Added to YB: 2026-03-18
Pitch date: 2026-03-15
TTE [neutral]
TotalEnergies SE
+10.62%
current return
Author Info
No bio for this author
Company Info
TotalEnergies SE, an integrated energy company, produces and markets oil and biofuels, natural gas, biogas and low-carbon hydrogen, renewables, and electricity in France, the United States, Europe, Brazil, India, and internationally.
Market Cap
EUR 195.0B
Pitch Price
EUR 71.68
Price Target
N/A
Dividend
4.35%
EV/EBITDA
5.90
P/E
13.23
EV/Sales
1.26
Sector
Oil, Gas and Consumable Fuels
Category
dividend
TotalEnergies: Why it's no longer the best bet on oil
TTE (overview): Oil now ~40% sales vs 65% few years ago as group shifts to multi-energy (LNG leading segment, renewables growing). Low $50-55 breakeven ensures resilience but limits upside: 0.45-0.55 beta means stock gains only 4-5% when oil +10%. ~15% production, 10% CFO exposed via Strait of Hormuz. Best for stable dividend seekers, not pure oil play.
Read full article (6 min)