AngloGold Ashanti plc (AU)vsDell Technologies Inc (DELL)
AU
AngloGold Ashanti plc
$90.69
-2.23%
BASIC MATERIALS · Cap: $46.85B
DELL
Dell Technologies Inc
$211.64
+0.70%
TECHNOLOGY · Cap: $136.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Dell Technologies Inc generates 1048% more annual revenue ($113.54B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 5.2%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 82/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
DELL
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+80.8%
Fair Value
$644.85
Current Price
$211.64
$433.21 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
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
Every $100 of equity generates 44 in profit
Revenue surging 39.5% year-over-year
Earnings expanding 57.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
No major concerns identified
Distress zone — elevated risk
5.2% margin — thin
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 : DELL
The strongest argument for DELL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.5% demonstrates continued momentum. PEG of 0.87 suggests the stock is reasonably priced for its growth.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : DELL
The primary concerns for DELL are Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
AU profiles as a growth stock while DELL is a hypergrowth play — different risk/reward profiles.
DELL carries more volatility with a beta of 1.06 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
DELL generates stronger free cash flow (4.0B), providing more financial flexibility.
Bottom Line
AU scores higher overall (82/100 vs 75/100), backed by strong 26.7% margins and 75.3% revenue growth. DELL offers better value entry with a 80.8% 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 →Dell Technologies Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Dell Technologies Inc. designs, develops, manufactures, markets, sells and supports information technology solutions, products and services worldwide. The company is headquartered in Round Rock, Texas.
Visit Website →Compare with Other GOLD Stocks
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