Franco-Nevada Corporation (FNV)vsFortuna Silver Mines Inc (FSM)
FNV
Franco-Nevada Corporation
$266.00
+2.05%
BASIC MATERIALS · Cap: $51.34B
FSM
Fortuna Silver Mines Inc
$11.63
-3.04%
BASIC MATERIALS · Cap: $3.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 95% more annual revenue ($2.30B vs $1.18B). FNV leads profitability with a 64.2% profit margin vs 32.0%. FSM trades at a lower P/E of 10.4x. FSM earns a higher WallStSmart Score of 77/100 (B+).
FNV
Strong Buy68
out of 100
Grade: B-
FSM
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.9%
Fair Value
$207.97
Current Price
$266.00
$58.03 premium
Margin of Safety
+52.0%
Fair Value
$25.12
Current Price
$11.63
$13.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 77.0%
Revenue surging 58.2% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 43.0% YoY
Attractively priced relative to earnings
Keeps 32 of every $100 in revenue as profit
Strong operational efficiency at 51.1%
Revenue surging 38.2% year-over-year
Earnings expanding 101.4% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 64.2% and operating margin at 77.0%. Revenue growth of 58.2% demonstrates continued momentum.
Bull Case : FSM
The strongest argument for FSM centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 32.0% and operating margin at 51.1%. Revenue growth of 38.2% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : FSM
No major red flags identified for FSM, but monitor valuation.
Key Dynamics to Monitor
FSM carries more volatility with a beta of 2.21 — expect wider price swings.
FNV is growing revenue faster at 58.2% — sustainability is the question.
FNV generates stronger free cash flow (402M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSM scores higher overall (77/100 vs 68/100), backed by strong 32.0% margins and 38.2% 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.
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 →Fortuna Silver Mines Inc
BASIC MATERIALS · GOLD · USA
Fortuna Silver Mines Inc. is engaged in the exploration, extraction and processing of precious and base metal deposits in Latin America. The company is headquartered in Vancouver, Canada.
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