BHP Billiton Limited vs STMicroelectronics NV — how do they compare? BHP Billiton Limited trades at $85.02 (market cap $205.61B), while STMicroelectronics NV trades at $70.19 (market cap $62.56B). The key difference: BHP Billiton Limited is far larger — about 3.3× STMicroelectronics NV's market cap, and BHP Billiton Limited pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| BHP | STM | |
|---|---|---|
Market Cap | $205.61B | $62.56B |
Sector | Basic Materials | Financials |
52-Week High | $93.15 | $79.91 |
52-Week Low | $50.37 | $21.20 |
Enterprise Value | $219.82B | $60.77B |
Dividend Yield | 3.15% | 0.53% |
Signals from Pluang's Aura AI — not financial advice
BHP trades at $81.37, down 0.38% with neutral technical signals. The stock shows strong profitability with 18.97% net margin and 20.13% ROE, though recent earnings missed expectations in Q4 2025. Cash flow remains positive with $75M net in 2024, while debt-to-asset ratio increased to 17.65%. Recent news highlights labor strikes and a $2.3B writedown at the Jansen potash project.
Outlook is mixed: solid fundamentals and analyst buy ratings (22.58%) support potential upside, but near-term risks from operational disruptions and cost overruns may pressure shares. Investors should weigh strong cash generation against execution challenges under new leadership.
STM trades at $68.47, down 4.18% on the day, reflecting recent earnings volatility with two misses in the last three quarters. The stock exhibits a bearish technical signal, trading below key resistance levels, while fundamentals show declining revenue and compressed profit margins, though cash flow remains positive. Recent news highlights AI partnerships and strategic acquisitions as potential growth catalysts.
The outlook is mixed; analyst consensus is a Buy with a $72.33 price target, but high valuation multiples and weak profitability pose risks. Near-term performance hinges on Q2 2026 earnings beating expectations and AI-driven revenue materializing, while macroeconomic pressures on the semiconductor sector remain a headwind.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →