BHP Group (South Africa) Performance
| BHG Stock | 45,700 179.00 0.39% |
The firm shows a Beta (market volatility) of 0.0082, which signifies not very significant fluctuations relative to the market. As returns on the market increase, BHP Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding BHP Group is expected to be smaller as well. At this point, BHP Group Limited has a negative expected return of -0.18%. Please make sure to confirm BHP Group's treynor ratio, skewness, rate of daily change, as well as the relationship between the value at risk and accumulation distribution , to decide if BHP Group Limited performance from the past will be repeated in the future.
Risk-Adjusted Performance
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Over the last 90 days BHP Group Limited has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest unsteady performance, the Stock's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
| Begin Period Cash Flow | 15.2 B | |
| Total Cashflows From Investing Activities | -7 B |
BHP |
BHP Group Relative Risk vs. Return Landscape
If you would invest 5,162,500 in BHP Group Limited on September 26, 2024 and sell it today you would lose (592,500) from holding BHP Group Limited or give up 11.48% of portfolio value over 90 days. BHP Group Limited is generating negative expected returns and assumes 1.3543% volatility on return distribution over the 90 days horizon. Simply put, 12% of stocks are less volatile than BHP, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
BHP Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for BHP Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as BHP Group Limited, and traders can use it to determine the average amount a BHP Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1361
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| Negative Returns | BHG |
Estimated Market Risk
| 1.35 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average BHP Group is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of BHP Group by adding BHP Group to a well-diversified portfolio.
BHP Group Fundamentals Growth
BHP Stock prices reflect investors' perceptions of the future prospects and financial health of BHP Group, and BHP Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on BHP Stock performance.
| Return On Equity | 0.43 | |||
| Return On Asset | 0.2 | |||
| Profit Margin | 0.47 % | |||
| Operating Margin | 0.50 % | |||
| Current Valuation | 3.93 T | |||
| Shares Outstanding | 5.06 B | |||
| Price To Book | 3.40 X | |||
| Price To Sales | 57.36 X | |||
| Revenue | 65.1 B | |||
| EBITDA | 39.32 B | |||
| Total Debt | 11.75 B | |||
| Book Value Per Share | 8.88 X | |||
| Cash Flow From Operations | 32.17 B | |||
| Earnings Per Share | 70.94 X | |||
| Total Asset | 95.17 B | |||
About BHP Group Performance
By analyzing BHP Group's fundamental ratios, stakeholders can gain valuable insights into BHP Group's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if BHP Group has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if BHP Group has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about BHP Group Limited performance evaluation
Checking the ongoing alerts about BHP Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for BHP Group Limited help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| BHP Group Limited generated a negative expected return over the last 90 days |
- Analyzing BHP Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether BHP Group's stock is overvalued or undervalued compared to its peers.
- Examining BHP Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating BHP Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BHP Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of BHP Group's stock. These opinions can provide insight into BHP Group's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for BHP Stock analysis
When running BHP Group's price analysis, check to measure BHP Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BHP Group is operating at the current time. Most of BHP Group's value examination focuses on studying past and present price action to predict the probability of BHP Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BHP Group's price. Additionally, you may evaluate how the addition of BHP Group to your portfolios can decrease your overall portfolio volatility.
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