WallStSmart

Franco-Nevada Corporation (FNV)vsOsisko Development Corp. (ODV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Franco-Nevada Corporation generates 5439% more annual revenue ($2.09B vs $37.69M). FNV leads profitability with a 65.7% profit margin vs -189.6%. FNV earns a higher WallStSmart Score of 71/100 (B).

FNV

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 9.0Value: 3.3Quality: 7.8
Piotroski: 4/9Altman Z: 8.71

ODV

Avoid

33

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 6.0
Piotroski: 3/9Altman Z: -0.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FNVSignificantly Overvalued (-36.4%)

Margin of Safety

-36.4%

Fair Value

$188.88

Current Price

$218.74

$29.86 premium

UndervaluedFair: $188.88Overvalued

Intrinsic value data unavailable for ODV.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FNV5 strengths · Avg: 10.0/10
Profit MarginProfitability
65.7%10/10

Keeps 66 of every $100 in revenue as profit

Operating MarginProfitability
79.3%10/10

Strong operational efficiency at 79.3%

Revenue GrowthGrowth
77.7%10/10

Revenue surging 77.7% year-over-year

EPS GrowthGrowth
123.1%10/10

Earnings expanding 123.1% YoY

Altman Z-ScoreHealth
8.7110/10

Safe zone — low bankruptcy risk

ODV3 strengths · Avg: 9.7/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
2639.0%10/10

Revenue surging 2639.0% year-over-year

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

Areas to Watch

FNV2 concerns · Avg: 3.0/10
P/E RatioValuation
29.5x4/10

Moderate valuation

PEG RatioValuation
11.812/10

Expensive relative to growth rate

ODV4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$743.52M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-7.3%2/10

ROE of -7.3% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : FNV

The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 65.7% and operating margin at 79.3%. Revenue growth of 77.7% demonstrates continued momentum.

Bull Case : ODV

The strongest argument for ODV centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 2639.0% demonstrates continued momentum.

Bear Case : FNV

The primary concerns for FNV are P/E Ratio, PEG Ratio.

Bear Case : ODV

The primary concerns for ODV are EPS Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

FNV profiles as a growth stock while ODV is a hypergrowth play — different risk/reward profiles.

ODV carries more volatility with a beta of 1.86 — expect wider price swings.

ODV is growing revenue faster at 2639.0% — sustainability is the question.

FNV generates stronger free cash flow (70M), providing more financial flexibility.

Bottom Line

FNV scores higher overall (71/100 vs 33/100), backed by strong 65.7% margins and 77.7% revenue growth. Both earn "Strong Buy" and "Avoid" 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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Osisko Development Corp.

BASIC MATERIALS · GOLD · USA

Osisko Development Corp. is a leading Canadian mining company focused on the exploration and development of high-quality gold assets, prominently featuring its flagship Cariboo Gold Project in the heart of Québec's mineral-rich landscape. The company is committed to sustainable mining practices and fostering strong community relationships, which are central to its operational philosophy. Backed by a seasoned management team and the use of innovative technologies, Osisko Development aims to enhance operational efficiencies and drive shareholder value. As a key player in the North American gold sector, the company is well-positioned to leverage industry trends and provide substantial long-term growth potential for investors.

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