AngloGold Ashanti plc (AU)vsCaledonia Mining Corporation (CMCL)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
CMCL
Caledonia Mining Corporation
$22.32
+0.22%
BASIC MATERIALS · Cap: $413.89M
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 4234% more annual revenue ($9.89B vs $228.25M). AU leads profitability with a 26.7% profit margin vs 22.1%. CMCL trades at a lower P/E of 8.4x. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
CMCL
Strong Buy79
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
+74.6%
Fair Value
$119.81
Current Price
$22.32
$97.49 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
Attractively priced relative to earnings
Strong operational efficiency at 44.4%
Revenue surging 52.9% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Keeps 22 of every $100 in revenue as profit
Areas to Watch
No major concerns identified
Grey zone — moderate risk
Smaller company, higher risk/reward
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 : CMCL
The strongest argument for CMCL centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 22.1% and operating margin at 44.4%. Revenue growth of 52.9% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : CMCL
The primary concerns for CMCL are Altman Z-Score, Market Cap.
Key Dynamics to Monitor
AU carries more volatility with a beta of 0.55 — expect wider price swings.
AU is growing revenue faster at 75.3% — 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 79/100), backed by strong 26.7% margins and 75.3% revenue growth. CMCL offers better value entry with a 74.6% 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 →Caledonia Mining Corporation
BASIC MATERIALS · GOLD · USA
Caledonia Mining Corporation Plc is primarily engaged in the operation of a gold mine. The company is headquartered in Saint Helier, Jersey.
Visit Website →Compare with Other GOLD Stocks
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