AngloGold Ashanti plc (AU)vsB2Gold Corp (BTG)
AU
AngloGold Ashanti plc
$98.74
-5.60%
BASIC MATERIALS · Cap: $51.77B
BTG
B2Gold Corp
$5.35
-4.12%
BASIC MATERIALS · Cap: $7.08B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 212% more annual revenue ($11.82B vs $3.78B). AU leads profitability with a 32.2% profit margin vs 21.3%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 80/100 (B+).
AU
Strong Buy80
out of 100
Grade: B+
BTG
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+80.3%
Fair Value
$28.58
Current Price
$5.35
$23.23 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 51.2%
Earnings expanding 50.1% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Attractively priced relative to earnings
Strong operational efficiency at 45.7%
Earnings expanding 185.4% YoY
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : AU
The strongest argument for AU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.2% and operating margin at 51.2%. Revenue growth of 27.0% demonstrates continued momentum.
Bull Case : BTG
The strongest argument for BTG centers on P/E Ratio, Operating Margin, EPS Growth. Profitability is solid with margins at 21.3% and operating margin at 45.7%. Revenue growth of 14.0% 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, Free Cash Flow.
Key Dynamics to Monitor
AU profiles as a growth stock while BTG is a mature play — different risk/reward profiles.
BTG carries more volatility with a beta of 1.46 — expect wider price swings.
AU is growing revenue faster at 27.0% — sustainability is the question.
AU generates stronger free cash flow (926M), providing more financial flexibility.
Bottom Line
AU scores higher overall (80/100 vs 78/100), backed by strong 32.2% margins and 27.0% revenue growth. BTG offers better value entry with a 80.3% 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.
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?