Obermatt

Flags

Earnings warningFinancial distress

Tullow Oil

LSE:TLW · GB0001500809
Oil, Gas & Consumable FuelsMedium

360

37
EV / EBIT64
Price / Owner Earnings49
Owner Earnings Yield75
Dividend Yield1
Price/Sales93
EV / Gross Profit28
Price/Book97
Return on Capital52
Cash Return on Capital78
EBIT Margin58
Gross Profitability17
Cash Conversion98
Accruals88
Owner Earnings Margin74
Sales growth54
Profit Growth16
Long-Term EPS Growth28
Owner Earnings Growth38
Reinvestment55
Price momentum6
Debt load1
Refinancing100
Debt Payback12
Liquidity12
Analyst ratings18
Opinion Changes36
Price Target Upside14
Market mood1
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Tullow Oil clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUK
IndustryOil, Gas & Consumable Fuels
SizeMedium
TypePublic Company
ExchangeLSE
Founded2000
ISINGB0001500809
Last UpdateApr 2, 2026
Themes
CleanTechEnergyOil and Gas

Description

Tullow Oil plc engages in the oil and gas exploration, development, and production activities primarily in Africa, Europe, and South America. Business Segments The company operations can be categorized into various segments that encompass Explorati…

Analysis

Quality compounder

Tullow Oil plc is a quality compounder: a well-run business trading at a price that reflects what it is worth.

The price is attractive. You pay 2.1× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is fragile. The company scores 12/20 on our value-creation score: creating some value.

Nothing is flagged here: no red or amber gates, no divergence between profits and cash. That is itself information: the numbers are straightforward. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
19
2023202420252026

All-time high

61

Jan 2023

All-time low

4

Jan 2025

Average rank

27

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
93
89
76
54
Price/Earnings
77
97
97
91
Price/Book
97
100
100
100
Dividend Yield
1
1
1
1
Value (overall)
79
82
77
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Tullow Oil with its peers
Capricorn Energy
LSE:CNE
91
CountryUK
IndustryOil, Gas & Consumable Fuels
SizeSmall
Full Stock Analysis →
TotalEnergies Gabon
PAR:EC
64
CountryFrance
IndustryOil, Gas & Consumable Fuels
SizeMedium
Full Stock Analysis →
Harbour Energy
LSE:HBR
99
CountryUK
IndustryOil, Gas & Consumable Fuels
SizeLarge
Full Stock Analysis →
Ørsted
CPH:ORSTED
50
CountryDenmark
IndustryIndependent Power and Renewable Electricity Producers
SizeX-Large
Full Stock Analysis →
EnQuest
LSE:ENQ
50
CountryUK
IndustryOil, Gas & Consumable Fuels
SizeMedium
Full Stock Analysis →
Var Energi
OSL:VAR
96
CountryItaly
IndustryOil, Gas & Consumable Fuels
SizeLarge
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →