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BP p.l.c. (BP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0556221044
CUSIP055622104
SectorEnergy
IndustryOil & Gas Integrated

Highlights

Market Cap$108.00B
EPS$5.15
PE Ratio7.48
PEG Ratio13.74
Revenue (TTM)$208.35B
Gross Profit (TTM)$70.17B
EBITDA (TTM)$44.16B
Year Range$32.41 - $40.40
Target Price$43.20
Short %0.31%
Short Ratio0.83

Share Price Chart


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Compare to other instruments

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BP p.l.c.

Popular comparisons: BP vs. SHELL.AS, BP vs. BZ=F, BP vs. CVI, BP vs. XOM, BP vs. APA, BP vs. SPY, BP vs. VTI, BP vs. QQQ, BP vs. EPD, BP vs. FXAIX

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.


4,500.00%5,000.00%5,500.00%6,000.00%6,500.00%NovemberDecember2024FebruaryMarchApril
6,576.85%
5,353.37%
BP (BP p.l.c.)
Benchmark (^GSPC)

S&P 500

Returns By Period

BP p.l.c. had a return of 12.50% year-to-date (YTD) and 4.25% in the last 12 months. Over the past 10 years, BP p.l.c. had an annualized return of 3.58%, while the S&P 500 had an annualized return of 10.55%, indicating that BP p.l.c. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date12.50%6.33%
1 month2.82%-2.81%
6 months3.25%21.13%
1 year4.25%24.56%
5 years (annualized)3.62%11.55%
10 years (annualized)3.58%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.85%0.92%7.69%
20234.14%-5.53%0.46%-2.45%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BP is 51, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of BP is 5151
BP p.l.c.(BP)
The Sharpe Ratio Rank of BP is 5353Sharpe Ratio Rank
The Sortino Ratio Rank of BP is 4646Sortino Ratio Rank
The Omega Ratio Rank of BP is 4646Omega Ratio Rank
The Calmar Ratio Rank of BP is 5858Calmar Ratio Rank
The Martin Ratio Rank of BP is 5353Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for BP p.l.c. (BP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BP
Sharpe ratio
The chart of Sharpe ratio for BP, currently valued at 0.13, compared to the broader market-2.00-1.000.001.002.003.000.13
Sortino ratio
The chart of Sortino ratio for BP, currently valued at 0.33, compared to the broader market-4.00-2.000.002.004.006.000.33
Omega ratio
The chart of Omega ratio for BP, currently valued at 1.04, compared to the broader market0.501.001.501.04
Calmar ratio
The chart of Calmar ratio for BP, currently valued at 0.17, compared to the broader market0.001.002.003.004.005.006.000.17
Martin ratio
The chart of Martin ratio for BP, currently valued at 0.31, compared to the broader market0.0010.0020.0030.000.31
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.91, compared to the broader market-2.00-1.000.001.002.003.001.91
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.77, compared to the broader market-4.00-2.000.002.004.006.002.77
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.46, compared to the broader market0.001.002.003.004.005.006.001.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.61, compared to the broader market0.0010.0020.0030.007.61

Sharpe Ratio

The current BP p.l.c. Sharpe ratio is 0.13. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.13
1.91
BP (BP p.l.c.)
Benchmark (^GSPC)

Dividends

Dividend History

BP p.l.c. granted a 4.33% dividend yield in the last twelve months. The annual payout for that period amounted to $1.71 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.71$1.67$1.38$1.29$1.89$2.46$2.43$2.40$2.40$2.40$2.34$2.19

Dividend yield

4.33%4.71%3.94%4.83%9.21%6.52%6.41%5.71%6.42%7.67%6.14%4.50%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.44$0.00
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
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
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
2020$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2019$0.00$0.61$0.00$0.00$0.62$0.00$0.00$0.62$0.00$0.00$0.62$0.00
2018$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.61$0.00$0.00$0.61$0.00
2017$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00
2016$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00
2015$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00
2014$0.00$0.57$0.00$0.00$0.58$0.00$0.00$0.58$0.00$0.00$0.60$0.00
2013$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.57$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%4.3%
BP p.l.c. has a dividend yield of 4.33%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%36.1%
BP p.l.c. has a payout ratio of 36.05%, which is quite average when compared to the overall market. This suggests that BP p.l.c. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-1.18%
-3.48%
BP (BP p.l.c.)
Benchmark (^GSPC)

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 69.44%, occurring on Aug 10, 1982. Recovery took 2995 trading sessions.

The current BP p.l.c. drawdown is 1.18%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.44%Nov 21, 1980433Aug 10, 19822995Jun 14, 19943428
-63.91%May 22, 2018615Oct 28, 2020572Feb 7, 20231187
-60.75%Nov 7, 2007663Jun 25, 20101981May 9, 20182644
-55%Nov 6, 1973202Aug 23, 1974666Apr 13, 1977868
-39.06%Jan 6, 197096May 21, 1970165Jan 14, 1971261

Volatility

Volatility Chart

The current BP p.l.c. volatility is 4.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%NovemberDecember2024FebruaryMarchApril
4.53%
3.59%
BP (BP p.l.c.)
Benchmark (^GSPC)

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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items