AngloGold Ashanti plc (AU)vsPan American Silver Corp. (PAAS)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
PAAS
Pan American Silver Corp.
$51.46
+3.19%
BASIC MATERIALS · Cap: $21.04B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 173% more annual revenue ($9.89B vs $3.62B). PAAS leads profitability with a 27.0% profit margin vs 26.7%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
PAAS
Strong Buy74
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
+50.0%
Fair Value
$119.81
Current Price
$51.46
$68.35 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
Strong operational efficiency at 34.9%
Revenue surging 44.7% year-over-year
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
2.6% earnings growth
Expensive relative to growth rate
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 : PAAS
The strongest argument for PAAS centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 27.0% and operating margin at 34.9%. Revenue growth of 44.7% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : PAAS
The primary concerns for PAAS are EPS Growth, PEG Ratio.
Key Dynamics to Monitor
PAAS carries more volatility with a beta of 1.44 — 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 74/100), backed by strong 26.7% margins and 75.3% revenue growth. PAAS offers better value entry with a 50.0% margin of safety. 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 →Pan American Silver Corp.
BASIC MATERIALS · GOLD · USA
Pan American Silver Corp. The company is headquartered in Vancouver, Canada.
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