AngloGold Ashanti plc (AU)vsIAMGold Corporation (IAG)
AU
AngloGold Ashanti plc
$84.12
-8.73%
BASIC MATERIALS · Cap: $42.69B
IAG
IAMGold Corporation
$17.21
+3.16%
BASIC MATERIALS · Cap: $9.62B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 228% more annual revenue ($11.17B vs $3.41B). AU leads profitability with a 31.1% profit margin vs 29.5%. 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 Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+46.4%
Fair Value
$31.05
Current Price
$17.20
$13.85 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 52.8%
Revenue surging 115.9% year-over-year
Earnings expanding 823.0% YoY
Every $100 of equity generates 23 in profit
Keeps 30 of every $100 in revenue as profit
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 : IAG
The strongest argument for IAG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.5% and operating margin at 52.8%. Revenue growth of 115.9% 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 PEG Ratio.
Key Dynamics to Monitor
IAG carries more volatility with a beta of 2.20 — expect wider price swings.
IAG is growing revenue faster at 115.9% — 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 (84/100 vs 80/100), backed by strong 31.1% margins and 64.9% revenue growth. IAG offers better value entry with a 46.4% 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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