Agnico Eagle Mines Limited (AEM)vsFranco-Nevada Corporation (FNV)
AEM
Agnico Eagle Mines Limited
$199.49
-0.93%
BASIC MATERIALS · Cap: $101.46B
FNV
Franco-Nevada Corporation
$265.93
-0.25%
BASIC MATERIALS · Cap: $51.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Agnico Eagle Mines Limited generates 531% more annual revenue ($14.53B vs $2.30B). FNV leads profitability with a 64.2% profit margin vs 40.4%. FNV appears more attractively valued with a PEG of 11.81. AEM earns a higher WallStSmart Score of 75/100 (B+).
AEM
Strong Buy75
out of 100
Grade: B+
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.5%
Fair Value
$191.33
Current Price
$199.49
$8.16 premium
Margin of Safety
-23.9%
Fair Value
$208.05
Current Price
$265.93
$57.88 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Revenue surging 35.0% year-over-year
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 77.0%
Revenue surging 58.2% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 43.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AEM
The strongest argument for AEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 40.4% and operating margin at 58.1%. Revenue growth of 35.0% demonstrates continued momentum.
Bull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 64.2% and operating margin at 77.0%. Revenue growth of 58.2% demonstrates continued momentum.
Bear Case : AEM
The primary concerns for AEM are PEG Ratio.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
FNV carries more volatility with a beta of 0.96 — expect wider price swings.
FNV is growing revenue faster at 58.2% — sustainability is the question.
AEM generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AEM scores higher overall (75/100 vs 68/100), backed by strong 40.4% margins and 35.0% revenue growth. Both earn "Strong Buy" and "Strong 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.
Agnico Eagle Mines Limited
BASIC MATERIALS · GOLD · USA
Agnico Eagle Mines Limited is engaged in the exploration, development and production of mineral properties in Canada, Sweden and Finland. The company is headquartered in Toronto, Canada.
Visit Website →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 →Compare with Other GOLD Stocks
Want to dig deeper into these stocks?