Alamos Gold Inc (AGI)vsAngloGold Ashanti plc (AU)
AGI
Alamos Gold Inc
$35.92
+0.70%
BASIC MATERIALS · Cap: $15.48B
AU
AngloGold Ashanti plc
$104.42
+0.52%
BASIC MATERIALS · Cap: $55.16B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 431% more annual revenue ($11.82B vs $2.23B). AGI leads profitability with a 52.6% profit margin vs 32.2%. AGI trades at a lower P/E of 13.3x. AU earns a higher WallStSmart Score of 80/100 (B+).
AGI
Strong Buy73
out of 100
Grade: B
AU
Strong Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.0%
Fair Value
$354.59
Current Price
$35.92
$318.67 discount
Intrinsic value data unavailable for AU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 53 of every $100 in revenue as profit
Strong operational efficiency at 66.5%
Revenue surging 35.6% year-over-year
Earnings expanding 68.8% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 24 in profit
Every $100 of equity generates 43 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 51.2%
Earnings expanding 50.1% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
No major concerns identified
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 52.6% and operating margin at 66.5%. Revenue growth of 35.6% demonstrates continued momentum.
Bull Case : AU
The strongest argument for AU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.2% and operating margin at 51.2%. Revenue growth of 27.0% demonstrates continued momentum.
Bear Case : AGI
No major red flags identified for AGI, but monitor valuation.
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 1.39 — expect wider price swings.
AGI is growing revenue faster at 35.6% — sustainability is the question.
AU generates stronger free cash flow (926M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (80/100 vs 73/100), backed by strong 32.2% margins and 27.0% revenue growth. AGI offers better value entry with a 87.0% margin of safety. Both earn "Strong 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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