DRDGOLD Limited ADR (DRD)vsNewmont Goldcorp Corp (NEM)
DRD
DRDGOLD Limited ADR
$21.10
-1.08%
BASIC MATERIALS · Cap: $1.85B
NEM
Newmont Goldcorp Corp
$95.29
+0.51%
BASIC MATERIALS · Cap: $101.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Newmont Goldcorp Corp generates 173% more annual revenue ($24.97B vs $9.13B). DRD leads profitability with a 35.1% profit margin vs 33.9%. DRD appears more attractively valued with a PEG of 1.00. NEM earns a higher WallStSmart Score of 81/100 (A-).
DRD
Exceptional Buy81
out of 100
Grade: A-
NEM
Exceptional Buy81
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.2%
Fair Value
$41.34
Current Price
$21.10
$20.24 discount
Margin of Safety
-57.1%
Fair Value
$60.67
Current Price
$95.29
$34.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 45 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 34 of every $100 in revenue as profit
Strong operational efficiency at 61.4%
Revenue surging 45.8% year-over-year
Earnings expanding 78.6% YoY
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
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 : 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 : DRD
The primary concerns for DRD are Market Cap.
Bear Case : NEM
The primary concerns for NEM are PEG Ratio.
Key Dynamics to Monitor
NEM carries more volatility with a beta of 0.48 — 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.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DRD scores higher overall (81/100 vs 81/100), backed by strong 35.1% margins and 32.9% 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.
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 →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.
Visit Website →Compare with Other GOLD Stocks
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