WallStSmart

Collective Mining Ltd. (CNL)vsNewmont Goldcorp Corp (NEM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

NEM leads profitability with a 33.9% profit margin vs 0.0%. NEM earns a higher WallStSmart Score of 78/100 (B+).

CNL

Avoid

20

out of 100

Grade: F

Growth: 4.3Profit: 3.0Value: 5.0Quality: 8.0
Piotroski: 3/9Altman Z: 5.47

NEM

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 4.0Quality: 8.5
Piotroski: 7/9Altman Z: 2.11
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CNL.

NEMSignificantly Overvalued (-63.2%)

Margin of Safety

-63.2%

Fair Value

$60.39

Current Price

$108.35

$47.96 premium

UndervaluedFair: $60.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNL1 strengths · Avg: 10.0/10
Altman Z-ScoreHealth
5.4710/10

Safe zone — low bankruptcy risk

NEM6 strengths · Avg: 9.7/10
Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
61.4%10/10

Strong operational efficiency at 61.4%

Revenue GrowthGrowth
45.8%10/10

Revenue surging 45.8% year-over-year

EPS GrowthGrowth
78.6%10/10

Earnings expanding 78.6% YoY

Market CapQuality
$116.90B9/10

Large-cap with strong market position

Return on EquityProfitability
24.2%9/10

Every $100 of equity generates 24 in profit

Areas to Watch

CNL4 concerns · Avg: 3.8/10
Price/BookValuation
9.6x4/10

Trading at 9.6x book value

Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.51B3/10

Smaller company, higher risk/reward

NEM1 concerns · Avg: 2.0/10
PEG RatioValuation
2.782/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CNL

The strongest argument for CNL centers on Altman Z-Score.

Bull Case : NEM

The strongest argument for NEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 33.9% and operating margin at 61.4%. Revenue growth of 45.8% demonstrates continued momentum.

Bear Case : CNL

The primary concerns for CNL are Price/Book, Revenue Growth, EPS Growth.

Bear Case : NEM

The primary concerns for NEM are PEG Ratio.

Key Dynamics to Monitor

CNL profiles as a value stock while NEM is a growth play — different risk/reward profiles.

CNL carries more volatility with a beta of 1.02 — expect wider price swings.

NEM is growing revenue faster at 45.8% — sustainability is the question.

NEM generates stronger free cash flow (3.1B), providing more financial flexibility.

Bottom Line

NEM scores higher overall (78/100 vs 20/100), backed by strong 33.9% margins and 45.8% revenue growth. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Collective Mining Ltd.

BASIC MATERIALS · GOLD · USA

Collective Mining Ltd. (CNL) is a Canadian exploration and development company focused on unlocking the potential of high-grade precious and base metal projects in Colombia, an area known for its rich mineral wealth. The company is actively advancing its flagship assets through cutting-edge exploration methodologies aimed at identifying significant gold and copper resources. Supported by an experienced management team and a strong financial framework, Collective Mining is strategically positioned to meet the increasing global demand for minerals while adhering to sustainable practices, ensuring its role as a vital player in the future of the mining sector.

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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.

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