BHP GROUP LIMITED vs VULCAN MATERIALS COMPANY, two Mining stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BHP and VMC diverge most: on revenue growth, BHP reads -1.1% and VMC reads +7.3%; on debt / equity, BHP reads 0.00 and VMC reads 0.54. The rest of the comparable metrics sit closer together. On valuation, today's BHP price has a different growth bar priced in than VMC (+9.7% implied for BHP vs +20.4% for VMC); the higher figure is the steeper assumption to clear, not a better or worse stock. What VMC'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 | VMC |
|---|---|---|
| Price | $84.46 | $268.61 |
| Market cap | $214.2B | $35.2B |
| Sector | Mining | Mining |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +9.7% | +20.4% |
| P/E | 23.8 | 32.0 |
| P/B | 4.10 | 4.16 |
| P/S | 4.18 | 4.37 |
| EV/EBITDA | 8.1 | 16.6 |
| Revenue growth | -1.1% | +7.3% |
| Gross margin | — | 24.1% |
| Operating margin | 38.0% | 15.1% |
| Net margin | 21.7% | 13.8% |
| Return on equity | 21.3% | 13.1% |
| Return on assets | 10.2% | 6.7% |
| Return on invested capital | 22.6% | 10.0% |
| FCF yield | 4.3% | 3.2% |
| Dividend yield | — | 0.7% |
| Debt / equity | 0.00 | 0.54 |
| Current ratio | 1.46 | 2.59 |
| Altman Z (solvency) | 3.96 | 3.69 |
| Piotroski F (quality) | 6 / 9 | 4 / 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.