BHP vs. VZ
Compare and contrast key facts about BHP Group (BHP) and Verizon Communications Inc. (VZ).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BHP or VZ.
Key characteristics
| BHP | VZ | |
|---|---|---|
| YTD Return | -2.60% | -9.38% |
| 1Y Return | -4.28% | -28.33% |
| 5Y Return (Ann) | 16.17% | -1.74% |
| 10Y Return (Ann) | 7.95% | 1.20% |
| Sharpe Ratio | 0.15 | -1.27 |
| Daily Std Dev | 37.14% | 22.37% |
| Max Drawdown | -75.42% | -56.77% |
Fundamentals
| BHP | VZ | |
|---|---|---|
| Market Cap | $213.12B | $149.79B |
| EPS | $8.47 | $5.14 |
| PE Ratio | 7.00 | 6.93 |
| PEG Ratio | 0.00 | 5.51 |
| Revenue (TTM) | $60.56B | $136.19B |
| Gross Profit (TTM) | $56.07B | $77.70B |
| EBITDA (TTM) | $32.35B | $48.12B |
Correlation
The correlation between BHP and VZ is 0.22, 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.
BHP vs. VZ - Performance Comparison
In the year-to-date period, BHP achieves a -2.60% return, which is significantly lower than VZ's -9.38% return. Over the past 10 years, BHP has outperformed VZ with an annualized return of 7.95%, while VZ has yielded a comparatively lower 1.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BHP vs. VZ - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 13.92%, more than VZ's 11.21% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 13.92% | 10.57% | 12.93% | 5.26% | 12.99% | 8.22% | 6.43% | 3.13% | 17.80% | 10.47% | 7.25% | 6.32% |
VZ Verizon Communications Inc. | 11.21% | 6.74% | 5.29% | 4.79% | 4.69% | 5.23% | 5.69% | 5.79% | 6.81% | 6.82% | 6.58% | 7.57% |
BHP vs. VZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Verizon Communications Inc. (VZ). 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BHP BHP Group | 0.15 | ||||
VZ Verizon Communications Inc. | -1.27 |
BHP vs. VZ - Drawdown Comparison
The maximum BHP drawdown for the period was -20.68%, higher than the maximum VZ drawdown of -36.24%. The drawdown chart below compares losses from any high point along the way for BHP and VZ
BHP vs. VZ - Volatility Comparison
BHP Group (BHP) has a higher volatility of 10.75% compared to Verizon Communications Inc. (VZ) at 6.12%. This indicates that BHP's price experiences larger fluctuations and is considered to be riskier than VZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.