BHP Group Limited (BHP)vsPPG Industries Inc (PPG)
BHP
BHP Group Limited
$68.99
-0.73%
BASIC MATERIALS · Cap: $177.19B
PPG
PPG Industries Inc
$103.82
-1.41%
BASIC MATERIALS · Cap: $23.23B
Smart Verdict
WallStSmart Research — data-driven comparison
BHP Group Limited generates 240% more annual revenue ($53.99B vs $15.88B). BHP leads profitability with a 19.0% profit margin vs 9.9%. PPG appears more attractively valued with a PEG of 1.33. BHP earns a higher WallStSmart Score of 64/100 (C+).
BHP
Buy64
out of 100
Grade: C+
PPG
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.7%
Fair Value
$188.14
Current Price
$68.99
$119.15 discount
Margin of Safety
-178.4%
Fair Value
$47.06
Current Price
$103.82
$56.76 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.7%
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Earnings expanding 27.5% YoY
Generating 4.3B in free cash flow
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Earnings declined 0.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BHP
The strongest argument for BHP centers on Operating Margin, Market Cap, 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 : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : BHP
The primary concerns for BHP are PEG Ratio.
Bear Case : PPG
The primary concerns for PPG are EPS Growth.
Key Dynamics to Monitor
BHP profiles as a mature stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.12 — 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 (64/100 vs 61/100), 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.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
Compare with Other OTHER INDUSTRIAL METALS & MINING Stocks
Want to dig deeper into these stocks?