(BHP) BHP - Overview
Sector: Basic Materials | Industry: Other Industrial Metals & Mining | Exchange: NYSE (USA) | Market Cap: 225.913m USD | Total Return: 74% in 12m
Iron Ore, Copper, Coal, Nickel, Potash
Total Rating 67
Safety 69
Buy Signal -0.19
Other Industrial Metals & Mining
Industry Rotation: -3.3
Industry Rotation: -3.3
Market Cap:
226B
Avg Turnover: 179M
Avg Turnover: 179M
Risk 3d forecast
Volatility37.6%
VaR 5th Pctl6.66%
VaR vs Median7.53%
Reward TTM
Sharpe Ratio1.84
Rel. Str. IBD85.8
Rel. Str. Peer Group55.2
Character TTM
Beta1.035
Beta Downside1.054
Hurst Exponent0.527
Drawdowns 3y
Max DD37.21%
CAGR/Max DD0.50
CAGR/Mean DD1.43
EPS (Earnings per Share)
EPS CAGR: -11.62%
EPS Trend: -40.1%
EPS Trend: -40.1%
Qual. Beats: 0
Revenue
Rev. CAGR: 19.12%
Rev. Trend: 36.5%
Rev. Trend: 36.5%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Description: BHP BHP
BHP Group Limited is a global resources company headquartered in Melbourne, Australia, with operations spanning major markets in Asia, Europe, and the Americas. The company manages a diversified portfolio focused on the extraction and processing of iron ore, copper, metallurgical coal, and nickel, while actively developing potash assets. Its business model integrates upstream mining with downstream smelting, refining, and logistics services to manage the full resource value chain.
As a major player in the Diversified Metals & Mining sub-industry, BHP’s revenue is heavily influenced by global industrial production and infrastructure cycles. The company’s shift toward future-facing commodities like copper and nickel reflects increasing global demand for electrification and battery storage technologies. Investors can examine detailed valuation metrics for these segments on ValueRay to further their analysis. Founded in 1851, BHP remains one of the worlds largest producers of iron ore, a primary raw material for global steel manufacturing.
- Iron ore price fluctuations driven by Chinese infrastructure and property sector demand
- Copper production volume growth amid global electrification and energy transition trends
- Unit cost inflation impacts margins across Australian and Chilean mining operations
- Regulatory shifts in Australian royalty rates and environmental compliance costs
- Strategic capital allocation toward potash development to diversify long-term revenue streams
Piotroski VR‑10 (Strict)
6.5
| Net Income: 21.64b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.18 > 0.02 and ΔFCF/TA 0.68 > 1.0 |
| NWC/Revenue: 9.48% < 20% (prev 8.68%; Δ 0.79% < -1%) |
| CFO/TA 0.34 > 3% & CFO 39.87b > Net Income 21.64b |
| Net Debt (18.07b) to EBITDA (52.23b): 0.35 < 3 |
| Current Ratio: 1.65 > 1.5 & < 3 |
| Outstanding Shares: last quarter (2.54b) vs 12m ago 0.26% < -2% |
| Gross Margin: 70.65% > 18% (prev 0.63%; Δ 7.00k% > 0.5%) |
| Asset Turnover: 98.58% > 50% (prev 113.0%; Δ -14.38% > 0%) |
| Interest Coverage Ratio: 23.05 > 6 (EBITDA TTM 52.23b / Interest Expense TTM 1.85b) |
Altman Z''
5.34
| A: 0.09 (Total Current Assets 25.93b - Total Current Liabilities 15.73b) / Total Assets 116.01b |
| B: 0.39 (Retained Earnings 45.26b / Total Assets 116.01b) |
| C: 0.39 (EBIT TTM 42.53b / Avg Total Assets 109.19b) |
| D: 0.83 (Book Value of Equity 50.44b / Total Liabilities 60.55b) |
| Altman-Z'' Score: 5.34 = AAA |
Beneish M
-2.91
| DSRI: 1.22 (Receivables 5.87b/5.17b, Revenue 107.64b/115.63b) |
| GMI: 0.89 (GM 70.65% / 63.21%) |
| AQI: 1.41 (AQ_t 0.09 / AQ_t-1 0.06) |
| SGI: 0.93 (Revenue 107.64b / 115.63b) |
| TATA: -0.16 (NI 21.64b - CFO 39.87b) / TA 116.01b) |
| Beneish M-Score: -2.91 (Cap -4..+1) = A |
What is the price of BHP shares?
As of May 16, 2026, the stock is trading at USD 84.40 with a total of 2,760,627 shares traded.
Over the past week, the price has changed by -0.38%, over one month by +6.20%, over three months by +15.85% and over the past year by +74.03%.
Over the past week, the price has changed by -0.38%, over one month by +6.20%, over three months by +15.85% and over the past year by +74.03%.
Is BHP a buy, sell or hold?
BHP has received a consensus analysts rating of 4.00.
Therefore, it is recommended to buy BHP.
- StrongBuy: 3
- Buy: 0
- Hold: 3
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the BHP price?
| Analysts Target Price | 67.1 | -20.5% |
BHP (BHP) - Fundamental Data Overview
as of 16 May 2026
P/E Trailing = 22.067 P/E Forward = 15.748
P/S = 4.1845
P/B = 4.2696
P/EG = 5.9512
Revenue TTM = 107.64b USD
EBIT TTM = 42.53b USD
EBITDA TTM = 52.23b USD
Long Term Debt = 24.59b USD (from longTermDebt, last quarter)
Short Term Debt = 3.43b USD (from shortTermDebt, last quarter)
Debt = 31.53b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 18.07b USD (from netDebt column, last quarter)
Enterprise Value = 243.98b USD (225.91b + Debt 31.53b - CCE 13.47b)
Interest Coverage Ratio = 23.05 (Ebit TTM 42.53b / Interest Expense TTM 1.85b)
EV/FCF = 11.70x (Enterprise Value 243.98b / FCF TTM 20.86b)
FCF Yield = 8.55% (FCF TTM 20.86b / Enterprise Value 243.98b)
FCF Margin = 19.38% (FCF TTM 20.86b / Revenue TTM 107.64b)
Net Margin = 20.10% (Net Income TTM 21.64b / Revenue TTM 107.64b)
Gross Margin = 70.65% ((Revenue TTM 107.64b - Cost of Revenue TTM 31.59b) / Revenue TTM)
Gross Margin QoQ = 42.85% (prev none%)
Tobins Q-Ratio = 2.10 (Enterprise Value 243.98b / Total Assets 116.01b)
Interest Expense / Debt = 1.34% (Interest Expense 423.7m / Debt 31.53b)
Taxrate = 38.35% (4.44b / 11.58b)
NOPAT = 26.22b (EBIT 42.53b * (1 - 38.35%))
Current Ratio = 1.65 (Total Current Assets 25.93b / Total Current Liabilities 15.73b)
Debt / Equity = 0.63 (Debt 31.53b / totalStockholderEquity, last quarter 50.41b)
Debt / EBITDA = 0.35 (Net Debt 18.07b / EBITDA 52.23b)
Debt / FCF = 0.87 (Net Debt 18.07b / FCF TTM 20.86b)
Total Stockholder Equity = 47.10b (last 4 quarters mean from totalStockholderEquity)
RoA = 19.82% (Net Income 21.64b / Total Assets 116.01b)
RoE = 45.94% (Net Income TTM 21.64b / Total Stockholder Equity 47.10b)
RoCE = 59.33% (EBIT 42.53b / Capital Employed (Equity 47.10b + L.T.Debt 24.59b))
RoIC = 38.52% (NOPAT 26.22b / Invested Capital 68.08b)
WACC = 8.54% (E(225.91b)/V(257.44b) * Re(9.62%) + D(31.53b)/V(257.44b) * Rd(1.34%) * (1-Tc(0.38)))
Discount Rate = 9.62% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 74.00 | Cagr: 0.14%
[DCF] Terminal Value 75.06% ; FCFF base≈19.60b ; Y1≈17.97b ; Y5≈16.02b
[DCF] Fair Price = 96.48 (EV 263.17b - Net Debt 18.07b = Equity 245.10b / Shares 2.54b; r=8.54% [WACC]; 5y FCF grow -10.44% → 3.0% )
EPS Correlation: -40.09 | EPS CAGR: -11.62% | SUE: N/A | # QB: 0
Revenue Correlation: 36.55 | Revenue CAGR: 19.12% | SUE: N/A | # QB: 0
EPS current Year (2026-06-30): EPS=4.96 | Chg30d=-0.83% | Revisions=+20% | GrowthEPS=+23.8% | GrowthRev=+10.8%
EPS next Year (2027-06-30): EPS=5.32 | Chg30d=+2.33% | Revisions=+20% | GrowthEPS=+7.3% | GrowthRev=-1.4%
[Analyst] Revisions Ratio: +20%