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Tullow Oil plc (TLW) Fair Value & Analysis

Energy · GB · Market cap 244M GBX

TO Tullow Oil plc TLW · LSE
Price£0.1252
Fair Value£0.1400
Upside+11.8%
Quality95/100
Evidence: High Range £0.0500 – £0.2000

Fair value as of: Jun 26, 2026

From 24 valuation models · updated 4 days ago

Share price −23.3% over the past month.

Price vs Fair Value (12 months)

£0.1950 £0.0422 Fair Value £0.1400 Jul 2025 Jun 2026

12‑month range £0.0422 – £0.1950 · fair‑value band £0.0500 – £0.2000 · the £0.1252 price screens below the £0.1400 fair value. As of Jun 26, 2026.

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Analysis

Tullow Oil plc (TLW) currently trades at £0.1252, while our model-based Fair Value estimate is £0.1400 — implying the stock looks roughly 11.8% undervalued today. We read business quality at 95/100 (high 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, Tullow Oil plc generated revenue of £847M at a net margin of 0.8%. Revenue declined 29.8% year over year. Net debt stands at £1.9B. Fundamentals as of Jun 26, 2026

Key figures & financial health

Revenue (TTM) 847M GBX
Revenue growth (YoY) -29.8%
Net margin 0.8%
Return on equity -316%
Free cash flow 139M GBX FY2025
Operating margin 24.2%
More key figures
EPS (TTM) £-0.0700
EPS growth (YoY) +175%
Net debt 1.9B GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.

About the company

Tullow Oil plc, an energy company, develops, produces, and sells oil and gas resources in Ghana and Côte d'Ivoire. The company was founded in 1985 and is headquartered in London, the United Kingdom.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Tullow Oil plc reported revenue of £851M in FY2025 versus £1.3B in FY2021, a compound −9.8%/yr. Reported net income was £6.5M in FY2025.

Revenue −9.8%/yr
FY21 £1.3B
FY22 £1.8B
FY23 £1.6B
FY24 £1.5B
FY25 £851M
Net income
FY21 −£80.7M
FY22 £49.1M
FY23 −£110M
FY24 £54.6M
FY25 £6.5M

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Frequently asked questions

Is Tullow Oil plc (TLW) undervalued?
As of Jun 26, 2026, our model estimates a fair value of £0.1400 versus a price of £0.1252 — about +12% (undervalued). Model-based estimate, not financial advice.
What is the fair value of TLW?
Our 21-model fair value for Tullow Oil plc is £0.1400 (as of Jun 26, 2026), built from audited fundamentals. The current price is £0.1252.
What is the quality score of TLW?
Tullow Oil plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Tullow Oil plc (TLW)?
Tullow Oil plc reported trailing-twelve-month revenue of about £847M (latest available figure, as of Jun 26, 2026).
What is the net profit margin of TLW?
The net profit margin of Tullow Oil plc is about 0.8%, meaning it keeps roughly 0.8% of revenue as net income. Based on the latest reported figures.

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.