Franco-Nevada Corporation (FNV)vsPPG Industries Inc (PPG)
FNV
Franco-Nevada Corporation
$232.11
+1.78%
BASIC MATERIALS · Cap: $45.21B
PPG
PPG Industries Inc
$109.61
+0.62%
BASIC MATERIALS · Cap: $24.28B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 794% more annual revenue ($16.12B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 9.8%. PPG appears more attractively valued with a PEG of 1.44. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
PPG
Buy60
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
Margin of Safety
+16.0%
Fair Value
$155.95
Current Price
$109.61
$46.34 discount
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
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
4.2% earnings growth
Negative free cash flow — burning cash
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 : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio. PEG of 1.44 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 : PPG
The primary concerns for PPG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
FNV profiles as a growth stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.05 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
PPG generates stronger free cash flow (-163M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 60/100), backed by strong 61.6% margins and 85.8% revenue growth. PPG offers better value entry with a 16.0% margin of safety. 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 →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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