AngloGold Ashanti plc (AU)vsFortuna Silver Mines Inc (FSM)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
FSM
Fortuna Silver Mines Inc
$9.52
+3.37%
BASIC MATERIALS · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 945% more annual revenue ($9.89B vs $947.06M). FSM leads profitability with a 30.3% profit margin vs 26.7%. FSM trades at a lower P/E of 11.2x. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
FSM
Strong Buy77
out of 100
Grade: B+
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
+71.3%
Fair Value
$39.78
Current Price
$9.52
$30.26 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
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 43.4%
Revenue surging 38.4% year-over-year
Reasonable price relative to book value
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 : FSM
The strongest argument for FSM centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 30.3% and operating margin at 43.4%. Revenue growth of 38.4% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : FSM
No major red flags identified for FSM, but monitor valuation.
Key Dynamics to Monitor
FSM carries more volatility with a beta of 1.99 — 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 77/100), backed by strong 26.7% margins and 75.3% revenue growth. FSM offers better value entry with a 71.3% 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 →Fortuna Silver Mines Inc
BASIC MATERIALS · GOLD · USA
Fortuna Silver Mines Inc. is engaged in the exploration, extraction and processing of precious and base metal deposits in Latin America. The company is headquartered in Vancouver, Canada.
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