AngloGold Ashanti plc (AU)vsHarmony Gold Mining Company Limited (HMY)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
HMY
Harmony Gold Mining Company Limited
$14.55
+4.98%
BASIC MATERIALS · Cap: $8.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Harmony Gold Mining Company Limited generates 720% more annual revenue ($81.15B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 20.1%. HMY appears more attractively valued with a PEG of 0.03. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
HMY
Exceptional Buy82
out of 100
Grade: A-
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
+66.5%
Fair Value
$64.68
Current Price
$14.55
$50.13 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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 34 in profit
Strong operational efficiency at 33.3%
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
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 : HMY
The strongest argument for HMY centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 20.1% and operating margin at 33.3%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : HMY
No major red flags identified for HMY, but monitor valuation.
Key Dynamics to Monitor
HMY carries more volatility with a beta of 0.56 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
HMY generates stronger free cash flow (5.5B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 82/100), backed by strong 26.7% margins and 75.3% revenue growth. HMY offers better value entry with a 66.5% margin of safety. 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 →Harmony Gold Mining Company Limited
BASIC MATERIALS · GOLD · USA
Harmony Gold Mining Company Limited is engaged in the exploration, extraction and processing of gold in South Africa and Papua New Guinea. The company is headquartered in Randfontein, South Africa.
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