Franco-Nevada Corporation (FNV)vsGold Fields Ltd ADR (GFI)
FNV
Franco-Nevada Corporation
$265.93
-0.25%
BASIC MATERIALS · Cap: $51.34B
GFI
Gold Fields Ltd ADR
$42.51
-1.92%
BASIC MATERIALS · Cap: $42.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Gold Fields Ltd ADR generates 394% more annual revenue ($11.37B vs $2.30B). FNV leads profitability with a 64.2% profit margin vs 38.7%. GFI appears more attractively valued with a PEG of 11.59. GFI earns a higher WallStSmart Score of 74/100 (B).
FNV
Strong Buy68
out of 100
Grade: B-
GFI
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.9%
Fair Value
$208.05
Current Price
$265.93
$57.88 premium
Margin of Safety
-78.1%
Fair Value
$24.34
Current Price
$42.51
$18.17 premium
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
Every $100 of equity generates 70 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 55.0%
Revenue surging 78.9% year-over-year
Earnings expanding 81.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 8.4x book value
Expensive relative to growth rate
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 : GFI
The strongest argument for GFI centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.7% and operating margin at 55.0%. Revenue growth of 78.9% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : GFI
The primary concerns for GFI are Price/Book, PEG Ratio.
Key Dynamics to Monitor
FNV carries more volatility with a beta of 0.96 — expect wider price swings.
GFI is growing revenue faster at 78.9% — sustainability is the question.
GFI generates stronger free cash flow (2.4B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GFI scores higher overall (74/100 vs 68/100), backed by strong 38.7% margins and 78.9% 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.
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 →Gold Fields Ltd ADR
BASIC MATERIALS · GOLD · USA
Gold Fields Limited is a gold producer with reserves and resources in Chile, South Africa, Ghana, West Africa, Australia and Peru. The company is headquartered in Sandton, South Africa.
Visit Website →Compare with Other GOLD Stocks
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