Franco-Nevada Corporation (FNV)vsNVIDIA Corporation (NVDA)
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
NVDA
NVIDIA Corporation
$178.68
+1.99%
TECHNOLOGY · Cap: $4.26T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 11869% more annual revenue ($215.94B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 55.6%. NVDA appears more attractively valued with a PEG of 0.72. NVDA earns a higher WallStSmart Score of 79/100 (B+).
FNV
Strong Buy68
out of 100
Grade: B-
NVDA
Strong Buy79
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
+23.6%
Fair Value
$229.32
Current Price
$178.68
$50.64 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
Mega-cap, among the largest globally
Every $100 of equity generates 101 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 27.6x book value
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 : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
NVDA carries more volatility with a beta of 2.38 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (79/100 vs 68/100), backed by strong 55.6% margins and 73.2% 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 →NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →Compare with Other GOLD Stocks
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