Franco-Nevada Corporation (FNV)vsIAMGold Corporation (IAG)
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
IAG
IAMGold Corporation
$17.74
+4.23%
BASIC MATERIALS · Cap: $10.10B
Smart Verdict
WallStSmart Research — data-driven comparison
IAMGold Corporation generates 58% more annual revenue ($2.85B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 23.3%. FNV appears more attractively valued with a PEG of 11.81. IAG earns a higher WallStSmart Score of 78/100 (B+).
FNV
Strong Buy68
out of 100
Grade: B-
IAG
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.0%
Fair Value
$274.25
Current Price
$233.67
$40.58 discount
Margin of Safety
+58.2%
Fair Value
$53.82
Current Price
$17.74
$36.08 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 76.1%
Revenue surging 85.8% year-over-year
Earnings expanding 108.8% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 51.9%
Revenue surging 131.6% year-over-year
Keeps 23 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
3.6% earnings growth
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 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bull Case : IAG
The strongest argument for IAG centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 51.9%. Revenue growth of 131.6% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : IAG
The primary concerns for IAG are EPS Growth, PEG Ratio.
Key Dynamics to Monitor
IAG carries more volatility with a beta of 2.18 — expect wider price swings.
IAG is growing revenue faster at 131.6% — sustainability is the question.
IAG generates stronger free cash flow (603M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IAG scores higher overall (78/100 vs 68/100), backed by strong 23.3% margins and 131.6% 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 →IAMGold Corporation
BASIC MATERIALS · GOLD · USA
IAMGOLD Corporation explores, develops and operates gold mining properties in North America, South America and West Africa. The company is headquartered in Toronto, Canada.
Visit Website →Compare with Other GOLD Stocks
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