AngloGold Ashanti plc vs BHP GROUP LIMITED, two Mining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Neither top line's growth appears, but the commodity mix implies the futures: AngloGold rises and falls with gold alone, BHP with iron ore, copper, and the industrial cycle, and the market currently pays seven extra turns for the diversification, 22.8 times against 15.7. The trailing economics favor the specialist emphatically: a 32% return on equity against 21.3%, an 11.5% free-cash yield against 4.5%, net margins of 32.1% against 21.7%. Both are debt-free. Gold at cycle strength out-earns the diversified book on every line and costs less per dollar; the premium on BHP is a bet that industrial demand outlasts monetary anxiety, priced at seven turns.
Comparison updated 2026-07-10.
| Metric | AU | BHP |
|---|---|---|
| Price | $81.56 | $81.00 |
| Market cap | $41.5B | $205.5B |
| Sector | Mining | Mining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | — | +4.2% |
| P/E | 15.7 | 22.8 |
| P/B | 4.18 | 3.93 |
| P/S | 4.19 | 4.01 |
| EV/EBITDA | — | 7.7 |
| Revenue growth | +27.7% | -1.8% |
| Gross margin | 49.2% | — |
| Operating margin | — | 38.0% |
| Net margin | 32.1% | 21.7% |
| Return on equity | 32.0% | 21.3% |
| Return on assets | 21.1% | 10.2% |
| Return on invested capital | — | 22.6% |
| FCF yield | 11.5% | 4.5% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.87 | 1.46 |
| Altman Z (solvency) | 5.72 | 3.87 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.