AngloGold Ashanti plc (AU)vsValmont Industries Inc (VMI)
AU
AngloGold Ashanti plc
$89.55
+4.36%
BASIC MATERIALS · Cap: $43.34B
VMI
Valmont Industries Inc
$406.39
+0.59%
INDUSTRIALS · Cap: $7.94B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 141% more annual revenue ($9.89B vs $4.10B). AU leads profitability with a 26.7% profit margin vs 8.5%. 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-
VMI
Buy63
out of 100
Grade: C+
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
+39.1%
Fair Value
$785.30
Current Price
$406.39
$378.91 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
Earnings expanding 135.3% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Areas to Watch
No major concerns identified
Expensive relative to growth rate
0.1% revenue growth
Weak financial health signals
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 : VMI
The strongest argument for VMI centers on EPS Growth, Debt/Equity, Return on Equity.
Bear Case : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
AU profiles as a growth stock while VMI is a value play — different risk/reward profiles.
VMI carries more volatility with a beta of 1.21 — 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 63/100), backed by strong 26.7% margins and 75.3% revenue growth. VMI offers better value entry with a 39.1% 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 →Valmont Industries Inc
INDUSTRIALS · CONGLOMERATES · USA
Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.
Visit Website →Compare with Other GOLD Stocks
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