First Majestic Silver Corp (AG)vsSilvercorp Metals Inc (SVM)
AG
First Majestic Silver Corp
$19.56
-2.93%
BASIC MATERIALS · Cap: $9.64B
SVM
Silvercorp Metals Inc
$11.91
-1.73%
BASIC MATERIALS · Cap: $2.76B
Smart Verdict
WallStSmart Research — data-driven comparison
First Majestic Silver Corp generates 231% more annual revenue ($1.64B vs $495.47M). AG leads profitability with a 21.2% profit margin vs 6.3%. AG trades at a lower P/E of 27.9x. AG earns a higher WallStSmart Score of 66/100 (B-).
AG
Strong Buy66
out of 100
Grade: B-
SVM
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$77.31
Current Price
$19.56
$57.75 discount
Margin of Safety
-20.6%
Fair Value
$10.31
Current Price
$11.91
$1.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 47.8%
Revenue surging 57.3% year-over-year
Earnings expanding 102.4% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 54.4%
Revenue surging 70.5% year-over-year
Earnings expanding 200.0% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Grey zone — moderate risk
6.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
ROE of -1.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AG
The strongest argument for AG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 21.2% and operating margin at 47.8%. Revenue growth of 57.3% demonstrates continued momentum.
Bull Case : SVM
The strongest argument for SVM centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 70.5% demonstrates continued momentum.
Bear Case : AG
The primary concerns for AG are P/E Ratio, Altman Z-Score.
Bear Case : SVM
The primary concerns for SVM are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 113.5x leaves little room for execution misses.
Key Dynamics to Monitor
AG profiles as a growth stock while SVM is a hypergrowth play — different risk/reward profiles.
AG carries more volatility with a beta of 2.19 — expect wider price swings.
SVM is growing revenue faster at 70.5% — sustainability is the question.
AG generates stronger free cash flow (194M), providing more financial flexibility.
Bottom Line
AG scores higher overall (66/100 vs 62/100), backed by strong 21.2% margins and 57.3% revenue growth. 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.
First Majestic Silver Corp
BASIC MATERIALS · SILVER · USA
First Majestic Silver Corp. The company is headquartered in Vancouver, Canada.
Visit Website →Silvercorp Metals Inc
BASIC MATERIALS · SILVER · USA
Silvercorp Metals Inc. is engaged in the acquisition, exploration, development and extraction of mineral properties in China. The company is headquartered in Vancouver, Canada.
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