BHP vs. SW: BHP vs. Smurfit Westrock Stock Comparison
How do BHP (BHP) and Smurfit Westrock (SW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
BHP (BHP) and Smurfit Westrock (SW) both fall under the Materials industry group, but BHP is classified in Metals & Mining while SW is classified in Containers & Packaging.
Smurfit Westrock (SW) trades as ordinary local shares, while BHP (BHP) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | BHP | SW |
|---|---|---|
| Name | BHP Group Ltd. Sponsored ADR | Smurfit WestRock Plc |
| Country/Region | Australia | Ireland |
| GICS Sector | Materials | Materials |
| GICS Industry Group | Materials | Materials |
| GICS Industry | Metals & Mining | Containers & Packaging |
| GICS Sub-Industry | Diversified Metals & Mining | Paper & Plastic Packaging Products & Materials |
| Market Capitalization | 203.04 billion USD | 23.13 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | June 17, 2008 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BHP | SW |
|---|---|---|
| Total Return (1Y) | 55.75% | 29.05% |
| Total Return (3Y, Annualized) | 17.27% | 14.60% |
| Total Return (5Y, Annualized) | 18.05% | -0.16% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BHP | SW |
|---|---|---|
| Volatility (1Y, Annualized) | 34.60% | 42.69% |
| Beta (5Y) | 0.77 | 0.89 |
| Max Drawdown (5Y) | -37.21% | -53.49% |
| Avg. Volume (3M) | 2.84M | 4.66M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BHP | SW |
|---|---|---|
| Sharpe Ratio (1Y) | 1.49 | 0.58 |
| Sortino Ratio (1Y) | 2.22 | 0.94 |
Profitability
ROE (TTM)
BHP (BHP) at 24.00% sits in the top ROE quartile, while Smurfit Westrock (SW) at 2.57% is closer to the peer norm — stronger capital efficiency for BHP.
BHP
Materials industry group
24.00%
- Max
- 52.88%
- BHP
- 24.00%
- Q3
- 19.49%
- Median
- 8.76%
- Q1
- -3.41%
- Min
- -32.81%
SW
Materials industry group
2.57%
- Max
- 52.88%
- Q3
- 19.49%
- Median
- 8.76%
- SW
- 2.57%
- Q1
- -3.41%
- Min
- -32.81%
Net Margin (TTM)
BHP (BHP) at 16.73% retains a top-quartile share of revenue as profit, ahead of Smurfit Westrock (SW) at 1.50%, which keeps about the industry-typical share.
BHP
Materials industry group
16.73%
- Max
- 38.66%
- BHP
- 16.73%
- Q3
- 15.98%
- Median
- 5.28%
- Q1
- 0.00%
- Min
- -20.40%
SW
Materials industry group
1.50%
- Max
- 38.66%
- Q3
- 15.98%
- Median
- 5.28%
- SW
- 1.50%
- Q1
- 0.00%
- Min
- -20.40%
Operating Margin (TTM)
BHP (BHP) at 43.34% operates in the top operating margin quartile, ahead of Smurfit Westrock (SW) at 6.38%, which runs around its industry’s norm.
BHP
Materials industry group
43.34%
- Max
- 66.70%
- BHP
- 43.34%
- Q3
- 28.92%
- Median
- 12.56%
- Q1
- 3.28%
- Min
- -14.07%
SW
Materials industry group
6.38%
- Max
- 66.70%
- Q3
- 28.92%
- Median
- 12.56%
- SW
- 6.38%
- Q1
- 3.28%
- Min
- -14.07%
Profitability Metrics
| Metric | BHP | SW |
|---|---|---|
| ROE (TTM) | 24.00% | 2.57% |
| ROA (TTM) | 13.43% | 2.50% |
| Net Margin (TTM) | 16.73% | 1.50% |
| Operating Margin (TTM) | 43.34% | 6.38% |
| Gross Margin (TTM) | 85.92% | 17.67% |
Growth
Revenue Growth
Smurfit Westrock (SW) at 47.70% sits in the top revenue growth quartile, while BHP (BHP) at 14.63% is closer to the peer norm — faster top-line expansion for SW.
EPS Growth
Both BHP (BHP) at 8.91% and Smurfit Westrock (SW) at 62.20% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | BHP | SW |
|---|---|---|
| Revenue Growth (YoY) | 14.63% | 47.70% |
| Revenue Growth (3Y CAGR) | 2.97% | 32.15% |
| EPS Growth (YoY) | 8.91% | 62.20% |
| EPS Growth (3Y CAGR) | -8.80% | -30.01% |
Financial Strength
Current Ratio (MRQ)
Both BHP (BHP) at 1.89 and Smurfit Westrock (SW) at 1.48 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
BHP
Materials industry group
1.89
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- BHP
- 1.89
- Q1
- 1.45
- Min
- 0.16
SW
Materials industry group
1.48
- Max
- 5.96
- Q3
- 3.30
- Median
- 2.24
- SW
- 1.48
- Q1
- 1.45
- Min
- 0.16
Debt / Equity (MRQ)
Both BHP (BHP) at 0.50 and Smurfit Westrock (SW) at 0.78 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
BHP
Materials industry group
0.50
- Max
- 1.98
- Q3
- 0.89
- BHP
- 0.50
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
SW
Materials industry group
0.78
- Max
- 1.98
- Q3
- 0.89
- SW
- 0.78
- Median
- 0.47
- Q1
- 0.13
- Min
- 0.00
Financial Strength Metrics
| Metric | BHP | SW |
|---|---|---|
| Current Ratio (MRQ) | 1.89 | 1.48 |
| Debt / Equity (MRQ) | 0.50 | 0.78 |
| Net Debt / EBITDA | 0.33 | 2.96 |
Dividends
Dividend Yield (TTM)
Both BHP (BHP) at 2.19% and Smurfit Westrock (SW) at 4.02% offer top-quartile dividend income relative to share price within their industries.
BHP
Materials industry group
2.19%
- Max
- 4.52%
- BHP
- 2.19%
- Q3
- 1.85%
- Median
- 0.38%
- Q1
- 0.00%
- Min
- 0.00%
SW
Materials industry group
4.02%
- Max
- 4.52%
- SW
- 4.02%
- Q3
- 1.85%
- Median
- 0.38%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Smurfit Westrock (SW) reports payout ratio above 100% at 198.63%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile BHP (BHP) reports 68.84%, ranking against industry peers normally.
BHP
Materials industry group
68.84%
- Max
- 83.62%
- BHP
- 68.84%
- Q3
- 41.37%
- Median
- 9.54%
- Q1
- 0.00%
- Min
- 0.00%
SW
Materials industry group
198.63%
- SW
- 198.63%
- Max
- 83.62%
- Q3
- 41.37%
- Median
- 9.54%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BHP | SW |
|---|---|---|
| Dividend Yield (TTM) | 2.19% | 4.02% |
| Dividend Payout Ratio (TTM) | 68.84% | 198.63% |
Valuation
P/E Ratio (TTM)
BHP (BHP) at 20.70 is near its industry’s usual P/E ratio, while Smurfit Westrock (SW) at 48.99 sits in the richer quartile — SW needs stronger growth or earnings quality to justify the premium.
BHP
Materials industry group
20.70
- Max
- 59.00
- Q3
- 32.93
- BHP
- 20.70
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
SW
Materials industry group
48.99
- Max
- 59.00
- SW
- 48.99
- Q3
- 32.93
- Median
- 18.82
- Q1
- 11.96
- Min
- 3.93
P/S Ratio (TTM)
On P/S ratio, both BHP (BHP) at 3.46 and Smurfit Westrock (SW) at 0.73 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
BHP
Materials industry group
3.46
- Max
- 9.62
- Q3
- 4.34
- BHP
- 3.46
- Median
- 1.87
- Q1
- 0.73
- Min
- 0.00
SW
Materials industry group
0.73
- Max
- 9.62
- Q3
- 4.34
- Median
- 1.87
- SW
- 0.73
- Q1
- 0.73
- Min
- 0.00
P/B Ratio (MRQ)
Smurfit Westrock (SW) at 1.28 is valued about in line with its industry on P/B ratio, while BHP (BHP) at 3.98 carries an above-peer premium to book — BHP is pricier on assets.
BHP
Materials industry group
3.98
- Max
- 6.59
- BHP
- 3.98
- Q3
- 3.55
- Median
- 2.08
- Q1
- 1.26
- Min
- -0.17
SW
Materials industry group
1.28
- Max
- 6.59
- Q3
- 3.55
- Median
- 2.08
- SW
- 1.28
- Q1
- 1.26
- Min
- -0.17
Valuation Metrics
| Metric | BHP | SW |
|---|---|---|
| P/E Ratio (TTM) | 20.70 | 48.99 |
| P/S Ratio (TTM) | 3.46 | 0.73 |
| P/B Ratio (MRQ) | 3.98 | 1.28 |
| Free Cash Flow Yield (TTM) | 4.72% | 4.26% |