WallStSmart

Agnico Eagle Mines Limited (AEM)vsIAMGold Corporation (IAG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Agnico Eagle Mines Limited generates 317% more annual revenue ($11.91B vs $2.85B). AEM leads profitability with a 37.5% profit margin vs 23.3%. IAG appears more attractively valued with a PEG of 13.52. IAG earns a higher WallStSmart Score of 78/100 (B+).

AEM

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 9.0Value: 7.3Quality: 8.5
Piotroski: 6/9Altman Z: 2.83

IAG

Strong Buy

78

out of 100

Grade: B+

Growth: 8.0Profit: 8.5Value: 7.3Quality: 7.5
Piotroski: 4/9Altman Z: 2.52
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AEMUndervalued (+47.7%)

Margin of Safety

+47.7%

Fair Value

$415.12

Current Price

$192.07

$223.05 discount

UndervaluedFair: $415.12Overvalued
IAGUndervalued (+58.2%)

Margin of Safety

+58.2%

Fair Value

$53.82

Current Price

$17.74

$36.08 discount

UndervaluedFair: $53.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AEM6 strengths · Avg: 9.5/10
Profit MarginProfitability
37.5%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
64.7%10/10

Strong operational efficiency at 64.7%

Revenue GrowthGrowth
60.3%10/10

Revenue surging 60.3% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Market CapQuality
$89.62B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.30B8/10

Generating 1.3B in free cash flow

IAG6 strengths · Avg: 9.0/10
Operating MarginProfitability
51.9%10/10

Strong operational efficiency at 51.9%

Revenue GrowthGrowth
131.6%10/10

Revenue surging 131.6% year-over-year

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

Debt/EquityHealth
0.209/10

Conservative balance sheet, low leverage

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

AEM2 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.0%4/10

2.0% earnings growth

PEG RatioValuation
28.152/10

Expensive relative to growth rate

IAG2 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.6%4/10

3.6% earnings growth

PEG RatioValuation
13.522/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : AEM

The strongest argument for AEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 37.5% and operating margin at 64.7%. Revenue growth of 60.3% demonstrates continued momentum.

Bull Case : IAG

The strongest argument for IAG centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 51.9%. Revenue growth of 131.6% demonstrates continued momentum.

Bear Case : AEM

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

Bear Case : IAG

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

Key Dynamics to Monitor

IAG carries more volatility with a beta of 2.18 — expect wider price swings.

IAG is growing revenue faster at 131.6% — 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

IAG scores higher overall (78/100 vs 73/100), backed by strong 23.3% margins and 131.6% revenue growth. AEM offers better value entry with a 47.7% margin of safety. 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.

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IAMGold Corporation

BASIC MATERIALS · GOLD · USA

IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.

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