Analysis Article • Aug 04
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- 7D-0.8%
- 3M2.3%
- 1Y25.8%
- YTD20.9%
The Oil and Gas is pretty flat in the last 7 days, but National Atomic Company Kazatomprom JSC has stood out, gaining 8.4%. As for the the longer term, the industry is up 26% over the past 12 months. In the next few years earnings are forecast to be pretty stable.
Industry Valuation and Performance
Has the U.K. Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | UK£287.8b | UK£411.7b | UK£24.1b | 15.6x | 12x | 0.7x |
| Sun, 05 Jul 2026 | UK£258.6b | UK£375.4b | UK£16.8b | 17.8x | 15.4x | 0.7x |
| Tue, 02 Jun 2026 | UK£277.7b | UK£372.3b | UK£16.7b | 16.7x | 16.6x | 0.7x |
| Thu, 30 Apr 2026 | UK£297.3b | UK£373.9b | UK£15.6b | 12.9x | 19x | 0.8x |
| Sat, 28 Mar 2026 | UK£308.8b | UK£375.4b | UK£13.5b | 14.6x | 22.9x | 0.8x |
| Mon, 23 Feb 2026 | UK£256.4b | UK£352.4b | UK£13.1b | 9.2x | 19.6x | 0.7x |
| Wed, 21 Jan 2026 | UK£238.2b | UK£353.3b | UK£11.8b | 10.1x | 20.2x | 0.7x |
| Fri, 19 Dec 2025 | UK£231.1b | UK£355.6b | UK£11.9b | 9.9x | 19.5x | 0.6x |
| Sun, 16 Nov 2025 | UK£251.7b | UK£362.3b | UK£11.9b | 11.2x | 21.1x | 0.7x |
| Tue, 14 Oct 2025 | UK£236.5b | UK£358.9b | UK£10.1b | 13.7x | 23.3x | 0.7x |
| Thu, 11 Sep 2025 | UK£7.0t | UK£356.8b | UK£11.1b | 11.5x | 627x | 19.6x |
| Sat, 09 Aug 2025 | UK£236.1b | UK£358.3b | UK£11.2b | 11.3x | 21.1x | 0.7x |
| Mon, 07 Jul 2025 | UK£228.9b | UK£354.5b | UK£9.1b | 10.3x | 25.3x | 0.6x |
| Wed, 04 Jun 2025 | UK£220.3b | UK£358.0b | UK£9.1b | 9.2x | 24.2x | 0.6x |
| Fri, 02 May 2025 | UK£214.3b | UK£366.7b | UK£11.4b | 9.1x | 18.8x | 0.6x |
| Sun, 30 Mar 2025 | UK£252.6b | UK£377.1b | UK£12.9b | 9x | 19.6x | 0.7x |
| Tue, 25 Feb 2025 | UK£245.6b | UK£384.0b | UK£13.5b | 10.6x | 18.2x | 0.6x |
| Thu, 23 Jan 2025 | UK£249.8b | UK£409.5b | UK£15.4b | 8.5x | 16.3x | 0.6x |
| Sat, 21 Dec 2024 | UK£221.4b | UK£401.0b | UK£15.0b | 9.1x | 14.7x | 0.6x |
| Mon, 18 Nov 2024 | UK£232.9b | UK£400.9b | UK£15.5b | 8.4x | 15.1x | 0.6x |
| Wed, 16 Oct 2024 | UK£230.7b | UK£395.3b | UK£20.6b | 9.5x | 11.2x | 0.6x |
| Fri, 13 Sep 2024 | UK£237.2b | UK£394.0b | UK£20.5b | 8.4x | 11.6x | 0.6x |
| Sun, 11 Aug 2024 | UK£256.6b | UK£405.2b | UK£21.4b | 11.7x | 12x | 0.6x |
| Tue, 09 Jul 2024 | UK£267.8b | UK£404.3b | UK£21.9b | 10.6x | 12.2x | 0.7x |
| Thu, 06 Jun 2024 | UK£260.1b | UK£405.1b | UK£22.0b | 12.3x | 11.8x | 0.6x |
| Sat, 04 May 2024 | UK£277.6b | UK£419.0b | UK£27.3b | 9.1x | 10.2x | 0.7x |
| Mon, 01 Apr 2024 | UK£261.9b | UK£428.5b | UK£28.3b | 7.5x | 9.2x | 0.6x |
| Wed, 28 Feb 2024 | UK£248.2b | UK£427.9b | UK£26.8b | 5.7x | 9.3x | 0.6x |
| Fri, 26 Jan 2024 | UK£264.6b | UK£614.6b | UK£63.0b | 3.8x | 4.2x | 0.4x |
| Sun, 24 Dec 2023 | UK£279.6b | UK£614.7b | UK£63.1b | 3.9x | 4.4x | 0.5x |
| Tue, 21 Nov 2023 | UK£284.8b | UK£623.0b | UK£63.6b | 4x | 4.5x | 0.5x |
| Thu, 19 Oct 2023 | UK£311.1b | UK£652.8b | UK£58.8b | 4.5x | 5.3x | 0.5x |
| Sat, 16 Sep 2023 | UK£294.9b | UK£642.7b | UK£58.1b | 4.1x | 5.1x | 0.5x |
| Mon, 14 Aug 2023 | UK£277.7b | UK£631.1b | UK£58.4b | 4.9x | 4.8x | 0.4x |
Price to Earnings Ratio
4.8x
Current Industry PE
- Investors are pessimistic on the British Oil and Gas industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 12.0x which is lower than its 3-year average PE of 16.8x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Oil and Gas industry have declined 26% per year over the last three years,
- Revenues have also declined 13% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the U.K. Energy industry?
| GB Market | 0.17% | |
| Energy | -0.80% | |
| Oil and Gas | -0.81% | |
| Oil and Gas Storage and Transportation | 10.95% | |
| Coal and Fuels | 7.66% | |
| Oil and Gas Exploration and Production | 1.64% | |
| Oil and Gas Refining and Marketing | 0.71% | |
| Integrated Oil and Gas | -1.42% | |
Industry PE
- Investors are most optimistic about the Oil and Gas Exploration and Production industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 5.7%, which is lower than the prior year's growth of 124.5% per year.
- Investors are most pessimistic about the Coal and Fuels industry, which is trading below its 3-year average of 7.5x.
Forecasted Growth
- Analysts are most optimistic on the Oil and Gas Refining and Marketing industry, expecting annual earnings growth of 11% over the next 5 years.
- This is better than its past earnings decline of 6.9% per year.
- In contrast, the Integrated Oil and Gas industry is expected to see its earnings growth to stay flat over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| KAP National Atomic Company Kazatomprom JSC | US$69.00 | 9.0% +US$1.5b | 55.9% | PE15.8x | |
| SEPL Seplat Energy | UK£5.97 | 3.6% +UK£126.0m | 121.5% | PE16.3x | |
| HBR Harbour Energy | UK£2.45 | 2.5% +UK£109.2m | 8.0% | PE18.2x | |
| DCC DCC Energy | UK£63.75 | 0.7% +UK£38.4m | 34.9% | PE20x | |
| YCA Yellow Cake | UK£5.62 | 2.6% +UK£36.6m | 10.5% | PE4.6x |
