COMPARE · Data as of August 14, 2026
AU vs KGC
Verdict: Side-by-side breakdown using the Bull Rankings model. AU scored 70.8, KGC scored 69.5 — AU leads.
Compare another set
AU
AngloGold Ashanti plc
70.8
$96.30 · $48.7B
fundamentals as of
Score gap
1.3
AU leads
KGC
Kinross Gold Corporation
69.5
$27.31 · $32.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
AU
stronger →← stronger
KGC
94
Qualityreturns · margins · balance sheet
91
50
Growthrevenue & earnings expansion
50
75
Valuevaluation vs sector peers
74
AU is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AU
KGC
$3.3bB
FCF
$2.6bB
+70.8%A
Rev
+36.9%A
0.17B+
D/E
0.08A-
12.9xA-
P/E
10.4xA-
0.78A-
PEG
1.12B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AU
KGC
39% below
Price vs fair valuelower is cheaper
5% below
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
+44%
1-yr DCF upside
-5%
+63%
5-yr DCF upside
+6%
+97%
10-yr DCF upside
+22%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AU
Why this score
- Raising its dividend
- Cyclical growth
- Short track record
KGC
Why this score
- Buying back stock
- Raising its dividend
- Cyclical growth
The companies
AUAngloGold Ashanti plc
Why now
Gold · market cap $48.7b. Down 25% 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 $113.13 (implying +17% upside).
Moat
Net margin 32% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 105% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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.
KGCKinross Gold Corporation
Why now
Gold · market cap $32.4b. Down 30% from 52-week high of $39.11 — deep drawdown territory. Revenue growing +37% — in hypergrowth territory. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $35.93 (implying +32% upside).
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 104% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 30% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.41 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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
AU leads KGC by 1.3 points (70.8 to 69.5), its sharpest advantage coming in PEG (grade A-). A contrarian could still prefer KGC, which trades about 5% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — AU screens as value, KGC 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 AU and KGC diverge
On the headline score the gap is 1.3 points in favor of AU. The widest single difference is Quality, where AU leads by 3.5 points.
- QualityAU 94.2 · KGC 90.7AU +3.5
- ValueAU 75.4 · KGC 74.0level
- GrowthAU 50.0 · KGC 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.