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

Company Info

ISIN

US0556221044

CUSIP

055622104

Sector

Energy

IPO Date

Jan 3, 1977

Highlights

Market Cap

$78.87B

EPS (TTM)

$1.00

PE Ratio

29.08

PEG Ratio

13.74

Total Revenue (TTM)

$190.73B

Gross Profit (TTM)

$30.79B

EBITDA (TTM)

$22.05B

Year Range

$27.82 - $38.74

Target Price

$37.81

Short %

0.36%

Short Ratio

0.71

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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

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.


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%JulyAugustSeptemberOctoberNovemberDecember
2,628.75%
5,388.00%
BP (BP p.l.c.)
Benchmark (^GSPC)

Returns By Period

BP p.l.c. had a return of -14.89% year-to-date (YTD) and -14.89% in the last 12 months. Over the past 10 years, BP p.l.c. had an annualized return of 2.68%, while the S&P 500 had an annualized return of 11.01%, indicating that BP p.l.c. did not perform as well as the benchmark.


BP

YTD

-14.89%

1M

-2.99%

6M

-16.87%

1Y

-14.89%

5Y*

-0.27%

10Y*

2.68%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of BP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.85%0.92%7.69%2.89%-1.98%-3.91%-1.97%-2.65%-7.57%-6.47%1.44%-14.89%
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%2.44%11.73%5.34%-8.77%2.58%36.38%
2020-4.27%-11.90%-22.05%-2.42%-0.16%0.78%-5.49%-3.79%-16.58%-11.34%28.87%4.91%-41.31%
20198.44%5.23%2.51%0.02%-5.51%2.41%-4.70%-5.47%2.81%-0.21%0.27%0.86%5.82%
20181.81%-7.83%4.32%9.99%4.08%-0.35%-1.25%-3.58%7.51%-5.92%-5.63%-6.02%-4.61%
2017-3.75%-4.08%1.77%-0.58%7.14%-4.15%1.41%0.47%10.65%5.83%-0.04%4.89%20.02%
20163.55%-8.25%3.75%11.27%-4.75%13.09%-3.13%0.21%3.84%1.11%0.23%6.77%28.86%
20151.86%8.30%-5.62%10.36%-2.59%-3.62%-7.48%-7.78%-8.89%16.82%-1.51%-9.65%-12.83%
2014-3.54%9.21%-4.96%5.24%0.82%4.56%-7.17%-1.12%-8.13%-1.11%-8.20%-3.05%-17.56%
20136.92%-8.11%4.83%2.95%-0.36%-2.73%-0.72%0.97%1.77%10.64%2.34%3.40%22.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BP is 16, meaning it’s performing worse than 84% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BP is 1616
Overall Rank
The Sharpe Ratio Rank of BP is 1414
Sharpe Ratio Rank
The Sortino Ratio Rank of BP is 1515
Sortino Ratio Rank
The Omega Ratio Rank of BP is 1616
Omega Ratio Rank
The Calmar Ratio Rank of BP is 1616
Calmar Ratio Rank
The Martin Ratio Rank of BP is 2020
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for BP, currently valued at -0.66, compared to the broader market-4.00-2.000.002.00-0.661.90
The chart of Sortino ratio for BP, currently valued at -0.79, compared to the broader market-4.00-2.000.002.004.00-0.792.54
The chart of Omega ratio for BP, currently valued at 0.90, compared to the broader market0.501.001.502.000.901.35
The chart of Calmar ratio for BP, currently valued at -0.54, compared to the broader market0.002.004.006.00-0.542.81
The chart of Martin ratio for BP, currently valued at -1.13, compared to the broader market0.0010.0020.00-1.1312.39
BP
^GSPC

The current BP p.l.c. Sharpe ratio is -0.66. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of BP p.l.c. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.66
1.90
BP (BP p.l.c.)
Benchmark (^GSPC)

Dividends

Dividend History

BP p.l.c. provided a 6.40% dividend yield over the last twelve months, with an annual payout of $1.83 per share. The company has been increasing its dividends for 2 consecutive years.


4.00%5.00%6.00%7.00%8.00%9.00%$0.00$0.50$1.00$1.50$2.00$2.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.83$1.67$1.38$1.29$1.89$2.46$2.41$2.38$2.38$2.39$2.34$2.19

Dividend yield

6.40%4.71%3.94%4.83%9.21%6.51%6.36%5.66%6.37%7.63%6.14%4.51%

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
2024$0.00$0.44$0.00$0.00$0.43$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
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$1.89
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$2.46
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$2.41
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$2.38
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$2.38
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$2.39
2014$0.00$0.57$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.60$0.00$2.34
2013$0.54$0.00$0.00$0.54$0.00$0.00$0.54$0.00$0.00$0.57$0.00$2.19

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%6.4%
BP p.l.c. has a dividend yield of 6.40%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%47.3%
BP p.l.c. has a payout ratio of 47.34%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-25.24%
-3.58%
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 25.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.44%Nov 21, 1980433Aug 10, 19822995Jun 14, 19943428
-63.92%May 22, 2018615Oct 28, 2020572Feb 7, 20231187
-60.74%Nov 7, 2007663Jun 25, 20101981May 9, 20182644
-38.19%Dec 17, 1999779Jan 27, 2003351Jun 18, 20041130
-35.71%May 20, 1977284Jul 6, 1978144Jan 30, 1979428

Volatility

Volatility Chart

The current BP p.l.c. volatility is 7.56%, 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%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
7.56%
3.64%
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

Valuation

The Valuation section provides an assessment of the market value of BP p.l.c. compared to its peers in the Oil & Gas Integrated industry.


PE Ratio
10.020.030.040.029.1
The chart displays the price to earnings (P/E) ratio for BP in comparison to other companies of the Oil & Gas Integrated industry. Currently, BP has a PE value of 29.1. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.02.04.06.08.010.012.013.7
The chart displays the price to earnings to growth (PEG) ratio for BP in comparison to other companies of the Oil & Gas Integrated industry. Currently, BP has a PEG value of 13.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for BP p.l.c..


Loading data...

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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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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