Ashland Global Holdings Inc (ASH)vsBHP Group Limited (BHP)
ASH
Ashland Global Holdings Inc
$55.01
+1.01%
BASIC MATERIALS · Cap: $2.49B
BHP
BHP Group Limited
$84.72
+2.63%
BASIC MATERIALS · Cap: $214.23B
Smart Verdict
WallStSmart Research — data-driven comparison
BHP Group Limited generates 2886% more annual revenue ($53.99B vs $1.81B). BHP leads profitability with a 19.0% profit margin vs -39.1%. ASH appears more attractively valued with a PEG of 1.23. BHP earns a higher WallStSmart Score of 65/100 (C+).
ASH
Hold47
out of 100
Grade: D+
BHP
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-33.8%
Fair Value
$46.65
Current Price
$55.01
$8.36 premium
Margin of Safety
-83.1%
Fair Value
$43.51
Current Price
$84.72
$41.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Mega-cap, among the largest globally
Strong operational efficiency at 40.7%
Every $100 of equity generates 25 in profit
Earnings expanding 27.5% YoY
Generating 4.3B in free cash flow
Areas to Watch
0.6% revenue growth
ROE of -31.0% — below average capital efficiency
Earnings declined 47.5%
Currently unprofitable
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ASH
The strongest argument for ASH centers on Price/Book. PEG of 1.23 suggests the stock is reasonably priced for its growth.
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 : ASH
The primary concerns for ASH are Revenue Growth, Return on Equity, EPS Growth.
Bear Case : BHP
The primary concerns for BHP are PEG Ratio.
Key Dynamics to Monitor
ASH profiles as a turnaround stock while BHP is a mature play — different risk/reward profiles.
BHP carries more volatility with a beta of 0.80 — expect wider price swings.
BHP is growing revenue faster at 10.8% — 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 47/100), backed by strong 19.0% margins and 10.8% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ashland Global Holdings Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ashland Global Holdings Inc. offers specialized chemical solutions globally. The company is headquartered in Covington, Kentucky.
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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