AngloGold Ashanti plc (AU)vsMP Materials Corp (MP)
AU
AngloGold Ashanti plc
$92.99
+5.00%
BASIC MATERIALS · Cap: $42.28B
MP
MP Materials Corp
$35.41
+4.95%
BASIC MATERIALS · Cap: $7.31B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 2741% more annual revenue ($11.82B vs $416.25M). AU leads profitability with a 32.2% profit margin vs -14.6%. AU earns a higher WallStSmart Score of 82/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
MP
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+5.0%
Fair Value
$43.82
Current Price
$35.41
$8.41 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
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
Revenue surging 119.7% year-over-year
Areas to Watch
No major concerns identified
Distress zone — elevated risk
ROE of -3.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AU
The strongest argument for AU centers on P/E Ratio, Return on Equity, Profit 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 : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 119.7% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : MP
The primary concerns for MP are Altman Z-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
AU profiles as a growth stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.99 — expect wider price swings.
MP is growing revenue faster at 119.7% — sustainability is the question.
AU generates stronger free cash flow (926M), providing more financial flexibility.
Bottom Line
AU scores higher overall (82/100 vs 30/100), backed by strong 32.2% margins and 27.0% revenue growth. Both earn "Exceptional Buy" and "Avoid" 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 →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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