AngloGold Ashanti plc (AU)vsMP Materials Corp (MP)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
MP
MP Materials Corp
$53.74
+0.84%
BASIC MATERIALS · Cap: $9.47B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 3491% more annual revenue ($9.89B vs $275.46M). AU leads profitability with a 26.7% profit margin vs -31.2%. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
MP
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$89.55
$153.34 discount
Intrinsic value data unavailable for MP.
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
Revenue surging 70.0% year-over-year
Areas to Watch
No major concerns identified
ROE of -5.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
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 : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : MP
The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
AU profiles as a growth stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.62 — 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.
Bottom Line
AU scores higher overall (84/100 vs 29/100), backed by strong 26.7% margins and 75.3% revenue growth. Both earn "Exceptional Buy" and "Avoid" 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 →MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
Compare with Other GOLD Stocks
Want to dig deeper into these stocks?