Stock analysis · Bull Rankings model

TTE analysis

TotalEnergies SEOil & Gas Integrated. Scored on the same transparent model behind the daily rankings.

TTE
TotalEnergies SE · Oil & Gas Integrated
FCF$16.2bA-
Rev-6.2%D
D/E0.48B
P/E11.0xB+
PEG0.72A-
62Score
$87.86$195.1B
1Y Target$95.00Analyst consensus · 10 analysts
5Y Target$119.94Compound horizon
10Y Target$153.81Long-dated conviction
FCF$16.2bTTM · 06/26
A-
FCF $16.2b — top-quartile, exceptional for any sector · TTM computed from 4 most-recent quarters (TTM · 06/26).
Rev-6.2%TTM YoY
D
Revenue -6.2% — meaningful contraction
D/E0.48
B
D/E 0.48 — near the Energy debt median (≈60th pctile)
P/E11.0x
B+
P/E 11.0 — below the Energy median (≈40th pctile)
PEG0.72
A-
PEG 0.72 — strong; Lynch's preferred zone

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 62
Quality0.81
Growth0.50
Value0.59
Why this score
  • Buying back stock
  • Raising its dividend
  • Durable high returns
  • Revenue shrinking
Entry · Margin of safety
52-week rangeNear 52-week high
7% off the 12-month high
vs DCF fair value1% belowest. fair value ~$89
What the price assumes: free cash flow compounding at ~-2% a year for the next decade — vs the ~-5% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability29% · Bgross profit ÷ total assets (Novy-Marx)
ROIC22.4% · Areturn on invested capital — not score-weighted
Why now
Oil & Gas Integrated · market cap $195.1b. 7% off the 52-week high of $94.17. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.72 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $95.00 (implying +8% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 121% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $195.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Horizon
1-3 yr $95.00 (10-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $119.94 at ~6% CAGR — dividend + buyback compounding. 10 yr $153.81 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

TTE vs the Top Picks average

PillarTTEBook avgDiff
Quality0.810.82in line
Growth0.500.90-0.40
Value0.590.75-0.16

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-3.9 over 32 daily scores
From 65.9 (Jun 22) → 62.0 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
22
Position size
$1,933
3.9% of portfolio
Stop price
$65.89
25% below $87.86
$ at risk if stopped
$483.23
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

TotalEnergies SE (TTE): score, valuation & FAQ

TotalEnergies SE (TTE) is a Oil & Gas Integrated company that scores 62 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are FCF (A-), PEG (A-) and P/E (B+), while Rev (D) rate weaker. On valuation, TTE sits close to our DCF fair-value estimate (within a few percent) — the current price implies roughly -2% annual free-cash-flow growth over the next decade.

Is TTE a good stock to buy?

Bull Rankings scores TTE 62 out of 100 on its quality-growth model, which is a middling reading. That is driven by FCF (A-), PEG (A-) and P/E (B+). A score is a quantitative screen of TotalEnergies SE's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does TTE score 62 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). TTE earns its highest marks on FCF (A-), PEG (A-) and P/E (B+), and is held back by Rev (D). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is TTE overvalued or undervalued?

Based on $87.86, TTE sits close to our DCF fair-value estimate (within a few percent) — the current price implies roughly -2% annual free-cash-flow growth over the next decade. It trades at a 11.0x× P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in TTE?

Revenue contracting -6% — the operational turn is not yet visible in the top line. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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