Franco-Nevada Corporation (FNV)vsMako Mining Corp Common Stock (MAKO)
FNV
Franco-Nevada Corporation
$232.11
+1.78%
BASIC MATERIALS · Cap: $45.21B
MAKO
Mako Mining Corp Common Stock
$8.12
+4.37%
BASIC MATERIALS · Cap: $711.02M
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 1115% more annual revenue ($1.80B vs $148.47M). FNV leads profitability with a 61.6% profit margin vs 22.7%. MAKO trades at a lower P/E of 19.8x. MAKO earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
MAKO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-54.5%
Fair Value
$166.74
Current Price
$232.11
$65.37 premium
Intrinsic value data unavailable for MAKO.
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 45.5%
Revenue surging 74.7% year-over-year
Earnings expanding 209.8% YoY
Every $100 of equity generates 30 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Smaller company, higher risk/reward
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 : MAKO
The strongest argument for MAKO centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.7% and operating margin at 45.5%. Revenue growth of 74.7% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are PEG Ratio, P/E Ratio, Free Cash Flow. A P/E of 40.7x leaves little room for execution misses.
Bear Case : MAKO
The primary concerns for MAKO are Market Cap.
Key Dynamics to Monitor
MAKO carries more volatility with a beta of 1.68 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
MAKO generates stronger free cash flow (19M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FNV scores higher overall (68/100 vs 68/100), backed by strong 61.6% margins and 85.8% 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.
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