First Majestic Silver Corp (AG)vsTaseko Mines Ltd (TGB)
AG
First Majestic Silver Corp
$15.18
+1.81%
BASIC MATERIALS · Cap: $7.03B
TGB
Taseko Mines Ltd
$6.98
-0.43%
BASIC MATERIALS · Cap: $2.69B
Smart Verdict
WallStSmart Research — data-driven comparison
First Majestic Silver Corp generates 67% more annual revenue ($1.64B vs $985.32M). AG leads profitability with a 21.2% profit margin vs 1.6%. AG trades at a lower P/E of 20.4x. AG earns a higher WallStSmart Score of 69/100 (B-).
AG
Strong Buy69
out of 100
Grade: B-
TGB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.3%
Fair Value
$76.37
Current Price
$15.18
$61.20 discount
Margin of Safety
+24.5%
Fair Value
$9.24
Current Price
$6.97
$2.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 47.8%
Revenue surging 57.3% year-over-year
Earnings expanding 102.4% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 184.8% year-over-year
Strong operational efficiency at 22.5%
Areas to Watch
Grey zone — moderate risk
ROE of 1.9% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 21.2% and operating margin at 47.8%. Revenue growth of 57.3% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 184.8% 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 Altman Z-Score.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 368.0x leaves little room for execution misses. Thin 1.6% 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 2.19 — expect wider price swings.
TGB is growing revenue faster at 184.8% — sustainability is the question.
AG generates stronger free cash flow (194M), providing more financial flexibility.
Bottom Line
AG scores higher overall (69/100 vs 55/100), backed by strong 21.2% margins and 57.3% revenue growth. TGB offers better value entry with a 24.5% margin of safety. 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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