Franco-Nevada Corporation (FNV)vsNational Grid PLC ADR (NGG)
FNV
Franco-Nevada Corporation
$232.11
+1.78%
BASIC MATERIALS · Cap: $45.21B
NGG
National Grid PLC ADR
$85.91
-2.21%
UTILITIES · Cap: $88.05B
Smart Verdict
WallStSmart Research — data-driven comparison
National Grid PLC ADR generates 869% more annual revenue ($17.48B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 16.4%. NGG appears more attractively valued with a PEG of 1.10. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
NGG
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-54.5%
Fair Value
$166.74
Current Price
$232.11
$65.37 premium
Intrinsic value data unavailable for NGG.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 24.1%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Trading at 8.6x book value
ROE of 7.9% — below average capital efficiency
Elevated debt levels
Revenue declined 11.3%
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 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bull Case : NGG
The strongest argument for NGG centers on Market Cap, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 24.1%. PEG of 1.10 suggests the stock is reasonably priced for its growth.
Bear Case : FNV
The primary concerns for FNV are PEG Ratio, P/E Ratio, Free Cash Flow. A P/E of 40.7x leaves little room for execution misses.
Bear Case : NGG
The primary concerns for NGG are Price/Book, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
FNV profiles as a growth stock while NGG is a declining play — different risk/reward profiles.
FNV carries more volatility with a beta of 0.89 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
NGG generates stronger free cash flow (-1.6B), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 50/100), backed by strong 61.6% margins and 85.8% revenue growth. Both earn "Strong Buy" and "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 →National Grid PLC ADR
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
National Grid plc transmits and distributes electricity and natural gas. The company is headquartered in London, the United Kingdom.
Visit Website →Compare with Other GOLD Stocks
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