NYSE:BHP

BHP Billiton (BHP)

84.73
+1.03 (1.23%)
as of Jun 9, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

BHP Billiton is recognized as one of the world's largest diversified mining companies, with a strong emphasis on iron ore and copper production. Experts highlight its resilience, significant cash flow, and ability to generate returns, especially as inflationary pressures rise, making it a strong candidate for long-term investment. The company is strategically positioned to benefit from the anticipated increase in global copper demand, projected to rise by 70% by 2050. With a solid dividend yield of around 3% to 4%, BHP is viewed favorably by analysts despite some concerns about short-term commodity demand fluctuation. Overall, it maintains technical strength and a favorable outlook amidst stabilizing markets in key regions like China.

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Consensus
Buy
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Valuation
Fair Value
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RIO
DON'T BUY
Largely a mining company. You want to own a mining company when the price of their underlying commodities is going up or staying at a high level. This is not the case and this is why this company is scaling back on a lot of their capital expenditures. Went on to commodity prices start to reverse and go up.
DON'T BUY
The large caps are all in free-fall. A lot is to do with the slowing of China’s demand for Iron ore. They will continue to fall until you see a change in Chinese economy. Wait until they bottom out and everything starts to stabilize.
DON'T BUY
Stock price is way too high for Benj. It is not a value play or a contrarian play. It doesn’t work on his system at all.
BUY
If you are investing in commodities, this is the first stock you should own. Best resource base, best run mining company at operational level. Outlook in commodities because of China is all over the place. They have good exposure to iron ore, copper, thermal coal, met coal. Transportation costs from Australia are minimal. Was mulling over making it a top pick tonight. Rock solid balance sheet and good dividend they expect to increase.
HOLD
Probably best of breed of large-cap companies. Good balance sheet, great dividend and good growth profile. In the next little while they're going to have to spend a ton of money upgrading facilities and ports. There is slowing Chinese demand. On the positive side they are getting into the energy business, which is currently about 30% of earnings. You might want to wait for an Australian dollar pullback and perhaps slightly lower commodity prices. If you get it a good entry point it could be a good long-term hold. 3% dividend.
PAST TOP PICK
(A Top Pick March 31/11. Down 25.41%.). Very high dividend yield in the 5%-6% range. Very clean balance sheet.
PAST TOP PICK
(A Top Pick Feb 16/11. Down 19.13%.) Had some stumbles, but nothing really specific. Still likes. Trades at 10-11 times earnings.
DON'T BUY
Might as well buy POT in Canada. No downside but there are better names.
PAST TOP PICK
(A Top Pick Feb 16/11. Down 10.49%.) Pays a dividend and has a great balance sheet. Nice mix of assets and is tied to the global growth story. A cheap defensive way to have China exposure.
PAST TOP PICK
(A Top Pick Nov 19/10. Down 17.27%.) Very well positioned for when global growth returns and commodity prices return.
BUY
Likes the balance sheet. Have been buying back stock and raised dividend. They have lots of cash. Likes that they are closer to China. It is very large and so it has to be pretty nimble at making acquisitions. Expects above average growth.
PAST TOP PICK
(Top Pick Nov 10/10, Down 5.94%) Performed exceedingly well until 6 weeks ago. Doing brilliantly. August was not particularly kind to them. Fantastic way to get commodity exposure going forward. Increased dividend recently and will not be a problem.
BUY
Generates billions of free cash flow was a great organic growth opportunity in green field operations. A dodgy M&A track record but the core metals it is involved in all have positive supply/demand dynamics.
BUY ON WEAKNESS
Commodities, especially some of the large cap ones, are good quality to hold for the long-term. Believes in the China story and they are short in iron ore, coal and copper and will be for decades. This is one of the best ways to play it. (His favourites are Teck (TCK.B-T) and Inmet (IMN-T).)
BUY
Chart looks good. He would say buy but with the caveat that there might be a more defensive theme which would give it a slower growth. Consensus in the large investment houses is that the soft patch is going to end in the fall and we will reaccelerate to the end of the year. In this case, this is a fantastic place to be.
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