# BP p.l.c. (BP) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Energy / Oil, Gas & Consumable Fuels. Price $43.81, market value $112.8 billion.

## Valuation
- **P/E (trailing): 21.0×**. BP p.l.c. trades at 21.0× trailing earnings. The Energy median in the September 2026 study was 16.8×. Forward P/E is 9.2×, lower than trailing, so analysts expect earnings to grow.
- **Price / sales: 0.5×**. Each dollar of revenue is priced at 0.5×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 7.8×**. The shares trade at 7.8× book value; most of the value is in earnings power and intangibles rather than the balance sheet.
- **EV / EBITDA: 3.3×**. Enterprise value is 3.3× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: 14.3%**. Free cash flow equals 14.3% of the market value. Above 5% is generally attractive.
- **Earnings yield: 4.8%**. The inverse of the P/E: 4.8% of the price is earned each year.

## Profitability
- **Gross margin: 20.0%**. BP p.l.c. keeps 20.0% of revenue after the direct cost of what it sells, a thin margin typical of retail, distribution and commodity businesses.
- **Operating margin: 11.2%**. 11.2% of revenue is left after running the business.
- **Net margin: 0.7%**. 0.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 1.8%**. 1.8% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 13.2%**. Return on all capital, debt included, is 13.2%.
- **Return on assets: 2.0%**. Each dollar of assets produces 2.0% of profit.

## Growth
- **Revenue growth (1 yr): -1.1%** (3-yr -8.2%/yr, 5-yr 12.0%/yr). Revenue fell 1.1% over the last year, against 12.0% a year compounded over five years: growth is slowing.

## Financial health
- **Debt to equity: 0.74**. Debt is 0.74 times equity, moderate leverage.
- **Net debt / EBITDA: 0.5×**. It would take 0.5 years of operating earnings to repay net borrowings, within the comfortable range.
- **Interest coverage: 5.0×**. Operating profit covers interest 5.0× over, a safe margin.
- **Altman Z-score: 1.54**. A Z-score of 1.54 is in the distress zone, a signal to examine the balance sheet closely.
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.

## Dividends
- **Dividend yield: 4.60%** ($0.34 per share, trailing). BP p.l.c. yields 4.60%, an income-level yield.
- **Payout ratio: 433%** (32% of free cash flow). The dividend exceeds earnings (433% payout), though free cash flow still covers it.
- **Consecutive years of increases: 4**. 4 straight years of increases.
- **Dividend growth (5 yr): 0.7%/yr** (1-yr 6.9%). The dividend has grown 0.7% a year over five years.

## Analyst view
- **Analyst consensus: buy** (18 analysts). 18 analysts cover BP p.l.c.; the consensus is buy, with an average price target of $47.63 (+9% from the current price). Analyst opinion is shown for context; it is not part of the Fundamental Score.

## Price and momentum
- **Total return (1 yr): 32.7%** (YTD 29.2%, 3-mo 2.0%). The shares are up 32.7% over twelve months including dividends.
- **From 52-week high: -9.2%** (33.9% above the low). Trading 9% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 54**. An RSI of 54 is neutral.
- **Beta (1 yr): -0.29** (volatility 29%). Beta of -0.29 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=BP · Page: https://foliofundamentals.com/stocks/bp

Not investment advice.