Alamos Gold Inc (AGI)vsFranco-Nevada Corporation (FNV)
AGI
Alamos Gold Inc
$35.52
-8.00%
BASIC MATERIALS · Cap: $14.70B
FNV
Franco-Nevada Corporation
$218.74
-7.31%
BASIC MATERIALS · Cap: $40.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 1% more annual revenue ($2.09B vs $2.07B). FNV leads profitability with a 65.7% profit margin vs 51.2%. AGI trades at a lower P/E of 13.9x. AGI earns a higher WallStSmart Score of 74/100 (B).
AGI
Strong Buy74
out of 100
Grade: B
FNV
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+86.3%
Fair Value
$337.68
Current Price
$35.52
$302.16 discount
Margin of Safety
-36.4%
Fair Value
$188.88
Current Price
$218.74
$29.86 premium
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
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 79.3%
Revenue surging 77.7% year-over-year
Earnings expanding 123.1% YoY
Safe zone — low bankruptcy risk
Areas to Watch
No major concerns identified
Moderate valuation
Expensive relative to growth rate
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 : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 65.7% and operating margin at 79.3%. Revenue growth of 77.7% demonstrates continued momentum.
Bear Case : AGI
No major red flags identified for AGI, but monitor valuation.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
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.
FNV generates stronger free cash flow (70M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AGI scores higher overall (74/100 vs 71/100), backed by strong 51.2% margins and 79.2% revenue growth. 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.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
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