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BHP.L vs. AGLXY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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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.

Returns By Period

In the year-to-date period, BHP.L achieves a 48.65% return, which is significantly higher than AGLXY's -6.20% return.


BHP.L

1D
-2.63%
1M
13.07%
YTD
48.65%
6M
53.68%
1Y
88.98%
3Y*
17.57%
5Y*
16.71%
10Y*
21.90%

AGLXY

1D
0.00%
1M
-13.69%
YTD
-6.20%
6M
-6.12%
1Y
-8.35%
3Y*
0.34%
5Y*
3.11%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BHP.L vs. AGLXY - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BHP.L
BHP Group Limited
48.65%20.67%-23.42%10.69%31.40%26.07%14.83%19.50%2.92%
AGLXY
AGL Energy Ltd
-6.20%-12.48%20.79%15.37%46.81%-49.82%-33.07%1.34%-5.30%

Correlation

The correlation between BHP.L and AGLXY is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.02

Correlation (3Y)
Calculated over the trailing 3-year period

0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2018

0.10

Fundamentals

Market Cap

BHP.L:

£167.68B

AGLXY:

$3.91B

EPS

BHP.L:

£4.27

AGLXY:

$0.19

PE Ratio

BHP.L:

7.71

AGLXY:

30.19

PS Ratio

BHP.L:

1.55

AGLXY:

0.14

PB Ratio

BHP.L:

3.32

AGLXY:

0.83

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

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BHP Group Limited

AGL Energy Ltd

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: 9494
Overall Rank
BHP.L Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
BHP.L Sortino Ratio Rank: 9595
Sortino Ratio Rank
BHP.L Omega Ratio Rank: 9292
Omega Ratio Rank
BHP.L Calmar Ratio Rank: 9191
Calmar Ratio Rank
BHP.L Martin Ratio Rank: 9494
Martin Ratio Rank

AGLXY
AGLXY Risk / Return Rank: 2929
Overall Rank
AGLXY Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
AGLXY Sortino Ratio Rank: 3030
Sortino Ratio Rank
AGLXY Omega Ratio Rank: 3030
Omega Ratio Rank
AGLXY Calmar Ratio Rank: 2929
Calmar Ratio Rank
AGLXY Martin Ratio Rank: 2424
Martin Ratio Rank
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.LAGLXYDifference
Sharpe ratioReturn per unit of total volatility

+3.44

Sortino ratioReturn per unit of downside risk

+4.15

Omega ratioGain probability vs. loss probability

1.48

1.00

+0.48

Calmar ratioReturn relative to maximum drawdown

4.92

-0.34

+5.26

Martin ratioReturn relative to average drawdown

18.50

-0.82

+19.32

BHP.L vs. AGLXY - Sharpe Ratio Comparison

The current BHP.L Sharpe Ratio is 3.25, which is higher than the AGLXY Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of BHP.L and AGLXY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BHP.LAGLXYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.25

-0.19

+3.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.07

+0.53

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

-0.18

+0.57

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.


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Drawdown Indicators


BHP.LAGLXYDifference

Max Drawdown

Largest peak-to-trough decline

-73.16%

-73.88%

+0.72%

Max Drawdown (1Y)

Largest decline over 1 year

-17.99%

-24.56%

+6.57%

Max Drawdown (3Y)

Largest decline over 3 years

-35.82%

-37.87%

+2.05%

Max Drawdown (5Y)

Largest decline over 5 years

-35.82%

-43.77%

+7.95%

Max Drawdown (10Y)

Largest decline over 10 years

-50.85%

Current Drawdown

Current decline from peak

-4.91%

-50.09%

+45.18%

Average Drawdown

Average peak-to-trough decline

-19.43%

-40.32%

+20.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.79%

10.16%

-5.37%

Volatility

BHP.L vs. AGLXY - Volatility Comparison

The current volatility for BHP Group Limited (BHP.L) is 11.96%, while AGL Energy Ltd (AGLXY) has a volatility of 14.93%. 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.


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Volatility by Period


BHP.LAGLXYDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.96%

14.93%

-2.97%

Volatility (6M)

Calculated over the trailing 6-month period

21.87%

31.61%

-9.74%

Volatility (1Y)

Calculated over the trailing 1-year period

27.25%

43.75%

-16.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.00%

43.92%

-15.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.55%

41.95%

-11.40%

Dividends

BHP.L vs. AGLXY - Dividend Comparison

BHP.L's dividend yield for the trailing twelve months is around 3.02%, less than AGLXY's 5.76% yield.


PositionTTM20252024202320222021202020192018201720162015
AGLXY
AGL Energy Ltd
5.76%4.85%5.65%3.22%3.38%10.94%6.93%5.44%3.15%0.00%0.00%0.00%
BHP.L
BHP Group Limited
3.02%3.70%5.78%5.15%10.27%9.88%4.77%10.20%5.36%4.30%1.66%10.83%

Financials

BHP.L vs. AGLXY - Financials Comparison

This section allows you to compare key financial metrics between BHP Group Limited and AGL Energy Ltd. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B20212022202320242025
28.41B
6.91B
(BHP.L) Total Revenue
(AGLXY) Total Revenue
Please note, different currencies. BHP.L values in GBp, AGLXY values in USD

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.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20212022202320242025
42.9%
13.8%
Portfolio components
BHP.L - Gross Margin

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


Frequently Asked Questions


BHP.L and AGLXY have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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