BP p.l.c.

NYSE:BP 株式レポート

時価総額：US$111.9b

BP 将来の成長

Future 基準チェック /16

BPの収益は年間0.1%で減少すると予測されていますが、年間利益は年間10.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に15.3% 12%なると予測されています。

主要情報

10.6%

収益成長率

12.00%

EPS成長率

Oil and Gas 収益成長10.9%
収益成長率-0.1%
将来の株主資本利益率15.29%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Apr 27

BP: A New CEO, A Shareholder Revolt, And A Gap To Fill

Summary BP presents a short-term gap-fill trade setup, targeting $44.78 within two weeks, driven by technicals and negative analyst sentiment. Leadership instability, with a new CEO and shifting strategies, compounds uncertainty ahead of the April 28 earnings call. Shareholder discord, failed AGM resolutions, and suspended buybacks remove key support mechanisms for BP’s stock price. I’m buying May 16 $46 puts, aiming for a 50-80% ROI if the gap fills quickly post-earnings. Read the full article on Seeking Alpha
Seeking Alpha • Mar 31

BP: Lowering My Price Target, Still Cheap With A Shareholder-Friendly Focus

Summary BP is undervalued with a low P/E ratio, high yield, and bullish technical indicators, despite recent underperformance and mixed earnings results. BP's management plans a strategic reset, including potential M&A, and has increased dividends by 10%, signaling confidence despite macro challenges. Key risks include refining operation uncertainties, potential macroeconomic slowdown, and activist pressure, but April's seasonal trends are historically positive for BP. I maintain a buy rating for BP, anticipating a bullish trend change supported by technical patterns and favorable valuation metrics. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

BP: New Bullish Catalyst In Play

Summary There is a new catalyst in BP that aims to drive strategic changes, potentially boosting the company's performance and stock price. BP's current price/earnings ratio is attractive, and activist involvement could unlock further value. Price structure analysis suggests a bullish setup for BP, with clear parameters to help measure likely risk versus potential reward. Let us show you how we find the synergy between fundamentals and human behavior. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

BP: 5 Levers To Pull At The Investor Day

Summary We identify 5 levers which management should pull in order to improve BP's value and adress recent underperformance. Building partially on Shell's playbook, we believe key items to watch will be how management will improve BP's bloated cost structure and a resolute fix-sell-close strategy across the portfolio. Openness to changes in the advisory board and targeted divestments to strengthen the balance sheet could further help regain investor appreciation, in our view. Read the full article on Seeking Alpha
Seeking Alpha • Jan 30

BP: 2025 Will Make Or Break The Stock

Summary Following another weak quarter, we find BP strongly underperformed both its European and US peers since 2021, with Q4 earnings the lowest since late 2020. Yet, BP remains the primary value opportunity among global majors, trading at 3.1x EBITDA and offering a ~15% FCF yield and >13% in buybacks + dividends. The company is due to hold a highly anticipated investor day in February, we expect mgmt to follow the Shell playbook and remain carefully optimistic, reiterating our Overweight rating. Read the full article on Seeking Alpha
Seeking Alpha • Jan 23

BP: Failing To Deliver During Good Times Is A Major Red Flag

Summary BP stock has become the worst performer within its peer group and that doesn't make it a bargain. The years ahead are likely to be more challenging for equities in the Energy space which is bad news for low margin producers. I explain why I prefer to stick with higher quality Energy stocks at this point in time and why BP low multiple is does not make it attractive. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

BP Stock: The Citibank Of Oil

Summary New management could change BP's fortunes. BP has underperformed its peers significantly and has valuable assets, but also underperforming divisions and a toxic stake in Rosneft. BP is cheap with a P/E of 8.22, a P/S of 0.44, and an EV/EBITDA of 4.03, significantly below the sector median. BP's focus on returning capital to shareholders is attractive, however, lower oil prices could impact the strategy. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

The Gold Standard Oil And Gas Companies

Summary ESG as a theme is probably a fad, yet some aspects of it are useful as risk assessment tools. A big risk for oil and gas stocks is methane emissions, and until now, it has not been easy to assess this. The Oil & Gas Methane Partnership 2.0 is the United Nations Environment Programme’s flagship oil and gas reporting and mitigation programme. The OGMP 2.0 Gold Standard awards indicate the best companies related to risks around methane emissions. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

BP Stock: Out Of The Doghouse (Rating Upgrade)

Summary BP p.l.c.'s recent management changes and strategic moves, including the Travel Centers of America acquisition, signal a renewed focus on profitable capital projects, making the stock a potential buy. The company's strong presence in the Gulf of Mexico and strategic stakes in global projects like ADNOC and Shah Deniz bolster its upstream portfolio. Despite skepticism about renewables, BP's ventures in solar, biogas, and EV charging show promise, with significant growth potential in these areas. Current low valuation and management's focus on cash flow and value over volume make BP shares underpriced, presenting a buying opportunity for growth and income. Read the full article on Seeking Alpha
Seeking Alpha • Oct 31

4 Things BP Can Do To Convince Investors They Are An Oil Company Again

Summary BP is taking the right steps to act like an oil company again, but more work is needed. Until investors see plans for volume growth, improved returns, and better capital allocation, they may continue to punish the stock. The shares are a Hold, at least until the company's strategy update in February gives us more information. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21

BP: Finally We See A Catalyst

Summary According to Reuters, BP's management has abandoned its previous target to reduce production, now aiming to "reset" its strategy in favor of more oil & gas. Essentially following Shell's playbook, we believe the upcoming 2025 strategy update could be a material catalyst for shares. We lower our PT to $42/sh on a likely weaker Q3, yet remain overweight with shares offering ~14% in dividends + buybacks while trading at a best-in-class ~15% FCF yield. Read the full article on Seeking Alpha
Seeking Alpha • Sep 30

BP: 5.7% Dividend, Buybacks, And A Mid-Single Digit P/E Signal Value

Summary BP is undervalued compared to its peers, trading at less than 8 times 2024 earnings with a 5.7% dividend yield. BP's strong cash position, share buybacks, and dividend increases make it an attractive investment for income and capital appreciation. Economic growth and lower interest rates are expected to boost energy demand, benefiting BP's profitability and market position. Despite geopolitical risks and competition, BP's financial metrics and growth prospects present a compelling risk-reward scenario for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 02

BP: 15% Earnings Yield, 5% Dividend, Upside Potential

Summary BP's Q2’24 results showed strong performance with a 7% year-over-year growth in core earnings, driven by higher petroleum prices. BP is enhancing shareholder value through $3.5B in stock buybacks in the second half of the year and a 10% dividend increase, signaling robust capital returns. Expansion projects in the Gulf of Mexico represent a catalyst for earnings growth and share price revaluation. BP's shares are undervalued with a P/E ratio of 6.9X and a 15% earnings yield, which is significantly lower than the valuation ratios for U.S. counterparts Exxon Mobil and Chevron. Despite risks like Gulf of Mexico project delays and regulatory challenges, BP's low valuation and growth make the stock interesting for income and growth investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 23

BP Stock: Underperforming The Sector For A Good Reason

Summary BP stock has underperformed the energy sector over the past 12-month period. Earnings quality and return on capital remain key areas of focus for long-term investors. On top of all that, BP appears to be facing lower growth prospects when compared to its peers. Read the full article on Seeking Alpha
Seeking Alpha • Jul 10

BP: No Thanks, I'm Buying American

Summary European oil stocks, including BP, trade at lower multiples than American peers due to ESG diversification and market skepticism on non-oil operations. BP's recent performance suffers from negative headlines, lower refining margins, and geopolitical challenges, further widening the gap with American oil giants. Despite a solid dividend and potential for growth, BP's focus on renewables and uncertain long-term strategy make it less attractive compared to U.S. counterparts. Read the full article on Seeking Alpha
Seeking Alpha • Jun 17

BP: After A Big Pullback, It's Time To Lock In A 5% Yield On This Oil Giant

Summary Energy stocks in correction, new buying opportunities emerging. BP's stock is trading below several moving averages with the potential for strong total returns. BP's low PE ratio, high dividend yield, and strong balance sheet make it an attractive long-term investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11

BP: Mixed Q1 But Risk/Reward Remains Highly Attractive

Summary BP's Q1 was mixed, with production up 2.5% QoQ but profits 7% below estimates. Costs/boe also climbed vs Q4, as opposed to declines at Euro peers Shell and Total. Favorable Q2 outlook with Whiting back online and higher gas prices supporting upstream profits. Buybacks held at $1.75B/quarter for ~12.1% in 24E distribution yield. Management also announced a >$2B cost savings program through YE26, providing further upside to consensus, with 25E EBITDA estimates still ~20% below BP guidance. Trading at a 14% FCF yield and offering >12% in distribution yield, I continue to see a favorable risk/reward and reiterate my Overweight rating. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:BP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028199,7729,97612,96027,69410
12/31/2027198,96110,76213,08927,82313
12/31/2026227,73214,31714,24829,99710
3/31/2026193,0053,20911,40724,519N/A
12/31/2025187,6375411,27224,493N/A
9/30/2025186,0101,51710,66724,318N/A
6/30/2025184,8065628,59023,293N/A
3/31/2025185,408-1,19610,19225,122N/A
12/31/2024187,38639012,00027,297N/A
9/30/2024192,6962,72013,59629,247N/A
6/30/2024199,1347,37216,34931,233N/A
3/31/2024201,0799,29314,55229,426N/A
12/31/2023208,35115,23817,75432,039N/A
9/30/2023226,39125,67022,49936,233N/A
6/30/2023227,54018,64922,39135,774N/A
3/31/2023246,02226,11427,74840,344N/A
12/31/2022239,067-2,48828,86340,932N/A
9/30/2022220,870-10,96522,33233,477N/A
6/30/2022202,318-11,34720,47831,165N/A
3/31/2022171,248-17,48715,25725,713N/A
12/31/2021156,4317,56312,72523,612N/A
9/30/2021133,8756,5958,72819,765N/A
6/30/2021124,2278,6908,02618,993N/A
3/31/2021109,193-11,2755,76917,319N/A
12/31/2020105,672-20,306-14412,162N/A
9/30/2020149,126-21,6454,17617,496N/A
6/30/2020190,905-21,9443,65118,348N/A
3/31/2020242,072-3,2745,91421,426N/A
12/31/2019158,1094,025N/A25,770N/A
9/30/2019281,6444,772N/A24,996N/A
6/30/2019292,7108,870N/A25,032N/A
3/31/2019295,3139,847N/A24,523N/A
12/31/2018297,5339,382N/A22,873N/A
9/30/2018289,0348,643N/A21,947N/A
6/30/2018269,5867,063N/A21,879N/A
3/31/2018250,8424,408N/A20,463N/A
12/31/2017238,4333,388N/A18,931N/A
9/30/2017222,2593,858N/A15,456N/A
6/30/2017209,5253,709N/A11,940N/A
3/31/2017199,5452,146N/A10,933N/A
12/31/2016182,325114N/A10,691N/A
9/30/2016180,811-3,691N/A14,069N/A
6/30/2016189,890-5,265N/A16,744N/A
3/31/2016205,584-9,669N/A19,147N/A
12/31/2015222,243-6,484N/A19,133N/A
9/30/2015247,531-7,584N/A20,574N/A
6/30/2015285,521-6,340N/A24,790N/A

アナリストによる今後の成長予測

収入対貯蓄率: BPの予測収益成長率 (年間10.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BPの収益 ( 10.6% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: BPの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: BPの収益は今後 3 年間で減少すると予想されています (年間-0.1% )。

高い収益成長: BPの収益は今後 3 年間で減少すると予測されています (年間-0.1% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BPの 自己資本利益率 は、3年後には低くなると予測されています ( 15.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/14 02:51
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

BP p.l.c. 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53

アナリスト機関
John EadeArgus Research Company
William SeleskyArgus Research Company
Alejandro VigilBanco Santander