BP PLC (UK) Performance
| BP Stock | 405.70 6.00 1.46% |
The firm owns a Beta (Systematic Risk) of 0.46, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, BP PLC's returns are expected to increase less than the market. However, during the bear market, the loss of holding BP PLC is expected to be smaller as well. At this point, BP PLC has a negative expected return of -0.22%. Please make sure to confirm BP PLC's potential upside, and the relationship between the jensen alpha and rate of daily change , to decide if BP PLC performance from the past will be repeated sooner or later.
Risk-Adjusted Performance
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Over the last 90 days BP PLC has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of uncertain performance in the last few months, the Stock's basic indicators remain rather sound which may send shares a bit higher in October 2024. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
1 | BP p.l.c. Sees Large Increase in Short Interest - Defense World | 06/20/2024 |
| BP PLC dividend paid on 28th of June 2024 | 06/28/2024 |
2 | Investment Analysis - Stock Traders Daily | 07/08/2024 |
3 | BP shares are trading lower after Morgan Stanley downgraded the stock from Overweight to Equal-Weight and lowered its price target from 49.9 to 41.50. - Quantis... | 07/15/2024 |
4 | LRI Investments LLC Makes New 32,000 Investment in BP p.l.c. - Defense World | 07/29/2024 |
5 | As BPs share price drops 23, despite strong Q2 results and a higher dividend, should I buy more - Yahoo Finance UK | 08/20/2024 |
6 | The BP share price has remained stagnant, but Id still happily snap up some shares - Yahoo Finance UK | 09/05/2024 |
| Begin Period Cash Flow | 29.2 B |
BP PLC |
BP PLC Relative Risk vs. Return Landscape
If you would invest 47,076 in BP PLC on June 10, 2024 and sell it today you would lose (6,506) from holding BP PLC or give up 13.82% of portfolio value over 90 days. BP PLC is producing return of less than zero assuming 1.1947% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than BP PLC, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BP PLC Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BP PLC's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BP PLC, and traders can use it to determine the average amount a BP PLC's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1854
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| Negative Returns | BP |
Estimated Market Risk
| 1.19 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BP PLC is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BP PLC by adding BP PLC to a well-diversified portfolio.
BP PLC Fundamentals Growth
BP PLC Stock prices reflect investors' perceptions of the future prospects and financial health of BP PLC, and BP PLC fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BP PLC Stock performance.
| Return On Equity | 0.0952 | |||
| Return On Asset | 0.0407 | |||
| Profit Margin | 0.04 % | |||
| Operating Margin | 0.06 % | |||
| Current Valuation | 89.18 B | |||
| Shares Outstanding | 16.36 B | |||
| Price To Book | 1.30 X | |||
| Price To Sales | 0.33 X | |||
| Revenue | 210.13 B | |||
| EBITDA | 49.79 B | |||
| Total Debt | 63.08 B | |||
| Book Value Per Share | 4.04 X | |||
| Cash Flow From Operations | 32.04 B | |||
| Earnings Per Share | 0.33 X | |||
| Total Asset | 280.29 B | |||
| Retained Earnings | 35.34 B | |||
About BP PLC Performance
By analyzing BP PLC's fundamental ratios, stakeholders can gain valuable insights into BP PLC's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BP PLC has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if BP PLC has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about BP PLC performance evaluation
Checking the ongoing alerts about BP PLC for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BP PLC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BP PLC generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: The BP share price has remained stagnant, but Id still happily snap up some shares - Yahoo Finance UK |
- Analyzing BP PLC's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BP PLC's stock is overvalued or undervalued compared to its peers.
- Examining BP PLC's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BP PLC's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BP PLC's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BP PLC's stock. These opinions can provide insight into BP PLC's potential for growth and whether the stock is currently undervalued or overvalued.
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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