AngloGold Ashanti plc (AU)vsOsisko Gold Ro (OR)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
OR
Osisko Gold Ro
$34.77
+0.40%
BASIC MATERIALS · Cap: $6.54B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 3467% more annual revenue ($9.89B vs $277.37M). OR leads profitability with a 74.3% profit margin vs 26.7%. AU trades at a lower P/E of 16.5x. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
OR
Strong Buy67
out of 100
Grade: B-
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
+14.0%
Fair Value
$51.01
Current Price
$34.77
$16.24 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
Keeps 74 of every $100 in revenue as profit
Strong operational efficiency at 77.5%
Revenue surging 59.4% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
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 : OR
The strongest argument for OR centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 74.3% and operating margin at 77.5%. Revenue growth of 59.4% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : OR
The primary concerns for OR are P/E Ratio.
Key Dynamics to Monitor
OR carries more volatility with a beta of 1.27 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
AU generates stronger free cash flow (917M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 67/100), backed by strong 26.7% margins and 75.3% revenue growth. 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 →Osisko Gold Ro
BASIC MATERIALS · GOLD · USA
Osisko Gold Royalties Ltd acquires and manages precious metals and other royalties, transfers and acquisitions and other interests in Canada and internationally. The company is headquartered in Montreal, Canada.
Visit Website →Compare with Other GOLD Stocks
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