AngloGold Ashanti plc (AU)vsMcKesson Corporation (MCK)
AU
AngloGold Ashanti plc
$107.03
+6.78%
BASIC MATERIALS · Cap: $50.67B
MCK
McKesson Corporation
$736.09
-2.47%
HEALTHCARE · Cap: $92.45B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 3923% more annual revenue ($397.96B vs $9.89B). AU leads profitability with a 26.7% profit margin vs 1.1%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 82/100 (A-).
AU
Exceptional Buy82
out of 100
Grade: A-
MCK
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+63.8%
Fair Value
$2633.47
Current Price
$736.09
$1897.38 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 34 in profit
Strong operational efficiency at 48.0%
Revenue surging 75.3% year-over-year
Earnings expanding 63.1% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 38.0% YoY
Generating 3.4B in free cash flow
Areas to Watch
No major concerns identified
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
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 48.0%. Revenue growth of 75.3% demonstrates continued momentum.
Bull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Market Cap, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
AU profiles as a growth stock while MCK is a value play — different risk/reward profiles.
AU carries more volatility with a beta of 0.62 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
MCK generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
AU scores higher overall (82/100 vs 62/100), backed by strong 26.7% margins and 75.3% revenue growth. MCK offers better value entry with a 63.8% margin of safety. Both earn "Exceptional Buy" and "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 →McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Compare with Other GOLD Stocks
Want to dig deeper into these stocks?