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U.K. (FTSE) Oil and Gas Industry Analysis

UpdatedAug 10, 2025
DataAggregated Company Financials
Companies67
  • 7D4.6%
  • 3M26.9%
  • 1Y19.0%
  • YTD18.8%

The Oil and Gas industry is up 4.6% in the last week, with BP up 6.1%. This means that the industry has gained 19% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.

Industry Valuation and Performance

Has the U.K. Oil and Gas Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 Aug 2025UK£236.0bUK£358.3bUK£11.2b11.3x21.1x0.7x
Tue, 08 Jul 2025UK£223.2bUK£355.5bUK£9.1b10.3x24.6x0.6x
Thu, 05 Jun 2025UK£217.3bUK£357.2bUK£9.1b9.3x23.9x0.6x
Sat, 03 May 2025UK£217.5bUK£366.6bUK£11.4b9.2x19.1x0.6x
Mon, 31 Mar 2025UK£252.6bUK£377.1bUK£12.9b9x19.6x0.7x
Wed, 26 Feb 2025UK£243.8bUK£383.7bUK£13.5b10.6x18.1x0.6x
Fri, 24 Jan 2025UK£248.0bUK£408.7bUK£15.3b8.4x16.2x0.6x
Sun, 22 Dec 2024UK£221.4bUK£401.3bUK£15.0b9.1x14.7x0.6x
Tue, 19 Nov 2024UK£235.3bUK£400.9bUK£15.5b8.6x15.2x0.6x
Thu, 17 Oct 2024UK£233.1bUK£397.9bUK£20.7b9.5x11.2x0.6x
Sat, 14 Sep 2024UK£238.5bUK£393.9bUK£20.5b8.6x11.6x0.6x
Mon, 12 Aug 2024UK£256.6bUK£405.2bUK£21.4b11.7x12x0.6x
Wed, 10 Jul 2024UK£264.4bUK£404.9bUK£21.9b10.1x12.1x0.7x
Fri, 07 Jun 2024UK£261.7bUK£405.1bUK£22.0b12.4x11.9x0.6x
Sun, 05 May 2024UK£277.6bUK£419.0bUK£27.3b9.1x10.2x0.7x
Tue, 02 Apr 2024UK£261.9bUK£428.7bUK£28.4b7.5x9.2x0.6x
Thu, 29 Feb 2024UK£246.5bUK£428.6bUK£26.8b5.7x9.2x0.6x
Sat, 27 Jan 2024UK£268.1bUK£614.7bUK£63.0b3.8x4.3x0.4x
Mon, 25 Dec 2023UK£279.6bUK£614.7bUK£63.1b3.9x4.4x0.5x
Wed, 22 Nov 2023UK£284.2bUK£620.9bUK£63.4b4x4.5x0.5x
Fri, 20 Oct 2023UK£309.2bUK£653.1bUK£58.8b4.4x5.3x0.5x
Sun, 17 Sep 2023UK£294.7bUK£643.5bUK£58.2b4.1x5.1x0.5x
Tue, 15 Aug 2023UK£275.1bUK£631.4bUK£58.4b4.9x4.7x0.4x
Thu, 13 Jul 2023UK£270.4bUK£654.8bUK£74.9b4.5x3.6x0.4x
Sat, 10 Jun 2023UK£267.8bUK£670.6bUK£76.7b4.9x3.5x0.4x
Mon, 08 May 2023UK£283.6bUK£668.6bUK£77.7b4.8x3.7x0.4x
Wed, 05 Apr 2023UK£291.0bUK£666.1bUK£54.7b4.6x5.3x0.4x
Fri, 03 Mar 2023UK£314.3bUK£684.8bUK£56.9b4.1x5.5x0.5x
Sun, 29 Jan 2023UK£303.6bUK£639.0bUK£50.1b4.7x6.1x0.5x
Tue, 27 Dec 2022UK£306.3bUK£652.0bUK£50.7b4.4x6x0.5x
Thu, 24 Nov 2022UK£308.8bUK£654.1bUK£51.9b4.4x5.9x0.5x
Sat, 22 Oct 2022UK£304.7bUK£640.0bUK£45.6b4.4x6.7x0.5x
Mon, 19 Sep 2022UK£303.5bUK£632.9bUK£45.2b6x6.7x0.5x
Wed, 17 Aug 2022UK£276.6bUK£606.7bUK£43.2b7.4x6.4x0.5x
Price to Earnings Ratio

6.4x


Total Market Cap: UK£276.6bTotal Earnings: UK£43.2bTotal Revenue: UK£606.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.K. Oil and Gas Industry Price to Earnings3Y Average 10.3x202320242025
Current Industry PE
  • Investors are optimistic on the British Oil and Gas industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 21.1x which is higher than its 3-year average PE of 10.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.54x.
Past Earnings Growth
  • The earnings for companies in the Oil and Gas industry have declined 36% per year over the last three years,
  • Revenues have also declined 16% 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 Market3.24%
Energy4.64%
Oil and Gas4.64%
Oil and Gas Exploration and Production5.55%
Coal and Fuels4.86%
Oil and Gas Storage and Transportation0.29%
Integrated Oil and Gas0.28%
Oil and Gas Refining and Marketing-11.24%
Industry PE
  • Investors are most optimistic about the Integrated Oil and Gas industry which is trading above its 3-year average PE ratio of 10.0x.
    • Analysts are expecting annual earnings growth of 15.0%, which is higher than its past year's earnings decline of 59.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Oil and Gas Exploration and Production industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings decline of 10% per year.
  • In contrast, the Oil and Gas Storage and Transportation industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BP. BPUK£4.236.1%
+UK£3.8b		-2.4%PE156.8x
HBR Harbour EnergyUK£2.2718.3%
+UK£590.5m		-20.5%PS0.5x
KAP National Atomic Company Kazatomprom JSCUS$44.254.9%
+US$531.7m		20.4%PE11x
YCA Yellow CakeUK£5.095.7%
+UK£59.6m		-0.3%PB1x
SEPL Seplat EnergyUK£2.703.5%
+UK£54.0m		44.9%PE16x

Latest News

TLW
UK£0.10
Tullow Oil
7D
-29.5%
1Y
-63.0%
HBR
UK£2.27
Harbour Energy
7D
18.3%
1Y
-20.5%
BP.
UK£4.23
BP
7D
6.1%
1Y
-2.4%
SHEL
UK£26.53
Shell
7D
-2.0%
1Y
-4.4%

Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture

Aug 07
Shell's (LON:SHEL) Soft Earnings Don't Show The Whole Picture
SEPL
UK£2.70
Seplat Energy
7D
3.5%
1Y
44.9%
KAP
US$44.25
National Atomic Company Kazatomprom JSC
7D
4.9%
1Y
20.4%
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YCA
UK£5.09
Yellow Cake
7D
5.7%
1Y
-0.3%
JSE
UK£0.21
Jadestone Energy
7D
-2.4%
1Y
-29.4%
CNE
UK£2.14
Capricorn Energy
7D
-5.5%
1Y
-1.4%
PANR
UK£0.25
Pantheon Resources
7D
8.6%
1Y
35.9%
QED
UK£0.03
Quadrise
7D
-11.2%
1Y
60.0%
ITH
UK£1.71
Ithaca Energy
7D
0.8%
1Y
38.7%
ENOG
UK£9.38
Energean
7D
2.6%
1Y
1.6%
KIST
UK£1.61
Kistos Holdings
7D
-5.0%
1Y
27.3%

The Market Lifts Kistos Holdings Plc (LON:KIST) Shares 26% But It Can Do More

Jun 15
The Market Lifts Kistos Holdings Plc (LON:KIST) Shares 26% But It Can Do More
JOG
UK£1.12
Jersey Oil and Gas
7D
-13.6%
1Y
79.8%
ENQ
UK£0.13
EnQuest
7D
-4.6%
1Y
-1.5%