WallStSmart

BHP Group Limited (BHP)vsCalumet Specialty Products Partners (CLMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 1180% more annual revenue ($58.76B vs $4.59B). BHP leads profitability with a 16.7% profit margin vs -3.0%. CLMT appears more attractively valued with a PEG of 0.65. BHP earns a higher WallStSmart Score of 57/100 (C).

BHP

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 9.0Value: 4.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.34

CLMT

Buy

54

out of 100

Grade: C-

Growth: 7.3Profit: 2.0Value: 6.0Quality: 5.0
Piotroski: 5/9Altman Z: 0.84

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHP5 strengths · Avg: 9.2/10
Market CapQuality
$219.25B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
37.1%10/10

Every $100 of equity generates 37 in profit

Operating MarginProfitability
43.3%10/10

Strong operational efficiency at 43.3%

Revenue GrowthGrowth
18.3%8/10

18.3% revenue growth

Free Cash FlowQuality
$7.66B8/10

Generating 7.7B in free cash flow

CLMT4 strengths · Avg: 9.5/10
Revenue GrowthGrowth
40.8%10/10

Revenue surging 40.8% year-over-year

EPS GrowthGrowth
562.0%10/10

Earnings expanding 562.0% YoY

Debt/EquityHealth
-1.9910/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Areas to Watch

BHP3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.952/10

Expensive relative to growth rate

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

CLMT4 concerns · Avg: 1.5/10
Return on EquityProfitability
-1172.0%2/10

ROE of -1172.0% — below average capital efficiency

Altman Z-ScoreHealth
0.842/10

Distress zone — elevated risk

Profit MarginProfitability
-3.0%1/10

Currently unprofitable

Operating MarginProfitability
-4.6%1/10

Operating margin of -4.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : BHP

The strongest argument for BHP centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.7% and operating margin at 43.3%. Revenue growth of 18.3% demonstrates continued momentum.

Bull Case : CLMT

The strongest argument for CLMT centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 40.8% demonstrates continued momentum. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bear Case : BHP

The primary concerns for BHP are Piotroski F-Score, PEG Ratio, EPS Growth.

Bear Case : CLMT

The primary concerns for CLMT are Return on Equity, Altman Z-Score, Profit Margin.

Key Dynamics to Monitor

BHP profiles as a growth stock while CLMT is a hypergrowth play — different risk/reward profiles.

BHP carries more volatility with a beta of 0.85 — expect wider price swings.

CLMT is growing revenue faster at 40.8% — sustainability is the question.

BHP generates stronger free cash flow (7.7B), providing more financial flexibility.

Bottom Line

BHP scores higher overall (57/100 vs 54/100), backed by strong 16.7% margins and 18.3% 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.

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.

Calumet Specialty Products Partners

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.

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