COMPARE · Data as of August 21, 2026
AYA vs HMY
Verdict: Side-by-side breakdown using the Bull Rankings model. AYA scored 46.4, HMY scored 72.8 — HMY leads.
Compare another set
AYA
Aya Gold & Silver Inc.
46.4
$26.65 · $3.8B
fundamentals as of
Score gap
26.4
HMY leads
HMY
Harmony Gold Mining Company Ltd
72.8
$23.54 · $221.0B
At a glance · who leads each dimension, on the model's own rules
- CheapestHMY12.5x
- Fastest growthAYA+416.7%
- Strongest balance sheetHMY0.05
- Highest qualityHMY89 / 100
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)
AYA
stronger →← stronger
HMY
88
Qualityreturns · margins · balance sheet
89
50
Growthrevenue & earnings expansion
50
23
Valuevaluation vs sector peers
87
HMY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AYA
HMY
$56mC-
FCF
—
+416.7%A
Rev
+20.9%A-
0.17B+
D/E
0.05A
34.6xC
P/E
12.5xB+
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
AYA
HMY
360% above
Price vs fair valuelower is cheaper
—
~60%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-83%
1-yr DCF upside
—
-78%
5-yr DCF upside
—
-69%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AYA
Why this score
- Cyclical growth
- Short track record
HMY
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
AYAAya Gold & Silver Inc.
Why now
Silver · market cap $3.8b. 8% off the 52-week high of $28.89. Revenue growing +417% — in hypergrowth territory.
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 26% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Beta 1.70 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. P/S 11.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
HMYHarmony Gold Mining Company Ltd
Why now
Metals & Mining · market cap $221.0b. Down 100% from 52-week high of $42888.00 — deep drawdown territory. Revenue growing +21%, comfortably above the S&P median.
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 33% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $221.0b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Down 100% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.36 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. 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
Generating verdict… typically 5–10 seconds
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 AYA and HMY diverge
On the headline score the gap is 26.4 points in favor of HMY. The widest single difference is Value, where HMY leads by 64.0 points.
- ValueAYA 22.7 · HMY 86.7HMY +64.0
- QualityAYA 88.0 · HMY 89.2level
- GrowthAYA 50.0 · HMY 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.