BPCL vs HINDPETRO
Side-by-side comparison of Bharat Petroleum Corporation Ltd. and Hindustan Petroleum Corporation Ltd.. Descriptive only — not investment advice.
Bharat Petroleum Corporation Ltd.
Energy
Quality Score: 60/100
Hindustan Petroleum Corporation Ltd.
Energy
Quality Score: 52/100
At a glance
| Metric | BPCL | HINDPETRO |
|---|---|---|
| Quality Score | 60/100 | 52/100 |
| P/E (trailing) | 4.9 | 4.6 |
| Forward P/E | 7.5 | 6.8 |
| ROE | +28.5% | +30.9% |
| Profit margin | +5.7% | +4.1% |
| Debt-to-equity | 54.33 | 85.37 |
| Dividend yield | +6.71% | +8.82% |
| 1Y price return | -1.7% | -3.8% |
| From 52w high | -24.2% | -23.6% |
| Analyst rating1 = Strong Buy, 5 = Strong Sell | 2.58 | 2.87 |
Highlighted value = better on the metric (lower for P/E, D/E, drawdown, analyst rating; higher elsewhere). Descriptive only.
Snapshots
Bharat Petroleum Corporation Ltd. (BPCL) is an Indian state-owned oil marketing company (OMC) trading at ₹296.85, below both its 50-DMA (₹297.27) and 200-DMA (₹329.32) and 24.2% off its 52-week high. The company reported Q4 FY26 consolidated PAT of ₹5,625 crore, up 28% YoY, on revenue growth of 6%, while carrying a debt-to-equity ratio of 54.33 — a leverage structure characteristic of large OMCs but sensitive to crude price and policy risk. At a trailing PE of 4.91 and dividend yield of 6.71%, BPCL ranks 2nd on both PE and quality score among its 6 Energy sector peers.
Hindustan Petroleum Corporation (HINDPETRO) trades at ₹388.6 — a trailing PE of 4.58 with ROE of 30.93%, the highest among its 6-peer Energy sector cohort, but below its 200-day SMA of ₹421.37 and down 23.57% from its 52-week high. The forward PE of 6.77 exceeds the trailing PE, and a debt-to-equity of 85.4 with an earnings consistency score of 39/100 reflect the structurally cyclical nature of the oil marketing business. Dividend yield stands at 8.82% on current price.
Pros
- ✓Highest ROE among 6 Energy peers at 28.47%, ahead of Coal India (28.12%), ONGC (12.70%), Reliance (9.14%), GAIL (8.69%), and IOC (20.97%).
- ✓5-year earnings CAGR of 28% and free cash flow positive in 4 of the available persistence years, alongside a falling debt trend.
- ✓Dividend yield of 6.71% is among the most significant income distributions in the large-cap Energy space, supported by Q4 FY26 profitability.
- ✓Second-lowest trailing PE (4.91) in the 6-stock Energy peer group, with only IOC (4.54) trading cheaper on this metric; forward PE of 7.48 reflects a modest step-up from trailing earnings.
- ✓Trailing ROE of 30.93% ranks first among 6 Energy sector peers, ahead of BPCL (28.47%) and Coal India (28.12%), based on most recently reported figures.
- ✓PE of 4.58 is the lowest in the peer group, sitting below BPCL (4.91), ONGC (8.02), GAIL (14.20), and RELIANCE (22.10) — the stock is priced at a material discount to sector median.
- ✓Dividend yield of 8.82% at current price, supported by a recently proposed final dividend per the latest earnings announcement.
- ✓Debt trend is classified as falling, and 5-year earnings growth of 77.5% reflects recovery from a trough base, with revenue growing 4.9% over the same period.
Cons
- ✗Debt-to-equity of 54.33 is exceptionally high for a non-financial company; interest cost exposure and capex obligations (including the Mozambique LNG project at 42% completion) add to balance sheet risk.
- ✗Trailing profit margin of 5.68% leaves limited buffer against crude price swings or government-mandated retail price caps — a margin structure that has historically compressed sharply in adverse policy environments.
- ✗ROE has exceeded 15% in only 3 of the persistence window years, indicating the current 28.47% ROE may not represent a durable baseline; earnings consistency score stands at 61.
- ✗Price has declined 23.1% over 3 months and 1.69% over 1 year, trading below both key moving averages (50-DMA ₹297.27, 200-DMA ₹329.32) with no identified near-term technical catalyst.
- ✗Debt-to-equity of 85.4 is extremely elevated for a non-financial company; combined with FCF positive in only 3 of 5 measured years, debt-servicing capacity is sensitive to refining-margin cycles.
- ✗Forward PE of 6.77 exceeds trailing PE of 4.58, indicating consensus forecasts earnings to contract from current reported levels, compressing the apparent value of the trailing multiple.
- ✗Earnings consistency score of 39/100 and ROE above 15% in only 2 of the measured years — despite a high trailing ROE — confirm that profitability is lumpy and cycle-dependent rather than structurally recurring.
- ✗Quality score of 49 ranks 4th of 6 peers; price is 7.8% below the 200-day SMA and has returned -3.81% over 1 year and -13.07% over 3 months, indicating persistent underperformance versus recent peers.
Want the full analysis for either stock?
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Comparison reflects current public data; consult a registered adviser before any investment decision.