Agnico Eagle Mines Limited (AEM)vsAngloGold Ashanti plc (AU)
AEM
Agnico Eagle Mines Limited
$179.13
-3.06%
BASIC MATERIALS · Cap: $104.79B
AU
AngloGold Ashanti plc
$79.99
-6.65%
BASIC MATERIALS · Cap: $40.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Agnico Eagle Mines Limited generates 20% more annual revenue ($11.91B vs $9.89B). AEM leads profitability with a 37.5% profit margin vs 26.7%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AEM
Strong Buy71
out of 100
Grade: B
AU
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.6%
Fair Value
$414.65
Current Price
$179.13
$235.52 discount
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$79.99
$162.90 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
Earnings expanding 200.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 34 in profit
Strong operational efficiency at 47.2%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
No major concerns identified
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 : AU
The strongest argument for AU centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.7% and operating margin at 47.2%. Revenue growth of 75.3% demonstrates continued momentum.
Bear Case : AEM
The primary concerns for AEM are PEG Ratio.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Key Dynamics to Monitor
AEM carries more volatility with a beta of 0.61 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
AEM generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 71/100), backed by strong 26.7% margins and 75.3% revenue growth. AEM offers better value entry with a 47.6% margin of safety. Both earn "Exceptional 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 →AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
Visit Website →Compare with Other GOLD Stocks
Want to dig deeper into these stocks?