WallStSmart

BHP Group Limited (BHP)vsUnited States Lime & Minerals Inc (USLM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 14385% more annual revenue ($53.99B vs $372.73M). USLM leads profitability with a 36.0% profit margin vs 19.0%. BHP trades at a lower P/E of 19.7x. 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

USLM

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 9.5Value: 5.7Quality: 6.0
Piotroski: 2/9
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
USLMUndervalued (+10.4%)

Margin of Safety

+10.4%

Fair Value

$120.30

Current Price

$128.24

$7.94 discount

UndervaluedFair: $120.30Overvalued

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

USLM3 strengths · Avg: 9.7/10
Profit MarginProfitability
36.0%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
40.9%10/10

Strong operational efficiency at 40.9%

Return on EquityProfitability
23.8%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

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

Expensive relative to growth rate

USLM2 concerns · Avg: 3.5/10
P/E RatioValuation
27.5x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : USLM

The strongest argument for USLM centers on Profit Margin, Operating Margin, Return on Equity. Profitability is solid with margins at 36.0% and operating margin at 40.9%.

Bear Case : BHP

The primary concerns for BHP are PEG Ratio.

Bear Case : USLM

The primary concerns for USLM are P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

USLM carries more volatility with a beta of 0.92 — 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.

Monitor OTHER INDUSTRIAL METALS & MINING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BHP scores higher overall (65/100 vs 54/100), 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.

United States Lime & Minerals Inc

BASIC MATERIALS · BUILDING MATERIALS · USA

United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.

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