WallStSmart

BHP Group Limited (BHP)vsCabot Corporation (CBT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 1410% more annual revenue ($53.99B vs $3.58B). BHP leads profitability with a 19.0% profit margin vs 8.0%. CBT appears more attractively valued with a PEG of 1.00. BHP earns a higher WallStSmart Score of 62/100 (C+).

BHP

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 9.0Value: 4.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.24

CBT

Buy

57

out of 100

Grade: C

Growth: 2.0Profit: 7.0Value: 6.0Quality: 6.0
Piotroski: 4/9Altman Z: 2.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BHP.

CBTSignificantly Overvalued (-57.9%)

Margin of Safety

-57.9%

Fair Value

$48.10

Current Price

$80.88

$32.78 premium

UndervaluedFair: $48.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHP5 strengths · Avg: 9.2/10
Market CapQuality
$230.71B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
42.9%10/10

Every $100 of equity generates 43 in profit

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Free Cash FlowQuality
$4.31B8/10

Generating 4.3B in free cash flow

CBT3 strengths · Avg: 8.0/10
PEG RatioValuation
1.008/10

Growing faster than its price suggests

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

BHP2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.952/10

Expensive relative to growth rate

CBT3 concerns · Avg: 2.3/10
Profit MarginProfitability
8.0%3/10

8.0% margin — thin

Revenue GrowthGrowth
-3.4%2/10

Revenue declined 3.4%

EPS GrowthGrowth
-24.9%2/10

Earnings declined 24.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : BHP

The strongest argument for BHP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 19.0% and operating margin at 40.7%. Revenue growth of 10.8% demonstrates continued momentum.

Bull Case : CBT

The strongest argument for CBT centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.

Bear Case : BHP

The primary concerns for BHP are Piotroski F-Score, PEG Ratio.

Bear Case : CBT

The primary concerns for CBT are Profit Margin, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

BHP profiles as a mature stock while CBT is a value play — different risk/reward profiles.

CBT carries more volatility with a beta of 0.83 — expect wider price swings.

BHP is growing revenue faster at 10.8% — sustainability is the question.

BHP generates stronger free cash flow (4.3B), providing more financial flexibility.

Bottom Line

BHP scores higher overall (62/100 vs 57/100), backed by strong 19.0% margins and 10.8% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BHP Group Limited

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

BHP Group engages in the natural resources business in Australia, Europe, China, Japan, India, South Korea, the rest of Asia, North America, South America and internationally. The company is headquartered in Melbourne, Australia.

Cabot Corporation

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Cabot Corporation (CBT) is a leading global supplier of specialty chemicals and performance materials, renowned for its innovative solutions that promote sustainability and efficiency in various sectors, including automotive, electronics, and coatings. The company excels in manufacturing high-quality carbon black, specialty compounds, and recovery solutions, leveraging a robust research and development framework to drive continuous innovation. With a strong commitment to operational excellence and reducing environmental impact, Cabot Corporation not only sets industry standards for sustainable practices but also serves as a trusted partner for customers seeking advanced materials to meet their evolving needs.

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