Bp Plc Adr Stock Five Year Return

BP Stock  USD 37.46  0.11  0.29%   
BP PLC ADR fundamentals help investors to digest information that contributes to BP PLC's financial success or failures. It also enables traders to predict the movement of BP PLC Stock. The fundamental analysis module provides a way to measure BP PLC's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BP PLC stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

BP PLC Five Year Return Analysis

BP PLC's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
 2021 2023 (projected)
Dividend Yield0.04820.047
Price To Sales Ratio0.570.49

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current BP PLC Five Year Return

    
  6.49 %  
Most of BP PLC's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BP PLC ADR is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

BP PLC Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for BP PLC is extremely important. It helps to project a fair market value of BP PLC Stock properly, considering its historical fundamentals such as Five Year Return. Since BP PLC's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of BP PLC's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of BP PLC's interrelated accounts and indicators.
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Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

BP PLC Return On Capital Employed

Return On Capital Employed

0.13

At this time, BP PLC's Return On Capital Employed is relatively stable compared to the past year.
According to the company disclosure, BP PLC ADR has a Five Year Return of 6.49%. This is much higher than that of the Oil, Gas & Consumable Fuels sector and significantly higher than that of the Energy industry. The five year return for all United States stocks is notably lower than that of the firm.

BP PLC Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BP PLC's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of BP PLC could also be used in its relative valuation, which is a method of valuing BP PLC by comparing valuation metrics of similar companies.
BP PLC is currently under evaluation in five year return category among related companies.

BP PLC Fundamentals

About BP PLC Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BP PLC ADR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BP PLC using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BP PLC ADR based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
It operates through Gas Low Carbon Energy, Oil Production Operations, Customers Products, and Rosneft segments. The company was founded in 1908 and is headquartered in London, the United Kingdom. BP Plc operates under Oil Gas Integrated classification in the United States and is traded on New York Stock Exchange. It employs 65900 people.

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

    
  21.85  
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

  0.88SU Suncor Energy Financial Report 13th of May 2024 PairCorr

Moving against BP PLC Stock

  0.64EC Ecopetrol SA ADR Report 3rd of April 2024 PairCorr
  0.48PBR Petroleo Brasileiro Financial Report 9th of May 2024 PairCorr
  0.44EP Empire Petroleum CorpPairCorr
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 CorrelationCorrelation 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:
Check out BP PLC Piotroski F Score and BP PLC Altman Z Score analysis.
You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.

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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.