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HCC vs BTU
Revenue, margins, valuation, and 5-year total return — side by side.
Coal
HCC vs BTU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Coal | Coal |
| Market Cap | $4.62B | $3.04B |
| Revenue (TTM) | $1.47B | $3.90B |
| Net Income (TTM) | $138M | $-120M |
| Gross Margin | 38.2% | 3.5% |
| Operating Margin | 9.7% | -2.3% |
| Forward P/E | 11.4x | 8.2x |
| Total Debt | $271M | $511M |
| Cash & Equiv. | $300M | $575M |
HCC vs BTU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Warrior Met Coal, I… (HCC) | 100 | 621.7 | +521.7% |
| Peabody Energy Corp… (BTU) | 100 | 792.4 | +692.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: HCC vs BTU
Each card shows where this stock fits in a portfolio — not just who wins on paper.
HCC is the clearest fit if your priority is long-term compounding and sleep-well-at-night.
- 12.0% 10Y total return vs BTU's -7.2%
- Lower volatility, beta 0.57, Low D/E 12.7%, current ratio 3.19x
- 9.4% margin vs BTU's -3.1%
BTU carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 2 yrs, beta 0.18, yield 1.2%
- Rev growth -8.9%, EPS growth -115.9%, 3Y rev CAGR -8.1%
- Beta 0.18, yield 1.2%, current ratio 1.85x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -8.9% revenue growth vs HCC's -14.1% | |
| Value | Lower P/E (8.2x vs 11.4x) | |
| Quality / Margins | 9.4% margin vs BTU's -3.1% | |
| Stability / Safety | Beta 0.18 vs HCC's 0.57 | |
| Dividends | 1.2% yield, 2-year raise streak, vs HCC's 0.4% | |
| Momentum (1Y) | +84.6% vs BTU's +70.4% | |
| Efficiency (ROA) | 5.0% ROA vs BTU's -2.1%, ROIC 1.8% vs 0.0% |
HCC vs BTU — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
HCC vs BTU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
HCC leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BTU is the larger business by revenue, generating $3.9B annually — 2.7x HCC's $1.5B. HCC is the more profitable business, keeping 9.4% of every revenue dollar as net income compared to BTU's -3.1%. On growth, HCC holds the edge at +53.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.5B | $3.9B |
| EBITDAEarnings before interest/tax | $289M | $333M |
| Net IncomeAfter-tax profit | $138M | -$120M |
| Free Cash FlowCash after capex | -$135M | $127M |
| Gross MarginGross profit ÷ Revenue | +38.2% | +3.5% |
| Operating MarginEBIT ÷ Revenue | +9.7% | -2.3% |
| Net MarginNet income ÷ Revenue | +9.4% | -3.1% |
| FCF MarginFCF ÷ Revenue | -9.2% | +3.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +53.8% | +3.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.6% | -2.0% |
Valuation Metrics
BTU leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, BTU's 7.1x EV/EBITDA is more attractive than HCC's 19.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.6B | $3.0B |
| Enterprise ValueMkt cap + debt − cash | $4.6B | $3.0B |
| Trailing P/EPrice ÷ TTM EPS | 81.06x | -58.05x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.37x | 8.18x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 19.47x | 7.06x |
| Price / SalesMarket cap ÷ Revenue | 3.53x | 0.79x |
| Price / BookPrice ÷ Book value/share | 2.15x | 0.85x |
| Price / FCFMarket cap ÷ FCF | — | 5.76x |
Profitability & Efficiency
HCC leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
HCC delivers a 6.4% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $-3 for BTU. HCC carries lower financial leverage with a 0.13x debt-to-equity ratio, signaling a more conservative balance sheet compared to BTU's 0.14x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +6.4% | -3.3% |
| ROA (TTM)Return on assets | +5.0% | -2.1% |
| ROICReturn on invested capital | +1.8% | +0.0% |
| ROCEReturn on capital employed | +1.8% | +0.0% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 3 |
| Debt / EquityFinancial leverage | 0.13x | 0.14x |
| Net DebtTotal debt minus cash | -$29M | -$64M |
| Cash & Equiv.Liquid assets | $300M | $575M |
| Total DebtShort + long-term debt | $271M | $511M |
| Interest CoverageEBIT ÷ Interest expense | 14.30x | -2.13x |
Total Returns (Dividends Reinvested)
HCC leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BTU five years ago would be worth $56,095 today (with dividends reinvested), compared to $55,705 for HCC. Over the past 12 months, HCC leads with a +84.6% total return vs BTU's +70.4%. The 3-year compound annual growth rate (CAGR) favors HCC at 32.3% vs BTU's 3.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -2.1% | -18.4% |
| 1-Year ReturnPast 12 months | +84.6% | +70.4% |
| 3-Year ReturnCumulative with dividends | +131.6% | +12.1% |
| 5-Year ReturnCumulative with dividends | +457.0% | +461.0% |
| 10-Year ReturnCumulative with dividends | +1199.3% | -7.2% |
| CAGR (3Y)Annualised 3-year return | +32.3% | +3.9% |
Risk & Volatility
Evenly matched — HCC and BTU each lead in 1 of 2 comparable metrics.
Risk & Volatility
BTU is the less volatile stock with a 0.18 beta — it tends to amplify market swings less than HCC's 0.57 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. HCC currently trades 83.1% from its 52-week high vs BTU's 60.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.57x | 0.18x |
| 52-Week HighHighest price in past year | $105.34 | $41.14 |
| 52-Week LowLowest price in past year | $40.80 | $12.58 |
| % of 52W HighCurrent price vs 52-week peak | +83.1% | +60.7% |
| RSI (14)Momentum oscillator 0–100 | 46.7 | 32.4 |
| Avg Volume (50D)Average daily shares traded | 847K | 3.4M |
Analyst Outlook
BTU leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates HCC as "Hold" and BTU as "Hold". Consensus price targets imply 46.2% upside for BTU (target: $37) vs 28.5% for HCC (target: $113). For income investors, BTU offers the higher dividend yield at 1.20% vs HCC's 0.39%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $112.50 | $36.50 |
| # AnalystsCovering analysts | 24 | 33 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +1.2% |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.34 | $0.30 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +0.0% |
HCC leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BTU leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
HCC vs BTU: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is HCC or BTU a better buy right now?
For growth investors, Peabody Energy Corporation (BTU) is the stronger pick with -8.
9% revenue growth year-over-year, versus -14. 1% for Warrior Met Coal, Inc. (HCC). Warrior Met Coal, Inc. (HCC) offers the better valuation at 81. 1x trailing P/E (11. 4x forward), making it the more compelling value choice. Analysts rate Warrior Met Coal, Inc. (HCC) a "Hold" — based on 24 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — HCC or BTU?
On forward P/E, Peabody Energy Corporation is actually cheaper at 8.
2x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — HCC or BTU?
Over the past 5 years, Peabody Energy Corporation (BTU) delivered a total return of +461.
0%, compared to +457. 0% for Warrior Met Coal, Inc. (HCC). Over 10 years, the gap is even starker: HCC returned +1199% versus BTU's -7. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — HCC or BTU?
By beta (market sensitivity over 5 years), Peabody Energy Corporation (BTU) is the lower-risk stock at 0.
18β versus Warrior Met Coal, Inc. 's 0. 57β — meaning HCC is approximately 212% more volatile than BTU relative to the S&P 500. On balance sheet safety, Warrior Met Coal, Inc. (HCC) carries a lower debt/equity ratio of 13% versus 14% for Peabody Energy Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — HCC or BTU?
By revenue growth (latest reported year), Peabody Energy Corporation (BTU) is pulling ahead at -8.
9% versus -14. 1% for Warrior Met Coal, Inc. (HCC). On earnings-per-share growth, the picture is similar: Warrior Met Coal, Inc. grew EPS -77. 5% year-over-year, compared to -115. 9% for Peabody Energy Corporation. Over a 3-year CAGR, BTU leads at -8. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — HCC or BTU?
Warrior Met Coal, Inc.
(HCC) is the more profitable company, earning 4. 4% net margin versus -1. 4% for Peabody Energy Corporation — meaning it keeps 4. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HCC leads at 3. 5% versus 0. 0% for BTU. At the gross margin level — before operating expenses — HCC leads at 8. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is HCC or BTU more undervalued right now?
On forward earnings alone, Peabody Energy Corporation (BTU) trades at 8.
2x forward P/E versus 11. 4x for Warrior Met Coal, Inc. — 3. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BTU: 46. 2% to $36. 50.
08Which pays a better dividend — HCC or BTU?
All stocks in this comparison pay dividends.
Peabody Energy Corporation (BTU) offers the highest yield at 1. 2%, versus 0. 4% for Warrior Met Coal, Inc. (HCC).
09Is HCC or BTU better for a retirement portfolio?
For long-horizon retirement investors, Peabody Energy Corporation (BTU) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
18), 1. 2% yield). Both have compounded well over 10 years (BTU: -7. 2%, HCC: +1199%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between HCC and BTU?
Both stocks operate in the Energy sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
BTU pays a dividend while HCC does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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