BHP GROUP LIMITED vs RIO TINTO PLC, two Mining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BHP and RIO diverge most: on implied growth (priced in), BHP reads +6.1% and RIO reads -2.7%; on debt / equity, BHP reads 0.00 and RIO reads 0.33. The rest of the comparable metrics sit closer together. On valuation, today's BHP price has a different growth bar priced in than RIO (+6.1% implied for BHP vs -2.7% for RIO); the higher figure is the steeper assumption to clear, not a better or worse stock. What RIO's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BHP | RIO |
|---|---|---|
| Price | $86.73 | $94.77 |
| Market cap | $220.0B | $153.9B |
| Sector | Mining | Mining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +6.1% | -2.7% |
| P/E | 24.4 | 15.4 |
| P/B | 4.21 | 2.30 |
| P/S | 4.29 | 2.67 |
| EV/EBITDA | 8.3 | 7.8 |
| Revenue growth | -1.1% | -2.4% |
| Operating margin | 38.0% | 25.9% |
| Net margin | 21.7% | 17.8% |
| Return on equity | 21.3% | 15.3% |
| Return on assets | 10.2% | 8.0% |
| Return on invested capital | 22.6% | 11.8% |
| FCF yield | 4.2% | 2.9% |
| Debt / equity | 0.00 | 0.33 |
| Current ratio | 1.46 | 1.44 |
| Altman Z (solvency) | 4.02 | 2.92 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.