BP
BP — Energy
Graham: 12
Buffett: 44
Lynch: 0
BP p.l.c., an integrated energy company, engages in the oil and gas business worldwide. The company operates through Gas & Low Carbon Energy, Oil Production & Operations, and Customers & Products segments. It engages in the production of natural gas, marketing, and trading activities, as well as solar, wind, and...
Price ?
39.01
Market Cap ?
100.5B
P/E ?
62.92
P/B ?
10.39
Div Yield ?
5.02%
52W Range ?
25.22 - 39.51
200W MA ?
30.9
12
Graham-style buying rate (0-100)
Criteria breakdown
- ✓ Company size sufficient (large-cap) ? $100,546,273,280 — Uses market cap >= $2B as proxy
- ✗ Solid financial condition (CR>=2; LT debt <= NCAV) ? CR=1.19 | D/E=0.96 — Partial: checks current ratio; LT debt vs NCAV unavailable
- ✗ Uninterrupted dividends for 20 years ?
- ✗ No losses in last 10 years ? Last 4y — Failed over last 4y; need 10y to evaluate
- ✗ EPS growth >= 33% over 10 years ? ~-94% (last 4y) — Need 10y to evaluate
- ✗ Price-to-Book (P/B) <= 1.5 ? 10.39
- ✗ Price-to-Earnings (P/E) <= 15 ? 62.9 — Uses trailing P/E as proxy for 3y avg EPS
- ✗ Combined formula (P/E * P/B) <= 22.5 ? 654.0
- ✗ Margin of safety >= 20% ? -319% — Intrinsic = EPS * 15
- ✗ High ROE maintained without excessive debt ? ROE=3.6% | D/E=0.96 — Approximate threshold ROE = 15%, D/E = 1.0
What is evaluated (Graham):
- Valuation discipline and buying below intrinsic value.
- Financial resilience: liquidity and prudent leverage.
- Consistent dividends and earnings over long horizons.
"The intelligent investor is a realist who sells to optimists and buys from pessimists." — Benjamin Graham
44
Buffett-style buying rate (0-100)
Criteria breakdown
- ✗ Positive and growing FCF (multi-year) ? 46,324,000,000 -> 42,594,000,000
- ✓ ROIC >= 12% sustained ? 15.0%
- ✗ High ROE (proxy for durable advantages) ? 3.6% — Consistency over years not checked
- ✗ Net profit margin >= 10% ? 0.8% — Derived from available financial filings
- ✓ Conservative leverage (D/E <= 1.0) ? 0.96
- ✓ Sustainable shareholder returns (dividend > 0%) ? 5.02% — Does not assess buybacks or payout safety
What is evaluated (Buffett):
- Durable advantages: high ROE, healthy margins.
- Balance discipline and shareholder friendly capital use.
- Positive free cash flow and efficient reinvestment.
"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffett
0
Lynch-style buying rate (0-100)
Criteria breakdown
- ? PEG ratio (P/E / growth) <= 1.0 ? — needs positive EPS growth
- ? Positive multi-year EPS growth (per-year >= 10%) ? — Requires positive EPS history
- ✗ Conservative leverage (D/E <= 0.5) ? 0.96
- ✗ Sustainable profitability (net margin >= 5%) ? 0.8%
- ? Earnings stability (no losses in 10y) ? — No history
What is evaluated (Lynch):
- Growth at a reasonable price (PEG and EPS CAGR).
- Durable earnings with limited drawdowns.
- Conservative balance sheet and baseline profitability.
"Know what you own, and know why you own it." — Peter Lynch