ScoreWhy is Baytex Energy Corp. ?
1
Strong Long Term Fundamental Strength with a 68.88% CAGR growth in Operating Profits
- The company has been able to generate a Return on Equity (avg) of 10.68% signifying high profitability per unit of shareholders funds
2
Flat results in Jun 25
- NET SALES(Q) Lowest at CAD 709.19 MM
- OPERATING PROFIT(Q) Lowest at CAD 428.65 MM
- RAW MATERIAL COST(Y) Grown by 42.18% (YoY)
3
With ROE of 9.36%, it has a fair valuation with a 0.69 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -15.69%, its profits have fallen by -15.1%
4
High Institutional Holdings at 49.18%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 1.66% over the previous quarter.
5
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -15.69% returns in the last 1 year, the stock has also underperformed S&P/TSX 60 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Baytex Energy Corp. should be less than 10%
- Overall Portfolio exposure to Oil should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Oil)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Baytex Energy Corp. for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Baytex Energy Corp.
18.83%
3.15
59.23%
S&P/TSX 60
19.1%
1.54
14.62%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
23.03%
EBIT Growth (5y)
68.88%
EBIT to Interest (avg)
4.75
Debt to EBITDA (avg)
1.63
Net Debt to Equity (avg)
0.52
Sales to Capital Employed (avg)
0.47
Tax Ratio
30.42%
Dividend Payout Ratio
30.56%
Pledged Shares
0
Institutional Holding
49.18%
ROCE (avg)
12.51%
ROE (avg)
10.68%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
7
Industry P/E
Price to Book Value
0.63
EV to EBIT
6.75
EV to EBITDA
2.29
EV to Capital Employed
0.76
EV to Sales
1.48
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
11.23%
ROE (Latest)
9.36%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Mildly Bullish
RSI
Bearish
No Signal
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bullish
Dow Theory
No Trend
No Trend
OBV
Mildly Bearish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend8What is working for the Company
DEBT-EQUITY RATIO
(HY)
Lowest at 51.86 %
NET PROFIT(Q)
At CAD 122.55 MM has Grown at 71.16%
-7What is not working for the Company
NET SALES(Q)
Lowest at CAD 709.19 MM
OPERATING PROFIT(Q)
Lowest at CAD 428.65 MM
RAW MATERIAL COST(Y)
Grown by 42.18% (YoY
OPERATING PROFIT MARGIN(Q)
Lowest at 60.44 %
Here's what is working for Baytex Energy Corp.
Net Profit
At CAD 122.55 MM has Grown at 71.16%
over average net sales of the previous four periods of CAD 71.6 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (CAD MM)
Debt-Equity Ratio
Lowest at 51.86 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Here's what is not working for Baytex Energy Corp.
Net Sales
Lowest at CAD 709.19 MM and Fallen
In each period in the last five periodsMOJO Watch
Near term sales trend is very negative
Net Sales (CAD MM)
Operating Profit
Lowest at CAD 428.65 MM and Fallen
In each period in the last five periodsMOJO Watch
Near term Operating Profit trend is quite negative
Operating Profit (CAD MM)
Net Sales
At CAD 709.19 MM has Fallen at -15.2%
over average net sales of the previous four periods of CAD 836.26 MMMOJO Watch
Near term sales trend is negative
Net Sales (CAD MM)
Operating Profit Margin
Lowest at 60.44 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Raw Material Cost
Grown by 42.18% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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