Bhp Group Limited Stock Performance

BHP Stock  USD 53.68  0.75  1.42%   
The firm shows a Beta (market volatility) of -0.18, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning BHP Group are expected to decrease at a much lower rate. During the bear market, BHP Group is likely to outperform the market. At this point, BHP Group Limited has a negative expected return of -0.0154%. Please make sure to confirm BHP Group's value at risk, as well as the relationship between the accumulation distribution and day typical price , to decide if BHP Group Limited performance from the past will be repeated in the future.

Risk-Adjusted Performance

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Over the last 90 days BHP Group Limited has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable technical indicators, BHP Group is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more

Actual Historical Performance (%)

One Day Return
2.24
Five Day Return
5.09
Year To Date Return
11.52
Ten Year Return
128.1
All Time Return
1.8 K
Forward Dividend Yield
0.0416
Payout Ratio
0.5842
Last Split Factor
1121:1000
Forward Dividend Rate
2.2
Dividend Date
2025-09-25
 
BHP Group dividend paid on 25th of September 2025
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Begin Period Cash Flow12.5 B
Total Cashflows From Investing Activities-13.3 B

BHP Group Relative Risk vs. Return Landscape

If you would invest  5,458  in BHP Group Limited on August 29, 2025 and sell it today you would lose (90.00) from holding BHP Group Limited or give up 1.65% of portfolio value over 90 days. BHP Group Limited is generating negative expected returns assuming volatility of 1.4964% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than BHP, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon BHP Group is expected to under-perform the market. In addition to that, the company is 2.16 times more volatile than its market benchmark. It trades about -0.01 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of volatility.

BHP Group Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for BHP Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BHP Group Limited, and traders can use it to determine the average amount a BHP Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0103

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Negative ReturnsBHP

Estimated Market Risk

 1.5
  actual daily
13
87% of assets are more volatile

Expected Return

 -0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.01
  actual daily
0
Most of other assets perform better
Based on monthly moving average BHP Group is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BHP Group by adding BHP Group to a well-diversified portfolio.

BHP Group Fundamentals Growth

BHP Stock prices reflect investors' perceptions of the future prospects and financial health of BHP Group, and BHP Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BHP Stock performance.

About BHP Group Performance

Assessing BHP Group's fundamental ratios provides investors with valuable insights into BHP Group's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the BHP Group is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 139.11  39.38 
Return On Tangible Assets 0.08 (0.07)
Return On Capital Employed 0.21 (0.16)
Return On Assets 0.08 (0.07)
Return On Equity 0.20 (0.27)

Things to note about BHP Group Limited performance evaluation

Checking the ongoing alerts about BHP Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BHP Group Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
BHP Group Limited generated a negative expected return over the last 90 days
Latest headline from fool.com.au: What is Ord Minnetts view on Virgin Australia and BHP shares
Evaluating BHP Group's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BHP Group's stock performance include:
  • Analyzing BHP Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BHP Group's stock is overvalued or undervalued compared to its peers.
  • Examining BHP Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating BHP Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BHP Group's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of BHP Group's stock. These opinions can provide insight into BHP Group's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating BHP Group's stock performance is not an exact science, and many factors can impact BHP Group's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for BHP Stock Analysis

When running BHP Group's price analysis, check to measure BHP Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BHP Group is operating at the current time. Most of BHP Group's value examination focuses on studying past and present price action to predict the probability of BHP Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BHP Group's price. Additionally, you may evaluate how the addition of BHP Group to your portfolios can decrease your overall portfolio volatility.