WallStSmart

Agnico Eagle Mines Limited (AEM)vsRio Tinto ADR (RIO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Rio Tinto ADR generates 325% more annual revenue ($61.79B vs $14.53B). AEM leads profitability with a 40.4% profit margin vs 19.6%. RIO appears more attractively valued with a PEG of 5.69. AEM earns a higher WallStSmart Score of 78/100 (B+).

AEM

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 9.5Value: 4.7Quality: 9.0
Piotroski: 6/9Altman Z: 2.83

RIO

Buy

64

out of 100

Grade: C+

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

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AEMOvervalued (-13.1%)

Margin of Safety

-13.1%

Fair Value

$192.01

Current Price

$178.82

$13.19 premium

UndervaluedFair: $192.01Overvalued
RIOUndervalued (+29.4%)

Margin of Safety

+29.4%

Fair Value

$138.95

Current Price

$101.10

$37.85 discount

UndervaluedFair: $138.95Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AEM6 strengths · Avg: 9.7/10
Profit MarginProfitability
40.4%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
58.1%10/10

Strong operational efficiency at 58.1%

Revenue GrowthGrowth
35.0%10/10

Revenue surging 35.0% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Market CapQuality
$76.26B9/10

Large-cap with strong market position

Return on EquityProfitability
20.3%9/10

Every $100 of equity generates 20 in profit

RIO6 strengths · Avg: 8.5/10
Return on EquityProfitability
34.5%10/10

Every $100 of equity generates 35 in profit

Market CapQuality
$158.04B9/10

Large-cap with strong market position

P/E RatioValuation
12.7x8/10

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

Areas to Watch

AEM1 concerns · Avg: 2.0/10
PEG RatioValuation
28.152/10

Expensive relative to growth rate

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

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 40.4% and operating margin at 58.1%. Revenue growth of 35.0% demonstrates continued momentum.

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.

Bear Case : AEM

The primary concerns for AEM are PEG Ratio.

Bear Case : RIO

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

Key Dynamics to Monitor

RIO carries more volatility with a beta of 0.65 — expect wider price swings.

AEM is growing revenue faster at 35.0% — sustainability is the question.

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

Monitor GOLD industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AEM scores higher overall (78/100 vs 64/100), backed by strong 40.4% margins and 35.0% revenue growth. RIO offers better value entry with a 29.4% 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.

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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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.

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