Verdict: Side-by-side breakdown using the Bull Rankings model. AGI scored 67.4, AU scored 71.7 — AU leads.
Compare another set
AGI
Alamos Gold Inc.
Gold · Quality-Growth
67.4
$32.90 · $13.8B
fundamentals as of
Score gap
4.3
AU leads
AU
AngloGold Ashanti plc
Gold · Quality-Growth
71.7
$94.16 · $47.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestAGI11.8x
Fastest growthAU+70.8%
Strongest balance sheetAGI0.05
Highest qualityAU91 / 100
Largest discount to fair valueAU-64%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AGI
stronger →← stronger
AU
84
Qualityreturns · margins · balance sheet
91
50
Growthrevenue & earnings expansion
50
73
Valuevaluation vs sector peers
81
AU is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AGI
AU
$320mC
FCF
$4.5bB
+34.3%A
Rev
+70.8%A
0.05A-
D/E
0.17B+
11.8xA-
P/E
12.6xA-
0.37A
PEG
0.78A-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AGI
AU
145% above
Price vs fair valuelower is cheaper
64% below
~40%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-9%/yr
-68%
1-yr DCF upside
+110%
-59%
5-yr DCF upside
+174%
-41%
10-yr DCF upside
+311%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AGI
Why this score
Raising its dividend
Cyclical growth
AU
Why this score
Raising its dividend
Cyclical growth
The companies
AGIAlamos Gold Inc.
Gold · $32.90 · beta 1.40
Why now
Gold · market cap $13.8b. Down 41% from 52-week high of $55.41 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. PEG 0.37 — paying under fair value for the growth rate. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $46.25 (implying +41% upside).
Moat
Net margin 53% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 27% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Down 41% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
AUAngloGold Ashanti plc
Gold · $94.16 · beta 0.74
Why now
Gold · market cap $47.6b. Down 27% from 52-week high of $129.14 — deep drawdown territory. Revenue growing +71% — in hypergrowth territory. PEG 0.78 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $117.50 (implying +25% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 117% of net income — earnings translate cleanly into cash.
Risk
Reserve-replacement treadmill — every barrel or ounce extracted has to be replaced through exploration or acquisition; underspending on replacement reserves shows up in production declines 2-3 years out.
Verdict — model-derived comparison
The model slightly favors AU with a 69.2 score, primarily due to its superior Quality pillar of 91 compared to AGI's 83. A contrarian, however, might prefer AGI (68.4) for its stronger Value pillar of 77 and lower PEG of 0.35. Both stocks carry a "Cyclical growth" signal, highlighting potential volatility inherent in the gold sector.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AGI and AU diverge
On the headline score the gap is 4.3 points in favor of AU. The widest single difference is Value, where AU leads by 8.0 points.
ValueAGI 73.1 · AU 81.1AU +8.0
QualityAGI 83.6 · AU 91.0AU +7.4
GrowthAGI 50.0 · AU 50.0level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is AU or AGI the better stock?
AU scores higher: AU 71.7, AGI 67.4 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AU and AGI differ most?
The widest gap is value, where AU leads by 8 points on the 0–100 pillar scale. AU also leads quality, while growth is effectively level between them.
How are AU and AGI scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.