Franco-Nevada Corporation (FNV)vsTaseko Mines Ltd (TGB)
FNV
Franco-Nevada Corporation
$238.80
+1.02%
BASIC MATERIALS · Cap: $45.60B
TGB
Taseko Mines Ltd
$7.87
-2.72%
BASIC MATERIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Franco-Nevada Corporation generates 134% more annual revenue ($2.30B vs $985.32M). FNV leads profitability with a 64.2% profit margin vs 1.6%. TGB appears more attractively valued with a PEG of 0.33. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
TGB
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-23.8%
Fair Value
$208.09
Current Price
$238.80
$30.71 premium
Margin of Safety
+19.4%
Fair Value
$9.25
Current Price
$7.87
$1.38 discount
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
Earnings expanding 43.0% YoY
Growing faster than its price suggests
Revenue surging 184.8% year-over-year
Strong operational efficiency at 22.5%
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of 1.9% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
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 64.2% and operating margin at 77.0%. Revenue growth of 58.2% demonstrates continued momentum.
Bull Case : TGB
The strongest argument for TGB centers on PEG Ratio, Revenue Growth, Operating Margin. Revenue growth of 184.8% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : TGB
The primary concerns for TGB are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 398.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
FNV profiles as a growth stock while TGB is a hypergrowth play — different risk/reward profiles.
TGB carries more volatility with a beta of 2.09 — expect wider price swings.
TGB is growing revenue faster at 184.8% — sustainability is the question.
FNV generates stronger free cash flow (384M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 52/100), backed by strong 64.2% margins and 58.2% revenue growth. TGB offers better value entry with a 19.4% 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 →Taseko Mines Ltd
BASIC MATERIALS · COPPER · USA
Taseko Mines Limited, a mining company, acquires, develops and operates mineral properties. The company is headquartered in Vancouver, Canada.
Visit Website →Compare with Other GOLD Stocks
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