WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Barrick Mining Corporation generates 109% more annual revenue ($19.04B vs $9.13B). DRD leads profitability with a 35.1% profit margin vs 32.1%. DRD appears more attractively valued with a PEG of 1.00. B earns a higher WallStSmart Score of 82/100 (A-).

B

Exceptional Buy

82

out of 100

Grade: A-

Growth: 9.3Profit: 9.0Value: 8.0Quality: 9.0
Piotroski: 7/9Altman Z: 2.38

DRD

Exceptional Buy

81

out of 100

Grade: A-

Growth: 9.3Profit: 10.0Value: 7.3Quality: 9.0
Piotroski: 4/9Altman Z: 3.45
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BUndervalued (+89.3%)

Margin of Safety

+89.3%

Fair Value

$344.28

Current Price

$36.68

$307.60 discount

UndervaluedFair: $344.28Overvalued
DRDUndervalued (+12.2%)

Margin of Safety

+12.2%

Fair Value

$41.34

Current Price

$21.10

$20.24 discount

UndervaluedFair: $41.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

B6 strengths · Avg: 9.8/10
P/E RatioValuation
10.1x10/10

Attractively priced relative to earnings

Profit MarginProfitability
32.1%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
56.2%10/10

Strong operational efficiency at 56.2%

Revenue GrowthGrowth
66.7%10/10

Revenue surging 66.7% year-over-year

EPS GrowthGrowth
254.2%10/10

Earnings expanding 254.2% YoY

Market CapQuality
$61.86B9/10

Large-cap with strong market position

DRD6 strengths · Avg: 10.0/10
Return on EquityProfitability
44.8%10/10

Every $100 of equity generates 45 in profit

Profit MarginProfitability
35.1%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
46.3%10/10

Strong operational efficiency at 46.3%

Revenue GrowthGrowth
32.9%10/10

Revenue surging 32.9% year-over-year

EPS GrowthGrowth
97.9%10/10

Earnings expanding 97.9% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Areas to Watch

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

Expensive relative to growth rate

DRD1 concerns · Avg: 3.0/10
Market CapQuality
$1.85B3/10

Smaller company, higher risk/reward

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 32.1% and operating margin at 56.2%. Revenue growth of 66.7% demonstrates continued momentum.

Bull Case : DRD

The strongest argument for DRD centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 35.1% and operating margin at 46.3%. Revenue growth of 32.9% demonstrates continued momentum.

Bear Case : B

The primary concerns for B are PEG Ratio.

Bear Case : DRD

The primary concerns for DRD are Market Cap.

Key Dynamics to Monitor

B carries more volatility with a beta of 1.10 — expect wider price swings.

B is growing revenue faster at 66.7% — sustainability is the question.

B generates stronger free cash flow (1.7B), providing more financial flexibility.

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

Bottom Line

B scores higher overall (82/100 vs 81/100), backed by strong 32.1% margins and 66.7% revenue growth. 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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