Franco-Nevada Corporation (FNV)vsHarmony Gold Mining Company Limited (HMY)
FNV
Franco-Nevada Corporation
$218.74
-7.31%
BASIC MATERIALS · Cap: $40.40B
HMY
Harmony Gold Mining Company Limited
$17.30
+4.27%
BASIC MATERIALS · Cap: $10.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Harmony Gold Mining Company Limited generates 3787% more annual revenue ($81.15B vs $2.09B). FNV leads profitability with a 65.7% profit margin vs 20.1%. HMY appears more attractively valued with a PEG of 0.03. HMY earns a higher WallStSmart Score of 81/100 (A-).
FNV
Strong Buy71
out of 100
Grade: B
HMY
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.4%
Fair Value
$188.88
Current Price
$218.74
$29.86 premium
Margin of Safety
+69.7%
Fair Value
$52.31
Current Price
$17.30
$35.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 79.3%
Revenue surging 77.7% year-over-year
Earnings expanding 123.1% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 51 in profit
Strong operational efficiency at 33.3%
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 65.7% and operating margin at 79.3%. Revenue growth of 77.7% demonstrates continued momentum.
Bull Case : HMY
The strongest argument for HMY centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 20.1% and operating margin at 33.3%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : HMY
No major red flags identified for HMY, but monitor valuation.
Key Dynamics to Monitor
FNV carries more volatility with a beta of 0.89 — expect wider price swings.
FNV is growing revenue faster at 77.7% — sustainability is the question.
HMY generates stronger free cash flow (5.5B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HMY scores higher overall (81/100 vs 71/100), backed by strong 20.1% margins and 19.5% 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.
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 →Harmony Gold Mining Company Limited
BASIC MATERIALS · GOLD · USA
Harmony Gold Mining Company Limited is engaged in the exploration, extraction and processing of gold in South Africa and Papua New Guinea. The company is headquartered in Randfontein, South Africa.
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