Análisis Argos
BHP
BHPCara
BHP Group Limited · Basic Materials
US$ 83.33
precio al 2026-07-04
Valor justo Argos*
US$ 54–66
vs. su valor justo
40% por encima
Score Argos
73/100
LA RESPUESTA
El mercado le pide crezca 12.8% al año — más de lo que ha demostrado (3.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 33% por debajo de su valor justo.
Las ganancias crecieron 14% el último año.
Retorno sobre el capital alto (20%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
VALOR2/6FUTURO2/6PASADO4/6SALUD5/6DIVIDENDO3/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO4/6SALUD5/6DIVIDENDO3/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos73de 100Cara
Ingresos8%
US$ 51.3 B
Margen operativo21%
38%
Flujo de caja libre22%
US$ 9.3 B
Deuda neta
US$ 12.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 211.7B
P/E23.5x
EV/EBITDA9.2x
FCF yield4.4%
ROIC19.6%
Margen operativo38%
Crecim. ingresos-7.9%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

reuters.com · 3 jul
BHP workers approve Pilbara labour deal, unions cite lingering concerns
Workers at BHP's South Flank and Mining Area C iron ore operations in Western Australia ​have voted to approve a new labour ‌agreement, unions said on Friday, while noting that many remained dissatisfied with the deal.
accessnewswire.com · 2 jul
Faraday Copper Signs a Definitive Agreement to Acquire BHP's San Manuel Property in Arizona, Creating a Multi-Asset Copper District in the USA
VANCOUVER, BC / ACCESS Newswire / July 2, 2026 / Faraday Copper Corp. ("Faraday") (TSX:FDY)(OTCQX:CPPKF) is pleased to announce it has entered into a definitive purchase and sale agreement (the "Agreement") with a wholly owned subsidiary of BHP Group Limited ("BHP") in respect of the previously announced transaction whereby Faraday will acquire from BHP the San Manuel property ("San Manuel"), adjacent to Faraday's Copper Creek project ("Copper Creek"), located in Arizona, USA (Figure 1). Paul Harbidge, President and CEO, commented, "This is a transformational acquisition for Faraday.
gurufocus.com · 26 jun
BHP's Incoming CEO Reshapes Leadership Before July 1
BHP Group (BHP) incoming CEO Brandon Craig has announced changes to the miner's leadership team before officially taking over on July 1. The move marks Craig's
wsj.com · 25 jun
BHP Splits Americas Role in Executive Reshuffle
Incoming BHP Group chief executive, Brandon Craig, will split his recent role overseeing the company's Americas operations in two, sharpening focus on North and South America.
reuters.com · 25 jun
Mining behemoth BHP to split President Americas  role into two positions
Mining major BHP will split its President Americas role into two positions, ​President North America and President South ‌America, as part of the executive leadership team changes it announced on Friday.
reuters.com · 25 jun
BHP-backed I-Pulse wins $250 million US CHIPS award for silicon-carbide semiconductors
Mining giant BHP -backed I-Pulse said on Thursday it had signed an ​agreement with the U.S. Department of ‌Commerce for a $250 million award to advance its semiconductor and pulsed-power technology.
reuters.com · 25 jun
Strikes, soaring costs and M&A await BHP's new CEO Craig
Newly minted BHP CEO Brandon Craig faces a crowded in-tray as he takes mining's top job on July 1, from threatened iron ore strikes and ballooning costs ​to a potential uranium push and a febrile M&A backdrop that could yield fresh opportunities.
zacks.com · 24 jun
Best Income Stocks to Buy for June 24th
BG, TFII and BHP made it to the Zacks Rank #1 (Strong Buy) income stocks list on June 24th, 2026.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.