AngloGold Ashanti plc (AU)vsNewmont Goldcorp Corp (NEM)
AU
AngloGold Ashanti plc
$79.99
-6.65%
BASIC MATERIALS · Cap: $40.40B
NEM
Newmont Goldcorp Corp
$95.80
-3.43%
BASIC MATERIALS · Cap: $104.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Newmont Goldcorp Corp generates 129% more annual revenue ($22.67B vs $9.89B). NEM leads profitability with a 31.2% 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-
NEM
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$242.89
Current Price
$79.99
$162.90 discount
Margin of Safety
-186.8%
Fair Value
$43.45
Current Price
$95.80
$52.35 premium
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
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 58.1%
Conservative balance sheet, low leverage
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Earnings declined 4.6%
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 47.2%. Revenue growth of 75.3% demonstrates continued momentum.
Bull Case : NEM
The strongest argument for NEM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.2% and operating margin at 58.1%. Revenue growth of 20.6% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : NEM
The primary concerns for NEM are PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AU carries more volatility with a beta of 0.55 — expect wider price swings.
AU is growing revenue faster at 75.3% — sustainability is the question.
NEM generates stronger free cash flow (1.4B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AU scores higher overall (84/100 vs 65/100), backed by strong 26.7% margins and 75.3% revenue growth. 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 →Newmont Goldcorp Corp
BASIC MATERIALS · GOLD · USA
Newmont Corporation, based in Greenwood Village, Colorado, United States, is one of the largest gold mining companies in the world.
Visit Website →Compare with Other GOLD Stocks
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