WallStSmart

BHP Group Limited (BHP)vsEastman Chemical Company (EMN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 517% more annual revenue ($53.99B vs $8.75B). BHP leads profitability with a 19.0% profit margin vs 5.4%. EMN appears more attractively valued with a PEG of 3.49. BHP earns a higher WallStSmart Score of 65/100 (C+).

BHP

Buy

65

out of 100

Grade: C+

Growth: 5.3Profit: 8.5Value: 3.3Quality: 5.0

EMN

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 5.0Value: 6.0Quality: 5.3
Piotroski: 2/9Altman Z: 2.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BHPSignificantly Overvalued (-84.5%)

Margin of Safety

-84.5%

Fair Value

$43.18

Current Price

$79.30

$36.12 premium

UndervaluedFair: $43.18Overvalued
EMNUndervalued (+16.4%)

Margin of Safety

+16.4%

Fair Value

$97.26

Current Price

$70.42

$26.84 discount

UndervaluedFair: $97.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHP5 strengths · Avg: 9.0/10
Market CapQuality
$201.45B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Free Cash FlowQuality
$4.31B8/10

Generating 4.3B in free cash flow

EMN2 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

Areas to Watch

BHP1 concerns · Avg: 2.0/10
PEG RatioValuation
5.952/10

Expensive relative to growth rate

EMN4 concerns · Avg: 2.8/10
Return on EquityProfitability
8.0%3/10

ROE of 8.0% — below average capital efficiency

Profit MarginProfitability
5.4%3/10

5.4% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.492/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : BHP

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

Bull Case : EMN

The strongest argument for EMN centers on Price/Book, P/E Ratio.

Bear Case : BHP

The primary concerns for BHP are PEG Ratio.

Bear Case : EMN

The primary concerns for EMN are Return on Equity, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

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

EMN carries more volatility with a beta of 1.17 — 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 (65/100 vs 46/100), backed by strong 19.0% margins and 10.8% revenue growth. EMN offers better value entry with a 16.4% margin of safety. Both earn "Buy" and "Hold" 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.

Eastman Chemical Company

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Eastman Chemical Company is an American company primarily involved in the chemical industry. Once a subsidiary of Kodak, today it is an independent global specialty materials company that produces a broad range of advanced materials, chemicals and fibers for everyday purposes. The company is headquartered in Kingsport, Tennessee.

Visit Website →

Want to dig deeper into these stocks?