Franco-Nevada Corporation (FNV)vsKinross Gold Corporation (KGC)
FNV
Franco-Nevada Corporation
$266.00
+2.05%
BASIC MATERIALS · Cap: $51.34B
KGC
Kinross Gold Corporation
$29.13
+0.69%
BASIC MATERIALS · Cap: $35.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinross Gold Corporation generates 268% more annual revenue ($8.47B vs $2.30B). FNV leads profitability with a 64.2% profit margin vs 37.5%. KGC appears more attractively valued with a PEG of 1.12. KGC earns a higher WallStSmart Score of 79/100 (B+).
FNV
Strong Buy68
out of 100
Grade: B-
KGC
Strong Buy79
out of 100
Grade: B+
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
-32.4%
Fair Value
$22.84
Current Price
$29.13
$6.29 premium
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
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 52.5%
Earnings expanding 64.8% YoY
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
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 64.2% and operating margin at 77.0%. Revenue growth of 58.2% demonstrates continued momentum.
Bull Case : KGC
The strongest argument for KGC centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 37.5% and operating margin at 52.5%. Revenue growth of 29.5% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : KGC
No major red flags identified for KGC, but monitor valuation.
Key Dynamics to Monitor
KGC carries more volatility with a beta of 1.48 — expect wider price swings.
FNV is growing revenue faster at 58.2% — sustainability is the question.
KGC generates stronger free cash flow (735M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KGC scores higher overall (79/100 vs 68/100), backed by strong 37.5% margins and 29.5% 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 →Kinross Gold Corporation
BASIC MATERIALS · GOLD · USA
Kinross Gold Corporation is engaged in the acquisition, exploration and development of gold properties primarily in the United States, the Russian Federation, Brazil, Chile, Ghana and Mauritania. The company is headquartered in Toronto, Canada.
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