AngloGold Ashanti plc (AU)vsB2Gold Corp (BTG)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
BTG
B2Gold Corp
$4.19
+1.70%
BASIC MATERIALS · Cap: $5.53B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 223% more annual revenue ($9.89B vs $3.06B). AU leads profitability with a 26.7% profit margin vs 13.1%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
BTG
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$89.55
$153.34 discount
Margin of Safety
+57.0%
Fair Value
$13.10
Current Price
$4.19
$8.91 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Strong operational efficiency at 47.2%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Keeps 27 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 40.5%
Revenue surging 110.9% year-over-year
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AU
The strongest argument for AU centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.7% and operating margin at 47.2%. Revenue growth of 75.3% demonstrates continued momentum.
Bull Case : BTG
The strongest argument for BTG centers on Operating Margin, Revenue Growth, Debt/Equity. Revenue growth of 110.9% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : BTG
The primary concerns for BTG are PEG Ratio.
Key Dynamics to Monitor
BTG carries more volatility with a beta of 1.19 — expect wider price swings.
BTG is growing revenue faster at 110.9% — sustainability is the question.
AU generates stronger free cash flow (917M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 76/100), backed by strong 26.7% margins and 75.3% revenue growth. BTG offers better value entry with a 57.0% margin of safety. Both earn "Exceptional 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.
AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
Visit Website →B2Gold Corp
BASIC MATERIALS · GOLD · USA
B2Gold Corp. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other GOLD Stocks
Want to dig deeper into these stocks?