BHP Billiton Limited vs Cenovus Energy Inc — how do they compare? BHP Billiton Limited trades at $89.94 (market cap $227.94B), while Cenovus Energy Inc trades at $29.91 (market cap $54.43B). The key difference: BHP Billiton Limited is far larger — about 4.2× Cenovus Energy Inc's market cap, and BHP Billiton Limited pays the higher dividend (2.94%). Which is the better fit depends on your goals.
| BHP | CVE | |
|---|---|---|
Market Cap | $227.94B | $54.43B |
Sector | Basic Materials | Energy |
52-Week High | $93.15 | $31.80 |
52-Week Low | $52.14 | $14.83 |
Enterprise Value | $242.14B | $60.50B |
Dividend Yield | 2.94% | 2.11% |
Signals from Pluang's Aura AI — not financial advice
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.
Cenovus Energy (CVE) trades at $28.25, showing neutral momentum with strong fundamental metrics including a P/E of 10.99 and ROE of 20.96%. Recent Q2 2026 earnings matched expectations at $1.11 EPS, while revenue and production growth remain robust. Technical indicators show mixed signals with RSI neutral and moving averages bullish, trading near key support at $28.
The outlook remains positive with projected 2026 revenue growth to $58B and net income of $6.7B, supported by strong cash flow generation. Risks include oil price volatility and refining pressures, but analyst consensus leans bullish with 40.7% buy ratings. The stock presents value opportunity given attractive valuation multiples and dividend yield.
Trailing returns across standard periods
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 →Cenovus Energy is an integrated oil company, focused on creating value through the development of its oil sands assets. The company also engages in production of conventional crude oil, natural gas liquids, and natural gas in Alberta, Canada, with refining operations in the U.S. Net upstream production averaged 472 thousand barrels of oil equivalent per day in 2020, and the company estimates that it holds 6.7 billion boe of proven and probable reserves.
Read more on CVE →