WallStSmart

AngloGold Ashanti plc (AU)vsBarrick Mining Corporation (B)

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Smart Verdict

WallStSmart Research — data-driven comparison

Barrick Mining Corporation generates 75% more annual revenue ($20.66B vs $11.82B). AU leads profitability with a 32.2% profit margin vs 31.6%. AU appears more attractively valued with a PEG of 0.78. B earns a higher WallStSmart Score of 82/100 (A-).

AU

Exceptional Buy

82

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 7.7Quality: 8.5
Piotroski: 5/9Altman Z: 3.04

B

Exceptional Buy

82

out of 100

Grade: A-

Growth: 9.3Profit: 9.0Value: 8.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AU.

BUndervalued (+89.8%)

Margin of Safety

+89.8%

Fair Value

$364.47

Current Price

$37.97

$326.50 discount

UndervaluedFair: $364.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AU6 strengths · Avg: 10.0/10
P/E RatioValuation
11.2x10/10

Attractively priced relative to earnings

Return on EquityProfitability
42.5%10/10

Every $100 of equity generates 43 in profit

Profit MarginProfitability
32.2%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
51.2%10/10

Strong operational efficiency at 51.2%

EPS GrowthGrowth
50.1%10/10

Earnings expanding 50.1% YoY

Altman Z-ScoreHealth
3.0410/10

Safe zone — low bankruptcy risk

B6 strengths · Avg: 9.8/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
31.6%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
51.3%10/10

Strong operational efficiency at 51.3%

Revenue GrowthGrowth
43.8%10/10

Revenue surging 43.8% year-over-year

EPS GrowthGrowth
55.3%10/10

Earnings expanding 55.3% YoY

Market CapQuality
$60.91B9/10

Large-cap with strong market position

Areas to Watch

AU0 concerns · Avg: 0/10

No major concerns identified

B1 concerns · Avg: 4.0/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AU

The strongest argument for AU centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 32.2% and operating margin at 51.2%. Revenue growth of 27.0% demonstrates continued momentum.

Bull Case : B

The strongest argument for B centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 31.6% and operating margin at 51.3%. Revenue growth of 43.8% demonstrates continued momentum.

Bear Case : AU

No major red flags identified for AU, but monitor valuation.

Bear Case : B

The primary concerns for B are PEG Ratio.

Key Dynamics to Monitor

B carries more volatility with a beta of 1.14 — expect wider price swings.

B is growing revenue faster at 43.8% — 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 (82/100 vs 82/100), backed by strong 32.2% margins and 27.0% revenue growth. B offers better value entry with a 89.8% margin of safety. Both earn "Exceptional Buy" and "Exceptional 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.

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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Barrick Mining Corporation

BASIC MATERIALS · GOLD · USA

Barnes Group Inc. provides engineering products, industrial technologies, and solutions in the United States and internationally. The company is headquartered in Bristol, Connecticut.

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