BP PLC Invested Capital vs Enterprise Value Analysis

BP Stock

USD 38.52 0.60 1.58%

BP PLC financial indicator trend analysis is way more than just evaluating BP PLC ADR prevailing accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether BP PLC ADR is a good investment. Please check the relationship between BP PLC Invested Capital and its Enterprise Value accounts. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BP PLC ADR. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

Invested Capital vs Enterprise Value

Invested Capital vs Enterprise Value Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of BP PLC ADR Invested Capital account and Enterprise Value. At this time, the significance of the direction appears to have significant contrarian relationship.

The correlation between BP PLC's Invested Capital and Enterprise Value is -0.24. Overlapping area represents the amount of variation of Invested Capital that can explain the historical movement of Enterprise Value in the same time period over historical financial statements of BP PLC ADR, assuming nothing else is changed. The correlation between historical values of BP PLC's Invested Capital and Enterprise Value is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Invested Capital of BP PLC ADR are associated (or correlated) with its Enterprise Value. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Enterprise Value has no effect on the direction of Invested Capital i.e., BP PLC's Invested Capital and Enterprise Value go up and down completely randomly.

Correlation Coefficient

-0.24

Relationship Direction	Negative
Relationship Strength	Insignificant

View All Relationships

Invested Capital

Invested capital represents the total cash investment that shareholders and debt holders have contributed to BP PLC ADR. There are two different methods for calculating BP PLC ADR invested capital: operating approach and financing approach. Understanding BP PLC invested capital allows investors to calculate measures of performance such as return on invested capital or return on capital employed.

Enterprise Value

Enterprise Value (or EV) is usually referred to as BP PLC theoretical takeover price. In the event of an acquisition, an acquirer would have to take on BP PLC ADR debt, but would also pocket its cash. Enterprise Value is more accurate representation of BP PLC value than its market capitalization because it takes into account all of BP PLC ADR existing debt. A measure of a company's total value, often used as a more comprehensive alternative to equity market capitalization that includes the market capitalization, plus total debt, minority interest and preferred shares, minus total cash and cash equivalents.

Most indicators from BP PLC's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into BP PLC ADR current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BP PLC ADR. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

At this time, BP PLC's Tax Provision is relatively stable compared to the past year. As of 04/20/2024, Enterprise Value is likely to grow to about 121.2 B, while Selling General Administrative is likely to drop slightly above 13.6 B.

	2021	2022	2023	2024 (projected)
Interest Expense	2.9B	2.7B	3.4B	3.6B
Depreciation And Amortization	15.0B	14.7B	16.4B	9.8B

Interest Expense Depreciation And Amortization

BP PLC fundamental ratios Correlations

	Total Assets	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Property Plant And Equipment Net	Net Debt	Retained Earnings	Accounts Payable	Cash	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Common Stock Total Equity	Common Stock Shares Outstanding	Short Term Investments	Non Current Liabilities Total	Inventory	Other Current Assets	Other Stockholder Equity	Total Liab	Property Plant And Equipment Gross	Total Current Assets	Short Term Debt	Common Stock	Intangible Assets
Total Assets		0.77	0.31	0.87	0.82	0.93	0.62	0.73	0.83	0.55	0.97	0.57	0.52	0.23	0.85	-0.77	0.94	0.82	0.36	0.32	0.97	0.36	0.89	0.66	0.23	0.54
Short Long Term Debt Total	0.77		0.17	0.61	0.42	0.77	0.92	0.35	0.5	0.6	0.83	0.71	0.58	-0.06	0.88	-0.71	0.93	0.42	-0.12	0.56	0.85	0.31	0.54	0.72	-0.06	0.04
Other Current Liab	0.31	0.17		0.25	0.25	0.27	-0.07	0.25	0.14	0.69	0.24	0.17	0.7	-0.48	-0.02	-0.04	0.28	0.29	0.02	0.33	0.29	0.5	0.39	-0.01	-0.49	0.15
Total Current Liabilities	0.87	0.61	0.25		0.55	0.65	0.44	0.41	0.94	0.53	0.76	0.68	0.51	0.31	0.67	-0.45	0.76	0.91	0.49	0.17	0.91	0.59	0.95	0.43	0.29	0.3
Total Stockholder Equity	0.82	0.42	0.25	0.55		0.88	0.36	0.97	0.61	0.24	0.84	0.11	0.22	0.3	0.63	-0.75	0.68	0.66	0.44	0.12	0.67	0.02	0.66	0.6	0.31	0.88
Property Plant And Equipment Net	0.93	0.77	0.27	0.65	0.88		0.66	0.83	0.66	0.5	0.98	0.41	0.47	0.16	0.84	-0.9	0.92	0.6	0.21	0.38	0.86	0.18	0.67	0.7	0.16	0.65
Net Debt	0.62	0.92	-0.07	0.44	0.36	0.66		0.28	0.36	0.39	0.71	0.61	0.36	0.04	0.85	-0.69	0.78	0.29	-0.09	0.46	0.68	0.13	0.34	0.86	0.04	0.03
Retained Earnings	0.73	0.35	0.25	0.41	0.97	0.83	0.28		0.47	0.21	0.76	-0.07	0.18	0.25	0.51	-0.68	0.6	0.51	0.31	0.03	0.56	-0.05	0.54	0.51	0.26	0.88
Accounts Payable	0.83	0.5	0.14	0.94	0.61	0.66	0.36	0.47		0.4	0.74	0.57	0.38	0.31	0.67	-0.53	0.68	0.88	0.56	0.21	0.84	0.53	0.86	0.36	0.3	0.47
Cash	0.55	0.6	0.69	0.53	0.24	0.5	0.39	0.21	0.4		0.53	0.61	1.0	-0.23	0.33	-0.28	0.61	0.33	-0.19	0.34	0.61	0.8	0.49	0.29	-0.24	-0.04
Non Current Assets Total	0.97	0.83	0.24	0.76	0.84	0.98	0.71	0.76	0.74	0.53		0.53	0.5	0.2	0.89	-0.87	0.96	0.69	0.25	0.38	0.93	0.27	0.75	0.72	0.2	0.55
Non Currrent Assets Other	0.57	0.71	0.17	0.68	0.11	0.41	0.61	-0.07	0.57	0.61	0.53		0.61	-0.02	0.65	-0.32	0.64	0.53	0.04	0.5	0.7	0.56	0.56	0.46	-0.03	-0.23
Cash And Short Term Investments	0.52	0.58	0.7	0.51	0.22	0.47	0.36	0.18	0.38	1.0	0.5	0.61		-0.24	0.3	-0.24	0.59	0.32	-0.2	0.32	0.59	0.81	0.47	0.26	-0.26	-0.06
Common Stock Total Equity	0.23	-0.06	-0.48	0.31	0.3	0.16	0.04	0.25	0.31	-0.23	0.2	-0.02	-0.24		0.15	-0.19	0.08	0.32	0.44	-0.71	0.19	-0.09	0.27	0.22	1.0	0.29
Common Stock Shares Outstanding	0.85	0.88	-0.02	0.67	0.63	0.84	0.85	0.51	0.67	0.33	0.89	0.65	0.3	0.15		-0.85	0.91	0.6	0.21	0.53	0.86	0.11	0.62	0.75	0.16	0.33
Short Term Investments	-0.77	-0.71	-0.04	-0.45	-0.75	-0.9	-0.69	-0.68	-0.53	-0.28	-0.87	-0.32	-0.24	-0.19	-0.85		-0.82	-0.4	-0.16	-0.43	-0.71	0.03	-0.44	-0.68	-0.21	-0.6
Non Current Liabilities Total	0.94	0.93	0.28	0.76	0.68	0.92	0.78	0.6	0.68	0.61	0.96	0.64	0.59	0.08	0.91	-0.82		0.62	0.1	0.49	0.96	0.32	0.74	0.69	0.07	0.35
Inventory	0.82	0.42	0.29	0.91	0.66	0.6	0.29	0.51	0.88	0.33	0.69	0.53	0.32	0.32	0.6	-0.4	0.62		0.68	0.12	0.79	0.44	0.94	0.4	0.31	0.44
Other Current Assets	0.36	-0.12	0.02	0.49	0.44	0.21	-0.09	0.31	0.56	-0.19	0.25	0.04	-0.2	0.44	0.21	-0.16	0.1	0.68		-0.17	0.28	0.04	0.52	0.12	0.44	0.51
Other Stockholder Equity	0.32	0.56	0.33	0.17	0.12	0.38	0.46	0.03	0.21	0.34	0.38	0.5	0.32	-0.71	0.53	-0.43	0.49	0.12	-0.17		0.38	0.11	0.15	0.24	-0.7	-0.02
Total Liab	0.97	0.85	0.29	0.91	0.67	0.86	0.68	0.56	0.84	0.61	0.93	0.7	0.59	0.19	0.86	-0.71	0.96	0.79	0.28	0.38		0.46	0.88	0.62	0.17	0.35
Property Plant And Equipment Gross	0.36	0.31	0.5	0.59	0.02	0.18	0.13	-0.05	0.53	0.8	0.27	0.56	0.81	-0.09	0.11	0.03	0.32	0.44	0.04	0.11	0.46		0.5	0.02	-0.12	-0.17
Total Current Assets	0.89	0.54	0.39	0.95	0.66	0.67	0.34	0.54	0.86	0.49	0.75	0.56	0.47	0.27	0.62	-0.44	0.74	0.94	0.52	0.15	0.88	0.5		0.43	0.25	0.41
Short Term Debt	0.66	0.72	-0.01	0.43	0.6	0.7	0.86	0.51	0.36	0.29	0.72	0.46	0.26	0.22	0.75	-0.68	0.69	0.4	0.12	0.24	0.62	0.02	0.43		0.23	0.34
Common Stock	0.23	-0.06	-0.49	0.29	0.31	0.16	0.04	0.26	0.3	-0.24	0.2	-0.03	-0.26	1.0	0.16	-0.21	0.07	0.31	0.44	-0.7	0.17	-0.12	0.25	0.23		0.31
Intangible Assets	0.54	0.04	0.15	0.3	0.88	0.65	0.03	0.88	0.47	-0.04	0.55	-0.23	-0.06	0.29	0.33	-0.6	0.35	0.44	0.51	-0.02	0.35	-0.17	0.41	0.34	0.31

Click cells to compare fundamentals

BP PLC Account Relationship Matchups

BP PLC fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	295.2B	267.7B	287.3B	288.1B	280.3B	181.0B
Short Long Term Debt Total	77.4B	81.9B	69.8B	55.5B	63.1B	33.6B
Other Current Liab	14.2B	25.4B	20.4B	29.7B	35.0B	36.8B
Total Current Liabilities	73.6B	59.8B	80.3B	99.0B	86.1B	49.6B
Total Stockholder Equity	98.4B	71.3B	75.5B	67.6B	70.3B	66.3B
Property Plant And Equipment Net	132.6B	118.9B	112.9B	106.0B	104.7B	83.1B
Net Debt	55.0B	52.7B	39.1B	26.3B	30.0B	22.8B
Retained Earnings	73.7B	47.3B	51.8B	34.7B	62.5B	48.7B
Accounts Payable	46.8B	23.2B	52.6B	64.0B	42.4B	28.6B
Cash	22.5B	29.2B	30.7B	29.2B	33.0B	34.7B
Non Current Assets Total	213.1B	194.7B	194.7B	180.4B	176.1B	125.1B
Non Currrent Assets Other	17.1B	23.8B	23.3B	25.6B	12.9B	12.6B
Cash And Short Term Investments	22.6B	29.5B	31.0B	29.8B	33.9B	35.6B
Common Stock Shares Outstanding	3.4B	3.4B	3.4B	3.2B	3.0B	2.6B
Short Term Investments	169M	333M	280M	578M	843M	847.1M
Liabilities And Stockholders Equity	295.2B	267.7B	287.3B	288.1B	280.3B	180.5B
Non Current Liabilities Total	120.9B	122.3B	116.5B	106.1B	108.7B	61.9B
Inventory	20.9B	16.9B	23.7B	28.1B	22.8B	14.5B
Other Current Assets	5.0B	5.6B	9.9B	49.8B	15.3B	17.6B
Other Stockholder Equity	25.2B	26.6B	27.3B	28.7B	2.5B	2.4B
Total Liab	194.5B	182.1B	196.8B	205.1B	194.8B	111.6B
Property Plant And Equipment Gross	146.7B	114.8B	294.9B	263.3B	278.6B	292.6B
Total Current Assets	82.1B	73.0B	92.6B	107.7B	104.1B	55.8B
Accumulated Other Comprehensive Income	(5.9B)	(8.0B)	(8.9B)	(719M)	750M	787.5M
Short Term Debt	12.6B	11.3B	7.3B	5.3B	5.9B	7.3B
Common Stock	5.4B	5.4B	5.2B	4.8B	4.5B	5.2B
Intangible Assets	15.5B	2.0B	6.5B	10.2B	5.7B	10.9B
Net Receivables	26.1B	19.1B	28.0B	621M	32.2B	33.8B
Other Liab	56.0B	51.7B	54.1B	55.9B	64.3B	44.2B
Other Assets	21.5B	31.2B	29.4B	26.6B	30.6B	19.0B
Long Term Debt	57.2B	63.3B	55.6B	43.7B	48.7B	37.2B
Property Plant Equipment	132.6B	114.8B	112.9B	106.0B	122.0B	121.7B
Treasury Stock	(15.8B)	(14.4B)	(13.2B)	(12.6B)	(14.5B)	(15.2B)
Net Tangible Assets	71.0B	52.7B	56.6B	45.4B	40.8B	53.7B
Short Long Term Debt	10.5B	9.4B	5.6B	3.2B	3.3B	3.1B

BP PLC Investors Sentiment

The influence of BP PLC's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in BP PLC. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to BP PLC's public news can be used to forecast risks associated with an investment in BP PLC. The trend in average sentiment can be used to explain how an investor holding BP PLC can time the market purely based on public headlines and social activities around BP PLC ADR. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

BP PLC's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BP PLC's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average BP PLC's news discussions. The higher the estimated score, the more favorable is the investor's outlook on BP PLC.

BP PLC Implied Volatility

25.11

BP PLC's implied volatility exposes the market's sentiment of BP PLC ADR stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if BP PLC's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that BP PLC stock will not fluctuate a lot when BP PLC's options are near their expiration.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards BP PLC in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, BP PLC's short interest history, or implied volatility extrapolated from BP PLC options trading.

Pair Trading with BP PLC

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BP PLC position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BP PLC will appreciate offsetting losses from the drop in the long position's value.

Moving together with BP PLC Stock

0.73	E	Eni SpA ADR Earnings Call This Week	Pair Corr
0.93	SU	Suncor Energy Financial Report 13th of May 2024	Pair Corr

Moving against BP PLC Stock

0.74	EP	Empire Petroleum Corp Upward Rally	Pair Corr
0.53	PBR	Petroleo Brasileiro Buyout Trend	Pair Corr

The ability to find closely correlated positions to BP PLC could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BP PLC when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BP PLC - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BP PLC ADR to buy it.

The correlation of BP PLC is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BP PLC moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BP PLC ADR moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for BP PLC can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether BP PLC ADR is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if BP PLC Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Bp Plc Adr Stock. Highlighted below are key reports to facilitate an investment decision about Bp Plc Adr Stock:

How To Invest In BP PLC

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Is BP PLC Stock a good investment?

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What is BP PLC's Net Worth?

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Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in BP PLC ADR. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.

You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

Complementary Tools for BP PLC Stock analysis

When running BP PLC's price analysis, check to measure BP PLC's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BP PLC is operating at the current time. Most of BP PLC's value examination focuses on studying past and present price action to predict the probability of BP PLC's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BP PLC's price. Additionally, you may evaluate how the addition of BP PLC to your portfolios can decrease your overall portfolio volatility.

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Is BP PLC's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BP PLC. If investors know BP PLC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BP PLC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.96)

Dividend Share

0.284

Earnings Share

5.15

Revenue Per Share

18.003

Quarterly Revenue Growth

(0.25)

The market value of BP PLC ADR is measured differently than its book value, which is the value of BP PLC that is recorded on the company's balance sheet. Investors also form their own opinion of BP PLC's value that differs from its market value or its book value, called intrinsic value, which is BP PLC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BP PLC's market value can be influenced by many factors that don't directly affect BP PLC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between BP PLC's value and its price as these two are different measures arrived at by different means. Investors typically determine if BP PLC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BP PLC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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BP PLC Invested Capital vs Enterprise Value Analysis

Invested Capital vs Enterprise Value

Invested Capital vs Enterprise Value Correlation Analysis

Correlation Coefficient

Invested Capital

Enterprise Value

BP PLC fundamental ratios Correlations

BP PLC Account Relationship Matchups

High Positive Relationship

High Negative Relationship

BP PLC fundamental ratios Accounts

BP PLC Investors Sentiment

BP PLC Implied Volatility

Pair Trading with BP PLC

Moving together with BP PLC Stock

Moving against BP PLC Stock

Complementary Tools for BP PLC Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Cash And Short Term Investments	+ 1.0	Cash
Common Stock	+ 1.0	Common Stock Total Equity
Non Current Assets Total	+ 0.98	Property Plant And Equipment Net
Non Current Assets Total	+ 0.97	Total Assets
Total Liab	+ 0.97	Total Assets
Retained Earnings	+ 0.97	Total Stockholder Equity

Short Term Investments	- 0.9	Property Plant And Equipment Net
Short Term Investments	- 0.87	Non Current Assets Total
Short Term Investments	- 0.85	Common Stock Shares Outstanding
Non Current Liabilities Total	- 0.82	Short Term Investments
Short Term Investments	- 0.77	Total Assets
Short Term Investments	- 0.75	Total Stockholder Equity