DRDGOLD Limited ADR (DRD)vsFranco-Nevada Corporation (FNV)
DRD
DRDGOLD Limited ADR
$24.82
+1.18%
BASIC MATERIALS · Cap: $2.18B
FNV
Franco-Nevada Corporation
$236.40
+2.49%
BASIC MATERIALS · Cap: $46.46B
Smart Verdict
WallStSmart Research — data-driven comparison
DRDGOLD Limited ADR generates 385% more annual revenue ($11.16B vs $2.30B). FNV leads profitability with a 64.2% profit margin vs 38.1%. DRD appears more attractively valued with a PEG of 1.00. DRD earns a higher WallStSmart Score of 85/100 (A-).
DRD
Exceptional Buy85
out of 100
Grade: A-
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.2%
Fair Value
$56.90
Current Price
$24.82
$32.08 discount
Margin of Safety
-23.8%
Fair Value
$208.11
Current Price
$236.40
$28.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 45 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 54.9%
Revenue surging 49.8% year-over-year
Earnings expanding 82.2% YoY
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
Earnings expanding 43.0% YoY
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DRD
The strongest argument for DRD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.1% and operating margin at 54.9%. Revenue growth of 49.8% 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 : DRD
No major red flags identified for DRD, but monitor valuation.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
FNV carries more volatility with a beta of 0.94 — expect wider price swings.
FNV is growing revenue faster at 58.2% — sustainability is the question.
DRD generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DRD scores higher overall (85/100 vs 68/100), backed by strong 38.1% margins and 49.8% 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.
DRDGOLD Limited ADR
BASIC MATERIALS · GOLD · USA
DRDGOLD Limited, a gold mining company, is engaged in the surface gold tailings retreatment business in South Africa. The company is headquartered in Johannesburg, South Africa.
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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