AngloGold Ashanti plc (AU)vsContango ORE Inc (CTGO)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
CTGO
Contango ORE Inc
$17.17
+0.35%
BASIC MATERIALS · Cap: $392.61M
Smart Verdict
WallStSmart Research — data-driven comparison
AU leads profitability with a 26.7% profit margin vs 0.0%. AU trades at a lower P/E of 16.5x. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
CTGO
Avoid20
out of 100
Grade: F
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
-2158.1%
Fair Value
$1.29
Current Price
$17.17
$15.88 premium
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
No standout strengths identified
Areas to Watch
No major concerns identified
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : CTGO
CTGO has a balanced fundamental profile.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : CTGO
The primary concerns for CTGO are Revenue Growth, EPS Growth, Market Cap. A P/E of 122.8x leaves little room for execution misses.
Key Dynamics to Monitor
AU profiles as a growth stock while CTGO is a value play — different risk/reward profiles.
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.
Bottom Line
AU scores higher overall (84/100 vs 20/100), backed by strong 26.7% margins and 75.3% revenue growth. Both earn "Exceptional Buy" and "Avoid" 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 →Contango ORE Inc
BASIC MATERIALS · GOLD · USA
Contango Ore, Inc., an exploration-stage company, is engaged in the exploration of gold and associated minerals in the United States. The company is headquartered in Houston, Texas.
Compare with Other GOLD Stocks
Want to dig deeper into these stocks?