Anthony Davidson said during the qualy broadcast that 1hp was worth 1 tenth at Le Mans (thus 1kW = 1.34 tenths), so using this, and the previous reference points regarding 10kg being worth 4 tenths (or for Toyota 36kg being 1.2 seconds), I decided to calculate a weight and power corrected hyperpole. The Porsche is the reference car for the calculations. For each kilogram more or less that another hypercar weighs relative to the Porsche, I added or subtracted 0.03 tenths to its hyperpole time. For each kW more or less that another hypercar has relative to the Porsche, I added or subtracted 1.34 tenths to its laptime. If you are following, then you should understand that no correction needed to be performed for the reference car, the Porsche.
Average power is a calculation of the weighted average power based on the parameters above and below 250km/h with an assumption of 45% of lap above 250km/h according to Ferrari's head of endurance, Ferdinando Conizza.
Correction Factors:
Weight and power corrected hyperpole classification:
Ferrari on top by 4.5 tenths to the nearest manufacturer (this is before accounting for Fuoco's run that was ruined by red flag). If the Toyota participated in hyperpole, then I would have expected them to be somewhere near the Ferrari. Difficult to say if it would have been ahead or behind but definetely ahead of any LMDH car.
Considering the fact that the Toyota did not participate in hyperpole and was on course for a high 3.23 in the qualifying before the 7 car crashed, and the fact that Fuoco had two attempts ruined at the end hyperpole (one due to red flag, and another due to mistake in T1), I think Toyota and Ferrari would be no less than 1 second ahead of any LMDH car here at Le Mans without the BOP formula.
This is an academic exercise, of course. It has no meaning. The premise of the category is to balance the cars using BOP. Low drag cars like the Ferrari will have their straight line speed balanced with the rest. There is also more design freedom with the LMH ruleset. Many LMDH manufacturers built in aerodynamic compromises for styling purposes (the Cadillac, BMW, Lamborghini, etc) with an understanding that they wouldn't be penalized for it.