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RIO vs. BP.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RIO vs. BP.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rio Tinto Group (RIO) and BP plc (BP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

RIO is traded in USD, while BP.L is traded in GBp. To make them comparable, the BP.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, RIO achieves a 29.64% return, which is significantly higher than BP.L's 28.10% return. Over the past 10 years, RIO has outperformed BP.L with an annualized return of 21.75%, while BP.L has yielded a comparatively lower 9.36% annualized return.


RIO

1D
0.24%
1M
-4.22%
YTD
29.64%
6M
42.09%
1Y
80.02%
3Y*
23.43%
5Y*
10.94%
10Y*
21.75%

BP.L

1D
-0.02%
1M
0.79%
YTD
28.10%
6M
24.34%
1Y
57.01%
3Y*
13.13%
5Y*
15.39%
10Y*
9.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIO vs. BP.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RIO
Rio Tinto Group
29.64%44.47%-15.36%11.06%18.48%-3.67%36.22%33.18%-2.93%44.87%
BP.L
BP plc
28.10%25.45%-12.51%8.06%34.60%35.11%-39.90%5.15%-5.24%19.96%

Correlation

The correlation between RIO and BP.L is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.37

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Jul 5, 2007

0.42

Over the past year, the correlation between RIO and BP.L has dropped to 0.16 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

RIO:

$165.37B

BP.L:

£85.45B

EPS

RIO:

$13.11

BP.L:

£0.20

PE Ratio

RIO:

7.70

BP.L:

27.29

PS Ratio

RIO:

1.48

BP.L:

0.44

PB Ratio

RIO:

2.66

BP.L:

1.53

Total Revenue (TTM)

RIO:

$111.41B

BP.L:

£193.54B

Gross Profit (TTM)

RIO:

$31.10B

BP.L:

£42.27B

EBITDA (TTM)

RIO:

$40.42B

BP.L:

£35.50B

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Return for Risk

RIO vs. BP.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RIO
RIO Risk / Return Rank: 9393
Overall Rank
RIO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9292
Sortino Ratio Rank
RIO Omega Ratio Rank: 9191
Omega Ratio Rank
RIO Calmar Ratio Rank: 9393
Calmar Ratio Rank
RIO Martin Ratio Rank: 9696
Martin Ratio Rank

BP.L
BP.L Risk / Return Rank: 8888
Overall Rank
BP.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
BP.L Sortino Ratio Rank: 8484
Sortino Ratio Rank
BP.L Omega Ratio Rank: 8686
Omega Ratio Rank
BP.L Calmar Ratio Rank: 9090
Calmar Ratio Rank
BP.L Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RIO vs. BP.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rio Tinto Group (RIO) and BP plc (BP.L). 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.


RIOBP.LDifference
Sharpe ratioReturn per unit of total volatility

+0.80

Sortino ratioReturn per unit of downside risk

+0.85

Omega ratioGain probability vs. loss probability

1.43

1.34

+0.09

Calmar ratioReturn relative to maximum drawdown

5.30

4.44

+0.86

Martin ratioReturn relative to average drawdown

20.21

13.40

+6.81

RIO vs. BP.L - Sharpe Ratio Comparison

The current RIO Sharpe Ratio is 2.79, which is higher than the BP.L Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of RIO and BP.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


RIOBP.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.79

1.99

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

0.51

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.29

+0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

0.09

+0.24

Drawdowns

RIO vs. BP.L - Drawdown Comparison

The maximum RIO drawdown since its inception was -88.97%, which is greater than BP.L's maximum drawdown of -63.57%. Use the drawdown chart below to compare losses from any high point for RIO and BP.L.


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Drawdown Indicators


RIOBP.LDifference

Max Drawdown

Largest peak-to-trough decline

-88.97%

-63.57%

-25.40%

Max Drawdown (1Y)

Largest decline over 1 year

-15.19%

-12.78%

-2.41%

Max Drawdown (3Y)

Largest decline over 3 years

-24.19%

-32.79%

+8.60%

Max Drawdown (5Y)

Largest decline over 5 years

-35.25%

-32.79%

-2.46%

Max Drawdown (10Y)

Largest decline over 10 years

-37.47%

-63.57%

+26.10%

Current Drawdown

Current decline from peak

-9.92%

-8.15%

-1.77%

Average Drawdown

Average peak-to-trough decline

-23.77%

-23.91%

+0.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.97%

4.24%

-0.27%

Volatility

RIO vs. BP.L - Volatility Comparison

Rio Tinto Group (RIO) has a higher volatility of 11.37% compared to BP plc (BP.L) at 7.81%. This indicates that RIO's price experiences larger fluctuations and is considered to be riskier than BP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RIOBP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.37%

7.81%

+3.56%

Volatility (6M)

Calculated over the trailing 6-month period

23.90%

24.52%

-0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

28.93%

28.58%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.23%

30.15%

-0.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.63%

32.08%

-1.45%

Dividends

RIO vs. BP.L - Dividend Comparison

RIO's dividend yield for the trailing twelve months is around 3.98%, less than BP.L's 4.57% yield.


PositionTTM20252024202320222021202020192018201720162015
BP.L
BP plc
4.57%5.68%6.04%4.79%4.32%4.70%9.60%6.78%6.16%5.93%5.77%7.45%
RIO
Rio Tinto Group
3.98%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%

Financials

RIO vs. BP.L - Financials Comparison

This section allows you to compare key financial metrics between Rio Tinto Group and BP plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


20.00B30.00B40.00B50.00B60.00B70.00B202120222023202420252026
30.65B
51.14B
(RIO) Total Revenue
(BP.L) Total Revenue
Please note, different currencies. RIO values in USD, BP.L values in GBp

RIO vs. BP.L - Profitability Comparison

The chart below illustrates the profitability comparison between Rio Tinto Group and BP plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%202120222023202420252026
26.6%
24.1%
Portfolio components
RIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.

BP.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BP plc reported a gross profit of 12.32B and revenue of 51.14B. Therefore, the gross margin over that period was 24.1%.

RIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.

BP.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BP plc reported an operating income of 9.02B and revenue of 51.14B, resulting in an operating margin of 17.6%.

RIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.

BP.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BP plc reported a net income of 3.76B and revenue of 51.14B, resulting in a net margin of 7.4%.


Frequently Asked Questions


RIO and BP.L have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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