Franco-Nevada Corporation (FNV)vsOsisko Gold Ro (OR)
FNV
Franco-Nevada Corporation
$267.20
+2.11%
BASIC MATERIALS · Cap: $51.29B
OR
Osisko Gold Ro
$37.55
+3.99%
BASIC MATERIALS · Cap: $6.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 534% more annual revenue ($2.30B vs $362.74M). OR leads profitability with a 78.0% profit margin vs 64.2%. OR trades at a lower P/E of 24.1x. OR earns a higher WallStSmart Score of 69/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
OR
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.9%
Fair Value
$208.07
Current Price
$267.20
$59.13 premium
Margin of Safety
-69.9%
Fair Value
$25.82
Current Price
$37.55
$11.73 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 77.0%
Revenue surging 58.2% year-over-year
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 43.0% YoY
Keeps 78 of every $100 in revenue as profit
Strong operational efficiency at 77.0%
Revenue surging 62.0% year-over-year
Earnings expanding 92.4% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
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 64.2% and operating margin at 77.0%. Revenue growth of 58.2% 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 78.0% and operating margin at 77.0%. Revenue growth of 62.0% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : OR
The primary concerns for OR are Free Cash Flow.
Key Dynamics to Monitor
OR carries more volatility with a beta of 1.37 — expect wider price swings.
OR is growing revenue faster at 62.0% — sustainability is the question.
FNV generates stronger free cash flow (402M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OR scores higher overall (69/100 vs 68/100), backed by strong 78.0% margins and 62.0% 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
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