TotalEnergies SE (TTE) AI Stock Analysis

TotalEnergies SE is an integrated oil and gas company operating through four primary segments: Integrated Gas, Renewables & Power; Exploration & Production; Refining & Chemicals; and Marketing & Services. Integrated Gas, Renewables & Power produces, trades, and regasifies liquefied natural gas, alongside trading electricity, natural gas, and developing renewable power from wind, solar, hydro, and biogas. Exploration & Production extracts crude oil and natural gas globally. Refining & Chemicals manufactures petrochemicals, olefins, aromatics, polymers, and refines crude oil products. Marketing & Services supplies fuels, lubricants, specialty fluids, and bitumen, operating approximately 16,000 service stations worldwide.

TotalEnergies generated $182.34B in revenue for FY2025, down 6.8% from $195.61B in FY2024 and down from its peak of $263.31B in FY2022. Net income decreased to $13.13B in FY2025 from $15.76B in FY2024, resulting in a net margin of 7.2% and EPS of $6.50. Despite three consecutive years of annual revenue contraction, the company achieved an 8.8% 5-year revenue CAGR from FY2020 to FY2025. Performance accelerated in the quarter ended June 30, 2026, where quarterly revenue grew 27.8% year-over-year and quarterly earnings rose 106.0%, bringing trailing twelve month revenue to $196.38B with an operating margin of 12.8%.

As of June 30, 2026, TotalEnergies held $31.68B in cash and short-term investments against total debt of $62.64B, resulting in net debt of $30.96B. Total assets stood at $313.42B and shareholders' equity was $128.27B, supported by a debt-to-equity ratio of 0.49 and a current ratio of 1.06. In FY2025, the company generated $28.46B in operating cash flow and $10.81B in free cash flow. Capital expenditures totaled $17.64B, while capital returns included $8.45B in dividends paid and $8.03B in share buybacks, contributing to a 15.3% reduction in share count over 5 years.

At $91.34, TotalEnergies trades at an EV/EBITDA of 4.3x, compared to 8.0x for the median of its US-listed Energy peers. Its trailing P/E of 11.4x and forward P/E of 8.8x are below the peer group medians of 15.0x and 12.7x, respectively. The stock carries a price-to-sales multiple of 1.0x compared to the peer median of 1.8x. Over the trailing year, the stock returned 62.5%, outperforming the S&P 500 (SPY) return of 16.8%, while its 5-year gain of 151.3% also exceeded the S&P 500 return of 83.0%.

TotalEnergies pays an annual forward dividend of $4.04 per share, translating to a dividend yield of 4.42% as of October 16, 2026. The company has paid dividends for 35 consecutive years and maintained a payout ratio of 54.9%. Its 5-year annualized dividend growth rate stands at 3.9%, with the last ex-dividend date listed as December 31, 2026.

Wall Street analysts coverage consists of 5 Strong Buy, 0 Buy, 4 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target is $99.25, representing an 8.7% upside relative to the last close of $91.34. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $12.23 on revenue of $221.71B. For the following fiscal year, 9 analysts project EPS of $11.45 on revenue of $204.90B. TotalEnergies beat EPS estimates in 1 of the last 4 quarters, with the next earnings release scheduled for October 29, 2026.

This page is an AI-written research summary of TotalEnergies SE (TTE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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