AngloGold Ashanti plc (AU)vsSeagate Technology PLC (STX)
AU
AngloGold Ashanti plc
$79.99
-6.65%
BASIC MATERIALS · Cap: $40.40B
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 2% more annual revenue ($10.06B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.67. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
STX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$79.99
$162.90 discount
Margin of Safety
+1.9%
Fair Value
$415.12
Current Price
$411.23
$3.89 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
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Trading at 195.8x book value
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 : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.
Key Dynamics to Monitor
STX carries more volatility with a beta of 1.65 — 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 72/100), 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 →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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