BHP v RIO8 Mar 2026 20:19
Been looking back at the last 15-20yrs of holding BHP & RIO and where they have both come from and gone through.
Going forward debt to equity ratio, dividend payout and asset potential im with BHP as overweight.
7.5% 5% &5%
What’s other views?
Found this using chat Gpt
Rio Tinto (RIO) - Best for Income & Value
As of early 2026, RIO is favored by analysts for its attractive valuation and high dividends.
Zacks Investment Research
Zacks Investment Research
+1
Dividend Yield: RIO has offered a higher dividend yield (approx. 5.6% - 6.95%) compared to BHP, making it a stronger choice for income-focused investors.
Valuation: RIO is considered better value, trading at a lower forward price-to-earnings (P/E) ratio than BHP (approx. 12x-14x vs BHP's 16x-35x).
Copper Growth: RIO is benefiting from rising copper production, notably with its Oyu Tolgoi mine in Mongolia and the development of the Simandou iron ore project, which is designed to be a high-margin asset.
Outlook: Experts prefer RIO for its "cheaper valuation and better evolution of organic growth".
Livewire Markets
Livewire Markets
+4
BHP Group (BHP) - Best for Growth & Future-Facing Commodities
BHP is considered a superior "all-weather" portfolio holding due to its larger scale and pivot toward critical minerals.
Seeking Alpha
Seeking Alpha
+1
Portfolio Pivot: BHP has aggressively shifted its portfolio toward copper and potash (Potash projects like Jansen are expected to begin production around 2027), targeting decarbonization trends.
Copper Dominance: Copper has become the dominant earnings driver for BHP, contributing over 50% of its EBITDA for the first time in H1 FY26.
Growth Outlook: BHP has high earnings growth estimates for 2026 (approx. 31% y/y).
Operational Strength: BHP maintains low-cost iron ore operations in Western Australia.
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