FMG.AX vs. BHP
Compare and contrast key facts about Fortescue Ltd (FMG.AX) and BHP Group (BHP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMG.AX or BHP.
Correlation
The correlation between FMG.AX and BHP is 0.10, 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.
Performance
FMG.AX vs. BHP - Performance Comparison
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Key characteristics
FMG.AX:
-0.98
BHP:
-0.56
FMG.AX:
-1.38
BHP:
-0.63
FMG.AX:
0.84
BHP:
0.92
FMG.AX:
-0.78
BHP:
-0.42
FMG.AX:
-1.26
BHP:
-0.99
FMG.AX:
28.64%
BHP:
15.88%
FMG.AX:
35.80%
BHP:
28.93%
FMG.AX:
-98.81%
BHP:
-75.95%
FMG.AX:
-39.15%
BHP:
-22.97%
Fundamentals
FMG.AX:
A$49.54B
BHP:
$126.16B
FMG.AX:
A$1.97
BHP:
$4.43
FMG.AX:
8.17
BHP:
11.22
FMG.AX:
0.00
BHP:
0.00
FMG.AX:
3.03
BHP:
2.34
FMG.AX:
1.66
BHP:
2.77
FMG.AX:
A$16.35B
BHP:
$53.75B
FMG.AX:
A$7.17B
BHP:
$31.03B
FMG.AX:
A$8.22B
BHP:
$25.71B
Returns By Period
In the year-to-date period, FMG.AX achieves a -9.09% return, which is significantly lower than BHP's 3.08% return. Over the past 10 years, FMG.AX has outperformed BHP with an annualized return of 34.36%, while BHP has yielded a comparatively lower 8.43% annualized return.
FMG.AX
-9.09%
6.89%
-6.53%
-35.32%
1.84%
15.51%
34.36%
BHP
3.08%
5.22%
-3.71%
-16.01%
0.02%
11.52%
8.43%
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Risk-Adjusted Performance
FMG.AX vs. BHP — Risk-Adjusted Performance Rank
FMG.AX
BHP
FMG.AX vs. BHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fortescue Ltd (FMG.AX) and BHP Group (BHP). 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.
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Dividends
FMG.AX vs. BHP - Dividend Comparison
FMG.AX's dividend yield for the trailing twelve months is around 8.62%, more than BHP's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMG.AX Fortescue Ltd | 8.62% | 10.79% | 6.03% | 10.09% | 18.64% | 7.51% | 9.64% | 5.49% | 9.22% | 2.55% | 2.67% | 7.30% |
BHP BHP Group | 5.03% | 5.98% | 4.98% | 9.95% | 9.99% | 3.68% | 8.60% | 4.89% | 3.61% | 1.68% | 9.33% | 5.11% |
Drawdowns
FMG.AX vs. BHP - Drawdown Comparison
The maximum FMG.AX drawdown since its inception was -98.81%, which is greater than BHP's maximum drawdown of -75.95%. Use the drawdown chart below to compare losses from any high point for FMG.AX and BHP. For additional features, visit the drawdowns tool.
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Volatility
FMG.AX vs. BHP - Volatility Comparison
Fortescue Ltd (FMG.AX) has a higher volatility of 9.68% compared to BHP Group (BHP) at 6.19%. This indicates that FMG.AX's price experiences larger fluctuations and is considered to be riskier than BHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
FMG.AX vs. BHP - Financials Comparison
This section allows you to compare key financial metrics between Fortescue Ltd and BHP Group. 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
FMG.AX vs. BHP - Profitability Comparison
FMG.AX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fortescue Ltd reported a gross profit of 3.07B and revenue of 7.64B. Therefore, the gross margin over that period was 40.2%.
BHP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BHP Group reported a gross profit of 8.92B and revenue of 25.18B. Therefore, the gross margin over that period was 35.4%.
FMG.AX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fortescue Ltd reported an operating income of 2.40B and revenue of 7.64B, resulting in an operating margin of 31.4%.
BHP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BHP Group reported an operating income of 8.92B and revenue of 25.18B, resulting in an operating margin of 35.4%.
FMG.AX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fortescue Ltd reported a net income of 1.55B and revenue of 7.64B, resulting in a net margin of 20.3%.
BHP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BHP Group reported a net income of 4.42B and revenue of 25.18B, resulting in a net margin of 17.5%.