Franco-Nevada Corporation (FNV)vsOsisko Gold Ro (OR)
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
OR
Osisko Gold Ro
$34.77
+0.40%
BASIC MATERIALS · Cap: $6.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 550% more annual revenue ($1.80B vs $277.37M). OR leads profitability with a 74.3% profit margin vs 61.6%. OR trades at a lower P/E of 31.8x. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
OR
Strong Buy67
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
+14.0%
Fair Value
$51.01
Current Price
$34.77
$16.24 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
Keeps 74 of every $100 in revenue as profit
Strong operational efficiency at 77.5%
Revenue surging 59.4% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
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 : OR
The strongest argument for OR centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 74.3% and operating margin at 77.5%. Revenue growth of 59.4% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : OR
The primary concerns for OR are P/E Ratio.
Key Dynamics to Monitor
OR carries more volatility with a beta of 1.27 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
OR generates stronger free cash flow (116M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FNV scores higher overall (68/100 vs 67/100), 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.
Visit Website →Osisko Gold Ro
BASIC MATERIALS · GOLD · USA
Osisko Gold Royalties Ltd acquires and manages precious metals and other royalties, transfers and acquisitions and other interests in Canada and internationally. The company is headquartered in Montreal, Canada.
Visit Website →Compare with Other GOLD Stocks
Want to dig deeper into these stocks?