Thursday, March 28, 2024


BHP (BHP)$A44.27

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BHP: EXPORT DATA TO EXCEL:

+ PRICE VOLUME - 5-YEAR HISTORY

+ FINANCIALS - 10-YEAR HISTORY [INCLUDING FY 2023]:

+ PEER COMPARISON

BHP: OTHER INFORMATION:

+ NEWS ARCHIVES - BHP PAST 4 YEARS:

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Corporate Profile and Independent Ratings

Activities

BHP Group Limited (BHP, formerly BHP Billiton Limited) is a diversified natural resources company producing commodities along with substantial interests in oil and gas. BHP's principal business lines are mineral exploration and production as well as petroleum exploration, production and refining. BHP's assets, operations and interests are separated into Petroleum and Potash, Copper, Iron ore, Coal and Nickel. It is Australia's largest Materials company by market capitalisation.


Independent Ratings and Relative Value Indicators

+    Top 100 Polluters:
According to environmental non-profit Carbon Disclosure Project (CDP) just 100 companies have been the source of more than 70% of the world's greenhouse gas emissions from 1988 to 2015. The CDP ranked BHP Group Limited 20 [rank 1 is worst] in the top 100 polluters. BHP Group Limited contributed .91% of global industrial greenhouse gas emissions in that period.
+    Newsweek 500:
It was ranked 226 by Newsweek and Corporate Knights Capital in the World's 500 Greenest Companies 2016. It had outstanding scores of 7.5% in Waste productivity, 7.3% in Water productivity and 5.2% in Carbon productivity.
+    Top 40 Miners:
It is the largest by MCap among the PwC Top 40 Miners.
+    Industryweek 1000:
It is a new entrant in the Industry Week list of the world's largest 1000 manufacturers by Revenues in 2016, ranked 77.
+    PwC 100:
It was ranked 54 by MCap as at March 31, 2015 by PwC in the Top 100 Global companies; a deterioration over 6 years from rank 19 as at March 31, 2009.
+    IHS Energy 50:
It was ranked 44 in IHS Energy's list of Top 50 Energy Companies 2013; a deterioration over a year from rank 23 in 2012.


Contact Details

Websitehttp://www.bhpbilliton.com/
Physical AddressLevel 18, 171 Collins Street, MELBOURNE, VIC, AUSTRALIA, 3000
Phone(61) 1300 55 47 57
Fax(61 3) 9609 3015
EmailJames.Agar@bhpbilliton.com



Industry & Sector [of 763 stocks]

Classification LevelName of Sector
Business SectorMineral Resources
Industry GroupMetals & Mining
IndustrySpecialty Mining & Metals
Economic SectorBasic Materials



Financials H1/2023, FY 2023

BHP Financials Summary:

Year ended JunFY2023FY2022FY2021
Sales ($ B)53.865.156.9
Pretax ($ B)21.433.124.3
Net ($ B)12.930.911.3
EPS ($)2.5526.1062.24

EPS down 58.2% to $2.55 in FY2023 [ y.e. 30 Jun 2023]
+    Net profit was down 58.2% from $30.9 billion in FY2022 to $12.9 billion in FY2023.
+    Earnings Per Share (EPS) was down 58.2% from $6.11 in FY2022 to $2.55 in FY2023.


Half-Yearly Financials

BHP EPS plummets 85.6%
Release Date: February 20, 2024
BHP (ASX:BHP) announced EPS of 18.3c for the half year-ended 31 December 2023, down 85.6% from $1.27 in the previous corresponding period.

Half-Yearly Report (H1 2023)
Compared with the Previous Corresponding Period [PCP; H/31 Dec 2022], year-over-year [y.o.y.] Revenue was up 5.9% and Net Profit was down 85.6%.
Half year-ended31 Dec 202331 Dec 2022
EPS, c18.3127
PCP growth in EPS %-86-23.7
Revenue, $ billion27.225.7
PCP growth in Revenue %5.9-
Net Profit, $927million6.5billion
PCP growth in Net Profit %-86-31.6



Financials, FY 2023 [year-ended 30 June 2023 ]

BHP profits hit by 58% fall
Release Date: August 24, 2023
BHP (ASX:BHP) reported net profit for the year-ended 30 June 2023 [FY2023] of $12.9b, down 58% from $30.9b in the previous year [FY2022]. Earnings per share (EPS) were down 58% from $6.11 in FY2022 to $2.55 in FY2023.


Annual growth in Revenue, Net Profit and EPS

Year-ended30 June [FY/2023]30 June [FY/2022]
Revenue, $ Billion53.865.1
Growth in Revenue %-17.314.4
Net Profit, $ Billion12.930.9
Growth in Net Profit %-58.2173.4
EPS, $2.556.11
Growth in EPS %-58.2172.6


Major changes compared with previous year (FY2023 vs FY2022):
Favourable Changes:
- Interest revenue to Sales up from 0.1% to 1%
- Total non-current assets to Total Assets up from 69.9% to 76.9%
- Fixed Assets to Total Assets up from 64.4% to 70.9%
- Total Liabilities to EBITDA of 2.2 compares favourably with the Joseph Piotroski benchmark of <5. However, it has deteriorated by 65.4% from the previous year's ratio of 1.4.
- Total Liabilities to Operating Cash Flow of 2.8 compares favourably with the Joseph Piotroski benchmark of <4. However, it has deteriorated by 95.8% from the previous year's ratio of 1.4.
Unfavourable Changes:
- Net profit slumps 58.2% from $30.9b to $12.9b
- Sales revenue down 17.3% from $65.1b to $53.8b
- EBIT Margin down from 52.5% to 43.6%
- Interest cover down 65% from 32.6 to 11.4
- EBIT to total assets down from 35.9% to 23.2%

Year-on-year comparison of Performance Ratios [FY2023 vs FY2022]
June 30FY2023FY2022Change (%)
Return on Equity (%)29.545.9Down 35.7
Return on Assets (%)14.123.5Down 40
Total debt to net tangible assets (%)48.535.9Up 35.1
Debt/Equity0.50.3Up 34.3
Interest Cover11.432.6Down 65
Common Size Ratios by Assets %
Current Debtors to Total Assets 4.5 5.7 Down 21.1
Long-term investments to Total Assets 2.7 2.3 Up 15.6
Non-current inventory to Total Assets 1.4 1.4 Up 1.3
Common Size Ratios by Sales %
Interest revenue to Sales 1.0 0.1 Up 703.7


Five-year record of growth and performance:
In the last 5 years Total Revenue averaged $52.6B, EBITDA averaged $22.9B and Net Profit averaged $13.7B. Compound Annual Growth Rate (CAGR) averaged 4.5% for Total Revenue, 28.4% for Net Profit and 7.5% for EBITDA.
DescriptionAnnual ($ B)5-year Avg ($ B)5-year CAGR %
Total Revenue53.852.64.5
EBITDA23.522.97.5
Operating Profit23.522.97.5
Net Profit12.913.728.4


Five-year record of EBITDA, Operating Profit, Net Profit, ROE, ROA and ROCE
In 2023 Net Profit Margin of 26.6% was above its 5-year Avg of 25.4% (All Figures in %)
Description20235-year Avg
EBITDA Margin43.642.6
Operating Profit Margin43.642.6
Net Profit Margin26.625.4
Return on Equity29.527
Return on Assets14.113.6
Return on Capital Employed28.527



Income & Tax Details

[Source: Australian Taxation Office (ATO), November 02, 2022]
Details2020-20212019-20202018-20192017-20182016-20172015-20162013-20142014-2015
Total income $A62,800,612,30645,913,880,81343,059,226,13636,685,553,13037,903,699,84126,671,570,87640,531,195,54033,044,169,721
Taxable income $A30,322,876,47018,734,259,49616,278,812,03112,781,584,04711,476,618,6865,260,130,22513,760,303,2346,338,539,254
Tax payable $A7,304,554,0824,565,135,2694,220,572,9513,523,250,1163,271,853,0691,325,839,3343,950,825,6041,718,329,663
Tax payable/ Total income %11.69.99.89.68.65.09.75.2
Tax payable/ Taxable income %24.124.425.927.628.525.228.727.1



Tax & Dividend

Footprint of Low Tax Subsidiaries

Corporate Tax rate of BHP in country of incorporation:
100% owned subsidiaries:
SubsidiaryIncorporated inCorporate Tax Rate (%)
BHP Billton Petroleum Great Britain LimitedUK19
BHP Billton Freight Singapore Pte LimitedSingapore17
BHP Billton International Services LimitedUK19
BHP Billton Marketing Asia Pte Ltd.Singapore17



Dividend History

In the past 5 years annual dividends have increased by AUD0.2 from AUD2.1 to AUD2.4. Based on a start date of 5 years ago, there has been three decline in dividends over the last 5 years.
Date PaidValue (AUD)Type
07 Mar 20241.1Interim
07 Sep 20231.25Final
Tr 12 Months2.35
2022 - 20233.78
2021 - 20224.85
2020 - 20212.07
2019 - 20202.12



Top Management and Board of Directors

Top Management

Top Management [One top executive with tenure > 7 yrs]
NameDesignationSince Appointment
Ken MacKenzieChairman, Director7 Yrs, 6 Mos


Top Management [Eight top executives with tenure < 5 yrs]
NameDesignationSince Appointment
Mike HenryChief Executive Officer4 Yrs, 2 Mos
Geraldine SlatteryPresident1 Yr, 5 Mos
Edgar BastoExecutive Director, Chief Operating Officer1 Yr, 5 Mos
Stefanie WikinsonCompany Secretary3 Yrs
Vandita PantChief Commercial Officer4 Yrs, 9 Mos
Rag UddChief Commercial Officer3 Mos
Laura TylerChief Technical Officer-
Johan van JaarsveldChief Development Officer-



Board Of Directors

Board Of Directors [One director with tenure > 4 yrs]
NameSince Appointment
Ian Cockerill4 Yrs, 12 Mos


Board Of Directors [Six directors with tenure < 5 yrs]
NameDesignationSince Appointment
Gary GoldbergDirector4 Yrs, 1 Mo
Michelle HinchliffeIndependent Non-Executive Director2 Yrs
Dion WeislerIndependent Non-Executive Director3 Yrs, 10 Mos
Catherine TannaIndependent Non-Executive Director1 Yr, 11 Mos
Christine O'ReillyDirector-
Xiaoqun CleverIndependent Non-Executive Director-



Resignations in the past 3 years

NameDesignationDate of Resignation
David LamontChief Financial Officer07 December 2023
Terry BowenDirector01 November 2023
Prakash KakkadCompany Secretary20 September 2023
Malcolm BroomheadDirector10 November 2022
John MogfordDirector31 October 2022
Andrew MackenzieChief Executive Officer31 March 2020



Profiles of Top Management

Mike Henry
CEO
Mike was appointed as a Director of BHP Group Limited and BHP Group Plc in January 2020. He was appointed Chief Executive Officer on 1 January 2020.
Skills and experience:
Mike has over 30 years' experience in the global mining and petroleum industry, spanning operational, commercial, safety, technology and marketing roles. He joined BHP in 2003, initially in business development and then in marketing and trading of a range of mineral and petroleum commodities based in The Hague, where he was also accountable for BHP's ocean freight operations. He went on to hold various positions in the Company, including President Coal, President HSE, Marketing and Technology, and Chief Marketing Officer. Mike was appointed Chief Executive Officer on 1 January 2020 and has been a member of the Executive Leadership Team since 2011. Prior to joining BHP, Mike worked in the resources industry in Canada, Japan and Australia.

Shareholder Value:
Creation of shareholder value in BHP:
Since appointment as CEO: The present value of AUD1,000 invested on the appointment date of January 01, 2020 at close price of $A28.10 is $A2,262, including a capital gain of $A576 and dividend reinvested of $A686.

Geraldine Slattery
President
Experience:
Geraldine Slattery joined BHP in 1994 and currently leads BHP's global exploration, development and production operations in Australia, the US, Mexico, Trinidad and Tobago, Canada, and Algeria, with teams based across the world.
Over Geraldine's 25 year career with BHP, she has worked in roles of increasing complexity and scale in a global portfolio. Prior to her current appointment which commenced in March 2019, she was Asset President for global production operations. She has fulfilled key leadership roles in the Onshore US business as General Manager Gas Assets, as Vice President of Supply through a period of significant capital expansion, and in leading the Australia offshore FPSO operations. Her earlier experience includes a variety of positions in operations, safety and engineering in the UK and Australia.
She holds a Bachelor of Science in Physics and Master of Science, International Management (Oil & Gas).

Shareholder Value:
Creation of shareholder value in BHP:
Since appointment as President: The present value of AUD1,000 invested on the appointment date of October 01, 2022 at close price of $A35.54 is $A1,347, including a capital gain of $A246 and dividend reinvested of $A102.

Ken MacKenzie
Chairman & Director
Ken has been a Director of BHP Billiton Limited and BHP Billiton Plc since September 2016. He was appointed Chairman with effect from 1 September 2017.
Skills and experience:
Ken has extensive global and executive experience, and a deeply strategic approach. From 2005 until 2015, he served as the Managing Director and Chief Executive Officer of Amcor Limited, a global packaging company with operations in over 40 countries. During his 23 year career with Amcor, Ken gained extensive experience across all of Amcor's major business segments in developed and emerging markets in the Americas, Australia, Asia and Europe.
Other directorships and offices (current and recent):
Former Managing Director and Chief Executive Officer of Amcor Limited (from July 2005 to April 2015).
Advisory Board member of American Securities Capital Partners LLC (since January 2016).
Advisory Board member of Adamantem Capital (since September 2016).
Former Senior Adviser to McKinsey & Company (from January 2016 to June 2017).
Board Committee memberships:
Chairman of the Nomination and Governance Committee.
Member of the Sustainability Committee.

Shareholder Value:
Creation of shareholder value in BHP:
Since appointment as Director: The present value of AUD1,000 invested on the appointment date of September 22, 2016 at close price of $A12.74 is $A6,514, including a capital gain of $A2,475 and dividend reinvested of $A3,039.

Edgar Basto
Executive Director & Chief Operating Officer
BSc, Metallurgy
Experience:
Edgar was appointed Chief Operating Officer from October 2022, a newly created role which oversees BHP's global operational capability including establishing enduring capability and performance through the BHP Operating System, as well as being responsible for the Group's health, safety and environment and all operational inorganic growth.
Edgar has extensive experience in the resources industry, with a long career spanning multiple commodities in Australia, Colombia, Chile and Peru. Most recently, he was the President for Minerals Australia, responsible for BHP's iron ore and nickel operations in Western Australia, metallurgical and energy coal in Queensland and New South Wales, and copper in South Australia. Edgar has held numerous other key leadership roles since joining BHP in 1989, including Vice President Global Health, Safety, Environment and Communities (HSEC), Asset President Escondida, and Asset President Western Australia Iron Ore.
Edgar holds a Bachelor of Science (Metallurgy) from the Industrial University of Santander and has received an Honorary Doctorate in Engineering from Edith Cowan University and Curtin University

Shareholder Value:
Creation of shareholder value in BHP:
Since appointment as COO: The present value of AUD1,000 invested on the appointment date of October 01, 2022 at close price of $A35.54 is $A1,347, including a capital gain of $A246 and dividend reinvested of $A102.

Laura Tyler
Chief Technical Officer
Experience:
Laura joined BHP in May 2005 and was appointed Chief Technical Officer in September 2020, responsible for the Company's minerals exploration, centres of excellence, technology and innovation portfolios, that provide the engine to accelerate BHP's growth of sustainable value.
Laura has held key roles across BHP including Asset President of Olympic Dam in South Australia, Chief Geoscientist, Chief of Staff to the BHP CEO, Asset President of the Cannington Mine in Queensland, and has held other technical and operational roles at the EKATI Diamond Mine in Canada and corporate HSEC in London.
Laura began her mining industry career as a Geological Engineer at Grounds Explorations Ltd in 1998 and before joining BHP, Laura worked for Western Mining Corporation, Newcrest Mining and Mount Isa Mines in various technical and operational roles.

Johan van Jaarsveld
Chief Development Officer
Experience: Johan joined BHP in 2016 and was appointed Chief Development Officer in September 2020. Johan is responsible for strategy, acquisitions and divestments, securing early stage growth options in future-facing commodities, ventures and innovation.
Prior to joining BHP, Johan held executive positions in resources and finance, including at Barrick Gold Corporation, Goldman Sachs and The Blackstone Group. He has more than 20 years' experience, working across Asia, Canada, Australia and South Africa.
Johan holds a PhD in Engineering (Extractive Metallurgy) from the University of Melbourne, a Masters in Finance from the Melbourne Business School and a Bachelor of Chemical Engineering from Stellenbosch University, South Africa.

Vandita Pant
Chief Commercial Officer
Experience:
Vandita was appointed Chief Commercial Officer in July 2019, with global accountabilities for Marketing, Supply and Maritime and for developing the Company's view on global commodities markets. She is the most senior Asian female in the BHP Group globally. Vandita joined BHP in 2016 as Group Treasurer and Head of Europe, responsible for BHP's structural financial risk, liquidity investment portfolio, commodity price risk, credit risk, corporate finance, capital management related functions and involved in all strategic transactions with a balance-sheet impact.
She has over 25 years of international experience having worked in a variety of executive roles in India, Singapore, Japan and, for the last 13 years, in London. Prior to this, she was with the Royal Bank of Scotland where she undertook various challenging mandates as Business Treasurer, Group Head of Capital Management and Markets, and, following the 2008 Global Financial Crisis, setting up Global Balance Sheet & Liquidity Management. She spent 11 years with ABN AMRO Bank and 3 years with BNP Paribas in a variety of roles in Strategy & Corporate Finance, Business Development, Commodity Finance and Risk Management.
She holds a Bachelor of Commerce (Hons) degree from Delhi University and an MBA from the Indian Institute of Management (IIM) in Finance and Marketing.

Shareholder Value:
Creation of shareholder value in BHP:
Month of appointment: July 2019
In the last 5 years the average annualized return to shareholders was 20.6%. The present value of AUD1,000 (PV1000) invested 5 years ago is now $A2,547, a gain of $A671 and dividend reinvested of $A876.



Profiles of Board of Directors

Christine O'Reilly
Director
Appointment
Independent Non-executive Director since October 2020
Skills and experience
Christine O'Reilly has over 30 years' experience in the financial and infrastructure sectors, with deep financial and public policy expertise and experience in large-scale capital projects and transformational strategy.
Christine was the Chief Executive Officer of the GasNet Australia Group and Co-Head of Unlisted Infrastructure Investments at Colonial First State Global Asset Management, following an early career in investment banking and audit at Price Waterhouse. Christine has also served as a Non-executive Director of Medibank Private Limited (from March 2014 to November 2021), Transurban Group (from April 2012 to October 2020), CSL Limited (from February 2011 to October 2020) and Energy Australia Holdings Limited (from September 2012 to August 2018).
Christine has a deep understanding of financial drivers of the businesses and experience in capital allocation discipline across sectors that have long dated paybacks for shareholders and stakeholders. Her insights into cost efficiency and cash flow as well as the impact of policy on innovation, investment and project development are key inputs for the Board.
Current appointments
Christine is a Non-executive Director of Australia and New Zealand Banking Group (since November 2021), Stockland Limited (since August 2018), and the Baker Heart and Diabetes Institute (since June 2013).
Committee membership
People and Remuneration Committee (Chair), Nomination and Governance Committee, Risk and Audit Committee

Gary Goldberg
Director
Gary has been a Director of BHP Group Limited and BHP Group Plc since February 2020.
Skills and experience:
Mr Goldberg has more than 35 years' of global experience in the mining industry, including in executive, operational and strategic roles.
In his most recent role, Gary Goldberg served as Chief Executive Officer of Newmont Goldcorp Corporation, which is one of the world's largest gold producers. Prior to joining Newmont in 2011, Mr Goldberg spent 30 years at Rio Tinto where he held senior executive roles, most recently as President and Chief Executive Officer of Rio Tinto Minerals Inc., and in leadership roles in Rio Tinto's coal, gold, copper and industrial minerals businesses.
Other directorships and offices (current and recent):
Advisor, Newmont Goldcorp Corporation (from October 2019 to March 2020).
Former President and Chief Executive Officer of Newmont Mining Corporation (from 2013 to 2019), and Chief Executive of the merged Newmont Goldcorp Corporation (April 2019 - September 2019).
Former Director (from 2013 to 2019) and Treasurer (from 2017 to 2019) of the International Council on Mining and Metals.
Former Vice Chair of the World Gold Council (from 2017 to 2019).
Former Co-Chair of the World Economic Forum for Mining and Metals Governors (from 2016 to 2017).
Former President and Chief Executive Officer of Rio Tinto Minerals Inc. (from 2006 to 2011).
Former Chairman of the US National Mining Association (from 2008 to 2010).
Former President and Chief Executive Officer of U.S. Borax Inc. (from 2004 to 2006).
Former Managing Director of Coal & Allied Industries Ltd. (from 2001 to 2004).
Former President and Chief Executive Officer of Kennecott Energy Corp. (from 1999 to 2001).
Board Committee membership:
Member of the Remuneration Committee
Member of the Sustainability Committee

Shareholder Value:
Creation of shareholder value in BHP:
Month of appointment: February 2020
In the last 3 years the average annualized return to shareholders was 18.4%. The present value of AUD1,000 (PV1000) invested 3 years ago is now $A1,670, a gain of $A262 and dividend reinvested of $A408.


Ian Cockerill
Independent Non-Executive Director
Ian has been a Director of BHP Group Limited and BHP Group Plc since 1 April 2019.
Skills and experience:
Ian has extensive global mining operational, project and executive experience having initially trained as a geologist. He was formerly the Chief Executive Officer of Anglo American Coal and Chief Executive Officer and President of Gold Fields Limited, and a senior executive with AngloGold Ashanti and Anglo American Group. Ian is the Chairman of Polymetal International plc.
Ian is the former Chairman of BlackRock World Mining Trust plc and the former Lead Independent Director of Ivanhoe Mines Ltd and former Director of Orica Limited and Endeavour Mining Corporation. Ian is also the former Chairman of the Leadership for Conservation in Africa, a not-for-profit organisation, and is the Chairman of Conservation 360, a Botswanan conservation NGO dealing with anti-poaching initiatives. He is a former Director of Business Leadership South Africa, the South African Business Trust and the World Gold Council.
Other directorships and offices (current and recent):
Chairman of Polymetal International plc (since 2019).
Former Director of Orica Limited (from 2010 to 2019).
Former Director (from 2013 to 2019) and Chairman (from 2016 to 2019) of BlackRock World Mining Trust plc.
Former Director (from 2011 to 2019) and Lead Independent Director (from 2012 to 2019) of Ivanhoe Mines Ltd.
Former Director of Endeavour Mining Corporation (from 2013 to 2019).
Former Executive Director and executive Chairman (from 2010 to 2013) and Non-executive Chairman (from 2013 to 2017) of Petmin Limited.
Former Chairman of Hummingbird Resources plc (from 2009 to 2014). Board Committee memberships:
Member of the Risk and Audit Committee.
Member of the Sustainability Committee.

Shareholder Value:
Creation of shareholder value in BHP:
Since appointment as Independent Non-Executive Director: The present value of AUD1,000 invested on the appointment date of April 01, 2019 at close price of $A27.30 is $A2,427, including a capital gain of $A622 and dividend reinvested of $A805.


Peer Comparison & Ranking of BHP

PEER COMPARISON: BHP IN INDICES

BHP is a constituent of the following indices.

Its market capitalisation is $146 billion and accounts for 37.4% of the combined MCap of the S&P/ASX 300 Metals and Mining (Industry).
Index NameMCap of Index ($ b)BHP MCap as % of Index
S&P/ASX 300 Metals and Mining (Industry)392 37.4
S&P/ASX 200 Materials Index431 33.9
S&P/ASX 200 Resources481 30.4
S&P/ASX 20 Index1,047 14.0
S&P/ASX All Australian 501,248 11.7
S&P/ASX 50 Index1,343 10.9
S&P/ASX 100 Index1,551 9.4
S&P/ASX All Australian 2001,606 9.1
S&P/ASX 200 Index1,723 8.5
S&P/ASX 300 Index1,808 8.1
All Ordinaries Index1,812 8.1



GLOBAL PEER COMPARISON: BHP - SIZE (all figures in $)

In its Global Peer Group of 9 companies BHP is ranked first (1) by MCap, Net Profit, second (2) by Total Assets and third (3) by Revenue.

Name (Code)MCapRevenueNet ProfitTotal Assets
Rank of BHP1312
BHP (BHP)146.3B53.8B12.9B101.3B
Rio Tinto (RIO)128.7B55.6B12.4B96.7B
China Shenhua Energy - A Share (601088)88.9B47.7B9.6B86.1B
Rio Tinto (RIO)78.9B54B10.1B103.5B
BHP Group (BHP)60.2B53.8B12.9B101.3B
DoorDash (DASH)52B
Fortescue (FMG)51.6B16.9B4.8B28.2B
Grupo Mexico (GMEXICO)45.9B10.4B2.5B15.9B
Newmont (NEM)40.6B11.9B(429M)38.5B


GLOBAL PEER COMPARISON: BHP - RELATIVE VALUE INDICATORS

In value terms, comparing relative value of its shares, BHP is ranked

+ 5 out of 9 by Dividend Yield (%) [5.4]
+ 5 out of 9 by Price/Earnings per share [11.2]
+ 5 out of 9 by Price/Sales per share [2.7]
+ 7 out of 9 by Price/Book value per share [3.1]

Name (Code)Currency CodeLast PriceDiv Yld (%)P/EP/SP/Book
Rank of BHP by value5557
BHP (BHP)AUD44.35.411.22.73.1
Rio Tinto (RIO)AUD121.85.410.32.32.7
China Shenhua Energy - A Share (601088)CNY38.96.613.11.91.9
Rio Tinto (RIO)GBX4,9786.910.11.51.6
BHP Group (BHP)GBX2,2575.311.21.11.3
DoorDash (DASH)USD138.9
Fortescue (FMG)AUD25.78.310.63.02.9
Grupo Mexico (GMEXICO)MXN98.31.8
Newmont (NEM)USD35.24.13.72.3


USD 1=
1.532848 Australian Dollar (AUD); 7.227 Chinese Yuan (CNY)



BUYSELLSIGNALS FUNDAMENTALS VALUATION RANKING:

BHP vs Australian Market

Out of 1,533 stocks and 13 units in the Australian Market, BHP is ranked first(1) by Net Profit $, first(1) by Market Cap in $, second(2) by Revenue and Sixty-eighth(68) by ROE.
Australian AvgBHPBHP Rank
Net Profit $52.3 M12.9 B1
Market Cap $1.3 B146.3 B1
Revenue $579.3 M53.8 B2
ROE (%)10.629.568
EBITDA Margin%15.543.678
ROA (%)1.914.184
P/Earnings20.8x11.3x150
Yield (%)4.75.3172
Premium to 52-Wk Low (%)14.0112.01255
Free Cash Flow(115.6 M) 288
P/Sales2.1x2.7x467
Price/Net Tangible Assets2.9x3.1x827
Total Debt/Equity (the lower the better)1.2x0.5x995
Discount to 52-Wk High (%)1.610.71309

Negative values are shown in brackets.


Stock in Index and Stock in Sector

DescriptionBHPAll Ordinaries Index% of All Ordinaries IndexMaterials sector% of Materials sector
Net Profit $8.4 B91.9 B9.230.2 B27.9
Revenue $35.1 B814.4 B4.3243.3 B14.4
Total Assets $66.1 B4,741.1 B1.4442.7 B14.9
MCap $146.3 B1,811.6 B8.1527.2 B27.8



Relative Valuation Indicators: Stock vs Index and Stock vs Sector

DescriptionBHPAll Ordinaries Index Avg.Materials sector Avg.
Price/Earnings11.318.917.1
Yield (%)5.314.776.28
Price/Net Tangible Assets3.123.122.38
Total Debt/Equity (the lower the better)0.47x1.35x0.39x



MARKET SHARE

BHP vs Materials sector [Materials sector Total in Brackets]
Revenue of $82.5 billion[22.2% of aggregate sector revenue of $A372.9 billion; down from 26.6% in the previous year.]
Net Profit of $19.8 billion [42.8% of aggregate sector net profit of $A46.3 billion; down from 51.9% in the previous year.]
EBIT of $36 billion [44.0% of aggregate sector EBIT of $A81.7 billion; up from 42.6% in the previous year.]


GLOBAL RANK [out of 46,471 stocks] AND RANK OF BHP IN THE ASIA PACIFIC REGION [out of 1,977 stocks]

DescriptionValueGlobal RankIn APAC Region
MCap ($)146.3B1061
Total Assets ($)101.3B5717
Revenue ($)53.8B2962
Net Profit ($)12.9B1011
Return on Equity %29.52,22169
Net Profit Margin %26.64,321180
Price to Book3.127,0411,149
Price/Earnings11.28,106212
Yield %5.44,973214
PV1000 (1Year) $*1,08917,268612
$* Change (1Year) %4.018,493641


* 1 year ago AUD 1 = $ 0.67
Mar 28, 2024: AUD 1 equals $ 0.65


RANK OF BHP IN THE ALL ORDINARIES INDEX [out of 361 stocks], IN THE AUSTRALIAN MARKET [out of 1811 stocks] AND IN THE MATERIALS SECTOR [out of 518 stocks]

DescriptionValueIn All Ordinaries IndexIn Australian MarketIn Materials sector
MCap ($A)224.3B111
Total Assets ($A)155.3B771
Revenue ($A)82.5B222
Net Profit ($A)19.8B111
Return on Equity %29.5236711
Net Profit Margin %26.67616630
Price to Book3.11651,096398
Price/Earnings11.35518441
Yield %5.37817917
PV1000 (1Year) AUD1,109218599107



LONG-TERM FUNDAMENTAL RANKING: 4 OUT OF 5 [5 is best]

BHP is ranked number 1 out of 563 listed materials companies in the Australia with a market capitalization of $A224.3 billion.
Within its sector it has a relatively low P/E of 11.3.

It has a strong relative ROE of 29.5% and ROA of 14.1%. The company paid a dividend of $A2.35 in the last twelve months. The dividend yield is high at 5.3%.
Stocks are scored on a set of parameters reflecting fundamental analytical tools involving valuation, size and financial performance. They are ranked according to the average values of those parameters. The highest ranking is 5 and the lowest ranking is 1.


Glossary

ADVT: Average Daily Volume of shares Traded
Annual Return: Dividends Paid In a 12-Month Period/Price at the Beginning of the Period + Capital Gain or Loss over 1 Year/Price 1 Year Ago (%)
Capital Gain/Loss from n Years Ago to n-1 Years Ago: Capital Gain or Loss over 1 Year/Price 1 Year Ago (%)
Current Ratio: Current Assets/Current Liabilities (times)
Debt/Equity: Net Debt/Net Assets %
Dividend Yield: Dividend Per Share/Share Price (%)
EBIT Margin : Earnings Before Interest and Tax/Revenue (%)
Earnings Yield: Earnings Per Share/Share Price (%)
Income during the n years (3/2/1): Dividends received during the Period
Interest Cover: Earnings Before Interest and Tax/Interest (times)
Moving Average Price (n periods): Sum of Prices for each Period/Number of Periods
PCP: Previous Corresponding Period
PV1000: Present value of 1000 invested 1 year/'n' years ago
Price/Earnings: Share Price/Earnings Per Share (times)
Price/NTA: Closing Share Price/Net Tangible Assets Per Share (times)
Price/Sales: Share Price/Sales Per Share (times)
Relative Price Change [RPC]: Relative price change is price change of stock with respect to Benchmark Index
Relative Strength (6 Months): Price close today/Price close 6 months ago, then ranked by percentile within the entire market.
Return on Assets: Net Profit/Total Assets (%)
Return on Equity (Shareholders' Funds): Net Profit/Net Assets (%)
TSR: Total Shareholder Returns is expressed as an annualized rate of return for shareholders after allowing for capital appreciation and dividend
TTM: Trailing 12 Months
Volume Index (VI): Number of shares traded in the period/Average number of shares traded for the period
Volume Weighted Average Price (VWAP): The Volume Weighted Average Price (VWAP) is the summation of turnover divided by total volume in the same period.

Disclaimer: While this document is based on information sources which are considered reliable, it has been prepared without consideration of your specific investment objectives, financial situation or needs, so you should carry out your own analysis or seek professional investment advice before an investment decision is made. The document contains unbiased, independent equities data and analysis from Jupiter International (Australia) Pty Ltd trading as BuySellSignals (AFS Licence 222756), who provide round the clock analysis on every stock, every sector, every market, every day. BuySellSignals is not a broker, and does not have executing, corporate advisory or investment banking functions. Jupiter International (Australia) Pty Ltd, its directors, employees and contractors do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate.

Data for the BuySellSignals algorithms is drawn from annual reports, company websites and similar sources of publicly available data. It should be used as a guide only.

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