No connection

Search Results

BHP vs KALU

BHP
BHP Group Limited
NEUTRAL
Price
$67.52
Market Cap
$173.45B
Sector
Basic Materials
AI Confidence
72%
KALU
Kaiser Aluminum Corporation
NEUTRAL
Price
$142.67
Market Cap
$2.31B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
BHP
19.07
KALU
21.04
Forward P/E
BHP
15.45
KALU
15.64
P/B Ratio
BHP
7.19
KALU
2.77
P/S Ratio
BHP
3.38
KALU
0.69
EV/EBITDA
BHP
15.39
KALU
10.99

Profitability

Gross Margin
BHP
82.21%
KALU
13.12%
Operating Margin
BHP
37.7%
KALU
6.38%
Profit Margin
BHP
17.59%
KALU
3.33%
ROE
BHP
21.99%
KALU
14.34%
ROA
BHP
11.02%
KALU
4.66%

Growth

Revenue Growth
BHP
-8.2%
KALU
21.4%
Earnings Growth
BHP
-34.0%
KALU
39.7%

Financial Health

Debt/Equity
BHP
0.49
KALU
1.33
Current Ratio
BHP
1.46
KALU
2.95
Quick Ratio
BHP
1.06
KALU
1.16

Dividends

Dividend Yield
BHP
3.26%
KALU
2.16%
Payout Ratio
BHP
69.9%
KALU
45.49%

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
KALU NEUTRAL

KALU presents a stark contrast between aggressive growth and deteriorating operational health, highlighted by a weak Piotroski F-Score of 3/9. While the company exhibits strong top-line growth (21.4% YoY) and an impressive ROE of 14.34% relative to its sector, the current price of $142.67 trades at a significant premium to its Graham Number of $88.58. The bullish growth-based intrinsic value of $200.01 is countered by bearish technical trends (10/100) and negative insider sentiment. Consequently, the stock appears overextended in the short term despite strong fundamental growth metrics.

Strengths
Strong revenue growth of 21.40% YoY
Robust earnings growth of 39.70% YoY
High ROE (14.34%) significantly outperforming sector average (-7.32%)
Risks
Weak operational health indicated by Piotroski F-Score of 3/9
High Debt/Equity ratio (1.33) compared to sector average (0.48)
Bearish insider activity with significant selling by the CFO and General Counsel

Compare Another Pair

BHP vs KALU: Head-to-Head Comparison

This page compares BHP Group Limited (BHP) and Kaiser Aluminum Corporation (KALU) 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.

Home
Terminal
AI
Markets
Profile