Franco-Nevada Corporation (FNV)vsPan American Silver Corp. (PAAS)
FNV
Franco-Nevada Corporation
$220.73
-7.31%
BASIC MATERIALS · Cap: $40.40B
PAAS
Pan American Silver Corp.
$48.91
-5.50%
BASIC MATERIALS · Cap: $21.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Pan American Silver Corp. generates 92% more annual revenue ($4.00B vs $2.09B). FNV leads profitability with a 65.7% profit margin vs 31.7%. PAAS appears more attractively valued with a PEG of 7.02. PAAS earns a higher WallStSmart Score of 76/100 (B+).
FNV
Strong Buy71
out of 100
Grade: B
PAAS
Strong Buy76
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
Intrinsic value data unavailable for PAAS.
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 32 of every $100 in revenue as profit
Strong operational efficiency at 48.1%
Revenue surging 49.3% year-over-year
Earnings expanding 131.6% YoY
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Expensive relative to growth rate
Expensive relative to growth rate
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 : PAAS
The strongest argument for PAAS centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 31.7% and operating margin at 48.1%. Revenue growth of 49.3% demonstrates continued momentum.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : PAAS
The primary concerns for PAAS are PEG Ratio.
Key Dynamics to Monitor
PAAS carries more volatility with a beta of 1.50 — expect wider price swings.
FNV is growing revenue faster at 77.7% — sustainability is the question.
PAAS generates stronger free cash flow (400M), providing more financial flexibility.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PAAS scores higher overall (76/100 vs 71/100), backed by strong 31.7% margins and 49.3% 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 →Pan American Silver Corp.
BASIC MATERIALS · GOLD · USA
Pan American Silver Corp. The company is headquartered in Vancouver, Canada.
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