B2Gold Corp (BTG)vsFranco-Nevada Corporation (FNV)
BTG
B2Gold Corp
$5.35
-4.12%
BASIC MATERIALS · Cap: $7.08B
FNV
Franco-Nevada Corporation
$267.20
+2.11%
BASIC MATERIALS · Cap: $51.29B
Smart Verdict
WallStSmart Research — data-driven comparison
B2Gold Corp generates 65% more annual revenue ($3.78B vs $2.30B). FNV leads profitability with a 64.2% profit margin vs 21.3%. BTG appears more attractively valued with a PEG of 4.71. BTG earns a higher WallStSmart Score of 78/100 (B+).
BTG
Strong Buy78
out of 100
Grade: B+
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.3%
Fair Value
$28.58
Current Price
$5.35
$23.23 discount
Margin of Safety
-23.9%
Fair Value
$208.07
Current Price
$267.20
$59.13 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 45.7%
Earnings expanding 185.4% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 77.0%
Revenue surging 58.2% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 43.0% YoY
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BTG
The strongest argument for BTG centers on P/E Ratio, Operating Margin, EPS Growth. Profitability is solid with margins at 21.3% and operating margin at 45.7%. Revenue growth of 14.0% demonstrates continued momentum.
Bull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 64.2% and operating margin at 77.0%. Revenue growth of 58.2% demonstrates continued momentum.
Bear Case : BTG
The primary concerns for BTG are PEG Ratio, Free Cash Flow.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
BTG profiles as a mature stock while FNV is a growth play — different risk/reward profiles.
BTG carries more volatility with a beta of 1.46 — expect wider price swings.
FNV is growing revenue faster at 58.2% — sustainability is the question.
FNV generates stronger free cash flow (402M), providing more financial flexibility.
Bottom Line
BTG scores higher overall (78/100 vs 68/100), backed by strong 21.3% margins and 14.0% revenue growth. Both earn "Strong 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.
B2Gold Corp
BASIC MATERIALS · GOLD · USA
B2Gold Corp. The company is headquartered in Vancouver, Canada.
Visit Website →Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other GOLD Stocks
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