AngloGold Ashanti plc (AU)vsDRDGOLD Limited ADR (DRD)
AU
AngloGold Ashanti plc
$86.73
+1.95%
BASIC MATERIALS · Cap: $42.28B
DRD
DRDGOLD Limited ADR
$24.82
+1.18%
BASIC MATERIALS · Cap: $2.18B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 6% more annual revenue ($11.82B vs $11.16B). DRD leads profitability with a 38.1% profit margin vs 32.2%. AU appears more attractively valued with a PEG of 0.78. DRD earns a higher WallStSmart Score of 85/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
DRD
Exceptional Buy85
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+36.2%
Fair Value
$56.90
Current Price
$24.82
$32.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
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
Attractively priced relative to earnings
Every $100 of equity generates 45 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 54.9%
Revenue surging 49.8% year-over-year
Earnings expanding 82.2% YoY
Areas to Watch
No major concerns identified
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : AU
The strongest argument for AU centers on P/E Ratio, Return on Equity, Profit 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 : DRD
The strongest argument for DRD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.1% and operating margin at 54.9%. Revenue growth of 49.8% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : DRD
No major red flags identified for DRD, but monitor valuation.
Key Dynamics to Monitor
AU carries more volatility with a beta of 0.74 — expect wider price swings.
DRD is growing revenue faster at 49.8% — sustainability is the question.
DRD generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DRD scores higher overall (85/100 vs 82/100), backed by strong 38.1% margins and 49.8% revenue growth. Both earn "Exceptional Buy" and "Exceptional 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 →DRDGOLD Limited ADR
BASIC MATERIALS · GOLD · USA
DRDGOLD Limited, a gold mining company, is engaged in the surface gold tailings retreatment business in South Africa. The company is headquartered in Johannesburg, South Africa.
Visit Website →Compare with Other GOLD Stocks
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