Franco-Nevada Corporation (FNV)vsBanco Santander SA ADR (SAN)
FNV
Franco-Nevada Corporation
$233.67
+1.28%
BASIC MATERIALS · Cap: $44.52B
SAN
Banco Santander SA ADR
$10.77
-3.80%
FINANCIAL SERVICES · Cap: $163.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Banco Santander SA ADR generates 2496% more annual revenue ($46.84B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 30.1%. SAN appears more attractively valued with a PEG of 2.53. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
SAN
Buy63
out of 100
Grade: C+
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
+72.4%
Fair Value
$45.40
Current Price
$10.77
$34.63 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Large-cap with strong market position
Earnings expanding 25.3% YoY
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
Expensive relative to growth rate
Revenue declined 6.4%
Distress zone — elevated risk
Elevated debt levels
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 : SAN
The strongest argument for SAN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 43.7%.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : SAN
The primary concerns for SAN are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
FNV profiles as a growth stock while SAN is a declining play — different risk/reward profiles.
SAN carries more volatility with a beta of 0.92 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
Monitor GOLD industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FNV scores higher overall (68/100 vs 63/100), backed by strong 61.6% margins and 85.8% revenue growth. SAN offers better value entry with a 72.4% margin of safety. Both earn "Strong Buy" and "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 →Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
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