BHP Billiton Limited vs Impinj Inc — how do they compare? BHP Billiton Limited trades at $90.17 (market cap $227.94B), while Impinj Inc trades at $175.27 (market cap $5.38B). The key difference: BHP Billiton Limited is far larger — about 42.4× Impinj Inc's market cap, and BHP Billiton Limited pays a 2.94% dividend while Impinj Inc pays none. Which is the better fit depends on your goals.
| BHP | PI | |
|---|---|---|
Market Cap | $227.94B | $5.38B |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $241.91 |
52-Week Low | $52.14 | $91.34 |
Enterprise Value | $242.14B | $5.52B |
Dividend Yield | 2.94% | — |
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.
Impinj (PI) trades at $183.36, up 6.66% in 24 hours, showing strong momentum after Q2 2026 earnings beat with record revenue and EPS of $0.86 versus $0.81 expected. Technical indicators signal bullish momentum with the stock above key moving averages, though RSI levels suggest overbought conditions. The company maintains solid gross margins of 52.86% but faces profitability challenges with negative net income margins and ROE.
While analyst consensus remains strongly bullish with a $186 price target and institutional buying interest, investors should weigh the stock's premium valuation (P/S 14.26) against ongoing profitability concerns and recent insider selling activity. The company's specialized RAIN RFID technology positions it for growth in retail and supply chain markets, but execution risks and competitive pressures remain key considerations.
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 →Impinj, Inc. is a leading provider of RAIN RFID (radio-frequency identification) solutions. The company's platform includes endpoints (tag chips), connectivity devices (readers and gateways), and software, enabling businesses to wirelessly identify, locate, and authenticate everyday items. Impinj's technology is crucial for applications in retail, supply chain management, healthcare, and logistics, helping businesses to automate inventory, track assets, and improve operational efficiency.
Read more on PI →