AngloGold Ashanti plc (AU)vsRoyal Gold Inc (RGLD)
AU
AngloGold Ashanti plc
$84.12
-8.73%
BASIC MATERIALS · Cap: $42.69B
RGLD
Royal Gold Inc
$206.07
-6.40%
BASIC MATERIALS · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 762% more annual revenue ($11.17B vs $1.30B). RGLD leads profitability with a 48.9% profit margin vs 31.1%. 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-
RGLD
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
Margin of Safety
+40.9%
Fair Value
$482.69
Current Price
$206.07
$276.62 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
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 63.8%
Revenue surging 143.0% year-over-year
Earnings expanding 91.9% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Moderate valuation
Weak financial health signals
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 : RGLD
The strongest argument for RGLD centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 48.9% and operating margin at 63.8%. Revenue growth of 143.0% demonstrates continued momentum.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : RGLD
The primary concerns for RGLD are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
AU carries more volatility with a beta of 0.64 — expect wider price swings.
RGLD is growing revenue faster at 143.0% — 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 77/100), backed by strong 31.1% margins and 64.9% revenue growth. RGLD offers better value entry with a 40.9% 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 →Royal Gold Inc
BASIC MATERIALS · GOLD · USA
Royal Gold, Inc., acquires and manages precious metal flows, royalties and related interests. The company is headquartered in Denver, Colorado.
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