DRDGOLD Limited ADR (DRD)vsNewmont Goldcorp Corp (NEM)
DRD
DRDGOLD Limited ADR
$24.82
+1.18%
BASIC MATERIALS · Cap: $2.18B
NEM
Newmont Goldcorp Corp
$110.39
+2.04%
BASIC MATERIALS · Cap: $124.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Newmont Goldcorp Corp generates 131% more annual revenue ($25.77B vs $11.16B). DRD leads profitability with a 38.1% profit margin vs 33.4%. 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-
NEM
Strong Buy70
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
-69.9%
Fair Value
$64.96
Current Price
$110.39
$45.43 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 33 of every $100 in revenue as profit
Strong operational efficiency at 51.6%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
No major concerns identified
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 : NEM
The strongest argument for NEM centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 33.4% and operating margin at 51.6%. Revenue growth of 15.1% demonstrates continued momentum.
Bear Case : DRD
No major red flags identified for DRD, but monitor valuation.
Bear Case : NEM
The primary concerns for NEM are PEG Ratio.
Key Dynamics to Monitor
NEM carries more volatility with a beta of 0.53 — expect wider price swings.
DRD is growing revenue faster at 49.8% — sustainability is the question.
NEM generates stronger free cash flow (1.9B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DRD scores higher overall (85/100 vs 70/100), 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 →Newmont Goldcorp Corp
BASIC MATERIALS · GOLD · USA
Newmont Corporation, based in Greenwood Village, Colorado, United States, is one of the largest gold mining companies in the world.
Visit Website →Compare with Other GOLD Stocks
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