Franco-Nevada Corporation (FNV)vsOsisko Gold Ro (OR)
FNV
Franco-Nevada Corporation
$220.73
-7.31%
BASIC MATERIALS · Cap: $40.40B
OR
Osisko Gold Ro
$33.89
-6.20%
BASIC MATERIALS · Cap: $6.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 542% more annual revenue ($2.09B vs $325.29M). OR leads profitability with a 78.1% profit margin vs 65.7%. OR trades at a lower P/E of 25.3x. FNV earns a higher WallStSmart Score of 71/100 (B).
FNV
Strong Buy71
out of 100
Grade: B
OR
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.5%
Fair Value
$188.83
Current Price
$220.73
$31.90 premium
Margin of Safety
-88.9%
Fair Value
$23.22
Current Price
$33.89
$10.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 79.3%
Revenue surging 77.7% year-over-year
Earnings expanding 123.1% YoY
Safe zone — low bankruptcy risk
Keeps 78 of every $100 in revenue as profit
Strong operational efficiency at 85.4%
Revenue surging 87.3% year-over-year
Earnings expanding 184.4% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Moderate valuation
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 65.7% and operating margin at 79.3%. Revenue growth of 77.7% 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 78.1% and operating margin at 85.4%. Revenue growth of 87.3% 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 P/E Ratio, Free Cash Flow.
Key Dynamics to Monitor
OR carries more volatility with a beta of 1.30 — expect wider price swings.
OR is growing revenue faster at 87.3% — sustainability is the question.
FNV generates stronger free cash flow (70M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FNV scores higher overall (71/100 vs 67/100), backed by strong 65.7% margins and 77.7% 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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