WallStSmart

BHP Group Limited (BHP)vsMedtronic PLC (MDT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BHP Group Limited generates 52% more annual revenue ($53.99B vs $35.48B). BHP leads profitability with a 19.0% profit margin vs 13.0%. MDT appears more attractively valued with a PEG of 1.50. BHP earns a higher WallStSmart Score of 64/100 (C+).

BHP

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 8.5Value: 7.3Quality: 5.0

MDT

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 6.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BHPUndervalued (+57.8%)

Margin of Safety

+57.8%

Fair Value

$188.60

Current Price

$68.77

$119.83 discount

UndervaluedFair: $188.60Overvalued
MDTSignificantly Overvalued (-255.7%)

Margin of Safety

-255.7%

Fair Value

$24.34

Current Price

$87.89

$63.55 premium

UndervaluedFair: $24.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BHP6 strengths · Avg: 8.7/10
Operating MarginProfitability
40.7%10/10

Strong operational efficiency at 40.7%

Market CapQuality
$166.46B9/10

Large-cap with strong market position

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Free Cash FlowQuality
$4.31B8/10

Generating 4.3B in free cash flow

MDT4 strengths · Avg: 8.3/10
Market CapQuality
$110.62B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.0%8/10

Strong operational efficiency at 20.0%

Free Cash FlowQuality
$2.30B8/10

Generating 2.3B in free cash flow

Areas to Watch

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

Expensive relative to growth rate

MDT1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-11.8%2/10

Earnings declined 11.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : BHP

The strongest argument for BHP centers on Operating Margin, Market Cap, 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.

Bull Case : MDT

The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.

Bear Case : BHP

The primary concerns for BHP are PEG Ratio.

Bear Case : MDT

The primary concerns for MDT are EPS Growth.

Key Dynamics to Monitor

BHP profiles as a mature stock while MDT is a value play — different risk/reward profiles.

BHP carries more volatility with a beta of 0.74 — 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 (64/100 vs 56/100), 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.

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.

Medtronic PLC

HEALTHCARE · MEDICAL DEVICES · USA

Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.

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