WallStSmart

BHP Group Limited (BHP)vsEagle Materials Inc (EXP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 2427% more annual revenue ($58.76B vs $2.32B). EXP leads profitability with a 17.3% profit margin vs 16.7%. EXP appears more attractively valued with a PEG of 2.09. EXP 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

EXP

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 8.5Value: 4.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.24
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for BHP.

EXPSignificantly Overvalued (-54.2%)

Margin of Safety

-54.2%

Fair Value

$148.94

Current Price

$185.12

$36.18 premium

UndervaluedFair: $148.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHP5 strengths · Avg: 9.2/10
Market CapQuality
$229.80B10/10

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

EXP3 strengths · Avg: 8.3/10
Return on EquityProfitability
28.7%9/10

Every $100 of equity generates 29 in profit

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

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%

EXP4 concerns · Avg: 3.5/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Debt/EquityHealth
1.213/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

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 : EXP

The strongest argument for EXP centers on Return on Equity, P/E Ratio, Operating Margin. Profitability is solid with margins at 17.3% and operating margin at 21.7%.

Bear Case : BHP

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

Bear Case : EXP

The primary concerns for EXP are PEG Ratio, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

BHP profiles as a growth stock while EXP is a value play — different risk/reward profiles.

EXP carries more volatility with a beta of 1.37 — expect wider price swings.

BHP is growing revenue faster at 18.3% — 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 57/100), 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.

Eagle Materials Inc

BASIC MATERIALS · BUILDING MATERIALS · USA

Eagle Materials Inc., produces and supplies heavy construction materials, lightweight construction materials and materials used for the extraction of oil and natural gas in the United States. The company is headquartered in Dallas, Texas.

Want to dig deeper into these stocks?