Alamos Gold Inc (AGI)vsAngloGold Ashanti plc (AU)
AGI
Alamos Gold Inc
$41.85
+2.40%
BASIC MATERIALS · Cap: $17.23B
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 447% more annual revenue ($9.89B vs $1.81B). AGI leads profitability with a 49.0% profit margin vs 26.7%. AU trades at a lower P/E of 16.5x. AU earns a higher WallStSmart Score of 84/100 (A-).
AGI
Strong Buy69
out of 100
Grade: B-
AU
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.9%
Fair Value
$98.28
Current Price
$41.85
$56.43 discount
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$89.55
$153.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.2%
Revenue surging 53.1% year-over-year
Every $100 of equity generates 22 in profit
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
4.0% earnings growth
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AGI
The strongest argument for AGI centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 49.0% and operating margin at 47.2%. Revenue growth of 53.1% 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 : AGI
The primary concerns for AGI are EPS Growth.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Key Dynamics to Monitor
AGI carries more volatility with a beta of 1.25 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
AU generates stronger free cash flow (917M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 69/100), backed by strong 26.7% margins and 75.3% revenue growth. AGI offers better value entry with a 52.9% 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.
Alamos Gold Inc
BASIC MATERIALS · GOLD · USA
Alamos Gold Inc. is engaged in the acquisition, exploration, development and extraction of gold in North America, Canada and Mexico. The company is headquartered in Toronto, Canada.
AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
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