AngloGold Ashanti plc (AU)vsIAMGold Corporation (IAG)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
IAG
IAMGold Corporation
$17.74
+4.23%
BASIC MATERIALS · Cap: $10.10B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 247% more annual revenue ($9.89B vs $2.85B). AU leads profitability with a 26.7% profit margin vs 23.3%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
IAG
Strong Buy78
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
+58.2%
Fair Value
$53.82
Current Price
$17.74
$36.08 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
Strong operational efficiency at 51.9%
Revenue surging 131.6% year-over-year
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
No major concerns identified
3.6% earnings growth
Expensive relative to growth rate
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 : IAG
The strongest argument for IAG centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 51.9%. Revenue growth of 131.6% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : IAG
The primary concerns for IAG are EPS Growth, PEG Ratio.
Key Dynamics to Monitor
IAG carries more volatility with a beta of 2.18 — expect wider price swings.
IAG is growing revenue faster at 131.6% — 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 78/100), backed by strong 26.7% margins and 75.3% revenue growth. IAG offers better value entry with a 58.2% 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 →IAMGold Corporation
BASIC MATERIALS · GOLD · USA
IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other GOLD Stocks
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