AngloGold Ashanti plc (AU)vsKinross Gold Corporation (KGC)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
KGC
Kinross Gold Corporation
$29.02
+3.94%
BASIC MATERIALS · Cap: $34.89B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 40% more annual revenue ($9.89B vs $7.05B). KGC leads profitability with a 33.9% profit margin vs 26.7%. 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-
KGC
Exceptional Buy81
out of 100
Grade: A-
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
+61.9%
Fair Value
$91.26
Current Price
$29.02
$62.24 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
Every $100 of equity generates 32 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Revenue surging 42.9% year-over-year
Attractively priced relative to earnings
Areas to Watch
No major concerns identified
2.4% earnings growth
Distress zone — elevated risk
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 : KGC
The strongest argument for KGC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 49.2%. Revenue growth of 42.9% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : KGC
The primary concerns for KGC are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
KGC carries more volatility with a beta of 1.32 — 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 81/100), backed by strong 26.7% margins and 75.3% revenue growth. KGC offers better value entry with a 61.9% margin of safety. 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 →Kinross Gold Corporation
BASIC MATERIALS · GOLD · USA
Kinross Gold Corporation is engaged in the acquisition, exploration and development of gold properties primarily in the United States, the Russian Federation, Brazil, Chile, Ghana and Mauritania. The company is headquartered in Toronto, Canada.
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