BHP Billiton Limited vs International Business Machines Corp — how do they compare? BHP Billiton Limited trades at $90.44 (market cap $227.94B), while International Business Machines Corp trades at $237.42 (market cap $222.64B). The key difference: BHP Billiton Limited and International Business Machines Corp are close in size by market cap, and BHP Billiton Limited pays the higher dividend (2.94%). Which is the better fit depends on your goals.
| BHP | IBM | |
|---|---|---|
Market Cap | $227.94B | $222.64B |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $329.23 |
52-Week Low | $52.14 | $205.77 |
Enterprise Value | $242.14B | $279.78B |
Dividend Yield | 2.94% | 2.86% |
Volume | — | 4,481,527 |
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.
IBM trades at $237.28, up 1.65% today, with a mixed technical outlook showing bullish overall signals but bearish momentum indicators. Recent earnings beat expectations in Q1 2026, though Q2 2026 matched estimates, and revenue growth accelerated to $67.54 billion in 2025. The company maintains strong profitability with a net income margin of 15.52% and a dividend yield of approximately 2.8%, supported by positive cash flow from operations of $13.19 billion.
The stock offers a balanced risk-reward profile, with a consensus price target of $257.38 implying 8.5% upside, but faces headwinds from a securities fraud investigation and competitive pressures in AI. Long-term growth hinges on quantum computing and hybrid cloud adoption, yet near-term volatility may persist due to legal uncertainties and macroeconomic factors.
Trailing returns across standard periods
Latest headlines on both assets
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 →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →