Alamos Gold Inc (AGI)vsAngloGold Ashanti plc (AU)
AGI
Alamos Gold Inc
$35.52
-8.00%
BASIC MATERIALS · Cap: $14.70B
AU
AngloGold Ashanti plc
$84.12
-8.73%
BASIC MATERIALS · Cap: $42.69B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 439% more annual revenue ($11.17B vs $2.07B). AGI leads profitability with a 51.2% profit margin vs 31.1%. AU trades at a lower P/E of 12.4x. AU earns a higher WallStSmart Score of 84/100 (A-).
AGI
Strong Buy74
out of 100
Grade: B
AU
Exceptional Buy84
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$337.68
Current Price
$35.52
$302.16 discount
Intrinsic value data unavailable for AU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 51 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Revenue surging 79.2% year-over-year
Earnings expanding 1145.0% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Every $100 of equity generates 41 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 56.1%
Revenue surging 64.9% year-over-year
Earnings expanding 185.2% YoY
Safe zone — low bankruptcy risk
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 51.2% and operating margin at 52.4%. Revenue growth of 79.2% 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 31.1% and operating margin at 56.1%. Revenue growth of 64.9% 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 1.27 — expect wider price swings.
AGI is growing revenue faster at 79.2% — sustainability is the question.
AU generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 74/100), backed by strong 31.1% margins and 64.9% revenue growth. AGI offers better value entry with a 86.3% 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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