DRDGOLD Limited ADR (DRD)vsFranco-Nevada Corporation (FNV)
DRD
DRDGOLD Limited ADR
$27.91
+1.75%
BASIC MATERIALS · Cap: $2.41B
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
Smart Verdict
WallStSmart Research — data-driven comparison
DRDGOLD Limited ADR generates 406% more annual revenue ($9.13B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 35.1%. DRD appears more attractively valued with a PEG of 1.00. DRD earns a higher WallStSmart Score of 82/100 (A-).
DRD
Exceptional Buy82
out of 100
Grade: A-
FNV
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.6%
Fair Value
$70.67
Current Price
$27.91
$42.76 discount
Margin of Safety
+6.0%
Fair Value
$274.25
Current Price
$233.67
$40.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 35 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Revenue surging 32.9% year-over-year
Earnings expanding 97.9% YoY
Conservative balance sheet, low leverage
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bear Case : DRD
No major red flags identified for DRD, but monitor valuation.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
FNV carries more volatility with a beta of 0.90 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
DRD generates stronger free cash flow (627M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DRD scores higher overall (82/100 vs 68/100), backed by strong 35.1% margins and 32.9% revenue growth. 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.
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.
Visit Website →Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other GOLD Stocks
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