AngloGold Ashanti plc (AU)vsSeaboard Corporation (SEB)
AU
AngloGold Ashanti plc
$107.03
+6.78%
BASIC MATERIALS · Cap: $50.67B
SEB
Seaboard Corporation
$4,540.14
+0.29%
INDUSTRIALS · Cap: $4.34B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 1% more annual revenue ($9.89B vs $9.83B). AU leads profitability with a 26.7% profit margin vs 5.9%. SEB appears more attractively valued with a PEG of 0.65. AU earns a higher WallStSmart Score of 82/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
SEB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+49.9%
Fair Value
$11112.70
Current Price
$4540.14
$6572.56 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 277.0% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
No major concerns identified
3.6% revenue growth
5.9% margin — thin
Operating margin of 4.0%
Negative free cash flow — burning cash
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 : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : SEB
The primary concerns for SEB are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
AU profiles as a growth stock while SEB is a value 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.
AU generates stronger free cash flow (917M), providing more financial flexibility.
Bottom Line
AU scores higher overall (82/100 vs 65/100), backed by strong 26.7% margins and 75.3% revenue growth. SEB offers better value entry with a 49.9% 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 →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other GOLD Stocks
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