Franco-Nevada Corporation (FNV)vsIAMGold Corporation (IAG)
FNV
Franco-Nevada Corporation
$266.00
+2.05%
BASIC MATERIALS · Cap: $51.34B
IAG
IAMGold Corporation
$19.80
-2.30%
BASIC MATERIALS · Cap: $11.69B
Smart Verdict
WallStSmart Research — data-driven comparison
IAMGold Corporation generates 60% more annual revenue ($3.68B vs $2.30B). FNV leads profitability with a 64.2% profit margin vs 31.4%. FNV appears more attractively valued with a PEG of 11.81. IAG earns a higher WallStSmart Score of 81/100 (A-).
FNV
Strong Buy68
out of 100
Grade: B-
IAG
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.9%
Fair Value
$207.97
Current Price
$266.00
$58.03 premium
Margin of Safety
+39.8%
Fair Value
$33.43
Current Price
$19.80
$13.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Large-cap with strong market position
Earnings expanding 43.0% YoY
Attractively priced relative to earnings
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.0%
Revenue surging 47.5% year-over-year
Earnings expanding 191.4% YoY
Every $100 of equity generates 26 in profit
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Expensive relative to growth rate
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 64.2% and operating margin at 77.0%. Revenue growth of 58.2% demonstrates continued momentum.
Bull Case : IAG
The strongest argument for IAG centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 31.4% and operating margin at 45.0%. Revenue growth of 47.5% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : IAG
The primary concerns for IAG are PEG Ratio.
Key Dynamics to Monitor
IAG carries more volatility with a beta of 2.34 — expect wider price swings.
FNV is growing revenue faster at 58.2% — sustainability is the question.
FNV generates stronger free cash flow (402M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IAG scores higher overall (81/100 vs 68/100), backed by strong 31.4% margins and 47.5% 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 →IAMGold Corporation
BASIC MATERIALS · GOLD · USA
IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other GOLD Stocks
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