WallStSmart

AngloGold Ashanti plc (AU)vsTrade Desk Inc (TTD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

AngloGold Ashanti plc generates 242% more annual revenue ($9.89B vs $2.90B). AU leads profitability with a 26.7% profit margin vs 15.3%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).

AU

Exceptional Buy

84

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 10.0Quality: 8.5
Piotroski: 6/9Altman Z: 2.99

TTD

Strong Buy

72

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 2/9Altman Z: 1.95
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AUUndervalued (+53.8%)

Margin of Safety

+53.8%

Fair Value

$242.89

Current Price

$85.81

$157.08 discount

UndervaluedFair: $242.89Overvalued
TTDSignificantly Overvalued (-60.9%)

Margin of Safety

-60.9%

Fair Value

$16.92

Current Price

$22.34

$5.42 premium

UndervaluedFair: $16.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AU6 strengths · Avg: 9.5/10
Return on EquityProfitability
34.4%10/10

Every $100 of equity generates 34 in profit

Operating MarginProfitability
47.2%10/10

Strong operational efficiency at 47.2%

Revenue GrowthGrowth
75.3%10/10

Revenue surging 75.3% year-over-year

EPS GrowthGrowth
63.1%10/10

Earnings expanding 63.1% YoY

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

PEG RatioValuation
0.788/10

Growing faster than its price suggests

TTD2 strengths · Avg: 9.0/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Areas to Watch

AU0 concerns · Avg: 0/10

No major concerns identified

TTD3 concerns · Avg: 3.7/10
P/E RatioValuation
26.8x4/10

Moderate valuation

Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : TTD

The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : AU

No major red flags identified for AU, but monitor valuation.

Bear Case : TTD

The primary concerns for TTD are P/E Ratio, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

AU profiles as a growth stock while TTD is a mature play — different risk/reward profiles.

TTD carries more volatility with a beta of 1.19 — 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 (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.

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Trade Desk Inc

COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA

Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.

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