AGLXY vs. BHP

Last updated Apr 2, 2026

Compare and contrast key facts about AGL Energy Ltd (AGLXY) and BHP Group (BHP).

Performance

AGLXY vs. BHP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AGL Energy Ltd (AGLXY) and BHP Group (BHP). The values are adjusted to include any dividend payments, if applicable.

AGLXY vs. BHP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AGLXY AGL Energy Ltd	14.39%	-5.77%	18.72%	21.44%	31.21%	-50.29%	-31.05%	5.35%	-8.52%
BHP BHP Group	24.25%	28.91%	-24.64%	16.50%	44.34%	0.91%	25.37%	24.50%	1.34%

Fundamentals

Market Cap AGLXY : $4.79B BHP : $187.17B
EPS AGLXY : $0.19 BHP : $8.51
PE Ratio AGLXY : 36.96 BHP : 8.64
PS Ratio AGLXY : 0.17 BHP : 1.74
PB Ratio AGLXY : 1.01 BHP : 3.71
Total Revenue (TTM) AGLXY : $28.71B BHP : $107.64B
Gross Profit (TTM) AGLXY : $5.81B BHP : $89.04B
EBITDA (TTM) AGLXY : $3.41B BHP : $52.23B

Returns By Period

In the year-to-date period, AGLXY achieves a 14.39% return, which is significantly lower than BHP's 24.25% return.

AGLXY

• 1D: 3.40%
• 1M: -0.35%
• YTD: 14.39%
• 6M: 17.07%
• 1Y: 11.98%
• 3Y*: 15.60%
• 5Y*: 3.60%
• 10Y*: —

BHP

• 1D: 1.13%
• 1M: -9.64%
• YTD: 24.25%
• 6M: 34.54%
• 1Y: 57.16%
• 3Y*: 10.16%
• 5Y*: 13.41%
• 10Y*: 20.88%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

AGLXY vs. BHP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGLXY

AGLXY Risk / Return Rank: 49
AGLXY Sharpe Ratio Rank: 50
AGLXY Sortino Ratio Rank: 46
AGLXY Omega Ratio Rank: 48
AGLXY Calmar Ratio Rank: 51
AGLXY Martin Ratio Rank: 51

BHP

BHP Risk / Return Rank: 85
BHP Sharpe Ratio Rank: 87
BHP Sortino Ratio Rank: 83
BHP Omega Ratio Rank: 81
BHP Calmar Ratio Rank: 85
BHP Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGLXY vs. BHP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AGL Energy Ltd (AGLXY) and BHP Group (BHP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AGLXY	BHP	Difference
Sharpe ratio Return per unit of total volatility	0.27	1.77	-1.50
Sortino ratio Return per unit of downside risk	0.71	2.34	-1.63
Omega ratio Gain probability vs. loss probability	1.11	1.30	-0.20
Calmar ratio Return relative to maximum drawdown	0.44	2.93	-2.48
Martin ratio Return relative to average drawdown	1.00	10.75	-9.75
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGLXY vs. BHP - Sharpe Ratio Comparison

The current AGLXY Sharpe Ratio is 0.27, which is lower than the BHP Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of AGLXY and BHP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	AGLXY	BHP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.27	1.77	-1.50
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	0.42	-0.34
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.64	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.12	0.32	-0.43

Correlation

The correlation between AGLXY and BHP is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

AGLXY vs. BHP - Dividend Comparison

AGLXY's dividend yield for the trailing twelve months is around 4.70%, more than BHP's 3.62% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGLXY AGL Energy Ltd	4.70%	4.85%	5.65%	3.22%	3.38%	10.94%	6.93%	5.44%	3.15%	0.00%	0.00%	0.00%
BHP BHP Group	3.62%	3.64%	5.98%	4.98%	22.44%	9.98%	3.67%	8.59%	4.89%	3.61%	1.68%	9.38%

Drawdowns

AGLXY vs. BHP - Drawdown Comparison

The maximum AGLXY drawdown since its inception was -73.00%, roughly equal to the maximum BHP drawdown of -76.22%. Use the drawdown chart below to compare losses from any high point for AGLXY and BHP.

Drawdown Indicators

	AGLXY	BHP	Difference
Max Drawdown Largest peak-to-trough decline	-73.00%	-76.22%	+3.22%
Max Drawdown (1Y) Largest decline over 1 year	-27.08%	-19.80%	-7.28%
Max Drawdown (5Y) Largest decline over 5 years	-49.16%	-37.21%	-11.95%
Max Drawdown (10Y) Largest decline over 10 years	—	-44.29%	—
Current Drawdown Current decline from peak	-36.64%	-9.64%	-27.00%
Average Drawdown Average peak-to-trough decline	-40.58%	-21.37%	-19.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.03%	5.39%	+6.64%

Volatility

AGLXY vs. BHP - Volatility Comparison

AGL Energy Ltd (AGLXY) has a higher volatility of 18.61% compared to BHP Group (BHP) at 11.75%. This indicates that AGLXY's price experiences larger fluctuations and is considered to be riskier than BHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGLXY	BHP	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.61%	11.75%	+6.86%
Volatility (6M) Calculated over the trailing 6-month period	29.70%	22.72%	+6.98%
Volatility (1Y) Calculated over the trailing 1-year period	43.83%	32.44%	+11.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	44.31%	31.93%	+12.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.43%	32.59%	+9.84%

Financials

AGLXY vs. BHP - Profitability Comparison

The chart below illustrates the profitability comparison between AGL Energy Ltd and BHP Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

AGLXY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AGL Energy Ltd reported a gross profit of 952.20M and revenue of 6.91B. Therefore, the gross margin over that period was 13.8%.

BHP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BHP Group reported a gross profit of 11.98B and revenue of 27.95B. Therefore, the gross margin over that period was 42.9%.

AGLXY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AGL Energy Ltd reported an operating income of 647.89M and revenue of 6.91B, resulting in an operating margin of 9.4%.

BHP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BHP Group reported an operating income of 11.98B and revenue of 27.95B, resulting in an operating margin of 42.9%.

AGLXY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AGL Energy Ltd reported a net income of 92.28M and revenue of 6.91B, resulting in a net margin of 1.3%.

BHP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BHP Group reported a net income of 5.65B and revenue of 27.95B, resulting in a net margin of 20.2%.