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BHP

BHP Group Limited
Chart
81.68 USD
Latest Week 2026-07-10
Basic MaterialsOther Industrial Metals & MiningMEGA
Snapshot 2026-07-12 · 0.7w · Fresh
0.98
OS Score
90.0%
Value
98.0%
Quality
83.0%
Momentum
5/9
F-Score
0.939
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
6 of 23 passing
★
OS Composite
OS 0.980
↗
Trending Value
✗
◆
Quality × Value
QV 0.939
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
22.6%
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
12-1 82%
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
CAQ 1.00
⚡
Risk-Adj Momentum
RAM 2.68
V
Value Analysis
Cheapness relative to fundamentals
90.0%ile
P/E
9.6×
P/S
1.9×
P/B
4.1×
E/P
0.1844
FCF Yield
0.255
EBITDA/EV
0.226
SH Yield
0.018
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
15.00000000
/100 — 1=cheapest
VC2 (Trending Value)
18.00000000
/100
VC3 (Buyback)
20.00000000
/100
P/E of 9.6x places this firmly in deep value territory. FCF yield of 25.5% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
98.0%ile
ROE
0.429
ROA
0.187
Net Margin
0.201
Op Margin
0.395
GPA
0.768
D/E
1.20
Current
1.65
F-Score
5/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Stability
0.447
lower=better
Accruals
-0.157
lower=better
5yr Consist
No
ROE of 43% is exceptional.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
83.0%ile
6M Return
35.0%
12M Return
63.6%
12-1 Mom
81.9%
Risk-Adj
2.68
Vol 252d
30.5%
Vol 60d
72.6%
↑ Expanding
Max DD 12M
-18.3%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 82% is very strong — a clear uptrend. Risk-adjusted momentum of 2.68 is excellent — strong returns relative to volatility. Near-term vol (73%) is expanding vs long-term (31%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.98
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Basic Materials · 223 peers
Sector Value %ile
91.5%
Sector Quality %ile
98.7%
P/E z-score
-0.36
P/B z-score
-0.02
Sector Avg OS
53.0%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
CGAU Centerra Gold Inc 99.0% 95.0% 82.0% 92.0%
IAG IAMGold Corporation 99.0% 93.0% 97.0% 91.0%
B Barrick Mining Corporation 99.0% 90.0% 98.0% 85.0%
NEXA Nexa Resources SA 99.0% 95.0% 86.0% 96.0%
RIO Rio Tinto ADR 98.0% 94.0% 86.0% 82.0%
ARIS Aris Mining Corporation 98.0% 88.0% 93.0% 91.0%
GFI Gold Fields Ltd ADR 98.0% 92.0% 99.0% 78.0%
ERO Ero Copper Corp 98.0% 89.0% 96.0% 84.0%
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (90th) and quality (98th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Trending Value Signal
Cheap (90th value) with strong momentum (83th). The market is starting to recognise the value.
Volatility Expanding
60-day vol (73%) significantly exceeds 252-day (31%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
80.2% avg (7 factors)
Quality
A
86.6% avg (8 factors)
Momentum
A
93.3% avg (4 factors)
Risk
B
65.8% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is confirming the value — this is the Trending Value signal that O'Shaughnessy found to be among the most powerful.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.980—6—
Value %ile0.900—6—
Quality %ile0.980—6—
Momentum %ile0.830—6—
F-Score5.000—0—
Confidence0.789—6—
Volatility0.305—0—
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
9.59
Earnings Yield (E/P)
0.1844
Price / Sales
1.93
Price / Book
4.12
Price / Cash Flow
5.20
FCF Yield
25.5%
EBITDA / EV
22.6%
Sales Yield (1/P·S)
0.4667
Shareholder Yield
Div + net buyback / mktcap
1.8%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
42.9%
Return on Assets
18.7%
Net Margin
20.1%
Operating Margin
39.5%
Gross Profit / Assets
Novy-Marx GPA
76.8%
Debt / Equity
1.20
Current Ratio
1.65
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.157
MomentumPrice trend strength over different horizons
6M Return
35.0%
12M Return
63.6%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
81.9%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
2.68
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Earnings Stability (CV)
Lower = more stable
0.447
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
5
Dividend Yield
1.8%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
15
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
18
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
20
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity