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 12611% more annual revenue ($57.64B vs $453.45M). TFPM leads profitability with a 68.7% profit margin vs 17.3%. RIO trades at a lower P/E of 17.3x. TFPM earns a higher WallStSmart Score of 67/100 (B-).

RIO

Buy

54

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 6.7Quality: 5.0

TFPM

Strong Buy

67

out of 100

Grade: B-

Growth: 10.0Profit: 9.0Value: 5.3Quality: 9.0
Piotroski: 4/9Altman Z: 18.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RIOUndervalued (+33.6%)

Margin of Safety

+33.6%

Fair Value

$147.83

Current Price

$107.90

$39.93 discount

UndervaluedFair: $147.83Overvalued

Intrinsic value data unavailable for TFPM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RIO5 strengths · Avg: 8.2/10
Market CapQuality
$171.37B9/10

Large-cap with strong market position

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.3%8/10

Strong operational efficiency at 25.3%

Free Cash FlowQuality
$2.53B8/10

Generating 2.5B in free cash flow

TFPM6 strengths · Avg: 10.0/10
Profit MarginProfitability
68.7%10/10

Keeps 69 of every $100 in revenue as profit

Operating MarginProfitability
66.9%10/10

Strong operational efficiency at 66.9%

Revenue GrowthGrowth
78.7%10/10

Revenue surging 78.7% year-over-year

EPS GrowthGrowth
147.2%10/10

Earnings expanding 147.2% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
18.7110/10

Safe zone — low bankruptcy risk

Areas to Watch

RIO2 concerns · Avg: 2.0/10
PEG RatioValuation
5.692/10

Expensive relative to growth rate

EPS GrowthGrowth
-5.6%2/10

Earnings declined 5.6%

TFPM0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : RIO

The strongest argument for RIO centers on Market Cap, P/E Ratio, Price/Book. Profitability is solid with margins at 17.3% and operating margin at 25.3%. Revenue growth of 14.6% 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 68.7% and operating margin at 66.9%. Revenue growth of 78.7% demonstrates continued momentum.

Bear Case : RIO

The primary concerns for RIO are PEG Ratio, EPS Growth.

Bear Case : TFPM

No major red flags identified for TFPM, but monitor valuation.

Key Dynamics to Monitor

RIO profiles as a mature stock while TFPM is a growth play — different risk/reward profiles.

RIO carries more volatility with a beta of 0.63 — expect wider price swings.

TFPM is growing revenue faster at 78.7% — sustainability is the question.

RIO generates stronger free cash flow (2.5B), providing more financial flexibility.

Bottom Line

TFPM scores higher overall (67/100 vs 54/100), backed by strong 68.7% margins and 78.7% revenue growth. RIO offers better value entry with a 33.6% 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.

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 premier precious metals streaming and royalty company, focused on delivering innovative capital solutions to the mining sector by securing a portion of future production. The company boasts a highly diversified portfolio across established mining jurisdictions, enabling it to effectively mitigate operational risks while leveraging the growing global demand for gold and silver. Through its distinctive financial model, TFPM not only underpins mining operations but also aligns itself with favorable price movements in the precious metals market. With a strong management team and robust balance sheet, Triple Flag is strategically positioned to seize sustainable mining opportunities, appealing to institutional investors seeking resilience and growth within their commodity portfolios.

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