Ithaca Energy plc (ITH) Fair Value & Analysis
Energy · GB · Market cap 3.6B GBX
Fair value as of: Jul 11, 2026
From 15 valuation models · updated today
Share price −10.3% over the past month.
Price vs Fair Value (12 months)
12‑month range £1.45 – £2.86 · fair‑value band £4.68 – £9.65 · the £2.21 price screens below the £7.32 fair value. As of Jul 11, 2026.
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Ithaca Energy plc (ITH) currently trades at £2.21, while our model-based Fair Value estimate is £7.32 — implying the stock looks roughly 231.8% undervalued today. We read business quality at 48/100 (below-average quality), in the Energy sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.
Over the trailing twelve months, Ithaca Energy plc generated revenue of £3.1B at a net margin of 7.8%. Revenue grew 24.6% year over year. It earns a return on equity of 9.3%. Net debt stands at £1.4B. Fundamentals as of Jul 11, 2026
Our scenario range runs from £4.68 (bear case) to £9.65 (bull case); at £2.21, the current price sits below that range. For context, the median of 10 Energy peers we cover trades at -8% fair-value upside — at 232%, ITH screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 11, 2026. TTM = trailing twelve months.
About the company
Ithaca Energy plc, together with its subsidiaries, engages in the development and production of oil and gas in the North Sea. It owns a portfolio of assets located in the Northern, Central, and Southern North Sea, as well as West of Shetland and the Moray Firth areas of the UK Continental Shelf. The company was formerly known as Delek North Sea Limited and changed its name to Ithaca Energy plc in October 2022. The company was incorporated in 2004 and is based in London, the United Kingdom. Ithaca Energy plc operates as a subsidiary of DKL Energy Limited.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Ithaca Energy plc reported revenue of £3.0B in FY2025 versus £1.4B in FY2021, a compound +20.5%/yr. Reported net income was −£85.9M in FY2025.
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Recent news
- BP Is Reshaping Its Entire Business Structure—What Management Is Trying to Achieve
- Market Chatter: BP North Sea Asset Sale Talks With Ithaca Fail
- Ithaca Energy Q1 Earnings Call Highlights
- Prosafe SE: Operational update – March 2026
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
10 more Oil & Gas E&P stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| CNOOC Limited 600938 | ¥30.54 | ¥28.25 | -7% |
| ConocoPhillips explores for, COP | 2,022 MXN | 1,552 MXN | -23% |
| Canadian Natural Resources Limited CNQ | $45.52 | $70.50 | +55% |
| EOG Resources, Inc EOG | $140.28 | $106.89 | -24% |
| Occidental Petroleum Corporation OXY | $57.10 | $25.55 | -55% |
| Diamondback Energy, Inc FANG | $196.55 | $160.65 | -18% |
| Devon Energy Corporation DVN | $43.05 | $39.68 | -8% |
| Woodside Energy Group WOPEF | $19.61 | $20.68 | +5% |
| EQT Corporation EQT | $55.24 | $65.42 | +18% |
| Texas Pacific Land Corporation TPL | $389.79 | $96.09 | -75% |
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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.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.