BP PLC vs IMPERIAL OIL LIMITED, two Oil & Gas Refining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
The margin comparison favors the disciplined Canadian: Imperial Oil nets 6.2% of revenue against BP's 0.7%, integrated oil-sands-and-refining economics running clean against BP's impairment-laden year. Imperial earns 12.8% on equity to BP's 1.8%, and 6.4% on assets to 0.5%, a Canadian major (majority ExxonMobil-owned) quietly out-executing the London supermajor. BP's compensation is its 24.1% free-cash figure, huge but noisy; Imperial's 5.2% is cleaner, backed by a 1.9% dividend at 26.1 times earnings. Imperial carries light leverage, 0.15 turns; BP none. Two integrateds, one running smoothly and one restructuring in public; the smooth one earns seven times the return on equity.
Comparison updated 2026-07-11.
| Metric | BP | IMO |
|---|---|---|
| Price | $37.12 | $113.36 |
| Market cap | $101.5B | $55.0B |
| Sector | Oil & Gas Refining | Oil & Gas Refining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | — | +12.0% |
| P/E | — | 26.1 |
| P/B | 1.37 | 3.29 |
| P/S | 0.53 | 1.59 |
| EV/EBITDA | 2.1 | 30.1 |
| Revenue growth | +6.9% | -9.1% |
| Operating margin | 6.6% | — |
| Net margin | 0.7% | 6.2% |
| Return on equity | 1.8% | 12.8% |
| Return on assets | 0.5% | 6.4% |
| Return on invested capital | 13.5% | — |
| FCF yield | 24.1% | 5.2% |
| Dividend yield | — | 1.9% |
| Debt / equity | 0.00 | 0.15 |
| Current ratio | 1.26 | 1.23 |
| Altman Z (solvency) | 1.23 | 3.74 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.