Coeur Mining Inc (CDE)vsFranco-Nevada Corporation (FNV)
CDE
Coeur Mining Inc
$17.84
-2.57%
BASIC MATERIALS · Cap: $18.95B
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Coeur Mining Inc generates 15% more annual revenue ($2.07B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 28.3%. CDE appears more attractively valued with a PEG of 3.75. CDE earns a higher WallStSmart Score of 74/100 (B).
CDE
Strong Buy74
out of 100
Grade: B
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$44.46
Current Price
$17.84
$26.62 discount
Margin of Safety
+6.0%
Fair Value
$274.25
Current Price
$233.67
$40.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 50.6%
Revenue surging 120.9% year-over-year
Every $100 of equity generates 26 in profit
Keeps 28 of every $100 in revenue as profit
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
2.5% earnings growth
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CDE
The strongest argument for CDE centers on Operating Margin, Revenue Growth, Return on Equity. Profitability is solid with margins at 28.3% and operating margin at 50.6%. Revenue growth of 120.9% 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 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bear Case : CDE
The primary concerns for CDE are EPS Growth, Piotroski F-Score, PEG Ratio.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
CDE carries more volatility with a beta of 1.19 — expect wider price swings.
CDE is growing revenue faster at 120.9% — sustainability is the question.
CDE generates stronger free cash flow (313M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CDE scores higher overall (74/100 vs 68/100), backed by strong 28.3% margins and 120.9% 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.
Coeur Mining Inc
BASIC MATERIALS · GOLD · USA
Coeur Mining, Inc. explores, develops, produces and sells precious metals in the United States, Canada and Mexico. The company is headquartered in Chicago, Illinois.
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.
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