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Gulf Keystone Petroleum Limited (GKP) Fair Value & Analysis

Energy · GB · Market cap £379M

GK Gulf Keystone Petroleum Limited GKP · LSE
Price£1.76
Fair Value£1.57
Upside-10.9%
Quality95/100
Evidence: High Range £1.57 – £1.57

Fair value as of: Jun 24, 2026

From 26 valuation models · updated 6 days ago

Fair value updated Jun 24, 2026 — revised from £2.89 to £1.57 (−45.7%) since Jun 23, 2026. Share price +1.7% over the past month.

Price vs Fair Value (12 months)

£2.33 £1.59 Fair Value £1.57 Jul 2025 Jun 2026

12‑month range £1.59 – £2.33 · the £1.76 price screens above the £1.57 fair value. As of Jun 24, 2026.

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Analysis

Gulf Keystone Petroleum Limited (GKP) currently trades at £1.76, while our model-based Fair Value estimate is £1.57 — implying the stock looks roughly 10.9% overvalued today. We read business quality at 95/100 (high quality), in the Energy sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Gulf Keystone Petroleum Limited generated revenue of £193M at a net margin of 7.8%. Revenue grew 37.4% year over year. It earns a return on equity of 3.1%. The balance sheet holds a net cash position of £76.9M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) £193M
Revenue growth (YoY) +37.4%
Net margin 7.8%
Return on equity 3.1%
Free cash flow £30.4M FY2025
P/E ratio 34.8
More key figures
Operating margin 12.7%
EPS (TTM) £0.0500
Dividend yield 0.1%
EPS growth (YoY) +224%
Net cash £76.9M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Gulf Keystone Petroleum Limited, together with its subsidiaries, explores, evaluates, develops, and produces oil and gas in the Kurdistan Region of Iraq. The company holds an 80% interest in the Shaikan Field, which covers an area of approximately 280 square kilometers located northwest of Erbil. It also provides management, support, geological, geophysical, and engineering services. Gulf Keystone Petroleum Limited was incorporated in 2001 and is based in Pembroke, Bermuda.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Gulf Keystone Petroleum Limited reported revenue of £168M in FY2025 versus £301M in FY2021, a compound −13.6%/yr. Reported net income was £15.5M in FY2025, compounding −44.6%/yr from FY2021.

Revenue −13.6%/yr
FY21 £301M
FY22 £460M
FY23 £124M
FY24 £151M
FY25 £168M
Net income −44.6%/yr
FY21 £165M
FY22 £266M
FY23 −£11.5M
FY24 £7.2M
FY25 £15.5M

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Frequently asked questions

Is Gulf Keystone Petroleum Limited (GKP) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £1.57 versus a price of £1.76 — about −11% (overvalued). Model-based estimate, not financial advice.
What is the fair value of GKP?
Our 21-model fair value for Gulf Keystone Petroleum Limited is £1.57 (as of Jun 24, 2026), built from audited fundamentals. The current price is £1.76.
What is the quality score of GKP?
Gulf Keystone Petroleum Limited has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Gulf Keystone Petroleum Limited (GKP)?
Gulf Keystone Petroleum Limited reported trailing-twelve-month revenue of about £193M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of GKP?
The net profit margin of Gulf Keystone Petroleum Limited is about 7.8%, meaning it keeps roughly 7.8% of revenue as net income. Based on the latest reported figures.
Does Gulf Keystone Petroleum Limited pay a dividend?
Gulf Keystone Petroleum Limited currently shows a dividend yield of about 0.13% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.