COMPARE · Data as of August 21, 2026
AGI vs ORLA
Verdict: Side-by-side breakdown using the Bull Rankings model. AGI scored 69.5, ORLA scored 65.2 — AGI leads.
Compare another set
Different reporting periods. ORLA's fundamentals are as of March 2026, but AGI's are as of December 2025 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AGI
Alamos Gold Inc.
69.5
$36.69 · $15.4B
fundamentals as of
Score gap
4.3
AGI leads
ORLA
Orla Mining Ltd
65.2
$9.44 · $3.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestORLA13.1x
- Fastest growthORLA+207.6%
- Strongest balance sheetAGI0.05
- Highest qualityAGI84 / 100
- Largest discount to fair valueORLA-35%
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
ORLA
84
Qualityreturns · margins · balance sheet
81
50
Growthrevenue & earnings expansion
50
80
Valuevaluation vs sector peers
68
AGI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AGI
ORLA
$288mC
FCF
$359mC
+34.3%A
Rev
+207.6%A
0.05A-
D/E
0.42B
13.2xA-
P/E
13.1xA-
0.40A
PEG
1.34B
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
ORLA
188% above
Price vs fair valuelower is cheaper
35% below
~44%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-73%
1-yr DCF upside
+40%
-65%
5-yr DCF upside
+53%
-49%
10-yr DCF upside
+72%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
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
ORLA
Why this score
- Cyclical growth
- Short track record
The companies
AGIAlamos Gold Inc.
Why now
Gold · market cap $15.4b. Down 34% from 52-week high of $55.41 — deep drawdown territory. Revenue growing +34% — in hypergrowth territory. PEG 0.40 — 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 +26% upside).
Moat
Net margin 49% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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 34% 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.
ORLAOrla Mining Ltd
Why now
Gold · market cap $3.5b. Down 57% from 52-week high of $21.98 — deep drawdown territory. Revenue growing +208% — in hypergrowth territory.
Moat
Net margin 19% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 42% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 142% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 57% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Verdict — model-derived comparison
AGI leads ORLA by 0.8 points (69.5 to 68.7), its sharpest advantage coming in PEG (grade A). A contrarian could still prefer ORLA, which trades about 35% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — AGI screens as value, ORLA screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 ORLA diverge
On the headline score the gap is 4.3 points in favor of AGI. The widest single difference is Value, where AGI leads by 11.9 points.
- ValueAGI 80.3 · ORLA 68.4AGI +11.9
- QualityAGI 83.7 · ORLA 81.0level
- GrowthAGI 50.0 · ORLA 50.0level
Pillars run 0–100 against sector peers, so a 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.