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STOCK COMPARISON

Tianqi Lithium vs BHP Group: Fair Value & Quality

Both stocks run through our valuation models. Here is how Tianqi Lithium (9696) and BHP Group (BHP) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees BHP Group as the less overvalued of the two: Tianqi Lithium trades at HK$34.50 versus a fair value of HK$11.14 (-68%), while BHP Group trades at £33.45 versus £19.35 (-42%).
Tianqi Lithium
9696.HK · HKD · Materials
-68%
upside to fair value
overvalued
PriceHK$34.50
Fair ValueHK$11.14
Quality54/100
BHP Group
BHP.LSE · GBX · Materials
-42%
upside to fair value
overvalued
Price£33.45
Fair Value£19.35
Quality64/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Tianqi LithiumBHP Group
Valuation
26.5×P/E (TTM)19.8×
5.36×P/S (TTM)3.86×
1.63×P/B4.51×
11.8×EV/EBITDA8.2×
2.56×PEG—
−67.7%Fair value upside−42.2%
4.2%Dividend yield4.0%
—Dividend per share£1.33
Profitability
59%Operating margin41%
1.54×EBIT margin trend (5Y)1.19×
10%Return on equity25%
4%Return on assets12%
Growth
98%Revenue growth (YoY)11%
19.5%Avg. growth/yr (3Y)-7.7%
22.1%Avg. growth/yr (5Y)3.6%
−30.0%Value creation/yr+6.1%
Balance & size
4.9×Interest coverage (EBIT/interest)10.4×
0.26×Debt / equity0.44×
$9BMarket cap$208B
expensiveGrowth qualityweak

Tianqi Lithium leads: 8 to 7 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Tianqi Lithiumof which business quality 49 · market factors 26 BHP Groupof which business quality 63 · market factors 78
ProfitabilityMargins and returns on capital today
16
58
Quality GrowthAre margins and returns improving?
46
34
CashflowEarnings quality: real cash, not paper profit
49
75
Fin. StrengthBalance sheet, leverage, solvency risk
61
67
InvestmentDisciplined investing over empire-building
66
61
Low VolatilityCalm price path (market factor)
50
70
MomentumPrice trend over the last 3–12 months (market factor)
18
73
52W MomentumDistance to the 52-week high (market factor)
14
96
Net IssuanceBuybacks instead of dilution
72
81

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyTianqi LithiumPrice HK$34.50BHP GroupPrice £33.45
DCF Modelsn/a-19%below the price£27.19
Earnings-Based-77%below the priceHK$8.00-25%below the price£25.15
Dividend Discount-9%close to the priceHK$31.47-41%below the price£19.67
Multiples-86%below the priceHK$4.87-14%close to the price£28.74
Asset-Based-50%below the priceHK$17.31-82%below the price£6.10
Growth DCFn/a-33%below the price£22.49
Economic Profit-61%below the priceHK$13.30-38%below the price£20.84
Growth Earnings-78%below the priceHK$7.55-24%below the price£25.38
Minimum-86%below the priceHK$4.87-82%below the price£6.10
Maximum-9%close to the priceHK$31.47-14%close to the price£28.74
Median-69%below the priceHK$10.65-29%below the price£23.82
Geometric mean-67%below the priceHK$11.34-40%below the price£20.23

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Tianqi Lithium: 16 of 16 models see the stock below the current price.

BHP Group: 21 of 25 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Tianqi Lithium
Bear HK$7.79Fair Value HK$11.14Bull HK$14.48
HK$34.50 = current price (white tick)
BHP Group
Bear £12.88Fair Value £19.35Bull £27.71
£33.45 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Tianqi Lithium · Materials

Quality score54 · above median
Fair value upside-68% · bottom 25%

BHP Group · Materials

Quality score64 · Top 25%
Fair value upside-42% · below median

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees BHP Group as the less overvalued of the two: Tianqi Lithium trades at HK$34.50 versus a fair value of HK$11.14 (-68%), while BHP Group trades at £33.45 versus £19.35 (-42%).

BHP Group has the higher quality score (64/100).

See the full analysis →
Tianqi Lithium · BHP Group

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.