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Upturn AI Summary - About
BP PLC ADR(BP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BP
11/05/2026: BP (3-star) is a WEAK-BUY. BUY for 74 days. Simulated Profits (3.26%). Updated daily EoD!
BP is an integrated energy company that operates globally across the traditional oil and gas value chain and increasingly in low-carbon sectors. Its primary strength lies in its massive infrastructure, significant global scale, and established consumer brands like Castrol, which provide resilient cash flows. The main investment story centers on its strategic transition toward becoming an integrated energy company through renewable investments and EV charging, though this creates substantial execution risk. Investors must monitor commodity price volatility, high capital requirements for the energy transition, and regulatory pressures. The stock often appeals to value and dividend-oriented investors, though it carries higher risk profile factors tied to operational and strategic execution.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The core business is mature and cyclical, though the pivot to renewables offers some long-term growth potential. |
| Momentum investor | Mixed fit | Stock performance is often tethered to volatile commodity prices, making it a momentum play only during periods of rising oil prices. |
| Value investor | Strong fit | BP often trades at low price-to-earnings multiples relative to the broader market, attracting value-oriented investors. |
| Dividend investor | Strong fit | BP provides a historically reliable dividend yield, making it suitable for income-focused portfolios. |
| Low-risk investor | Weak fit | The inherent volatility of energy prices and environmental/regulatory risks make this a higher-risk holding. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Company profitability is directly tied to the highly unpredictable fluctuations of global crude and gas prices. |
| Valuation risk | Medium | While earnings multiples are low, they reflect the cyclical nature of the industry and long-term energy transition concerns. |
| Competition risk (Energy Transition) | Medium / high | BP must compete against both traditional supermajors and agile renewable energy companies. |
| Business quality | Medium | While infrastructure is vast, the business quality is often challenged by high capital intensity and asset write-down risks. |
| Dividend income | Medium / high | The dividend is reliable but sensitive to the company's ability to maintain cash flow during commodity price troughs. |
| Execution risk | Medium / high | Successfully pivoting a massive legacy oil company toward a low-carbon model carries significant operational and financial uncertainty. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 0.5% | Avg. Invested days 51 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 117.48B USD | Price to earnings Ratio 22.25 | 1Y Target Price 54.79 |
Price to earnings Ratio 22.25 | 1Y Target Price 54.79 | ||
Volume (30-day avg) 9.0M shares | Beta -0.25 | 52 Weeks Range 32.03 - 51.49 | Updated Date 11/05/2026 |
52 Weeks Range 32.03 - 51.49 | Updated Date 11/05/2026 | ||
Dividends yield (FY) 4.37% | Basic EPS (TTM) 2.05 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Oil Production & Operations | Exploration, drilling, and extraction of crude oil and natural gas assets. | This is the 'cash cow' segment that funds dividends and future investments. |
| Customers & Products | Refining, Castrol lubricants, retail fuel stations, and EV charging. | This segment provides steady, consumer-facing revenue that is less volatile than exploration. |
| Geography | Global operations with significant exposure to the US, Europe, and emerging Asian markets. | Geographical diversity helps buffer against localized economic or political downturns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-30 | When Before Market | Estimate 2.66 | Actual 3.26 |
Profitability
Profit Margin 3.84% | Operating Margin (TTM) 18.59% |
Management Effectiveness
Return on Assets (TTM) 6.75% | Return on Equity (TTM) 13.42% |
Valuation
Trailing PE 22.25 | Forward PE 8.26 | Enterprise Value 148.67B | Price to Sales(TTM) 0.5 |
Enterprise Value 148.67B | Price to Sales(TTM) 0.5 | ||
Enterprise Value to Revenue 0.63 | Enterprise Value to EBITDA 3.34 | Shares Outstanding 2.58B | Shares Floating 10.07B |
Shares Outstanding 2.58B | Shares Floating 10.07B | ||
Percent Insiders 0.01 | Percent Institutions 14.12 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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