COMPARE · Data as of August 21, 2026
CGAU vs HMY
Verdict: Side-by-side breakdown using the Bull Rankings model. CGAU scored 57.0, HMY scored 72.8 — HMY leads.
Compare another set
CGAU
Centerra Gold Inc.
57
$23.75 · $4.6B
Score gap
15.8
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
- CheapestCGAU7.6x
- Fastest growthCGAU+28.8%
- Strongest balance sheetCGAU0.02
- 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)
CGAU
stronger →← stronger
HMY
49
Qualityreturns · margins · balance sheet
89
50
Growthrevenue & earnings expansion
50
76
Valuevaluation vs sector peers
87
HMY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CGAU
HMY
$160mC
FCF
—
+28.8%A-
Rev
+20.9%A-
0.02A
D/E
0.05A
7.6xA
P/E
12.5xB+
0.41A
PEG
—
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
CGAU
HMY
106% above
Price vs fair valuelower is cheaper
—
~31%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-60%
1-yr DCF upside
—
-52%
5-yr DCF upside
—
-38%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CGAU
Why this score
- Buying back stock
- Cyclical growth
HMY
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
CGAUCenterra Gold Inc.
Why now
Gold · market cap $4.6b. Trading near 52-week high of $24.16 — momentum setup, limited technical margin of safety. Revenue growing +29% — in hypergrowth territory. PEG 0.41 — paying under fair value for the growth rate.
Moat
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
Currently unprofitable (margin -7.4%) — path to GAAP profitability is the core thesis risk. Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Beta 1.56 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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 CGAU and HMY diverge
On the headline score the gap is 15.8 points in favor of HMY. The widest single difference is Quality, where HMY leads by 40.6 points.
- QualityCGAU 48.6 · HMY 89.2HMY +40.6
- ValueCGAU 76.4 · HMY 86.7HMY +10.3
- GrowthCGAU 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.