AngloGold Ashanti plc (AU)vsGold Fields Ltd ADR (GFI)
AU
AngloGold Ashanti plc
$79.99
-6.65%
BASIC MATERIALS · Cap: $40.40B
GFI
Gold Fields Ltd ADR
$39.07
-4.12%
BASIC MATERIALS · Cap: $37.40B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 51% more annual revenue ($9.89B vs $6.56B). GFI leads profitability with a 28.7% profit margin vs 26.7%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
GFI
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$79.99
$162.90 discount
Margin of Safety
+41.5%
Fair Value
$97.81
Current Price
$39.07
$58.74 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
Every $100 of equity generates 35 in profit
Strong operational efficiency at 46.4%
Revenue surging 63.7% year-over-year
Earnings expanding 163.3% YoY
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
Expensive relative to growth rate
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 : GFI
The strongest argument for GFI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.7% and operating margin at 46.4%. Revenue growth of 63.7% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : GFI
The primary concerns for GFI are PEG Ratio.
Key Dynamics to Monitor
GFI carries more volatility with a beta of 0.62 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
GFI generates stronger free cash flow (2.1B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 74/100), backed by strong 26.7% margins and 75.3% revenue growth. GFI offers better value entry with a 41.5% 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 →Gold Fields Ltd ADR
BASIC MATERIALS · GOLD · USA
Gold Fields Limited is a gold producer with reserves and resources in Chile, South Africa, Ghana, West Africa, Australia and Peru. The company is headquartered in Sandton, South Africa.
Visit Website →Compare with Other GOLD Stocks
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