Ero Copper Corp (ERO)vsTaseko Mines Ltd (TGB)
ERO
Ero Copper Corp
$25.78
-16.19%
BASIC MATERIALS · Cap: $3.06B
TGB
Taseko Mines Ltd
$7.63
-3.90%
BASIC MATERIALS · Cap: $2.74B
Smart Verdict
WallStSmart Research — data-driven comparison
Ero Copper Corp generates 20% more annual revenue ($923.93M vs $770.85M). ERO leads profitability with a 31.6% profit margin vs 2.0%. ERO trades at a lower P/E of 10.5x. ERO earns a higher WallStSmart Score of 78/100 (B+).
ERO
Strong Buy78
out of 100
Grade: B+
TGB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.0%
Fair Value
$26.93
Current Price
$25.78
$1.15 premium
Margin of Safety
+2.3%
Fair Value
$7.31
Current Price
$7.63
$0.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 34.7%
Revenue surging 110.4% year-over-year
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 70.4% year-over-year
Strong operational efficiency at 23.4%
Areas to Watch
No major concerns identified
ROE of 1.9% — below average capital efficiency
2.0% margin — thin
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ERO
The strongest argument for ERO centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 31.6% and operating margin at 34.7%. Revenue growth of 110.4% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 70.4% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : ERO
No major red flags identified for ERO, but monitor valuation.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Debt/Equity. A P/E of 187.5x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
ERO profiles as a growth stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 1.98 — expect wider price swings.
ERO is growing revenue faster at 110.4% — sustainability is the question.
TGB generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
ERO scores higher overall (78/100 vs 55/100), backed by strong 31.6% margins and 110.4% revenue growth. Both earn "Strong Buy" and "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.
Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
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