BHP vs. ORCL
BHP (BHP Group) and ORCL (Oracle Corporation) are both stocks. BHP operates in Other Industrial Metals & Mining (Basic Materials), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, BHP returned 21.94%/yr vs 20.30%/yr for ORCL. At a 0.26 correlation, their price movements are largely independent.
Performance
BHP vs. ORCL - 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 ORCL's 9.34% return. Over the past 10 years, BHP has outperformed ORCL with an annualized return of 21.94%, while ORCL has yielded a comparatively lower 20.30% 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%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
BHP vs. ORCL - 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% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between BHP and ORCL is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Jun 1, 1987 | 0.26 |
The correlation between BHP and ORCL shifts across timeframes, from 0.14 (1 year) to 0.29 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
BHP:
$212.97B
ORCL:
$617.24B
BHP:
$8.51
ORCL:
$5.56
BHP:
9.84
ORCL:
38.09
BHP:
2.72
ORCL:
8.54
BHP:
1.98
ORCL:
9.64
BHP:
4.23
ORCL:
15.81
BHP:
$107.64B
ORCL:
$64.08B
BHP:
$89.04B
ORCL:
$58.10B
BHP:
$52.23B
ORCL:
$17.85B
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Return for Risk
BHP vs. ORCL — Risk / Return Rank
BHP
ORCL
BHP vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.06 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.13 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | 0.40 | +3.46 |
| Martin ratioReturn relative to average drawdown | 14.16 | 0.66 | +13.50 |
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 | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 0.35 | +2.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.52 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.58 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.49 | -0.17 |
Drawdowns
BHP vs. ORCL - Drawdown Comparison
The maximum BHP drawdown since its inception was -76.22%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for BHP and ORCL.
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Drawdown Indicators
| BHP | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.22% | -84.19% | +7.97% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -58.25% | +38.45% |
Max Drawdown (3Y)Largest decline over 3 years | -37.21% | -58.25% | +21.04% |
Max Drawdown (5Y)Largest decline over 5 years | -37.21% | -58.25% | +21.04% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -58.25% | +13.96% |
Current DrawdownCurrent decline from peak | -10.14% | -34.98% | +24.84% |
Average DrawdownAverage peak-to-trough decline | -21.29% | -29.10% | +7.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 35.04% | -29.66% |
Volatility
BHP vs. ORCL - Volatility Comparison
The current volatility for BHP Group (BHP) is 12.75%, while Oracle Corporation (ORCL) has a volatility of 21.62%. This indicates that BHP experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHP | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.75% | 21.62% | -8.87% |
Volatility (6M)Calculated over the trailing 6-month period | 25.95% | 42.42% | -16.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.73% | 65.38% | -33.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.31% | 41.98% | -9.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 35.01% | -2.70% |
Dividends
BHP vs. ORCL - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 3.18%, more than ORCL's 0.94% 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% |
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
BHP vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between BHP Group and Oracle 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
Frequently Asked Questions
BHP and ORCL have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (21.62%) compared to BHP (12.75%). In terms of maximum drawdown, BHP dropped -76.22% vs ORCL's -84.19%.
BHP currently has the higher Sharpe Ratio (2.41 vs 0.35), 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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