BHP vs Agnico Eagle

This page compares BHP and Agnico Eagle, examining their business models, financial performance, and market context to help readers understand how the companies operate within their sectors. It presents strategy, operations, risks, and opportunities in a neutral, accessible way. Educational content, not financial advice.

This page compares BHP and Agnico Eagle, examining their business models, financial performance, and market context to help readers understand how the companies operate within their sectors. It presen...

Comparison Snapshot

Key Financial Metrics

BHP

Metric

AEM

$169.55B

Market Cap

$108.16B

-16.24%

Potential Profit

-7.34%

Hold

Analyst Rating

Buy

Why It's Moving

BHP surges to new highs on upgraded copper guidance and robust production momentum.

Upgraded copper production guidance for key assets like Escondida and Antamina, signaling stronger output potential amid rising demand.
Achieved record-high 1st half iron ore production and shipments, bolstering confidence in core operations.
Struck $2B infrastructure deal with BlackRock-owned GIP to fast-track growth projects by FY26 end.

Sentiment:

🐃Bullish

Agnico Eagle Mines Hits Fresh 52-Week High on Gold Momentum and Bullish Analyst Targets.

Stock notched a 52-week high of $209.58 after climbing 15.4% in the past month, outpacing basic materials peers and riding gold price tailwinds.
Analysts maintain a strong 'Buy' consensus with an average target of $201.60, including Bank of America lifting its target to $226 on solid quarterly beats.
Recent 5% single-day jump crossed above the 5-day SMA, highlighting market strength in precious metals amid forecasts for $10+ EPS this fiscal year.

Sentiment:

🐃Bullish

BHP surges to new highs on upgraded copper guidance and robust production momentum.

Upgraded copper production guidance for key assets like Escondida and Antamina, signaling stronger output potential amid rising demand.
Achieved record-high 1st half iron ore production and shipments, bolstering confidence in core operations.
Struck $2B infrastructure deal with BlackRock-owned GIP to fast-track growth projects by FY26 end.

Sentiment:

🐃Bullish

Agnico Eagle Mines Hits Fresh 52-Week High on Gold Momentum and Bullish Analyst Targets.

Stock notched a 52-week high of $209.58 after climbing 15.4% in the past month, outpacing basic materials peers and riding gold price tailwinds.
Analysts maintain a strong 'Buy' consensus with an average target of $201.60, including Bank of America lifting its target to $226 on solid quarterly beats.
Recent 5% single-day jump crossed above the 5-day SMA, highlighting market strength in precious metals amid forecasts for $10+ EPS this fiscal year.

Sentiment:

🐃Bullish

Investment Analysis

BHP

Pros

BHP reported strong financial performance in 2025 with earnings increasing by 14.21% to $9.02 billion despite a revenue decline.
The company operates diversified mining segments including copper, iron ore, coal, and other minerals, reducing commodity risk concentration.
BHP maintains a solid dividend yield near 5%, reflecting reliable cash flow and shareholder returns.

Considerations

Revenue decreased by 7.9% in 2025 compared to the prior year, signaling some headwinds in sales or pricing.
Analyst consensus rates BHP as a 'Hold' with a 12-month price target implying a potential downside of around 15%.
The stock’s recent trading showed falling volume on rising prices, possibly indicating near-term price weakness risks.

Agnico Eagle

AEM

Pros

Agnico Eagle Mines has exposure to multiple precious metals and operates in politically stable jurisdictions, lowering geopolitical risks.
The company is expected to increase gold production significantly by 2032 from high-return development projects.
Agnico Eagle Mines demonstrates strong profitability with industry-leading EBITDA margins and robust financial health.

Considerations

Agnico trades at a premium valuation with a forward P/E ratio substantially higher than the basic materials sector average.
The company’s dividend yield near 1% is low relative to some peers, offering less income-focused appeal.
Gold price volatility and commodity cyclicality inherently expose the stock to market and macroeconomic risks impacting precious metals.

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