WallStSmart

Ero Copper Corp (ERO)vsSolitario Exploration & Royalty Corp (XPL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ero Copper Corp generates -256161% more annual revenue ($1.04B vs $-408,000). ERO leads profitability with a 29.8% profit margin vs 0.0%. ERO earns a higher WallStSmart Score of 73/100 (B).

ERO

Strong Buy

73

out of 100

Grade: B

Growth: 9.3Profit: 9.5Value: 5.7Quality: 7.0
Piotroski: 6/9Altman Z: 2.16

XPL

Avoid

20

out of 100

Grade: F

Growth: 3.7Profit: 3.0Value: 5.0Quality: 7.3
Piotroski: 3/9Altman Z: 37.25
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EROFair Value (-4.8%)

Margin of Safety

-4.8%

Fair Value

$30.07

Current Price

$37.29

$7.22 premium

UndervaluedFair: $30.07Overvalued

Intrinsic value data unavailable for XPL.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ERO6 strengths · Avg: 9.2/10
Return on EquityProfitability
32.5%10/10

Every $100 of equity generates 33 in profit

Operating MarginProfitability
37.6%10/10

Strong operational efficiency at 37.6%

Revenue GrowthGrowth
73.9%10/10

Revenue surging 73.9% year-over-year

Profit MarginProfitability
29.8%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
25.0%8/10

Earnings expanding 25.0% YoY

XPL2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
37.2510/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

ERO0 concerns · Avg: 0/10

No major concerns identified

XPL4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$57.00M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : ERO

The strongest argument for ERO centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.8% and operating margin at 37.6%. Revenue growth of 73.9% demonstrates continued momentum.

Bull Case : XPL

The strongest argument for XPL centers on Altman Z-Score, Price/Book.

Bear Case : ERO

No major red flags identified for ERO, but monitor valuation.

Bear Case : XPL

The primary concerns for XPL are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

ERO profiles as a growth stock while XPL is a value play — different risk/reward profiles.

ERO carries more volatility with a beta of 1.67 — expect wider price swings.

ERO is growing revenue faster at 73.9% — sustainability is the question.

ERO generates stronger free cash flow (52M), providing more financial flexibility.

Bottom Line

ERO scores higher overall (73/100 vs 20/100), backed by strong 29.8% margins and 73.9% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ero Copper Corp

BASIC MATERIALS · COPPER · USA

Ero Copper Corp. The company is headquartered in Vancouver, Canada.

Solitario Exploration & Royalty Corp

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Solitaire Zinc Corp. The company is headquartered in Wheat Ridge, Colorado.

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