Copper trades near historical highs at about USD 6.50 per pound, up 10% since our July 2026 update, given mine supply disruptions and tariff-related trade distortions. Zinc and aluminum prices are also stronger, though near-term iron ore futures are little changed.
BHP is likely to increase copper production from existing as well as new mines such as Vicuña over the next decade.
BHP has shown improved capital allocation since its missteps during the China boom, but continuing high commodity prices could encourage it to once again aggressively expand output.
|
Metric
|
BHP
|
RIO
|
NGLOY
|
|---|---|---|---|
Price/Earnings (Normalized) | 14.67 | 14.19 | 72.16 |
Price/Book Value | 4.44 | 2.82 | 3.45 |
Price/Sales | 3.66 | 2.96 | 3.04 |
Price/Cash Flow | 9.18 | 8.89 | 11.98 |
|
Metric
|
BHP
|
RIO
|
NGLOY
|
|---|---|---|---|
Quick Ratio | 1.44 | 0.93 | 1.42 |
Current Ratio | 1.88 | 1.42 | 2.27 |
Interest Coverage | 11.36 | 10.65 | 2.55 |
|
Metric
|
BHP
|
RIO
|
NGLOY
|
|---|---|---|---|
Return on Assets (Normalized) | 11.44% | 10.13% | 1.37% |
Return on Equity (Normalized) | 27.20% | 20.84% | 4.30% |
Return on Invested Capital (Normalized) | 17.58% | 15.78% | 2.68% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| BHP Group Ltd
BHPLF
| LOCK|L#>$Lw& | LOCK|pW< | $215B | |||
| BHP Group Ltd ADR
BHP
| LOCK|#!QnfJ | LOCK|^$ | $215B | |||
| Rio Tinto Ltd
RTNTF
| — | LOCK|%< | $184B | |||
| Rio Tinto PLC Ordinary Shares
RTPPF
| LOCK|C&%#J% | LOCK|NW | $153B | |||
| Rio Tinto PLC ADR
RIO
| LOCK|FVz>$b | LOCK|sQV | $153B | |||
| Grupo Mexico SAB de CV Class B
GMBXF
| — | LOCK|d%#h# | $104B | |||
| Grupo Mexico SAB de CV ADR
GPMXY
| — | LOCK|>cFcX | $104B | |||
| Glencore PLC ADR
GLNCY
| LOCK|yHw<@xJ | LOCK|%B | $91B | |||
| Anglo American PLC ADR
NGLOY
| LOCK|&@qSC^ | LOCK|tkp | $59B | |||
| Vale SA ADR
VALE
| LOCK|yW% | LOCK|SRz | $58B |
United States