WallStSmart

Rio Tinto ADR (RIO)vsTriple Flag Precious Metals Corp (TFPM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Rio Tinto ADR generates 12548% more annual revenue ($61.79B vs $488.58M). TFPM leads profitability with a 84.3% profit margin vs 19.6%. RIO trades at a lower P/E of 14.2x. TFPM earns a higher WallStSmart Score of 69/100 (B-).

RIO

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 9.0Value: 6.0Quality: 5.5
Piotroski: 1/9Altman Z: 2.03

TFPM

Strong Buy

69

out of 100

Grade: B-

Growth: 10.0Profit: 8.5Value: 6.0Quality: 9.0
Piotroski: 4/9Altman Z: 18.77
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RIOUndervalued (+29.3%)

Margin of Safety

+29.3%

Fair Value

$138.69

Current Price

$103.30

$35.39 discount

UndervaluedFair: $138.69Overvalued

Intrinsic value data unavailable for TFPM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RIO6 strengths · Avg: 8.5/10
Return on EquityProfitability
34.1%10/10

Every $100 of equity generates 34 in profit

Market CapQuality
$173.71B9/10

Large-cap with strong market position

P/E RatioValuation
14.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

Revenue GrowthGrowth
15.5%8/10

15.5% revenue growth

TFPM6 strengths · Avg: 9.8/10
Profit MarginProfitability
84.3%10/10

Keeps 84 of every $100 in revenue as profit

Operating MarginProfitability
65.1%10/10

Strong operational efficiency at 65.1%

Revenue GrowthGrowth
37.3%10/10

Revenue surging 37.3% year-over-year

EPS GrowthGrowth
172.2%10/10

Earnings expanding 172.2% YoY

Altman Z-ScoreHealth
18.7710/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

Areas to Watch

RIO2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
5.692/10

Expensive relative to growth rate

TFPM1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-320.34M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : RIO

The strongest argument for RIO centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.6% and operating margin at 28.1%. Revenue growth of 15.5% demonstrates continued momentum.

Bull Case : TFPM

The strongest argument for TFPM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.3% and operating margin at 65.1%. Revenue growth of 37.3% demonstrates continued momentum.

Bear Case : RIO

The primary concerns for RIO are Piotroski F-Score, PEG Ratio.

Bear Case : TFPM

The primary concerns for TFPM are Free Cash Flow.

Key Dynamics to Monitor

RIO carries more volatility with a beta of 0.66 — expect wider price swings.

TFPM is growing revenue faster at 37.3% — sustainability is the question.

RIO generates stronger free cash flow (3.2B), providing more financial flexibility.

Monitor OTHER INDUSTRIAL METALS & MINING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TFPM scores higher overall (69/100 vs 64/100), backed by strong 84.3% margins and 37.3% revenue growth. RIO offers better value entry with a 29.3% 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.

Rio Tinto ADR

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Rio Tinto Group is dedicated to the exploration, extraction and processing of mineral resources worldwide. The company is headquartered in London, the United Kingdom.

Triple Flag Precious Metals Corp

BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA

Triple Flag Precious Metals Corp (TFPM) is a leading precious metals streaming and royalty company that provides innovative capital solutions to the mining industry by securing a portion of future production. With a well-diversified portfolio across premier mining jurisdictions, TFPM effectively mitigates operational risks while capitalizing on the growing global demand for gold and silver. Its unique financial model not only enhances mining operations but also positions the company to take advantage of favorable market conditions. Backed by a strong management team and a robust balance sheet, Triple Flag offers institutional investors an attractive opportunity for resilience and growth within their commodity allocations.

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