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BHP vs CPAC

BHP
BHP Group Limited
NEUTRAL
Price
$67.52
Market Cap
$173.45B
Sector
Basic Materials
AI Confidence
72%
CPAC
Cementos Pacasmayo S.A.A.
BEARISH
Price
$10.70
Market Cap
$916.1M
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
BHP
19.07
CPAC
20.98
Forward P/E
BHP
15.45
CPAC
69.48
P/B Ratio
BHP
7.19
CPAC
2.7
P/S Ratio
BHP
3.38
CPAC
0.43
EV/EBITDA
BHP
15.39
CPAC
12.15

Profitability

Gross Margin
BHP
82.21%
CPAC
38.12%
Operating Margin
BHP
37.7%
CPAC
6.88%
Profit Margin
BHP
17.59%
CPAC
7.29%
ROE
BHP
21.99%
CPAC
12.83%
ROA
BHP
11.02%
CPAC
6.9%

Growth

Revenue Growth
BHP
-8.2%
CPAC
6.2%
Earnings Growth
BHP
-34.0%
CPAC
--

Financial Health

Debt/Equity
BHP
0.49
CPAC
1.2
Current Ratio
BHP
1.46
CPAC
1.09
Quick Ratio
BHP
1.06
CPAC
0.22

Dividends

Dividend Yield
BHP
3.26%
CPAC
5.69%
Payout Ratio
BHP
69.9%
CPAC
115.75%

AI Verdict

BHP NEUTRAL

BHP's Piotroski F-Score of 6/9 indicates stable financial health, but the absence of an Altman Z-Score limits distress risk assessment. The stock trades significantly above its Graham Number of $27.35 and intrinsic value of $24.78, reflecting a substantial premium. Despite strong profitability metrics like 37.7% operating margin and 21.99% ROE, earnings and revenue growth are sharply negative year-over-year. Analysts consensus is a hold with a $57.00 target, below current price, suggesting limited upside.

Strengths
High operating margin of 37.70% indicates strong cost control and pricing power
ROE of 21.99% exceeds sector average significantly, signaling efficient equity use
Debt/Equity of 0.49 is below sector average of 0.63, indicating conservative leverage
Risks
Revenue growth down 8.20% YoY and earnings down 34.00%, indicating deteriorating fundamentals
P/E of 19.07 is high relative to earnings contraction, increasing valuation risk
Price/Book of 7.19 is extremely elevated, suggesting overvaluation relative to book value
CPAC BEARISH

CPAC presents a stable Piotroski F-Score of 6/9, but this is overshadowed by severe valuation and liquidity concerns. The stock is trading at a significant premium to both its Graham Number ($6.75) and Intrinsic Value ($3.57), while the forward P/E of 69.48 suggests a projected collapse in earnings. Most alarming are the unsustainable dividend payout ratio of 115.75% and a critical quick ratio of 0.22, indicating a potential liquidity crisis. Despite strong historical price action, the current technical trend is heavily bearish (10/100).

Strengths
Stable Piotroski F-Score (6/9) indicating baseline operational health
Positive revenue growth (6.20% YoY and 10.88% Q/Q)
Strong gross margins at 38.12%
Risks
Unsustainable dividend payout ratio (115.75%) exceeding net income
Severe liquidity risk evidenced by a Quick Ratio of 0.22
Catastrophic YoY EPS growth decline of -107.1%

Compare Another Pair

BHP vs CPAC: Head-to-Head Comparison

This page compares BHP Group Limited (BHP) and Cementos Pacasmayo S.A.A. (CPAC) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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