WallStSmart

Barrick Mining Corporation (B)vsDRDGOLD Limited ADR (DRD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Barrick Mining Corporation generates 85% more annual revenue ($20.66B vs $11.16B). DRD leads profitability with a 38.1% profit margin vs 31.6%. DRD appears more attractively valued with a PEG of 1.00. DRD earns a higher WallStSmart Score of 85/100 (A-).

B

Exceptional Buy

82

out of 100

Grade: A-

Growth: 9.3Profit: 9.0Value: 8.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.34

DRD

Exceptional Buy

85

out of 100

Grade: A-

Growth: 10.0Profit: 10.0Value: 9.3Quality: 9.0
Piotroski: 4/9Altman Z: 4.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BUndervalued (+89.5%)

Margin of Safety

+89.5%

Fair Value

$364.47

Current Price

$38.24

$326.23 discount

UndervaluedFair: $364.47Overvalued
DRDUndervalued (+36.2%)

Margin of Safety

+36.2%

Fair Value

$56.90

Current Price

$24.82

$32.08 discount

UndervaluedFair: $56.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

B6 strengths · Avg: 9.8/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
31.6%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
51.3%10/10

Strong operational efficiency at 51.3%

Revenue GrowthGrowth
43.8%10/10

Revenue surging 43.8% year-over-year

EPS GrowthGrowth
55.3%10/10

Earnings expanding 55.3% YoY

Market CapQuality
$67.19B9/10

Large-cap with strong market position

DRD6 strengths · Avg: 10.0/10
P/E RatioValuation
8.9x10/10

Attractively priced relative to earnings

Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Profit MarginProfitability
38.1%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
54.9%10/10

Strong operational efficiency at 54.9%

Revenue GrowthGrowth
49.8%10/10

Revenue surging 49.8% year-over-year

EPS GrowthGrowth
82.2%10/10

Earnings expanding 82.2% YoY

Areas to Watch

B1 concerns · Avg: 4.0/10
PEG RatioValuation
2.044/10

Expensive relative to growth rate

DRD0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : B

The strongest argument for B centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 31.6% and operating margin at 51.3%. Revenue growth of 43.8% demonstrates continued momentum.

Bull Case : DRD

The strongest argument for DRD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.1% and operating margin at 54.9%. Revenue growth of 49.8% demonstrates continued momentum.

Bear Case : B

The primary concerns for B are PEG Ratio.

Bear Case : DRD

No major red flags identified for DRD, but monitor valuation.

Key Dynamics to Monitor

B carries more volatility with a beta of 1.14 — expect wider price swings.

DRD is growing revenue faster at 49.8% — sustainability is the question.

DRD generates stronger free cash flow (1.5B), providing more financial flexibility.

Monitor GOLD industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DRD scores higher overall (85/100 vs 82/100), backed by strong 38.1% margins and 49.8% revenue growth. B offers better value entry with a 89.5% margin of safety. Both earn "Exceptional Buy" and "Exceptional 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.

Barrick Mining Corporation

BASIC MATERIALS · GOLD · USA

Barnes Group Inc. provides engineering products, industrial technologies, and solutions in the United States and internationally. The company is headquartered in Bristol, Connecticut.

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DRDGOLD Limited ADR

BASIC MATERIALS · GOLD · USA

DRDGOLD Limited, a gold mining company, is engaged in the surface gold tailings retreatment business in South Africa. The company is headquartered in Johannesburg, South Africa.

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