Agnico Eagle Mines Limited (AEM)vsDRDGOLD Limited ADR (DRD)
AEM
Agnico Eagle Mines Limited
$183.49
-0.30%
BASIC MATERIALS · Cap: $89.62B
DRD
DRDGOLD Limited ADR
$27.91
+1.75%
BASIC MATERIALS · Cap: $2.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Agnico Eagle Mines Limited generates 30% more annual revenue ($11.91B vs $9.13B). AEM leads profitability with a 37.5% profit margin vs 35.1%. DRD appears more attractively valued with a PEG of 1.00. DRD earns a higher WallStSmart Score of 82/100 (A-).
AEM
Strong Buy73
out of 100
Grade: B
DRD
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.7%
Fair Value
$415.12
Current Price
$183.49
$231.63 discount
Margin of Safety
+49.0%
Fair Value
$71.14
Current Price
$27.91
$43.23 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 35 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Revenue surging 32.9% year-over-year
Earnings expanding 97.9% YoY
Conservative balance sheet, low leverage
Areas to Watch
2.0% earnings growth
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 : DRD
The strongest argument for DRD centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 35.1% and operating margin at 46.3%. Revenue growth of 32.9% demonstrates continued momentum.
Bear Case : AEM
The primary concerns for AEM are EPS Growth, 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 0.61 — expect wider price swings.
AEM is growing revenue faster at 60.3% — 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
DRD scores higher overall (82/100 vs 73/100), backed by strong 35.1% margins and 32.9% revenue growth. AEM offers better value entry with a 47.7% 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 →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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