AngloGold Ashanti plc (AU)vsBarrick Mining Corporation (B)
AU
AngloGold Ashanti plc
$79.99
-6.65%
BASIC MATERIALS · Cap: $40.40B
B
Barrick Mining Corporation
$37.14
-2.98%
BASIC MATERIALS · Cap: $72.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Barrick Mining Corporation generates 71% more annual revenue ($16.96B vs $9.89B). B leads profitability with a 29.4% profit margin vs 26.7%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
B
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$79.99
$162.90 discount
Margin of Safety
+65.3%
Fair Value
$137.12
Current Price
$37.14
$99.98 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Strong operational efficiency at 52.6%
Revenue surging 64.5% year-over-year
Earnings expanding 150.0% YoY
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Keeps 29 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : B
The strongest argument for B centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 29.4% and operating margin at 52.6%. Revenue growth of 64.5% 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 1.00 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
B generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 78/100), backed by strong 26.7% margins and 75.3% revenue growth. B offers better value entry with a 65.3% 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.
AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
Visit Website →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.
Visit Website →Compare with Other GOLD Stocks
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