First Majestic Silver Corp (AG)vsTaseko Mines Ltd (TGB)
AG
First Majestic Silver Corp
$15.22
-3.00%
BASIC MATERIALS · Cap: $8.55B
TGB
Taseko Mines Ltd
$6.70
-2.47%
BASIC MATERIALS · Cap: $2.57B
Smart Verdict
WallStSmart Research — data-driven comparison
First Majestic Silver Corp generates 93% more annual revenue ($1.49B vs $770.85M). AG leads profitability with a 19.5% profit margin vs 2.0%. AG trades at a lower P/E of 28.4x. AG earns a higher WallStSmart Score of 67/100 (B-).
AG
Strong Buy67
out of 100
Grade: B-
TGB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.8%
Fair Value
$70.68
Current Price
$15.22
$55.46 discount
Margin of Safety
+2.5%
Fair Value
$7.29
Current Price
$6.70
$0.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 49.5%
Revenue surging 95.4% year-over-year
Earnings expanding 5069.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 70.4% year-over-year
Strong operational efficiency at 23.4%
Areas to Watch
Moderate valuation
Grey zone — moderate risk
ROE of 1.9% — below average capital efficiency
2.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AG
The strongest argument for AG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 19.5% and operating margin at 49.5%. Revenue growth of 95.4% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 70.4% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : AG
The primary concerns for AG are P/E Ratio, Altman Z-Score.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Debt/Equity. A P/E of 175.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AG profiles as a growth stock while TGB is a hypergrowth play — different risk/reward profiles.
AG carries more volatility with a beta of 2.11 — expect wider price swings.
AG is growing revenue faster at 95.4% — sustainability is the question.
AG generates stronger free cash flow (185M), providing more financial flexibility.
Bottom Line
AG scores higher overall (67/100 vs 55/100), backed by strong 19.5% margins and 95.4% revenue growth. Both earn "Strong Buy" and "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.
First Majestic Silver Corp
BASIC MATERIALS · SILVER · USA
First Majestic Silver Corp. The company is headquartered in Vancouver, Canada.
Visit Website →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other SILVER Stocks
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