BHP Billiton Limited vs Vertiv Holdings Co — how do they compare? BHP Billiton Limited trades at $90.62 (market cap $227.94B), while Vertiv Holdings Co trades at $282.5 (market cap $103.99B). The key difference: BHP Billiton Limited is far larger — about 2.2× Vertiv Holdings Co's market cap, and BHP Billiton Limited pays the higher dividend (2.94%). Which is the better fit depends on your goals.
| BHP | VRT | |
|---|---|---|
Market Cap | $227.94B | $103.99B |
Sector | Basic Materials | Technology |
52-Week High | $93.15 | $376.23 |
52-Week Low | $52.14 | $121.82 |
Enterprise Value | $242.14B | $104.21B |
Dividend Yield | 2.94% | 0.09% |
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.
VRT trades at $272.40, down 1.01% on the day, with a bearish technical signal driven by moving averages and RSI levels near overbought territory. The company reported strong Q2 2026 earnings, beating estimates with EPS of $1.52 versus $1.43 expected, and revenue growth is supported by AI data center demand. Recent news highlights its role in AI infrastructure, though legal investigations pose a sentiment risk.
Outlook remains positive with a consensus price target of $386.58, reflecting 42% upside, driven by robust fundamentals and AI tailwinds. Risks include high valuation multiples, competitive pressures, and ongoing legal scrutiny. Investors should weigh growth potential against elevated P/E and market volatility.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →