AngloGold Ashanti plc (AU)vsBooking Holdings Inc (BKNG)
AU
AngloGold Ashanti plc
$107.03
+6.78%
BASIC MATERIALS · Cap: $50.67B
BKNG
Booking Holdings Inc
$165.93
-3.12%
CONSUMER CYCLICAL · Cap: $132.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 180% more annual revenue ($27.69B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 22.2%. BKNG appears more attractively valued with a PEG of 0.73. AU earns a higher WallStSmart Score of 82/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
BKNG
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+8.9%
Fair Value
$188.04
Current Price
$165.93
$22.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Strong operational efficiency at 48.0%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Every $100 of equity generates 226 in profit
Earnings expanding 240.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
No major concerns identified
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 48.0%. Revenue growth of 75.3% demonstrates continued momentum.
Bull Case : BKNG
The strongest argument for BKNG centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.2% and operating margin at 25.0%. Revenue growth of 16.2% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : BKNG
No major red flags identified for BKNG, but monitor valuation.
Key Dynamics to Monitor
BKNG carries more volatility with a beta of 1.10 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
BKNG generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (82/100 vs 76/100), backed by strong 26.7% margins and 75.3% revenue growth. 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 →Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
Visit Website →Compare with Other GOLD Stocks
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