Narrative Update • May 04
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- 7D0.8%
- 3M4.6%
- 1Y29.2%
- YTD1.4%
In the last week, Oil and Gas has been flat. As for the the longer term, the industry is up 29% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Pakistani Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | PK₨3.5t | PK₨6.4t | PK₨454.5b | 6.9x | 7.7x | 0.5x |
| Sun, 19 Apr 2026 | PK₨3.5t | PK₨6.2t | PK₨371.4b | 8.4x | 9.5x | 0.6x |
| Tue, 17 Mar 2026 | PK₨3.1t | PK₨6.1t | PK₨373.4b | 7.2x | 8.3x | 0.5x |
| Thu, 12 Feb 2026 | PK₨3.6t | PK₨6.2t | PK₨384.7b | 9.2x | 9.2x | 0.6x |
| Sat, 10 Jan 2026 | PK₨3.5t | PK₨6.2t | PK₨382.3b | 9.1x | 9.2x | 0.6x |
| Mon, 08 Dec 2025 | PK₨3.3t | PK₨6.2t | PK₨381.8b | 8.4x | 8.6x | 0.5x |
| Wed, 05 Nov 2025 | PK₨3.1t | PK₨6.2t | PK₨381.6b | 7.5x | 8.1x | 0.5x |
| Fri, 03 Oct 2025 | PK₨3.4t | PK₨6.3t | PK₨364.4b | 9.1x | 9.4x | 0.5x |
| Sun, 31 Aug 2025 | PK₨3.0t | PK₨6.4t | PK₨364.7b | 8.2x | 8.3x | 0.5x |
| Tue, 29 Jul 2025 | PK₨2.8t | PK₨6.2t | PK₨384.6b | 8.3x | 7.2x | 0.5x |
| Thu, 26 Jun 2025 | PK₨2.7t | PK₨6.2t | PK₨384.2b | 7.4x | 7.1x | 0.4x |
| Sat, 24 May 2025 | PK₨2.6t | PK₨6.2t | PK₨383.4b | 7.1x | 6.9x | 0.4x |
| Mon, 21 Apr 2025 | PK₨2.7t | PK₨6.6t | PK₨384.0b | 5.4x | 7.1x | 0.4x |
| Wed, 19 Mar 2025 | PK₨2.8t | PK₨6.6t | PK₨384.0b | 5.7x | 7.3x | 0.4x |
| Fri, 14 Feb 2025 | PK₨2.7t | PK₨6.7t | PK₨407.8b | 5.4x | 6.5x | 0.4x |
| Sun, 12 Jan 2025 | PK₨2.9t | PK₨6.7t | PK₨413.8b | 5.8x | 7.1x | 0.4x |
| Tue, 10 Dec 2024 | PK₨2.7t | PK₨6.7t | PK₨415.5b | 5.8x | 6.4x | 0.4x |
| Thu, 07 Nov 2024 | PK₨2.1t | PK₨6.7t | PK₨415.5b | 5x | 5.1x | 0.3x |
| Sat, 05 Oct 2024 | PK₨1.9t | PK₨7.0t | PK₨490.2b | 4.5x | 3.9x | 0.3x |
| Mon, 02 Sep 2024 | PK₨1.8t | PK₨6.9t | PK₨530.2b | 4.1x | 3.3x | 0.3x |
| Wed, 31 Jul 2024 | PK₨1.6t | PK₨6.9t | PK₨519.3b | 3.2x | 3.2x | 0.2x |
| Fri, 28 Jun 2024 | PK₨1.7t | PK₨6.9t | PK₨514.3b | 3.5x | 3.2x | 0.2x |
| Sun, 26 May 2024 | PK₨1.7t | PK₨6.9t | PK₨515.9b | 3.7x | 3.4x | 0.3x |
| Tue, 23 Apr 2024 | PK₨1.7t | PK₨6.9t | PK₨559.4b | 3.1x | 3x | 0.2x |
| Thu, 21 Mar 2024 | PK₨1.6t | PK₨6.8t | PK₨558.3b | 2.8x | 2.8x | 0.2x |
| Sat, 17 Feb 2024 | PK₨1.4t | PK₨6.7t | PK₨515.7b | 2.4x | 2.7x | 0.2x |
| Mon, 15 Jan 2024 | PK₨1.6t | PK₨6.6t | PK₨502.2b | 3.5x | 3.2x | 0.2x |
| Wed, 13 Dec 2023 | PK₨1.6t | PK₨6.6t | PK₨498.4b | 3.2x | 3.1x | 0.2x |
| Fri, 10 Nov 2023 | PK₨1.2t | PK₨6.6t | PK₨498.4b | 2.7x | 2.5x | 0.2x |
| Sun, 08 Oct 2023 | PK₨1.1t | PK₨6.5t | PK₨454.0b | 3x | 2.5x | 0.2x |
| Tue, 05 Sep 2023 | PK₨1.1t | PK₨6.5t | PK₨417.9b | 2.3x | 2.7x | 0.2x |
| Thu, 03 Aug 2023 | PK₨1.2t | PK₨6.5t | PK₨429.2b | 2.5x | 2.8x | 0.2x |
| Sat, 01 Jul 2023 | PK₨981.0b | PK₨6.5t | PK₨429.2b | 1.9x | 2.3x | 0.2x |
| Mon, 29 May 2023 | PK₨949.4b | PK₨6.5t | PK₨422.8b | 1.8x | 2.2x | 0.1x |
Price to Earnings Ratio
2.2x
Current Industry PE
- Investors are optimistic on the Pakistani Oil and Gas industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 7.7x which is higher than its 3-year average PE of 5.4x.
- The industry is trading close to its 3-year average PS ratio of 0.35x.
Past Earnings Growth
- The earnings for companies in the Oil and Gas industry have grown 2.4% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Pakistani Energy industry?
| PK Market | 0.69% | |
| Energy | 0.81% | |
| Oil and Gas | 0.81% | |
| Oil and Gas Storage and Transportation | 22.15% | |
| Oil and Gas Exploration and Production | 0.99% | |
| Oil and Gas Refining and Marketing | -0.33% | |
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 of 5.1x.
- Analysts are expecting annual earnings growth of 14.8%, which is higher than its past year's earnings decline of 6.1% per year.
- Investors are most pessimistic about the Oil and Gas Refining and Marketing industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Oil and Gas Exploration and Production industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 6.1% per year.
- In contrast, the Oil and Gas Refining and Marketing industry is expected to see its earnings decline by 9.6% per year 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 | |
|---|---|---|---|---|---|
| PPL Pakistan Petroleum | PK₨235.26 | 3.5% +PK₨21.5b | 39.2% | PE8.1x | |
| OGDC Oil and Gas Development | PK₨323.51 | 0.5% +PK₨7.6b | 52.3% | PE8.9x | |
| MARI Mari Energies | PK₨643.56 | 0.1% +PK₨924.5m | 4.7% | PE11.3x | |
| WAFI Wafi Energy Pakistan | PK₨197.73 | 1.3% +PK₨530.8m | 18.7% | PE8.8x | |
| BPL BurshaneG (Pakistan) | PK₨63.50 | 14.1% +PK₨176.8m | 115.3% | PE7.5x |