Franco-Nevada Corporation (FNV)vsUniversal Corporation (UVV)
FNV
Franco-Nevada Corporation
$232.11
+1.78%
BASIC MATERIALS · Cap: $45.21B
UVV
Universal Corporation
$53.70
-0.11%
CONSUMER DEFENSIVE · Cap: $1.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Universal Corporation generates 61% more annual revenue ($2.91B vs $1.80B). FNV leads profitability with a 61.6% profit margin vs 2.9%. UVV appears more attractively valued with a PEG of 3.06. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
UVV
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-54.5%
Fair Value
$166.74
Current Price
$232.11
$65.37 premium
Margin of Safety
+33.4%
Fair Value
$79.32
Current Price
$53.70
$25.62 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
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Smaller company, higher risk/reward
ROE of 7.0% — below average capital efficiency
2.9% margin — thin
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 61.6% and operating margin at 76.1%. Revenue growth of 85.8% demonstrates continued momentum.
Bull Case : UVV
The strongest argument for UVV centers on Price/Book, P/E Ratio.
Bear Case : FNV
The primary concerns for FNV are PEG Ratio, P/E Ratio, Free Cash Flow. A P/E of 40.7x leaves little room for execution misses.
Bear Case : UVV
The primary concerns for UVV are Market Cap, Return on Equity, Profit Margin. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
FNV profiles as a growth stock while UVV is a value play — different risk/reward profiles.
FNV carries more volatility with a beta of 0.89 — expect wider price swings.
FNV is growing revenue faster at 85.8% — sustainability is the question.
UVV generates stronger free cash flow (95M), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 45/100), backed by strong 61.6% margins and 85.8% revenue growth. UVV offers better value entry with a 33.4% margin of safety. Both earn "Strong Buy" and "Hold" 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 →Universal Corporation
CONSUMER DEFENSIVE · TOBACCO · USA
Universal Corporation processes and supplies leaf tobacco and plant ingredients worldwide. The company is headquartered in Richmond, Virginia.
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