WallStSmart

Caledonia Mining Corporation (CMCL)vsRio Tinto ADR (RIO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Rio Tinto ADR generates 22638% more annual revenue ($61.79B vs $271.75M). CMCL leads profitability with a 24.1% profit margin vs 19.6%. CMCL trades at a lower P/E of 7.4x. CMCL earns a higher WallStSmart Score of 74/100 (B).

CMCL

Strong Buy

74

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 5.7Quality: 8.5
Piotroski: 6/9Altman Z: 2.79

RIO

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 6.0Quality: 5.5
Piotroski: 1/9Altman Z: 2.03
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMCLSignificantly Overvalued (-51.4%)

Margin of Safety

-51.4%

Fair Value

$20.07

Current Price

$25.70

$5.63 premium

UndervaluedFair: $20.07Overvalued
RIOUndervalued (+29.2%)

Margin of Safety

+29.2%

Fair Value

$138.61

Current Price

$99.96

$38.65 discount

UndervaluedFair: $138.61Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMCL6 strengths · Avg: 9.0/10
P/E RatioValuation
7.4x10/10

Attractively priced relative to earnings

Operating MarginProfitability
61.0%10/10

Strong operational efficiency at 61.0%

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.5%8/10

16.5% revenue growth

RIO6 strengths · Avg: 8.5/10
Return on EquityProfitability
34.1%10/10

Every $100 of equity generates 34 in profit

Market CapQuality
$167.95B9/10

Large-cap with strong market position

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Revenue GrowthGrowth
15.5%8/10

15.5% revenue growth

Areas to Watch

CMCL1 concerns · Avg: 3.0/10
Market CapQuality
$496.91M3/10

Smaller company, higher risk/reward

RIO2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
5.692/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CMCL

The strongest argument for CMCL centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 24.1% and operating margin at 61.0%. Revenue growth of 16.5% demonstrates continued momentum.

Bull Case : RIO

The strongest argument for RIO centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.6% and operating margin at 28.1%. Revenue growth of 15.5% demonstrates continued momentum.

Bear Case : CMCL

The primary concerns for CMCL are Market Cap.

Bear Case : RIO

The primary concerns for RIO are Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

CMCL carries more volatility with a beta of 0.71 — expect wider price swings.

CMCL is growing revenue faster at 16.5% — sustainability is the question.

RIO generates stronger free cash flow (3.2B), providing more financial flexibility.

Monitor GOLD industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CMCL scores higher overall (74/100 vs 64/100), backed by strong 24.1% margins and 16.5% revenue growth. RIO offers better value entry with a 29.2% margin of safety. Both earn "Strong Buy" and "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.

Caledonia Mining Corporation

BASIC MATERIALS · GOLD · USA

Caledonia Mining Corporation Plc is primarily engaged in the operation of a gold mine. The company is headquartered in Saint Helier, Jersey.

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Rio Tinto ADR

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Rio Tinto Group is dedicated to the exploration, extraction and processing of mineral resources worldwide. The company is headquartered in London, the United Kingdom.

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