Agnico Eagle Mines Limited (AEM)vsDRDGOLD Limited ADR (DRD)
AEM
Agnico Eagle Mines Limited
$180.71
+2.86%
BASIC MATERIALS · Cap: $95.97B
DRD
DRDGOLD Limited ADR
$24.82
+1.18%
BASIC MATERIALS · Cap: $2.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Agnico Eagle Mines Limited generates 30% more annual revenue ($14.53B vs $11.16B). AEM leads profitability with a 40.4% profit margin vs 38.1%. DRD appears more attractively valued with a PEG of 1.00. DRD earns a higher WallStSmart Score of 85/100 (A-).
AEM
Strong Buy75
out of 100
Grade: B+
DRD
Exceptional Buy85
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.8%
Fair Value
$190.90
Current Price
$180.71
$10.19 premium
Margin of Safety
+36.2%
Fair Value
$56.90
Current Price
$24.82
$32.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.0% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Every $100 of equity generates 45 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 54.9%
Revenue surging 49.8% year-over-year
Earnings expanding 82.2% YoY
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 40.4% and operating margin at 58.1%. Revenue growth of 35.0% demonstrates continued momentum.
Bull Case : DRD
The strongest argument for DRD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.1% and operating margin at 54.9%. Revenue growth of 49.8% demonstrates continued momentum.
Bear Case : AEM
The primary concerns for AEM are PEG Ratio.
Bear Case : DRD
No major red flags identified for DRD, but monitor valuation.
Key Dynamics to Monitor
AEM carries more volatility with a beta of 0.64 — expect wider price swings.
DRD is growing revenue faster at 49.8% — sustainability is the question.
DRD generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DRD scores higher overall (85/100 vs 75/100), backed by strong 38.1% margins and 49.8% revenue growth. 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 →DRDGOLD Limited ADR
BASIC MATERIALS · GOLD · USA
DRDGOLD Limited, a gold mining company, is engaged in the surface gold tailings retreatment business in South Africa. The company is headquartered in Johannesburg, South Africa.
Visit Website →Compare with Other GOLD Stocks
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