TotalEnergies vs BP
This page compares the business models, financial performance, and market context of TotalEnergies SE and BP p.l.c., presenting neutral, accessible information to help readers understand how the two companies operate within the energy sector. Educational content, not financial advice.
This page compares the business models, financial performance, and market context of TotalEnergies SE and BP p.l.c., presenting neutral, accessible information to help readers understand how the two c...
Why It's Moving
TotalEnergies Powers Up Battery Storage Push in Germany as Data Center Boom Fuels Optimism.
- Partnered with AllianzGI on March 3 to build 800 MW battery storage in Germany, investing $581 million to sell 50% stake—positioning TTE for growth in renewable energy storage.
- TD Cowen highlighted TTE's expanding power business amid rising data center needs, lifting price target earlier in February while noting potential in Namibia resources.
- Reaffirmed FY26 share repurchase guidance of $3-6 billion, signaling confidence in cash flow despite modest US natural gas shortfall.
BP Shares Surge on Oil Rally Amid Middle East Tensions, Sparking Debate on Lasting Value.
- Oil prices spiked on fears of supply disruptions from U.S.-Israeli strikes on Iran and retaliatory attacks, lifting BP shares even as the firm suspended its quarterly buyback to bolster its balance sheet.
- BP's 2025 results showed record operational reliability at 96.1% upstream and 96.3% refining, delivering $24.5bn in cash flow that signals resilience and supports future earnings growth.
- At a price-to-earnings ratio of 14.9 below the peer average of 20.5, BP appears undervalued with analysts eyeing a 5.4% dividend yield by 2028 amid robust long-term energy demand.
TotalEnergies Powers Up Battery Storage Push in Germany as Data Center Boom Fuels Optimism.
- Partnered with AllianzGI on March 3 to build 800 MW battery storage in Germany, investing $581 million to sell 50% stake—positioning TTE for growth in renewable energy storage.
- TD Cowen highlighted TTE's expanding power business amid rising data center needs, lifting price target earlier in February while noting potential in Namibia resources.
- Reaffirmed FY26 share repurchase guidance of $3-6 billion, signaling confidence in cash flow despite modest US natural gas shortfall.
BP Shares Surge on Oil Rally Amid Middle East Tensions, Sparking Debate on Lasting Value.
- Oil prices spiked on fears of supply disruptions from U.S.-Israeli strikes on Iran and retaliatory attacks, lifting BP shares even as the firm suspended its quarterly buyback to bolster its balance sheet.
- BP's 2025 results showed record operational reliability at 96.1% upstream and 96.3% refining, delivering $24.5bn in cash flow that signals resilience and supports future earnings growth.
- At a price-to-earnings ratio of 14.9 below the peer average of 20.5, BP appears undervalued with analysts eyeing a 5.4% dividend yield by 2028 amid robust long-term energy demand.
Investment Analysis
Pros
- TotalEnergies reported Q3 2025 revenue of $43.84 billion, exceeding forecasts and demonstrating strong top-line growth.
- The company’s hydrocarbon production rose by over 4% year-on-year, supporting increased cash flow and operational resilience.
- TotalEnergies maintains robust profitability with adjusted net income stable year-on-year despite a $10/b drop in oil prices.
Considerations
- TotalEnergies’ stock price has declined nearly 12% year-to-date 2025, reflecting market pressures and share price weakness.
- Current liquidity ratios are relatively low with a quick ratio of 0.60, indicating tighter short-term liquidity compared to peers.
- The stock saw a 2.43% pre-market dip following positive earnings, suggesting investor caution or valuation concerns.
BP
BP
Pros
- BP is ranked strongly in AI-driven stock performance indicators, suggesting potential for short-term market outperformance.
- The company maintains a higher quick ratio of 0.77 and current ratio of 1.25, indicating better short-term financial liquidity.
- BP’s price-to-sales ratio of 0.45 reflects potentially attractive valuation relative to TotalEnergies and sector peers.
Considerations
- BP shows weaker interest coverage at 1.88, which may highlight challenges servicing debt compared to TotalEnergies.
- Its price-to-earnings ratio is 9.34, higher than TotalEnergies, suggesting lower earnings efficiency relative to stock price.
- BP has shown less consistent profitability metrics available publicly, with normalized returns on equity and assets undisclosed or weaker.
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TotalEnergies (TTE) Next Earnings Date
TotalEnergies (TTE) next earnings release is scheduled for April 29, 2026, covering the first quarter of 2026 results. This date aligns with the company's historical quarterly reporting pattern following the prior Q4 2025 report in February 2026. Investors should monitor for official confirmation as estimates may adjust based on ongoing developments.
BP (BP) Next Earnings Date
BP is expected to release its next earnings report on April 28, 2026, covering the first quarter of 2026. The company's consensus analyst rating is "Hold" with an average price target of $40.41. This earnings announcement will provide investors with insight into BP's operational performance and financial results for the early 2026 period.
TotalEnergies (TTE) Next Earnings Date
TotalEnergies (TTE) next earnings release is scheduled for April 29, 2026, covering the first quarter of 2026 results. This date aligns with the company's historical quarterly reporting pattern following the prior Q4 2025 report in February 2026. Investors should monitor for official confirmation as estimates may adjust based on ongoing developments.
BP (BP) Next Earnings Date
BP is expected to release its next earnings report on April 28, 2026, covering the first quarter of 2026. The company's consensus analyst rating is "Hold" with an average price target of $40.41. This earnings announcement will provide investors with insight into BP's operational performance and financial results for the early 2026 period.
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Explore BasketWhich Baskets Do They Appear In?
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Brazil's offshore energy sector is expanding significantly, driven by major new investments and discoveries. This collection may offer exposure to this growth through the US and EU-listed international companies central to the nation's energy development.
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