Franco-Nevada Corporation (FNV)vsUniversal Corporation (UVV)
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
UVV
Universal Corporation
$51.95
+1.11%
CONSUMER DEFENSIVE · Cap: $1.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Universal Corporation generates 66% more annual revenue ($2.99B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 3.7%. UVV appears more attractively valued with a PEG of 2.89. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
UVV
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.0%
Fair Value
$274.25
Current Price
$233.67
$40.58 discount
Margin of Safety
+74.6%
Fair Value
$207.79
Current Price
$51.95
$155.84 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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 32.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Smaller company, higher risk/reward
3.7% margin — thin
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 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bull Case : UVV
The strongest argument for UVV centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : UVV
The primary concerns for UVV are Market Cap, Profit Margin, PEG Ratio. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
FNV profiles as a growth stock while UVV is a value play — different risk/reward profiles.
FNV carries more volatility with a beta of 0.90 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
UVV generates stronger free cash flow (95M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 61/100), backed by strong 61.6% margins and 85.8% revenue growth. UVV offers better value entry with a 74.6% 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 →Universal Corporation
CONSUMER DEFENSIVE · TOBACCO · USA
Universal Corporation processes and supplies leaf tobacco and plant ingredients worldwide. The company is headquartered in Richmond, Virginia.
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