Franco-Nevada Corporation (FNV)vsIAMGold Corporation (IAG)
FNV
Franco-Nevada Corporation
$218.74
-7.31%
BASIC MATERIALS · Cap: $40.40B
IAG
IAMGold Corporation
$17.21
+3.16%
BASIC MATERIALS · Cap: $9.62B
Smart Verdict
WallStSmart Research — data-driven comparison
IAMGold Corporation generates 63% more annual revenue ($3.41B vs $2.09B). FNV leads profitability with a 65.7% profit margin vs 29.5%. FNV appears more attractively valued with a PEG of 11.81. IAG earns a higher WallStSmart Score of 80/100 (B+).
FNV
Strong Buy71
out of 100
Grade: B
IAG
Strong Buy80
out of 100
Grade: B+
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
+46.4%
Fair Value
$31.05
Current Price
$17.20
$13.85 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
Attractively priced relative to earnings
Strong operational efficiency at 52.8%
Revenue surging 115.9% year-over-year
Earnings expanding 823.0% YoY
Every $100 of equity generates 23 in profit
Keeps 30 of every $100 in revenue as profit
Areas to Watch
Moderate valuation
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 65.7% and operating margin at 79.3%. Revenue growth of 77.7% demonstrates continued momentum.
Bull Case : IAG
The strongest argument for IAG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.5% and operating margin at 52.8%. Revenue growth of 115.9% 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 2.20 — expect wider price swings.
IAG is growing revenue faster at 115.9% — sustainability is the question.
IAG generates stronger free cash flow (461M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IAG scores higher overall (80/100 vs 71/100), backed by strong 29.5% margins and 115.9% revenue growth. Both earn "Strong 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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