AngloGold Ashanti plc (AU)vsJohnson & Johnson (JNJ)
AU
AngloGold Ashanti plc
$107.03
+6.78%
BASIC MATERIALS · Cap: $50.67B
JNJ
Johnson & Johnson
$221.32
-0.53%
HEALTHCARE · Cap: $535.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson & Johnson generates 874% more annual revenue ($96.36B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 21.8%. 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-
JNJ
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
-38.5%
Fair Value
$160.72
Current Price
$221.32
$60.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Strong operational efficiency at 48.0%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Mega-cap, among the largest globally
Every $100 of equity generates 26 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 27.4%
Generating 1.5B in free cash flow
Areas to Watch
No major concerns identified
Moderate valuation
Expensive relative to growth rate
Earnings declined 52.9%
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 48.0%. Revenue growth of 75.3% demonstrates continued momentum.
Bull Case : JNJ
The strongest argument for JNJ centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 21.8% and operating margin at 27.4%.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : JNJ
The primary concerns for JNJ are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AU profiles as a growth stock while JNJ is a mature play — different risk/reward profiles.
AU 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.
JNJ generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
AU scores higher overall (82/100 vs 59/100), backed by strong 26.7% margins and 75.3% revenue growth. Both earn "Exceptional Buy" and "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 →Johnson & Johnson
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Johnson & Johnson (J&J) is an American multinational corporation founded in 1886 that develops medical devices, pharmaceuticals, and consumer packaged goods. Its common stock is a component of the Dow Jones Industrial Average and the company is ranked No. 36 on the 2021 Fortune 500 list of the largest United States corporations by total revenue. Johnson & Johnson is one of the world's most valuable companies, and is one of only two U.S.-based companies that has a prime credit rating of AAA, higher than that of the United States government.
Visit Website →Compare with Other GOLD Stocks
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