AngloGold Ashanti plc (AU)vsB2Gold Corp (BTG)
AU
AngloGold Ashanti plc
$84.12
-8.73%
BASIC MATERIALS · Cap: $45.95B
BTG
B2Gold Corp
$4.18
-8.73%
BASIC MATERIALS · Cap: $5.61B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 203% more annual revenue ($11.17B vs $3.69B). AU leads profitability with a 31.1% profit margin vs 14.8%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 82/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
BTG
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+80.1%
Fair Value
$28.33
Current Price
$4.18
$24.15 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 41 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 56.1%
Revenue surging 64.9% year-over-year
Earnings expanding 185.2% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Strong operational efficiency at 45.0%
Revenue surging 117.7% year-over-year
Earnings expanding 250.3% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
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, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 56.1%. Revenue growth of 64.9% demonstrates continued momentum.
Bull Case : BTG
The strongest argument for BTG centers on P/E Ratio, Operating Margin, Revenue Growth. Revenue growth of 117.7% 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 1.30 — expect wider price swings.
BTG is growing revenue faster at 117.7% — sustainability is the question.
AU generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (82/100 vs 76/100), backed by strong 31.1% margins and 64.9% revenue growth. BTG offers better value entry with a 80.1% 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
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