BHP vs. KR
BHP (BHP Group) and KR (The Kroger Co.) are both stocks. BHP operates in Other Industrial Metals & Mining (Basic Materials), while KR operates in Grocery Stores (Consumer Defensive). Over the past 10 years, BHP returned 21.94%/yr vs 7.71%/yr for KR. At a 0.15 correlation, their price movements are largely independent.
Performance
BHP vs. KR - Performance Comparison
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Returns By Period
In the year-to-date period, BHP achieves a 41.38% return, which is significantly higher than KR's 1.81% return. Over the past 10 years, BHP has outperformed KR with an annualized return of 21.94%, while KR has yielded a comparatively lower 7.71% annualized return.
BHP
- 1D
- 1.18%
- 1M
- -1.20%
- YTD
- 41.38%
- 6M
- 46.29%
- 1Y
- 75.94%
- 3Y*
- 17.37%
- 5Y*
- 14.81%
- 10Y*
- 21.94%
KR
- 1D
- -0.96%
- 1M
- -3.58%
- YTD
- 1.81%
- 6M
- 0.36%
- 1Y
- -2.84%
- 3Y*
- 13.36%
- 5Y*
- 12.84%
- 10Y*
- 7.71%
BHP vs. KR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 41.38% | 28.91% | -24.64% | 16.50% | 44.34% | 0.91% | 25.37% | 24.50% | 10.55% | 33.87% |
KR The Kroger Co. | 1.81% | 4.25% | 36.91% | 4.99% | 0.44% | 45.41% | 11.90% | 7.90% | 2.08% | -18.97% |
Correlation
The correlation between BHP and KR is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.05 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since May 29, 1987 | 0.15 |
The correlation between BHP and KR shifts across timeframes, from -0.18 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.
Fundamentals
BHP:
$8.51
KR:
$1.20
BHP:
9.84
KR:
52.67
BHP:
2.72
KR:
7.64
BHP:
1.98
KR:
0.28
BHP:
$107.64B
KR:
$147.23B
BHP:
$89.04B
KR:
$33.42B
BHP:
$52.23B
KR:
$5.29B
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Return for Risk
BHP vs. KR — Risk / Return Rank
BHP
KR
BHP vs. KR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and The Kroger Co. (KR). 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 | KR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.51 | ||
| Sortino ratioReturn per unit of downside risk | +2.92 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.01 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | -0.15 | +4.00 |
| Martin ratioReturn relative to average drawdown | 14.16 | -0.29 | +14.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BHP | KR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | -0.10 | +2.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.48 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.27 | +0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.36 | -0.03 |
Drawdowns
BHP vs. KR - Drawdown Comparison
The maximum BHP drawdown since its inception was -76.22%, which is greater than KR's maximum drawdown of -66.81%. Use the drawdown chart below to compare losses from any high point for BHP and KR.
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Drawdown Indicators
| BHP | KR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.22% | -66.81% | -9.41% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -19.44% | -0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -37.21% | -19.44% | -17.77% |
Max Drawdown (5Y)Largest decline over 5 years | -37.21% | -31.07% | -6.14% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -46.25% | +1.96% |
Current DrawdownCurrent decline from peak | -10.14% | -16.28% | +6.14% |
Average DrawdownAverage peak-to-trough decline | -21.29% | -22.44% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 9.96% | -4.58% |
Volatility
BHP vs. KR - Volatility Comparison
BHP Group (BHP) has a higher volatility of 12.75% compared to The Kroger Co. (KR) at 9.14%. This indicates that BHP's price experiences larger fluctuations and is considered to be riskier than KR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHP | KR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.75% | 9.14% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 25.95% | 20.12% | +5.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.73% | 27.52% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.31% | 26.86% | +5.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 28.95% | +3.36% |
Dividends
BHP vs. KR - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 3.18%, more than KR's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 3.18% | 3.64% | 5.98% | 4.98% | 22.44% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.38% |
KR The Kroger Co. | 2.22% | 2.14% | 2.00% | 2.41% | 2.11% | 1.72% | 2.14% | 2.07% | 1.93% | 1.79% | 1.30% | 0.94% |
Financials
BHP vs. KR - Financials Comparison
This section allows you to compare key financial metrics between BHP Group and The Kroger Co.. 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. KR - Profitability Comparison
BHP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
KR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a gross profit of 7.12B and revenue of 33.86B. Therefore, the gross margin over that period was 21.0%.
BHP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BHP Group reported an operating income of 11.98B and revenue of 27.95B, resulting in an operating margin of 42.9%.
KR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported an operating income of -1.54B and revenue of 33.86B, resulting in an operating margin of -4.6%.
BHP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BHP Group reported a net income of 5.65B and revenue of 27.95B, resulting in a net margin of 20.2%.
KR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Kroger Co. reported a net income of -1.32B and revenue of 33.86B, resulting in a net margin of -3.9%.
Frequently Asked Questions
BHP and KR have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BHP has higher volatility (12.75%) compared to KR (9.14%). In terms of maximum drawdown, BHP dropped -76.22% vs KR's -66.81%.
BHP currently has the higher Sharpe Ratio (2.41 vs -0.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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