Comfortable leader
9 companies value 446 bn revenue 170 bn margin 16.8% free cash flow 31 bn avg. score 3.7
BHP holds 47.4% of the group's value, 1.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BHP | BHP Group Australia · score 7.4 | 47% | 211 bn | 59 bn | 22.2% | 12 bn | 5.6% | 4.3% | Mining of iron ore, copper, coal and potash · World's largest miner; lowest-cost iron ore and copper | |
| 2 | RIO | Rio Tinto United Kingdom/Australia · score 8.6 | 33% | 146 bn | 62 bn | 20.9% | 19 bn | 13.1% | 4.7% | Iron ore, copper, aluminum and lithium mining · 2nd largest; leader in Pilbara iron ore and in aluminum | |
| 3 | VALE | Vale S.A. Brazil · score 5.1 | 13% | 56 bn | 41 bn | 4.4% | — | — | — | 10.6% | Iron ore, nickel and copper mining in Brazil · World's largest producer of high-grade iron ore and of nickel |
| 4 | TECK | Teck Resources Canada · score 2.6 | 7% | 31 bn | 7.7 bn | 10.0% | -0.3 bn | -0.8% | — | Copper, zinc and coal mining, from Canada · Focused on copper and zinc after exiting coal | |
| 5 | TMC | TMC the metals Co Inc. Canada · score 0.0 | 0% | 1.2 bn | — | — | -0.0 bn | -3.8% | — | Deep-sea polymetallic nodule mining · Canada | |
| 6 | MSB | MESABI TRUST United States · score 6.1 | 0% | 0.3 bn | 0.0 bn | 82.8% | 0.0 bn | 7.7% | 36.6% | Iron ore royalties from the Northshore mine in Minnesota · New York — revenue of $21m | |
| 7 | TMCR | Metals Royalty Co Inc. Canada · score 2.6 | 0% | 0.2 bn | — | — | 0.0 bn | -2.1% | — | Royalties on Pacific seabed polymetallic nodules and on iron ore pellets in Minnesota (US) · Canada | |
| 8 | SRL | Scully Royalty Ltd. China · score 1.0 | 0% | 0.1 bn | 0.0 bn | -57.4% | -0.0 bn | -31.3% | 5.5% | Royalties from the Scully iron ore mine in Canada, plus merchant banking · China — revenue of $25m | |
| 9 | OMEX | ODYSSEY MARINE EXPLORATION INC United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -238x | -0.0 bn | -38.8% | — | Marine mineral exploration and project stakes · Florida |
Other industries in the same sector
- Sector overview
- Gold 64 companies
- Copper and electrification metals 17 companies
- Industrial gases and chemicals 2 companies
- Steel 21 companies
- Specialty chemicals 36 companies
- Construction materials (aggregates) 5 companies
- Packaging 16 companies
- Paints and coatings 3 companies
- Commodity chemicals 19 companies
- Semiconductor materials 7 companies
- Cement 11 companies
- Fertilizers 8 companies
and 13 industries more
- Silver 13 companies
- Specialty and aerospace alloys 6 companies
- Lithium 11 companies
- Industrial plastic products 9 companies
- Aluminum 5 companies
- Adhesives and specialty coatings 3 companies
- Rare earths and critical minerals 16 companies
- Timber and wood products 4 companies
- Pulp and paper 7 companies
- Seeds and crop protection 7 companies
- Glass and metal packaging 3 companies
- Aerospace composites 2 companies
- Platinum and palladium 3 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.