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BP p.l.c. (BP)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US0556221044
CUSIP
055622104
Sector
Energy
IPO Date
Jan 3, 1977

Highlights

Market Cap
$121.02B
Enterprise Value
$174.92B
EPS (TTM)
$0.02
PE Ratio
2,052.48
PEG Ratio
200.46
Total Revenue (TTM)
$189.23B
Gross Profit (TTM)
$38.28B
EBITDA (TTM)
$31.57B
Year Range
$25.22 - $48.27
Target Price
$40.50
ROA (TTM)
0.02%
ROE (TTM)
0.11%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in BP p.l.c., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

BP p.l.c. (BP) has returned 37.43% so far this year and 59.21% over the past 12 months. Over the last ten years, BP has returned 10.99% per year, falling short of the S&P 500 Index benchmark, which averaged 12.29% annually.


BP p.l.c.

1D
2.06%
1M
21.32%
YTD
37.43%
6M
41.67%
1Y
59.21%
3Y*
11.66%
5Y*
19.74%
10Y*
10.99%

Benchmark (S&P 500 Index)

1D
0.11%
1M
-4.18%
YTD
-3.84%
6M
-1.98%
1Y
21.98%
3Y*
16.86%
5Y*
10.37%
10Y*
12.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 3, 1977, BP's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, your investment would double in approximately 7.2 years.

Historically, 55% of months were positive and 45% were negative. The best month was Mar 1987 with a return of +35.0%, while the worst month was Jun 1980 at -47.2%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 9 months.

On a daily basis, BP closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +21.6%, while the worst single day was Jul 3, 1978 at -50.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20269.07%3.92%20.95%0.26%37.43%
20255.07%8.13%2.02%-18.73%7.69%2.85%7.42%11.18%-2.19%1.94%4.19%-3.80%24.54%
2024-0.85%0.92%7.69%2.89%-1.96%-3.91%-1.97%-2.65%-7.57%-6.47%1.44%0.85%-11.84%
20233.72%10.37%-4.19%6.17%-15.40%4.69%5.70%0.85%4.14%-5.53%0.46%-2.45%6.00%
202216.11%-4.57%0.65%-2.31%13.94%-12.42%3.63%6.21%-7.43%16.57%9.04%-2.70%37.01%
20218.28%11.34%-0.25%3.33%5.49%0.72%-8.48%2.45%11.73%5.34%-8.77%2.58%36.38%

Benchmark Metrics

BP p.l.c. has an annualized alpha of 2.33%, beta of 0.82, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since January 04, 1977.

  • This stock participated in 88.59% of S&P 500 Index downside but only 75.76% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.22 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.33%
Beta
0.82
0.22
Upside Capture
75.76%
Downside Capture
88.59%

Return for Risk

Risk / Return Rank

BP ranks 78 for risk / return — better than 78% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


BP Risk / Return Rank: 7878
Overall Rank
BP Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
BP Sortino Ratio Rank: 7676
Sortino Ratio Rank
BP Omega Ratio Rank: 7777
Omega Ratio Rank
BP Calmar Ratio Rank: 7575
Calmar Ratio Rank
BP Martin Ratio Rank: 7979
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for BP p.l.c. (BP) and compare them to a chosen benchmark (S&P 500 Index).


BPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.57

0.88

+0.69

Sortino ratio

Return per unit of downside risk

1.97

1.37

+0.60

Omega ratio

Gain probability vs. loss probability

1.28

1.21

+0.07

Calmar ratio

Return relative to maximum drawdown

2.09

1.39

+0.70

Martin ratio

Return relative to average drawdown

6.37

6.43

-0.06

Explore BP risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

BP p.l.c. provided a 4.20% dividend yield over the last twelve months, with an annual payout of $1.98 per share. The company has been increasing its dividends for 4 consecutive years.


4.00%5.00%6.00%7.00%8.00%9.00%$0.00$0.50$1.00$1.50$2.00$2.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.98$1.96$1.83$1.67$1.38$1.29$1.89$2.46$2.43$2.38$2.38$2.39

Dividend yield

4.20%5.64%6.20%4.71%3.94%4.83%9.21%6.52%6.41%5.66%6.37%7.63%

Monthly Dividends

The table displays the monthly dividend distributions for BP p.l.c.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.50$0.00$0.00$0.50
2025$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.50$0.00$0.00$0.50$0.00$1.96
2024$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.48$0.00$0.00$0.48$0.00$1.83
2023$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.44$0.00$0.00$0.44$0.00$1.67
2022$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.38
2021$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.33$0.00$0.00$0.33$0.00$1.29

Dividend Yield & Payout


Dividend Yield

BP p.l.c. has a dividend yield of 4.20%, which is quite average when compared to the overall market.

Payout Ratio

BP p.l.c. has a payout ratio of 8,423.49%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the BP p.l.c.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the BP p.l.c. was 74.94%, occurring on Aug 10, 1982. Recovery took 2969 trading sessions.

The current BP p.l.c. drawdown is 0.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-74.94%Feb 21, 1980624Aug 10, 19822969May 6, 19943593
-67.86%May 20, 1977284Jul 6, 1978369Dec 19, 1979653
-63.91%May 22, 2018615Oct 28, 2020572Feb 7, 20231187
-60.04%Nov 7, 2007663Jun 25, 20101978May 4, 20182641
-37.75%Dec 17, 1999779Jan 27, 2003321May 5, 20041100

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of BP p.l.c. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how BP p.l.c. is priced in the market compared to other companies in the Oil & Gas Integrated industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BP, comparing it with other companies in the Oil & Gas Integrated industry. Currently, BP has a P/E ratio of 2,052.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BP compared to other companies in the Oil & Gas Integrated industry. BP currently has a PEG ratio of 200.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BP relative to other companies in the Oil & Gas Integrated industry. Currently, BP has a P/S ratio of 0.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BP in comparison with other companies in the Oil & Gas Integrated industry. Currently, BP has a P/B value of 2.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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