WallStSmart

Aris Mining Corporation (ARIS)vsBHP Group Limited (BHP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 5720% more annual revenue ($53.99B vs $927.66M). BHP leads profitability with a 19.0% profit margin vs 8.4%. BHP trades at a lower P/E of 19.7x. BHP earns a higher WallStSmart Score of 65/100 (C+).

ARIS

Buy

63

out of 100

Grade: C+

Growth: 10.0Profit: 7.0Value: 4.7Quality: 5.0

BHP

Buy

65

out of 100

Grade: C+

Growth: 5.3Profit: 8.5Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ARIS.

BHPSignificantly Overvalued (-83.8%)

Margin of Safety

-83.8%

Fair Value

$43.33

Current Price

$79.06

$35.73 premium

UndervaluedFair: $43.33Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARIS4 strengths · Avg: 9.5/10
Operating MarginProfitability
40.0%10/10

Strong operational efficiency at 40.0%

Revenue GrowthGrowth
104.2%10/10

Revenue surging 104.2% year-over-year

EPS GrowthGrowth
121.7%10/10

Earnings expanding 121.7% YoY

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

BHP5 strengths · Avg: 9.0/10
Market CapQuality
$201.45B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Free Cash FlowQuality
$4.31B8/10

Generating 4.3B in free cash flow

Areas to Watch

ARIS2 concerns · Avg: 2.5/10
Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

P/E RatioValuation
43.6x2/10

Premium valuation, high expectations priced in

BHP1 concerns · Avg: 2.0/10
PEG RatioValuation
5.952/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ARIS

The strongest argument for ARIS centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 104.2% demonstrates continued momentum.

Bull Case : BHP

The strongest argument for BHP centers on Market Cap, Operating Margin, Return on Equity. Profitability is solid with margins at 19.0% and operating margin at 40.7%. Revenue growth of 10.8% demonstrates continued momentum.

Bear Case : ARIS

The primary concerns for ARIS are Return on Equity, P/E Ratio. A P/E of 43.6x leaves little room for execution misses.

Bear Case : BHP

The primary concerns for BHP are PEG Ratio.

Key Dynamics to Monitor

ARIS profiles as a hypergrowth stock while BHP is a mature play — different risk/reward profiles.

ARIS carries more volatility with a beta of 1.91 — expect wider price swings.

ARIS is growing revenue faster at 104.2% — sustainability is the question.

BHP generates stronger free cash flow (4.3B), providing more financial flexibility.

Bottom Line

BHP scores higher overall (65/100 vs 63/100), backed by strong 19.0% margins and 10.8% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Aris Mining Corporation

BASIC MATERIALS · GOLD · USA

ARI Network Services, Inc. provides software as a service (SaaS), data as a service (DaaS), and other solutions to equipment manufacturers, distributors, and dealers. The company is headquartered in Milwaukee, Wisconsin.

BHP Group Limited

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

BHP Group engages in the natural resources business in Australia, Europe, China, Japan, India, South Korea, the rest of Asia, North America, South America and internationally. The company is headquartered in Melbourne, Australia.

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