BHP Group Shares Owned By Institutions vs. Market Capitalization
| BHP Stock | 40.07 0.29 0.73% |
For BHP Group profitability analysis, we use financial ratios and fundamental drivers that measure the ability of BHP Group to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well BHP Group Limited utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between BHP Group's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of BHP Group Limited over time as well as its relative position and ranking within its peers.
BHP |
BHP Group Limited Market Capitalization vs. Shares Owned By Institutions Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining BHP Group's current stock value. Our valuation model uses many indicators to compare BHP Group value to that of its competitors to determine the firm's financial worth.BHP Market Capitalization vs. Shares Owned By Institutions
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
BHP Group |
| = | 47.92 % |
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Market Capitalization is the total market value of a company's equity. It is one of many ways to value a company and is calculated by multiplying the price of the stock by the number of shares issued. If a firm has one type of stock its market capitalization will be the current market share price multiplied by the number of shares. However, if a company has multiple types of equities then the market cap will be the total of the market caps of the different types of shares.
BHP Group |
| = | 205.7 B |
In most publications or references market cap is broken down into the mega-cap, large-cap, mid-cap, small-cap, micro-cap, and nano-cap. Market Cap is a measurement of business as total market value of all of the outstanding shares at a given time, and can be used to compare different companies based on their size.
BHP Market Capitalization vs Competition
BHP Group Limited is rated below average in market capitalization category among its peers. Market capitalization of Materials industry is currently estimated at about 412.2 Billion. BHP Group totals roughly 205.7 Billion in market capitalization claiming about 50% of all equities under Materials industry.
BHP Group Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in BHP Group, profitability is also one of the essential criteria for including it into their portfolios because, without profit, BHP Group will eventually generate negative long term returns. The profitability progress is the general direction of BHP Group's change in net profit over the period of time. It can combine multiple indicators of BHP Group, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -15 M | -15.8 M | |
| Operating Income | 17.5 B | 12.1 B | |
| Income Before Tax | 16 B | 10.5 B | |
| Total Other Income Expense Net | -1.5 B | -1.4 B | |
| Net Income | 16 B | 8.5 B | |
| Income Tax Expense | 6.4 B | 3.6 B | |
| Net Income Applicable To Common Shares | 14.9 B | 9.9 B | |
| Net Income From Continuing Ops | 9.6 B | 10.5 B | |
| Net Interest Income | -1.5 B | -1.6 B | |
| Interest Income | 709 M | 434.8 M | |
| Change To Netincome | -3 B | -2.8 B |
BHP Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on BHP Group. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of BHP Group position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the BHP Group's important profitability drivers and their relationship over time.
Use BHP Group in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BHP Group position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BHP Group will appreciate offsetting losses from the drop in the long position's value.BHP Group Pair Trading
BHP Group Limited Pair Trading Analysis
The ability to find closely correlated positions to BHP Group could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BHP Group when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BHP Group - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BHP Group Limited to buy it.
The correlation of BHP Group is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BHP Group moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BHP Group Limited moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BHP Group can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your BHP Group position
In addition to having BHP Group in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Consumer Staples ETFs Thematic Idea Now
Consumer Staples ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Staples ETFs theme has 13 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Staples ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Additional Tools for BHP Stock Analysis
When running BHP Group's price analysis, check to measure BHP Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BHP Group is operating at the current time. Most of BHP Group's value examination focuses on studying past and present price action to predict the probability of BHP Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BHP Group's price. Additionally, you may evaluate how the addition of BHP Group to your portfolios can decrease your overall portfolio volatility.