BHP vs. AAPL
Compare and contrast key facts about BHP Group (BHP) and Apple Inc (AAPL).
Performance
BHP vs. AAPL - Performance Comparison
Loading graphics...
BHP vs. AAPL - Yearly Performance Comparison
Fundamentals
BHP:
$185.09B
AAPL:
$3.76T
BHP:
$8.51
AAPL:
$7.89
BHP:
8.55
AAPL:
32.15
BHP:
2.36
AAPL:
4.23
BHP:
1.72
AAPL:
8.69
BHP:
3.67
AAPL:
42.62
BHP:
$107.64B
AAPL:
$435.62B
BHP:
$89.04B
AAPL:
$206.16B
BHP:
$52.23B
AAPL:
$150.07B
Returns By Period
In the year-to-date period, BHP achieves a 22.86% return, which is significantly higher than AAPL's -6.56% return. Over the past 10 years, BHP has underperformed AAPL with an annualized return of 20.74%, while AAPL has yielded a comparatively higher 26.13% annualized return.
BHP
- 1D
- 5.39%
- 1M
- -9.07%
- YTD
- 22.86%
- 6M
- 33.04%
- 1Y
- 56.18%
- 3Y*
- 9.75%
- 5Y*
- 13.16%
- 10Y*
- 20.74%
AAPL
- 1D
- 2.90%
- 1M
- -3.93%
- YTD
- -6.56%
- 6M
- -0.14%
- 1Y
- 14.75%
- 3Y*
- 16.01%
- 5Y*
- 16.20%
- 10Y*
- 26.13%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BHP vs. AAPL — Risk / Return Rank
BHP
AAPL
BHP vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Apple Inc (AAPL). 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 | AAPL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.47 | +1.27 |
Sortino ratioReturn per unit of downside risk | 2.31 | 0.92 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.13 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.78 | 0.74 | +2.04 |
Martin ratioReturn relative to average drawdown | 10.26 | 2.30 | +7.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BHP | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.74 | 0.47 | +1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.59 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.91 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.43 | -0.12 |
Correlation
The correlation between BHP and AAPL is 0.25, 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 vs. AAPL - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 3.66%, more than AAPL's 0.41% yield.
Drawdowns
BHP vs. AAPL - Drawdown Comparison
The maximum BHP drawdown since its inception was -76.22%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for BHP and AAPL.
Loading graphics...
Drawdown Indicators
| BHP | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.22% | -81.80% | +5.58% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -22.99% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -37.21% | -33.36% | -3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -38.52% | -5.77% |
Current DrawdownCurrent decline from peak | -10.65% | -11.24% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -21.37% | -29.71% | +8.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.36% | 7.38% | -2.02% |
Volatility
BHP vs. AAPL - Volatility Comparison
BHP Group (BHP) has a higher volatility of 12.91% compared to Apple Inc (AAPL) at 5.58%. This indicates that BHP's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BHP | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.91% | 5.58% | +7.33% |
Volatility (6M)Calculated over the trailing 6-month period | 22.72% | 15.09% | +7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.44% | 31.66% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.93% | 27.46% | +4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.59% | 28.94% | +3.65% |
Financials
BHP vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between BHP Group and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BHP vs. AAPL - Profitability Comparison
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%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a gross profit of 69.23B and revenue of 143.76B. Therefore, the gross margin over that period was 48.2%.
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%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported an operating income of 50.85B and revenue of 143.76B, resulting in an operating margin of 35.4%.
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%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Apple Inc reported a net income of 42.10B and revenue of 143.76B, resulting in a net margin of 29.3%.