Aon PLC vs BHP Billiton Limited — how do they compare? Aon PLC trades at $356.48 (market cap $75.72B), while BHP Billiton Limited trades at $90.55 (market cap $227.94B). The key difference: BHP Billiton Limited is far larger — about 3× Aon PLC's market cap, and BHP Billiton Limited pays the higher dividend (2.94%). Which is the better fit depends on your goals.
| AON | BHP | |
|---|---|---|
Market Cap | $75.72B | $227.94B |
Sector | Financials | Basic Materials |
52-Week High | $381.26 | $93.15 |
52-Week Low | $308.22 | $52.14 |
Enterprise Value | $90.33B | $242.14B |
Dividend Yield | 0.92% | 2.94% |
Signals from Pluang's Aura AI — not financial advice
AON trades at $358.3, down 0.68% on the day, with a neutral technical signal. The company reported strong Q2 2026 earnings, beating EPS estimates with $3.81 versus $3.8 expected, driven by 5% organic revenue growth. Valuation metrics include a P/E of 19.75 and P/S of 4.39, while profitability remains robust with a net income margin of 22.27% and ROE of 44.88%. Recent news highlights institutional buying and a new executive appointment.
The outlook is positive with a consensus price target of $410, implying 14% upside, supported by earnings momentum and solid cash flow. Risks include premium valuation concerns and modest organic growth. Analyst sentiment is balanced with 47% buy ratings, but high debt levels and competitive pressures warrant caution for investors.
BHP trades at $90.41, up 2.86% today, with a bullish technical signal from moving averages and strong support at $88-89. The company maintains solid profitability with 18.97% net income margin and 20.13% ROE, though recent earnings showed a Q4 2025 miss. Current labor strikes at Port Hedland operations pose near-term operational risks while copper production declines in Chile.
BHP presents a mixed outlook with strong fundamentals offset by operational challenges. The stock's valuation appears reasonable with P/E of 22.46 and EV/EBITDA of 8.24, but analyst consensus leans cautious with 64.5% hold ratings. Key opportunities include AI-driven copper demand growth, while risks center on labor disputes and production volatility.
Trailing returns across standard periods
Latest headlines on both assets
Aon is a leading global provider of insurance and reinsurance brokerage and human resource solutions. Its operations are tilted toward its brokerage operations. Headquartered in London, Aon has about 50,000 employees and operations in 120 countries around the world.
Read more on AON →BHP Group Limited operates as a mining company. The Company engages in the exploration, development, production, and processing of iron ore, metallurgical coal, and copper. BHP Group serves customers worldwide.
Read more on BHP →