AngloGold Ashanti plc (AU)vsCenterra Gold Inc (CGAU)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
CGAU
Centerra Gold Inc
$16.94
+3.42%
BASIC MATERIALS · Cap: $3.28B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 615% more annual revenue ($9.89B vs $1.38B). CGAU leads profitability with a 42.2% profit margin vs 26.7%. CGAU trades at a lower P/E of 5.8x. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
CGAU
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$89.55
$153.34 discount
Margin of Safety
+85.1%
Fair Value
$132.91
Current Price
$16.94
$115.97 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
Attractively priced relative to earnings
Every $100 of equity generates 31 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 90.1%
Revenue surging 32.8% year-over-year
Earnings expanding 991.0% YoY
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 47.2%. Revenue growth of 75.3% demonstrates continued momentum.
Bull Case : CGAU
The strongest argument for CGAU centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 42.2% and operating margin at 90.1%. Revenue growth of 32.8% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : CGAU
No major red flags identified for CGAU, but monitor valuation.
Key Dynamics to Monitor
CGAU carries more volatility with a beta of 1.46 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
AU generates stronger free cash flow (917M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 80/100), backed by strong 26.7% margins and 75.3% revenue growth. CGAU offers better value entry with a 85.1% 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.
Visit Website →Centerra Gold Inc
BASIC MATERIALS · GOLD · USA
Centerra Gold Inc., a gold mining company, is engaged in the acquisition, exploration, development and operation of gold and copper properties in North America, Asia and internationally. The company is headquartered in Toronto, Canada.
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