BHP.L vs. AGLXY

Last updated Apr 2, 2026

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

Performance

BHP.L vs. AGLXY - Performance Comparison

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

BHP.L vs. AGLXY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BHP.L BHP Group Limited	25.23%	20.67%	-23.42%	10.69%	31.40%	26.07%	14.83%	19.55%	2.92%
AGLXY AGL Energy Ltd	16.28%	-12.48%	20.79%	15.37%	46.81%	-49.82%	-33.07%	1.34%	-5.30%

Different Trading Currencies

BHP.L is traded in GBp, while AGLXY is traded in USD. To make them comparable, the AGLXY values have been converted to GBp using the latest available exchange rates.

Fundamentals

Market Cap BHP.L : £141.27B AGLXY : $4.79B
EPS BHP.L : £4.27 AGLXY : $0.19
PE Ratio BHP.L : 6.50 AGLXY : 36.96
PS Ratio BHP.L : 1.30 AGLXY : 0.17
PB Ratio BHP.L : 2.80 AGLXY : 1.01
Total Revenue (TTM) BHP.L : £108.25B AGLXY : $28.71B
Gross Profit (TTM) BHP.L : £76.42B AGLXY : $5.81B
EBITDA (TTM) BHP.L : £52.73B AGLXY : $3.41B

Returns By Period

In the year-to-date period, BHP.L achieves a 25.23% return, which is significantly higher than AGLXY's 16.28% return.

BHP.L

• 1D: 2.74%
• 1M: -7.15%
• YTD: 25.23%
• 6M: 36.93%
• 1Y: 53.43%
• 3Y*: 7.74%
• 5Y*: 13.87%
• 10Y*: 21.48%

AGLXY

• 1D: 3.16%
• 1M: 0.78%
• YTD: 16.28%
• 6M: 19.05%
• 1Y: 9.17%
• 3Y*: 12.86%
• 5Y*: 4.48%
• 10Y*: —

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

Return for Risk

BHP.L vs. AGLXY — Risk / Return Rank

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

BHP.L

BHP.L Risk / Return Rank: 87
BHP.L Sharpe Ratio Rank: 90
BHP.L Sortino Ratio Rank: 88
BHP.L Omega Ratio Rank: 83
BHP.L Calmar Ratio Rank: 86
BHP.L Martin Ratio Rank: 90

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

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.

BHP.L vs. AGLXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BHP Group Limited (BHP.L) and AGL Energy Ltd (AGLXY). 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.

	BHP.L	AGLXY	Difference
Sharpe ratio Return per unit of total volatility	1.98	0.21	+1.76
Sortino ratio Return per unit of downside risk	2.68	0.62	+2.06
Omega ratio Gain probability vs. loss probability	1.32	1.09	+0.23
Calmar ratio Return relative to maximum drawdown	3.15	0.33	+2.82
Martin ratio Return relative to average drawdown	11.44	0.72	+10.72
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BHP.L vs. AGLXY - Sharpe Ratio Comparison

The current BHP.L Sharpe Ratio is 1.98, which is higher than the AGLXY Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of BHP.L and AGLXY, 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

	BHP.L	AGLXY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.98	0.21	+1.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.10	+0.39
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.69	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	-0.12	+0.49

Correlation

The correlation between BHP.L and AGLXY is 0.10, 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

BHP.L vs. AGLXY - Dividend Comparison

BHP.L's dividend yield for the trailing twelve months is around 3.58%, less than AGLXY's 4.70% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BHP.L BHP Group Limited	3.58%	3.70%	5.78%	5.15%	10.27%	9.88%	4.77%	10.24%	5.36%	4.30%	1.66%	10.83%
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%

Drawdowns

BHP.L vs. AGLXY - Drawdown Comparison

The maximum BHP.L drawdown since its inception was -73.16%, roughly equal to the maximum AGLXY drawdown of -73.88%. Use the drawdown chart below to compare losses from any high point for BHP.L and AGLXY.

Drawdown Indicators

	BHP.L	AGLXY	Difference
Max Drawdown Largest peak-to-trough decline	-73.16%	-73.00%	-0.16%
Max Drawdown (1Y) Largest decline over 1 year	-17.99%	-27.08%	+9.09%
Max Drawdown (5Y) Largest decline over 5 years	-35.82%	-49.16%	+13.34%
Max Drawdown (10Y) Largest decline over 10 years	-50.85%	—	—
Current Drawdown Current decline from peak	-7.15%	-36.64%	+29.49%
Average Drawdown Average peak-to-trough decline	-19.52%	-40.58%	+21.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.95%	12.03%	-7.08%

Volatility

BHP.L vs. AGLXY - Volatility Comparison

The current volatility for BHP Group Limited (BHP.L) is 10.51%, while AGL Energy Ltd (AGLXY) has a volatility of 19.06%. This indicates that BHP.L experiences smaller price fluctuations and is considered to be less risky than AGLXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BHP.L	AGLXY	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.51%	19.06%	-8.55%
Volatility (6M) Calculated over the trailing 6-month period	19.77%	29.80%	-10.03%
Volatility (1Y) Calculated over the trailing 1-year period	26.96%	43.58%	-16.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.89%	43.86%	-15.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.96%	41.98%	-11.02%

Financials

BHP.L vs. AGLXY - Profitability Comparison

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

BHP.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BHP Group Limited reported a gross profit of 12.17B and revenue of 28.41B. Therefore, the gross margin over that period was 42.9%.

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.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BHP Group Limited reported an operating income of 12.17B and revenue of 28.41B, resulting in an operating margin of 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.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BHP Group Limited reported a net income of 5.74B and revenue of 28.41B, resulting in a net margin of 20.2%.

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%.