Baytex Energy Corp.

NYSE:BTE Stock Report

Market Cap: US$3.5b

Baytex Energy Future Growth

Future criteria checks 3/6

Baytex Energy is forecast to grow earnings and revenue by 105.2% and 2.4% per annum respectively while EPS is expected to grow by 107.3% per annum.

Key information

105.2%

Earnings growth rate

107.30%

EPS growth rate

Oil and Gas earnings growth10.9%
Revenue growth rate2.4%
Future return on equityn/a
Analyst coverage

Low

Last updated08 May 2026

Recent future growth updates

Recent updates

Seeking Alpha Apr 15

Baytex Energy: Spring Breakup Reassessment

Summary Baytex Energy (BTE) is now a Canadian-focused heavy oil producer with a new CEO and low debt. Recent technology advances have made heavy oil production highly profitable. Spring Breakup in Canada creates budget review opportunities.  As a result, higher commodity prices and the Iranian situation could accelerate spending. If commodity prices remain elevated, BTE is likely to execute its full fiscal 2026 budget, including optional infrastructure projects. BTE is developing the Duvernay acreage for more light oil output. Read the full article on Seeking Alpha
Seeking Alpha Mar 29

Baytex Energy: Early Signs Of Contrarian Investors Loading The Barrel

Summary I believe Baytex is undervalued, trading at just 1.3x forward cash flow and 60% of book value, with no goodwill on the books. I believe the company's 60% US-based production limits the impact of the new 10% Canadian energy import tariffs. That said, I’m concerned by a 33% qoq drop in institutional ownership last quarter, despite strong fundamentals and margin improvements. I’m leaning toward a contrarian buy, especially if Q1 13F filings show institutional buying activity returning. Read the full article on Seeking Alpha
Seeking Alpha Mar 05

Baytex Energy: Costs Decline At The Right Time

Summary Baytex Energy's acquisition of Eagle Ford properties has led to confusion due to an impairment in fiscal year 2023. Eagle Ford properties have lower operating costs; however, they also have higher royalty costs. Management's non-core sales and operational improvements in Eagle Ford and Clearwater have further lowered production costs. Despite being a Canadian company, most production is in the U.S., making the impact of proposed tariffs unclear. Similarly, the debt is United States based, as is most of the production in the Eagle Ford. This limits currency risk of the debt in a different country. Read the full article on Seeking Alpha
Seeking Alpha Dec 27

Baytex Energy: 2025 Guidance Does Not Alter My Buy Thesis

Summary Baytex Energy Corp. plans no production growth for fiscal year 2025. The return on Clearwater wells has declined because the company is using lower commodity prices for this budget. Technological advances may drive 0-4% production growth, depending on cost progress and production improvements. Management is cautious about fiscal year 2025. Both the Eagle Ford and Clearwater production growth and improvements should allow BTE profitability to increase. Read the full article on Seeking Alpha
Seeking Alpha Dec 20

Baytex Energy: A Look At Its Outlook For 2025

Summary Baytex has met expectations for 2024, with production and capex at the midpoint of guidance. It may be able to generate US$320 million in 2025 free cash flow at high-$60s WTI oil strip. Baytex's value remains quite sensitive to oil prices, but I believe it is currently priced for a long-term price of slightly under $65 WTI oil. Baytex's debt remains a risk. This appears manageable to me, but it needs to reduce debt by around 35% to reach its debt target. Read the full article on Seeking Alpha
Seeking Alpha Nov 26

Baytex Energy: A 'Scratch And Dent' Standout

Summary Baytex Energy Corp. is undervalued, trading at a 35% discount to book value, with strong fundamentals and catalysts in both U.S. and Canadian markets. Baytex's acquisition of Ranger Oil in the Eagle Ford basin has diversified its production, now over half of its daily output. The company is focused on reducing debt and returning capital to shareholders, with a free cash flow yield of 18% and attractive valuation multiples. BTE rates a strong buy for investors anticipating higher oil prices and improved market conditions for upstream E&P operators. Read the full article on Seeking Alpha
Seeking Alpha Nov 18

Baytex Energy: Post Ranger Oil Acquisition Improving Results

Summary The assimilation and optimization costs related to the acquisition are fading. Clearwater production is rising as planned. This company may continue to post earnings that beat the industry expectations. The share repurchases are materially affecting shares outstanding. This is one of the few companies in a position to post strong earnings comparisons during a time of weak commodity prices. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

Baytex Energy: Solid Operational Performance, But Vulnerable To Lower Oil Prices

Summary Baytex has met expectations operationally, and is on track to meet its full-year guidance. Baytex's heavy oil production grew 8% quarter-over-quarter. WCS differentials have ended up slightly wider than previously expected, although still substantially improved compared to earlier in 2024. Baytex is on track to generate over US$450 million in 2024 free cash flow. Baytex's 2025 free cash flow may end up under US$300 million at current strip of high-$60s WTI oil, due to its lack of hedge protection above US$60 WTI oil. Read the full article on Seeking Alpha
Seeking Alpha Sep 27

Baytex Energy: 'But The Stock Price...'

Summary Baytex Energy's stock price is temporarily depressed due to a large shareholder from the Ranger Oil acquisition selling shares. The Eagle Ford acreage is delivering anticipated improvements. This enables far more Clearwater production, which earns a 500% return. The startup of the Trans Mountain Pipeline Expansion is keeping the heavy oil discount historically tight (for the time being). The market will eventually recognize the operational progress and improved outlook. The Eagle Ford acquisition meant that Eagle Ford operations were now mostly operated by Baytex, whereas before the acquisition, the acreage was non-operated. Read the full article on Seeking Alpha
Seeking Alpha Jul 26

Baytex Energy: Per Share Production Up 23%

Summary Baytex Energy Corp. per share production is up sharply due to the acquisition. Clearwater wells return 500% at least in the current environment. Acquisition of Ranger Oil added much-needed light oil production. This supports the expansion of the heavy oil business. United States earnings from Eagle Ford are likely offsetting any unfavorable currency effects on the debt.  In short, there is no unfavorable currency effect on the debt. Earnings per share are now positioned to grow for years to come. Read the full article on Seeking Alpha
Seeking Alpha Jun 06

Baytex Energy: Narrower WCS Differentials Partially Offset Lower Oil Prices

Summary With the Trans Mountain Pipeline expansion, WCS differentials have narrowed to near negative US$12, which is a US$7 improvement compared to Q1 2024. This partially offsets the impact of weaker oil prices, with 2H 2024 WTI strip at around $73 now. Baytex's Q1 2024 results were in line with expectations, and its full-year guidance remains unchanged. It is now projected to generate US$472 million in 2024 free cash flow at current strip. Read the full article on Seeking Alpha
Seeking Alpha May 10

Baytex Energy: Some Patience Needed

Summary Baytex Energy posted a slight loss for Q1 due to non-cash issues, but cash flow grew at a healthy pace. Operational improvements are a priority for management to improve the situation. The large cash flow increase bodes well for debt repayment and potentially larger dividends. This company has changed from a Canadian heavy oil producer to an Eagle Ford (United States) producer with heavy oil production. The company now also controls most of its Eagle Ford production. Read the full article on Seeking Alpha
Seeking Alpha Mar 21

Baytex Energy: Projected 2024 Free Cash Flow Improves To Over US$500 Million

Summary Baytex is now projected to generate US$528 million in 2024 free cash flow at the current strip. This is US$138 million higher than it forecast in December 2023, as it benefits from improved oil prices and collars with a ceiling above the current strip. It paid approximately US$44 million for US$200 million in insurance related to its Canadian tax dispute. The cost of that policy suggests a high (75+%) chance of BTE winning that dispute. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

Baytex Energy: One Of Best E&Ps For Oil Bulls

Summary Baytex Energy's cash flows are very levered to oil prices. The company expects to generate C$575 million in free cash flow this year based on current strip prices, but at higher oil prices, it could double. The stock could see some near-term pressure as new shares open up to trade following an acquisition last year. Read the full article on Seeking Alpha
Seeking Alpha Feb 19

Baytex Energy Is Worth Some Thought

Summary Financial advisors dismiss value investors in favor of metrics like growth and relative price to earnings. Valuation experts are shifting to using a modified Black Scholes analysis to value commodity-based companies. Black-Scholes approach values reserves based on the theory that if profitable development is possible, reserve value can be assessed with reasonable accuracy. Valuation of Baytex reserves provides evidence Baytex shares are undervalued in the market. Read the full article on Seeking Alpha
Seeking Alpha Jan 18

Baytex Energy May Be The Most Undervalued Energy Stock On My Radar

Summary Baytex Energy is a Canadian driller with a dual listing in Toronto and New York, focusing on oil production and transitioning to a healthier state. The company has improved its business in recent years, achieving operational efficiency and productivity, increasing shareholder returns, and introducing a dividend. Baytex Energy has a clear plan for debt reduction, distribution of free cash flow to shareholders, and aims to generate significant free cash flow in the future as oil prices increase. Read the full article on Seeking Alpha
Seeking Alpha Dec 17

Baytex: Downgrading To 'Buy' On Lower Oil Price Assumptions

Summary Baytex Energy recently provided 2024 and later-year guidance, looking for moderate production growth going forward. The company's FCF guidance was disappointing, given lower oil price assumptions. BTE's stock remains cheap, but is a more speculative play given its debt load and sensitivities to oil prices. Read the full article on Seeking Alpha
Seeking Alpha Dec 05

Baytex Energy: Solid Operational Performance, But Lowered Free Cash Flow Expectations

Summary Baytex Energy's free cash flow should increase in Q4 2023 to around CAD$325 million (US$241 million). BTE's Q3 2023 performance was in line with expectations, but reduced capex should help boost Q4 2023 free cash flow. It is involved in a Canadian tax dispute that could cost it over US$300 million, although this won't be resolved for multiple years. The Company's estimated value has been trimmed to CAD$6.75 (US$5.00) to reflect the impact of lower near-term commodity prices and the potential tax settlement costs. Read the full article on Seeking Alpha
Seeking Alpha Nov 03

Baytex Energy: Choosing Between Profits And More Profits

Summary Baytex Energy Corp. has the choice between developing a profitable Eagle Ford basin or a more profitable Clearwater acreage. Clearwater play has low breakeven points and could generate cash flow, but heavy oil production may be shut in during commodity price downturns. Management has prioritized a low debt ratio balance sheet and light oil production to ensure reasonable results during weak commodity prices. The newly acquired Eagle Ford acreage appears to be in a position to show material production improvement. Current high prices make the latest acquisition more of a bargain while allowing an earlier debt reduction to desired levels. Read the full article on Seeking Alpha
Seeking Alpha Oct 04

Baytex Energy: Taking Advantage Of A Good Deal

Summary Baytex Energy's acquisition of Ranger Oil was an excellent bargain. Rising oil prices increase the value of this bargain. The other non-operated Eagle Ford acreage could be more highly valued now that there is operating acreage to go with it. That is now a far more typical setup. Light Oil is a premium product with a more reliable cash flow in a downturn. Baytex is now mostly a light oil producer even though it began as a heavy oil producer. The company is now materially different from the company that reported second-quarter results. Read the full article on Seeking Alpha
Seeking Alpha Sep 04

Baytex Energy: Strong Oil Prices Push Projected H2 2023 FCF Above US$400 Million

Summary Baytex Energy is projected to generate US$426 million in 2H 2023 free cash flow. It benefits from strong oil prices and narrower WCS differentials and has wide WTI oil collars with a ceiling of US$100. BTE may be able to put US$200 million towards share repurchases in 2H 2023. The estimated value has improved to US$5.50 at long-term $75 WTI oil, assuming narrower WCS differentials continue. Read the full article on Seeking Alpha
Seeking Alpha Jul 28

Baytex Energy: Is The Stock Still Dirt Cheap?

Summary Baytex Energy Corp. has reported Q2 2023 financial results. Net income per share rocketed to $.37, and the EPS for the first half of the year climbed to $.47 from $.42 compared to last year. We look at whether Baytex's stock is still cheap following the 5% rise in its share price. Read the full article on Seeking Alpha
Seeking Alpha Jul 12

Baytex Energy: Going For More

Summary The new Baytex Energy Corp. debt goal is C$1.5 billion. Production per share should increase just from the Ranger Oil acquisition. The share purchase program should enhance that effect. A quarterly paid dividend that totals C$.09 was initiated. The company needs to plan on the light oil cash flow carrying the company through periodic downturns. A company like Baytex Energy often outperforms a penny stock like Pantheon Resources in the long term. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:BTE - Analysts future estimates and past financials data (CAD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20271,5791461898804
12/31/20261,8432683019643
3/31/20261,487-3391521,177N/A
12/31/20251,481-2772071,486N/A
9/30/2025945-2064201,727N/A
6/30/20251,049-535201,805N/A
3/31/20251,233-1016851,956N/A
12/31/20241,613-975941,908N/A
9/30/20243,355-3515761,914N/A
6/30/20243,428-4093631,808N/A
3/31/20243,026-2992231,495N/A
12/31/20232,713-2332401,296N/A
9/30/20232,4037451991,125N/A
6/30/20232,045883313991N/A
3/31/20232,2378505541,159N/A
12/31/20222,3268566491,173N/A
9/30/20222,2511,0666151,110N/A
6/30/20222,084834557979N/A
3/31/20221,7621,706404790N/A
12/31/20211,5291,614397712N/A
9/30/20211,2731,272205523N/A
6/30/20211,0871,215198438N/A
3/31/202185024103292N/A
12/31/2020812-2,43970353N/A
9/30/2020985-2,778178537N/A
6/30/20201,122-2,739156638N/A
3/31/20201,393-2,522280860N/A
12/31/20191,486-12N/A835N/A
9/30/20191,396-126N/A769N/A
6/30/20191,391-114N/A728N/A
3/31/20191,266-251N/A555N/A
12/31/20181,115-325N/A485N/A
9/30/20181,070-18N/A413N/A
6/30/2018929-55N/A336N/A
3/31/201887613N/A332N/A
12/31/201785887N/A325N/A
9/30/2017802-348N/A268N/A
6/30/2017751-378N/A279N/A
3/31/2017686-475N/A264N/A
12/31/2016602-485N/A247N/A
9/30/2016605-545N/A283N/A
6/30/2016661-1,025N/A343N/A
3/31/2016772-966N/A426N/A
12/31/2015880-1,143N/A549N/A
9/30/20151,071-1,086N/A751N/A
6/30/20151,346-422N/A949N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BTE is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).

Earnings vs Market: BTE is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: BTE is expected to become profitable in the next 3 years.

Revenue vs Market: BTE's revenue (2.4% per year) is forecast to grow slower than the US market (11.6% per year).

High Growth Revenue: BTE's revenue (2.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if BTE's Return on Equity is forecast to be high in 3 years time


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/11 10:09
End of Day Share Price 2026/05/11 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Baytex Energy Corp. is covered by 24 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Patrick O'RourkeATB Cormark
Laique Ahmad Amir ArifATB Cormark
Jonathan FlemingATB Cormark Historical (Cormark Securities)