has less shares outstanding than it did 1 year ago.
  • BP has less shares outstanding than it did 5 years ago.
  • BP has a worse debt/assets ratio than last year.
BP Yearly Shares OutstandingBP Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B
BP Yearly Total Debt VS Total AssetsBP Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50B 100B 150B 200B 250B

2.2 Solvency

  • The Debt to FCF ratio of BP is 6.43, which is on the high side as it means it would take BP, 6.43 years of fcf income to pay off all of its debts.
  • With a Debt to FCF ratio value of 6.43, BP perfoms like the industry average, outperforming 59.90% of the companies in the same industry.
  • A Debt/Equity ratio of 1.25 is on the high side and indicates that BP has dependencies on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 1.25, BP is doing worse than 70.05% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.25
Debt/FCF 6.43
Altman-Z N/A
ROIC/WACC0.79
WACC7.83%
BP Yearly LT Debt VS Equity VS FCFBP Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B 40B 60B 80B

2.3 Liquidity

  • A Current Ratio of 1.26 indicates that BP should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.26, BP is in line with its industry, outperforming 56.52% of the companies in the same industry.
  • BP has a Quick Ratio of 1.26. This is a bad value and indicates that BP is not financially healthy enough and could expect problems in meeting its short term obligations.
  • BP's Quick ratio of 0.98 is in line compared to the rest of the industry. BP outperforms 50.72% of its industry peers.
Industry RankSector Rank
Current Ratio 1.26
Quick Ratio 0.98
BP Yearly Current Assets VS Current LiabilitesBP Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B 80B 100B

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4

3. BP Growth Analysis

3.1 Past

  • The earnings per share for BP have decreased strongly by -12.43% in the last year.
  • 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 0.08% 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)-12.43%
EPS 3Y-31.05%
EPS 5YN/A
EPS Q2Q%35.14%
Revenue 1Y (TTM)0.08%
Revenue growth 3Y-7.78%
Revenue growth 5Y12.31%
Sales Q2Q%-0.72%

3.2 Future

  • Based on estimates for the next years, BP will show a quite strong growth in Earnings Per Share. The EPS will grow by 8.06% on average per year.
  • The Revenue is expected to grow by 2.89% on average over the next years.
EPS Next Y3.05%
EPS Next 2Y11.51%
EPS Next 3Y12.55%
EPS Next 5Y8.06%
Revenue Next Year-0.99%
Revenue Next 2Y-0.17%
Revenue Next 3Y-0.24%
Revenue Next 5Y2.89%

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.
BP Yearly Revenue VS EstimatesBP Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 100B 200B 300B
BP Yearly EPS VS EstimatesBP Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 2 4 6 8

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5

4. BP Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 14.24, which indicates a correct valuation of BP.
  • Based on the Price/Earnings ratio, BP is valued a bit cheaper than 70.05% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.29, BP is valued a bit cheaper.
  • The Price/Forward Earnings ratio is 13.82, which indicates a correct valuation of BP.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of BP indicates a somewhat cheap valuation: BP is cheaper than 70.53% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 24.57. BP is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 14.24
Fwd PE 13.82
BP Price Earnings VS Forward Price EarningsBP Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, BP is valued cheaply inside the industry as 89.37% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, BP is valued cheaper than 89.37% of the companies in the same industry.
Industry RankSector Rank
P/FCF 9.19
EV/EBITDA 4.05
BP Per share dataBP EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates BP does not grow enough to justify the current Price/Earnings ratio.
  • A more expensive valuation may be justified as BP's earnings are expected to grow with 12.55% in the coming years.
PEG (NY)4.66
PEG (5Y)N/A
EPS Next 2Y11.51%
EPS Next 3Y12.55%

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6

5. BP Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 5.06%, BP is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 3.40, BP pays a bit more dividend than its industry peers.
  • BP's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 5.06%

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 Years3
Div Non Decr Years3
BP Yearly Dividends per shareBP Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5 2

5.3 Sustainability

  • 9368.52% of the earnings are spent on dividend by BP. This is not a sustainable payout ratio.
  • The dividend of BP is growing, but earnings are growing more, so the dividend growth is sustainable.
DP9368.52%
EPS Next 2Y11.51%
EPS Next 3Y12.55%
BP Yearly Income VS Free CF VS DividendBP Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10B -10B 20B -20B
BP Dividend Payout.BP Dividend Payout, showing the Payout Ratio.BP Dividend Payout.PayoutRetained Earnings

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BP Fundamentals: All Metrics, Ratios and Statistics

BP PLC-SPONS ADR

NYSE:BP (3/6/2026, 8:04:00 PM)

After market: 40.5179 +0.08 (+0.19%)

40.44

+1.14 (+2.9%)

Chartmill FA Rating
GICS SectorEnergy
GICS IndustryGroupEnergy
GICS IndustryOil, Gas & Consumable Fuels
Earnings (Last)02-10
Earnings (Next)04-28
Inst Owners36.76%
Inst Owner Change0.86%
Ins Owners0%
Ins Owner ChangeN/A
Market Cap103.59B
Revenue(TTM)189.34B
Net Income(TTM)54.00M
Analysts72.73
Price Target39.39 (-2.6%)
Short Float %0.28%
Short Ratio0.76
Dividend
Industry RankSector Rank
Dividend Yield 5.06%
Yearly Dividend0.32
Dividend Growth(5Y)0.52%
DP9368.52%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-20
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-1.5%
Min EPS beat(2)-5.57%
Max EPS beat(2)2.58%
EPS beat(4)2
Avg EPS beat(4)0.01%
Min EPS beat(4)-21.57%
Max EPS beat(4)24.61%
EPS beat(8)4
Avg EPS beat(8)-0.72%
EPS beat(12)6
Avg EPS beat(12)-2.48%
EPS beat(16)10
Avg EPS beat(16)4.65%
Revenue beat(2)1
Avg Revenue beat(2)2.8%
Min Revenue beat(2)-10.24%
Max Revenue beat(2)15.84%
Revenue beat(4)3
Avg Revenue beat(4)6.78%
Min Revenue beat(4)-10.24%
Max Revenue beat(4)15.84%
Revenue beat(8)6
Avg Revenue beat(8)5.31%
Revenue beat(12)9
Avg Revenue beat(12)2.73%
Revenue beat(16)13
Avg Revenue beat(16)13.79%
PT rev (1m)0.48%
PT rev (3m)2.41%
EPS NQ rev (1m)-10.06%
EPS NQ rev (3m)-14.7%
EPS NY rev (1m)-1.77%
EPS NY rev (3m)-3.01%
Revenue NQ rev (1m)10.63%
Revenue NQ rev (3m)-0.11%
Revenue NY rev (1m)2.04%
Revenue NY rev (3m)-3.53%
Valuation
Industry RankSector Rank
PE 14.24
Fwd PE 13.82
P/S 0.55
P/FCF 9.19
P/OCF 4.23
P/B 1.95
P/tB 3
EV/EBITDA 4.05
EPS(TTM)2.84
EY7.02%
EPS(NY)2.93
Fwd EY7.23%
FCF(TTM)4.4
FCFY10.88%
OCF(TTM)9.56
OCFY23.64%
SpS73.91
BVpS20.71
TBVpS13.49
PEG (NY)4.66
PEG (5Y)N/A
Graham Number36.38
Profitability
Industry RankSector Rank
ROA 0.02%
ROE 0.1%
ROCE 7.83%
ROIC 6.18%
ROICexc 7.59%
ROICexgc 8.58%
OM 8.18%
PM (TTM) 0.03%
GM 27.14%
FCFM 5.95%
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 Turnover0.68
Health
Industry RankSector Rank
Debt/Equity 1.25
Debt/FCF 6.43
Debt/EBITDA 1.97
Cap/Depr 72.78%
Cap/Sales 6.98%
Interest Coverage 250
Cash Conversion 72.76%
Profit Quality 20874.1%
Current Ratio 1.26
Quick Ratio 0.98
Altman-Z N/A
F-Score7
WACC7.83%
ROIC/WACC0.79
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)-12.43%
EPS 3Y-31.05%
EPS 5YN/A
EPS Q2Q%35.14%
EPS Next Y3.05%
EPS Next 2Y11.51%
EPS Next 3Y12.55%
EPS Next 5Y8.06%
Revenue 1Y (TTM)0.08%
Revenue growth 3Y-7.78%
Revenue growth 5Y12.31%
Sales Q2Q%-0.72%
Revenue Next Year-0.99%
Revenue Next 2Y-0.17%
Revenue Next 3Y-0.24%
Revenue Next 5Y2.89%
EBIT growth 1Y20.13%
EBIT growth 3Y-27.78%
EBIT growth 5YN/A
EBIT Next Year78.99%
EBIT Next 3Y23.23%
EBIT Next 5Y14.95%
FCF growth 1Y-6.07%
FCF growth 3Y-26.91%
FCF growth 5YN/A
OCF growth 1Y-10.27%
OCF growth 3Y-15.73%
OCF growth 5Y15.03%

BP PLC-SPONS ADR / BP FAQ

Can you provide the ChartMill fundamental rating for BP PLC-SPONS ADR?

ChartMill assigns a fundamental rating of 4 / 10 to BP.


Can you provide the valuation status for BP PLC-SPONS ADR?

ChartMill assigns a valuation rating of 5 / 10 to BP PLC-SPONS ADR (BP). This can be considered as Fairly Valued.


How profitable is BP PLC-SPONS ADR (BP) stock?

BP PLC-SPONS ADR (BP) has a profitability rating of 3 / 10.


What is the valuation of BP PLC-SPONS ADR based on its PE and PB ratios?

The Price/Earnings (PE) ratio for BP PLC-SPONS ADR (BP) is 14.24 and the Price/Book (PB) ratio is 1.95.


What is the expected EPS growth for BP PLC-SPONS ADR (BP) stock?

The Earnings per Share (EPS) of BP PLC-SPONS ADR (BP) is expected to grow by 3.05% in the next year.