BP plc - ADR

BP plc - ADR

BP

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Market Cap$112.19B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
BP plc - ADRBP plc - ADR35.44.66%6%0.61.3

Earnings Call Q1 2026

April 28, 2026 - AI Summary

Strong operational + cash generation in 1Q26 (core positive) - 2.3 million boe/d produced; reliability above target (refining availability >96%) and throughput >1.5 mb/d, the highest quarterly figure in 4 years. - Underlying net income: $3.2bn (up vs 4Q, per remarks) despite external volatility; operating cash flow: $8.9bn before a $6bn working capital build (so reported/usable cash timing is affected). - Earnings call tone: management attributes performance to Gulf of America strength + BPX + trading, offsetting Middle East disruptions and some divestment impacts.
Portfolio simplification + cost discipline progressing - Gelsenkirchen refinery sale agreed (announced March) as part of simplifying the portfolio. - Structural cost reduction target increased: management said the simplification supports an upward/accelerated target to be delivered by end-2027 (exact figure not reiterated in transcript, but “further increasing” was stated). - Management emphasizing “simpler BP” and execution focus: improve accountability, speed and decision-making.
Organizational change: moving to upstream/downstream reporting lines (strategic + execution risk) - Company is shifting toward a more traditional integrated upstream/downstream model to reduce complexity and strengthen accountability. - Concrete example given: refining moves under downstream to align better with customer product flows, maximizing value from “molecules to end customers,” while trading helps maximize value across the chain. - Initial internal response positive, but investors should note this is an operational execution/transition risk even if intended to improve speed and clarity.

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Target Price by Analysts

29.7% upsideBP plc Target Price DetailsTarget Price
$51.43

Current Fair Value

20.2% upside

Undervalued by 20.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$112.19 Billion
Enterprise Value$150.68 Billion
Dividend Yield$2.00 (4.66%)
Earnings per Share$0.02
Beta-0.24
Outstanding Shares2,578,607,666

Return

Return on Equity5.77%ROE
Return on Assets1.07%
Return on Invested Capital8.99%

Valuation & Multiples

P/E Ratio35.44P/E Ratio
PEG7.73PEG
Price to Sales0.57Price to Sales
Price to Book Ratio1.48Price to Book Ratio
Enterprise Value to Revenue0.77
Enterprise Value to EBIT8.51
Enterprise Value to Net Income46
Total Debt to Enterprise0.49
Debt to Equity1.33Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 5, 2026
EPS Estimate
$0.75
Average shareholder expectation
Revenue Estimate
$48.43 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.50
Average shareholder expectation
Revenue Estimate
$61.79 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3755 18.37%
Total Calls24,409,191 12.45%
Total Puts9,166,552 24.49%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %13.56% 0.83%
Total Invested$16.55B 44.85%
Investors Holding1,312 101.00%

ESG Score

No data

About BP plc

CEO: Robert Dudley

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its work directly influences the specifics of corporate tax structures and capital investment credits, which are critical for BP's financial planning and capital allocation decisions.

Finance

This powerful committee controls taxation, trade, and entitlement spending. Its decisions on corporate tax policy, energy-specific tax credits or subsidies, and international trade tariffs directly impact BP's profitability, investment strategies, and global operations.

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees can determine funding for energy-related research, infrastructure projects (e.g., pipelines), or environmental initiatives that significantly impact BP's business or regulatory obligations.

Agriculture, Nutrition, and Forestry

This committee oversees the CFTC, which regulates the massive derivatives and futures markets. BP, as a major player in oil and gas, extensively uses these markets for hedging and trading energy commodities.

Judiciary

This committee's oversight of antitrust laws and the DOJ is highly relevant to large oil companies like BP, particularly concerning mergers, acquisitions, and potential monopolistic practices within the energy sector.

Energy and Natural Resources

This committee directly oversees national energy policy, public lands, and the Department of Energy, which are central to oil and gas exploration, production, leasing regulations, and the development of alternative energy solutions relevant to BP.

Environment and Public Works

Regulations from the EPA regarding emissions, waste, and environmental impact are critical for petroleum refineries. Federal infrastructure programs can also affect demand for refined products and distribution logistics.

Foreign Relations

This committee's influence on U.S. foreign policy, treaties, and sanctions (e.g., on oil-producing nations) directly impacts global energy markets, crude supply, and BP's international operations and investment decisions.