AngloGold Ashanti plc (AU)vsGold Fields Ltd ADR (GFI)
AU
AngloGold Ashanti plc
$103.29
+0.91%
BASIC MATERIALS · Cap: $51.77B
GFI
Gold Fields Ltd ADR
$42.51
-1.92%
BASIC MATERIALS · Cap: $42.23B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 4% more annual revenue ($11.82B vs $11.37B). GFI leads profitability with a 38.7% profit margin vs 32.2%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 80/100 (B+).
AU
Strong Buy80
out of 100
Grade: B+
GFI
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
-78.1%
Fair Value
$24.34
Current Price
$42.51
$18.17 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 51.2%
Earnings expanding 50.1% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Attractively priced relative to earnings
Every $100 of equity generates 70 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 55.0%
Revenue surging 78.9% year-over-year
Earnings expanding 81.4% YoY
Areas to Watch
No major concerns identified
Trading at 8.4x book value
Expensive relative to growth rate
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 32.2% and operating margin at 51.2%. Revenue growth of 27.0% demonstrates continued momentum.
Bull Case : GFI
The strongest argument for GFI centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.7% and operating margin at 55.0%. Revenue growth of 78.9% 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 Price/Book, PEG Ratio.
Key Dynamics to Monitor
AU carries more volatility with a beta of 0.75 — expect wider price swings.
GFI is growing revenue faster at 78.9% — sustainability is the question.
GFI generates stronger free cash flow (2.4B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (80/100 vs 74/100), backed by strong 32.2% margins and 27.0% revenue growth. Both earn "Strong 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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