Ero Copper Corp (ERO)vsTriple Flag Precious Metals Corp (TFPM)
ERO
Ero Copper Corp
$36.48
-2.17%
BASIC MATERIALS · Cap: $3.62B
TFPM
Triple Flag Precious Metals Corp
$32.52
-3.59%
BASIC MATERIALS · Cap: $6.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Ero Copper Corp generates 114% more annual revenue ($1.04B vs $488.58M). TFPM leads profitability with a 84.3% profit margin vs 29.8%. ERO trades at a lower P/E of 11.8x. ERO earns a higher WallStSmart Score of 76/100 (B+).
ERO
Strong Buy76
out of 100
Grade: B+
TFPM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.8%
Fair Value
$30.07
Current Price
$36.48
$6.41 premium
Intrinsic value data unavailable for TFPM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Strong operational efficiency at 37.6%
Revenue surging 73.9% year-over-year
Keeps 30 of every $100 in revenue as profit
Earnings expanding 25.0% YoY
Keeps 84 of every $100 in revenue as profit
Strong operational efficiency at 65.1%
Revenue surging 37.3% year-over-year
Earnings expanding 172.2% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : ERO
The strongest argument for ERO centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 29.8% and operating margin at 37.6%. Revenue growth of 73.9% demonstrates continued momentum.
Bull Case : TFPM
The strongest argument for TFPM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.3% and operating margin at 65.1%. Revenue growth of 37.3% demonstrates continued momentum.
Bear Case : ERO
No major red flags identified for ERO, but monitor valuation.
Bear Case : TFPM
The primary concerns for TFPM are Free Cash Flow.
Key Dynamics to Monitor
ERO carries more volatility with a beta of 1.67 — expect wider price swings.
ERO is growing revenue faster at 73.9% — sustainability is the question.
ERO generates stronger free cash flow (52M), providing more financial flexibility.
Monitor COPPER industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ERO scores higher overall (76/100 vs 72/100), backed by strong 29.8% margins and 73.9% revenue growth. Both earn "Strong 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.
Ero Copper Corp
BASIC MATERIALS · COPPER · USA
Ero Copper Corp. The company is headquartered in Vancouver, Canada.
Triple Flag Precious Metals Corp
BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA
Triple Flag Precious Metals Corp (TFPM) is a leading precious metals streaming and royalty company that provides innovative capital solutions to the mining industry by securing a portion of future production. With a well-diversified portfolio across premier mining jurisdictions, TFPM effectively mitigates operational risks while capitalizing on the growing global demand for gold and silver. Its unique financial model not only enhances mining operations but also positions the company to take advantage of favorable market conditions. Backed by a strong management team and a robust balance sheet, Triple Flag offers institutional investors an attractive opportunity for resilience and growth within their commodity allocations.
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