Centerra Gold Inc (CGAU)vsFranco-Nevada Corporation (FNV)
CGAU
Centerra Gold Inc
$22.63
+0.13%
BASIC MATERIALS · Cap: $4.63B
FNV
Franco-Nevada Corporation
$266.00
+2.05%
BASIC MATERIALS · Cap: $51.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 33% more annual revenue ($2.30B vs $1.72B). FNV leads profitability with a 64.2% profit margin vs 36.9%. CGAU trades at a lower P/E of 7.3x. CGAU earns a higher WallStSmart Score of 70/100 (B-).
CGAU
Strong Buy70
out of 100
Grade: B-
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CGAU.
Margin of Safety
-23.9%
Fair Value
$207.97
Current Price
$266.00
$58.03 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 34 in profit
Keeps 37 of every $100 in revenue as profit
Revenue surging 53.5% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CGAU
The strongest argument for CGAU centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 36.9% and operating margin at 27.2%. Revenue growth of 53.5% 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 : CGAU
The primary concerns for CGAU are Free Cash Flow.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
CGAU carries more volatility with a beta of 1.63 — 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.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CGAU scores higher overall (70/100 vs 68/100), backed by strong 36.9% margins and 53.5% 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.
Centerra Gold Inc
BASIC MATERIALS · GOLD · USA
Centerra Gold Inc., a gold mining company, is engaged in the acquisition, exploration, development and operation of gold and copper properties in North America, Asia and internationally. The company is headquartered in Toronto, Canada.
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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