AngloGold Ashanti plc (AU)vsDRDGOLD Limited ADR (DRD)
AU
AngloGold Ashanti plc
$82.10
+0.23%
BASIC MATERIALS · Cap: $45.95B
DRD
DRDGOLD Limited ADR
$21.10
-1.08%
BASIC MATERIALS · Cap: $1.85B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 22% more annual revenue ($11.17B vs $9.13B). DRD leads profitability with a 35.1% profit margin vs 31.1%. 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-
DRD
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+12.2%
Fair Value
$41.34
Current Price
$21.10
$20.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 41 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 56.1%
Revenue surging 64.9% year-over-year
Earnings expanding 185.2% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 45 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Revenue surging 32.9% year-over-year
Earnings expanding 97.9% YoY
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : AU
The strongest argument for AU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 56.1%. Revenue growth of 64.9% demonstrates continued momentum.
Bull Case : DRD
The strongest argument for DRD centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 35.1% and operating margin at 46.3%. Revenue growth of 32.9% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : DRD
The primary concerns for DRD are Market Cap.
Key Dynamics to Monitor
AU carries more volatility with a beta of 0.64 — expect wider price swings.
AU is growing revenue faster at 64.9% — sustainability is the question.
AU generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (82/100 vs 81/100), backed by strong 31.1% margins and 64.9% revenue growth. 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 →DRDGOLD Limited ADR
BASIC MATERIALS · GOLD · USA
DRDGOLD Limited, a gold mining company, is engaged in the surface gold tailings retreatment business in South Africa. The company is headquartered in Johannesburg, South Africa.
Visit Website →Compare with Other GOLD Stocks
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