BHP vs. MSFT
BHP (BHP Group) and MSFT (Microsoft Corporation) are both stocks. BHP operates in Other Industrial Metals & Mining (Basic Materials), while MSFT operates in Software - Infrastructure (Technology). Over the past 10 years, BHP returned 21.94%/yr vs 24.64%/yr for MSFT. At a 0.26 correlation, their price movements are largely independent.
Performance
BHP vs. MSFT - 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 MSFT's -14.48% return. Over the past 10 years, BHP has underperformed MSFT with an annualized return of 21.94%, while MSFT has yielded a comparatively higher 24.64% 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%
MSFT
- 1D
- -1.18%
- 1M
- -0.60%
- YTD
- -14.48%
- 6M
- -15.77%
- 1Y
- -11.77%
- 3Y*
- 8.85%
- 5Y*
- 11.09%
- 10Y*
- 24.64%
BHP vs. MSFT - 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% |
MSFT Microsoft Corporation | -14.48% | 15.58% | 12.93% | 58.19% | -28.02% | 52.48% | 42.53% | 57.56% | 20.80% | 40.73% |
Correlation
The correlation between BHP and MSFT is 0.09, 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 | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 1987 | 0.26 |
The correlation between BHP and MSFT shifts across timeframes, from 0.09 (1 year) to 0.30 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BHP:
$212.97B
MSFT:
$3.07T
BHP:
$8.51
MSFT:
$16.79
BHP:
9.84
MSFT:
24.52
BHP:
2.72
MSFT:
1.72
BHP:
1.98
MSFT:
9.65
BHP:
4.23
MSFT:
7.40
BHP:
$107.64B
MSFT:
$318.27B
BHP:
$89.04B
MSFT:
$217.41B
BHP:
$52.23B
MSFT:
$200.96B
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Return for Risk
BHP vs. MSFT — Risk / Return Rank
BHP
MSFT
BHP vs. MSFT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Microsoft Corporation (MSFT). 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 | MSFT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.88 | ||
| Sortino ratioReturn per unit of downside risk | +3.45 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.94 | +0.44 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | -0.35 | +4.20 |
| Martin ratioReturn relative to average drawdown | 14.16 | -0.73 | +14.89 |
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 | MSFT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | -0.47 | +2.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.42 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.91 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.74 | -0.42 |
Drawdowns
BHP vs. MSFT - Drawdown Comparison
The maximum BHP drawdown since its inception was -76.22%, which is greater than MSFT's maximum drawdown of -69.38%. Use the drawdown chart below to compare losses from any high point for BHP and MSFT.
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Drawdown Indicators
| BHP | MSFT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.22% | -69.38% | -6.84% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -33.91% | +14.11% |
Max Drawdown (3Y)Largest decline over 3 years | -37.21% | -33.91% | -3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -37.21% | -37.15% | -0.06% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -37.15% | -7.14% |
Current DrawdownCurrent decline from peak | -10.14% | -23.56% | +13.42% |
Average DrawdownAverage peak-to-trough decline | -21.29% | -21.78% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 16.13% | -10.75% |
Volatility
BHP vs. MSFT - Volatility Comparison
BHP Group (BHP) has a higher volatility of 12.75% compared to Microsoft Corporation (MSFT) at 10.25%. This indicates that BHP's price experiences larger fluctuations and is considered to be riskier than MSFT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHP | MSFT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.75% | 10.25% | +2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 25.95% | 22.36% | +3.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.73% | 25.31% | +6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.31% | 26.64% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 27.06% | +5.25% |
Dividends
BHP vs. MSFT - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 3.18%, more than MSFT's 0.86% 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% |
MSFT Microsoft Corporation | 0.86% | 0.70% | 0.73% | 0.74% | 1.06% | 0.68% | 0.94% | 1.20% | 1.69% | 1.86% | 2.37% | 2.33% |
Financials
BHP vs. MSFT - Financials Comparison
This section allows you to compare key financial metrics between BHP Group and Microsoft Corporation. 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. MSFT - 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%.
MSFT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a gross profit of 56.06B and revenue of 82.89B. Therefore, the gross margin over that period was 67.6%.
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%.
MSFT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported an operating income of 38.40B and revenue of 82.89B, resulting in an operating margin of 46.3%.
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%.
MSFT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corporation reported a net income of 31.78B and revenue of 82.89B, resulting in a net margin of 38.3%.
Frequently Asked Questions
BHP and MSFT have a correlation of 0.09, 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 MSFT (10.25%). In terms of maximum drawdown, BHP dropped -76.22% vs MSFT's -69.38%.
BHP currently has the higher Sharpe Ratio (2.41 vs -0.47), 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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