Agnico Eagle Mines Limited (AEM)vsAmphenol Corporation (APH)
AEM
Agnico Eagle Mines Limited
$192.07
+4.68%
BASIC MATERIALS · Cap: $89.62B
APH
Amphenol Corporation
$128.73
+0.60%
TECHNOLOGY · Cap: $157.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 94% more annual revenue ($23.09B vs $11.91B). AEM leads profitability with a 37.5% profit margin vs 18.5%. APH appears more attractively valued with a PEG of 1.41. APH earns a higher WallStSmart Score of 76/100 (B+).
AEM
Strong Buy73
out of 100
Grade: B
APH
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.7%
Fair Value
$415.12
Current Price
$192.07
$223.05 discount
Margin of Safety
+6.8%
Fair Value
$156.78
Current Price
$128.73
$28.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 64.7%
Revenue surging 60.3% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Generating 1.3B in free cash flow
Every $100 of equity generates 37 in profit
Revenue surging 49.1% year-over-year
Earnings expanding 57.6% YoY
Large-cap with strong market position
Strong operational efficiency at 27.5%
Generating 1.5B in free cash flow
Areas to Watch
2.0% earnings growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AEM
The strongest argument for AEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 37.5% and operating margin at 64.7%. Revenue growth of 60.3% demonstrates continued momentum.
Bull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 18.5% and operating margin at 27.5%. Revenue growth of 49.1% demonstrates continued momentum.
Bear Case : AEM
The primary concerns for AEM are EPS Growth, PEG Ratio.
Bear Case : APH
The primary concerns for APH are P/E Ratio, Price/Book.
Key Dynamics to Monitor
APH carries more volatility with a beta of 1.21 — expect wider price swings.
AEM is growing revenue faster at 60.3% — sustainability is the question.
APH generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (76/100 vs 73/100), backed by strong 18.5% margins and 49.1% revenue growth. AEM offers better value entry with a 47.7% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agnico Eagle Mines Limited
BASIC MATERIALS · GOLD · USA
Agnico Eagle Mines Limited is engaged in the exploration, development and production of mineral properties in Canada, Sweden and Finland. The company is headquartered in Toronto, Canada.
Visit Website →Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
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