BHP Group Limited (BHP)vsPan American Silver Corp. (PAAS)
BHP
BHP Group Limited
$84.72
+2.63%
BASIC MATERIALS · Cap: $214.23B
PAAS
Pan American Silver Corp.
$57.81
+2.16%
BASIC MATERIALS · Cap: $24.36B
Smart Verdict
WallStSmart Research — data-driven comparison
BHP Group Limited generates 1250% more annual revenue ($53.99B vs $4.00B). PAAS leads profitability with a 31.7% profit margin vs 19.0%. BHP appears more attractively valued with a PEG of 5.95. PAAS earns a higher WallStSmart Score of 74/100 (B).
BHP
Buy65
out of 100
Grade: C+
PAAS
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-83.1%
Fair Value
$43.51
Current Price
$84.72
$41.21 premium
Intrinsic value data unavailable for PAAS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 48.1%
Revenue surging 49.3% year-over-year
Earnings expanding 131.6% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PAAS
The strongest argument for PAAS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.7% and operating margin at 48.1%. Revenue growth of 49.3% demonstrates continued momentum.
Bear Case : BHP
The primary concerns for BHP are PEG Ratio.
Bear Case : PAAS
The primary concerns for PAAS are PEG Ratio.
Key Dynamics to Monitor
BHP profiles as a mature stock while PAAS is a growth play — different risk/reward profiles.
PAAS carries more volatility with a beta of 1.49 — expect wider price swings.
PAAS is growing revenue faster at 49.3% — sustainability is the question.
BHP generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
PAAS scores higher overall (74/100 vs 65/100), backed by strong 31.7% margins and 49.3% revenue growth. Both earn "Strong 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.
Pan American Silver Corp.
BASIC MATERIALS · GOLD · USA
Pan American Silver Corp. The company is headquartered in Vancouver, Canada.
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