WallStSmart

Franco-Nevada Corporation (FNV)vsOsisko Development Corp. (ODV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Franco-Nevada Corporation generates 5439% more annual revenue ($2.09B vs $37.69M). FNV leads profitability with a 65.7% profit margin vs -189.6%. FNV earns a higher WallStSmart Score of 71/100 (B).

FNV

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 9.0Value: 3.3Quality: 7.8
Piotroski: 4/9Altman Z: 8.71

ODV

Avoid

33

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 6.0
Piotroski: 3/9Altman Z: -0.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FNVSignificantly Overvalued (-36.6%)

Margin of Safety

-36.6%

Fair Value

$188.71

Current Price

$221.36

$32.65 premium

UndervaluedFair: $188.71Overvalued

Intrinsic value data unavailable for ODV.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FNV5 strengths · Avg: 10.0/10
Profit MarginProfitability
65.7%10/10

Keeps 66 of every $100 in revenue as profit

Operating MarginProfitability
79.3%10/10

Strong operational efficiency at 79.3%

Revenue GrowthGrowth
77.7%10/10

Revenue surging 77.7% year-over-year

EPS GrowthGrowth
123.1%10/10

Earnings expanding 123.1% YoY

Altman Z-ScoreHealth
8.7110/10

Safe zone — low bankruptcy risk

ODV3 strengths · Avg: 9.7/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
2639.0%10/10

Revenue surging 2639.0% year-over-year

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

Areas to Watch

FNV2 concerns · Avg: 3.0/10
P/E RatioValuation
28.2x4/10

Moderate valuation

PEG RatioValuation
11.812/10

Expensive relative to growth rate

ODV4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$716.10M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-7.3%2/10

ROE of -7.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull 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 : ODV

The strongest argument for ODV centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 2639.0% demonstrates continued momentum.

Bear Case : FNV

The primary concerns for FNV are P/E Ratio, PEG Ratio.

Bear Case : ODV

The primary concerns for ODV are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

FNV profiles as a growth stock while ODV is a hypergrowth play — different risk/reward profiles.

ODV carries more volatility with a beta of 1.88 — expect wider price swings.

ODV is growing revenue faster at 2639.0% — sustainability is the question.

FNV generates stronger free cash flow (70M), providing more financial flexibility.

Bottom Line

FNV scores higher overall (71/100 vs 33/100), backed by strong 65.7% margins and 77.7% revenue growth. Both earn "Strong Buy" and "Avoid" 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.

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Osisko Development Corp.

BASIC MATERIALS · GOLD · USA

Osisko Development Corp. is a leading Canadian mining company focused on the exploration and development of high-quality gold assets, prominently featuring its Cariboo Gold Project located in the resource-rich region of Québec. Committed to sustainable mining practices and fostering strong community relations, the company prioritizes responsible resource management while leveraging cutting-edge technology and experienced leadership to enhance operational performance. As a notable entity in the North American gold sector, Osisko Development is strategically positioned to seize growth opportunities driven by supportive market trends, making it an attractive investment prospect for institutional investors seeking long-term value.

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