Franco-Nevada Corporation (FNV)vsKinross Gold Corporation (KGC)
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
KGC
Kinross Gold Corporation
$29.02
+3.94%
BASIC MATERIALS · Cap: $34.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Kinross Gold Corporation generates 291% more annual revenue ($7.05B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 33.9%. KGC appears more attractively valued with a PEG of 1.12. KGC earns a higher WallStSmart Score of 81/100 (A-).
FNV
Strong Buy68
out of 100
Grade: B-
KGC
Exceptional Buy81
out of 100
Grade: A-
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
+61.9%
Fair Value
$91.26
Current Price
$29.02
$62.24 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
Every $100 of equity generates 32 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 49.2%
Revenue surging 42.9% year-over-year
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
2.4% earnings growth
Distress zone — elevated risk
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 : KGC
The strongest argument for KGC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 49.2%. Revenue growth of 42.9% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : KGC
The primary concerns for KGC are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
KGC carries more volatility with a beta of 1.32 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
KGC generates stronger free cash flow (819M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KGC scores higher overall (81/100 vs 68/100), backed by strong 33.9% margins and 42.9% revenue growth. Both earn "Exceptional 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 →Kinross Gold Corporation
BASIC MATERIALS · GOLD · USA
Kinross Gold Corporation is engaged in the acquisition, exploration and development of gold properties primarily in the United States, the Russian Federation, Brazil, Chile, Ghana and Mauritania. The company is headquartered in Toronto, Canada.
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