COMPARE · Reviewed July 17, 2026

FSM vs SSRM

Verdict: Side-by-side breakdown using the Bull Rankings model. FSM scored 73.4, SSRM scored 69.1 — FSM leads.
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FSM
Fortuna Mining Corp.
Gold · Quality-Growth
73.4
$8.16 · $2.5B
Score gap
4.3
FSM leads
SSRM
SSR Mining Inc.
Gold · Quality-Growth
69.1
$25.57 · $5.3B
FSM
stronger →← stronger
SSRM
82
Qualityreturns · margins · balance sheet
68
50
Growthrevenue & earnings expansion
50
96
Valuevaluation vs sector peers
97
FSM is stronger on 1 of 3 pillars.
FSM
SSRM
$563mC+
FCF
$380mC
+39.8%A
Rev
+63.7%A
0.11A-
D/E
0.02A-
7.6xA
P/E
9.8xA-
0.19A
PEG
0.02A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
FSM
SSRM
57% below
Price vs fair valuelower is cheaper
36% below
~-15%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-1%/yr
+110%
1-yr DCF upside
+32%
+131%
5-yr DCF upside
+57%
+162%
10-yr DCF upside
+103%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
FSM
Why this score
  • Cyclical growth
SSRM
Why this score
  • Diluting shareholders
  • Cyclical growth
FSMFortuna Mining Corp.
Gold · $8.16 · beta 2.12
Why now
Gold · market cap $2.5b. Down 41% from 52-week high of $13.85 — deep drawdown territory. Revenue growing +40% — in hypergrowth territory. PEG 0.19 — paying under fair value for the growth rate.
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 181% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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. Beta 2.12 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
SSRMSSR Mining Inc.
Gold · $25.57 · beta 0.88
Why now
Gold · market cap $5.3b. Down 30% from 52-week high of $36.52 — deep drawdown territory. Revenue growing +64% — in hypergrowth territory. PEG 0.02 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $41.40 (implying +62% upside).
Moat
Net margin 12% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. 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
Hedge-book exposure — many commodity producers hedge forward production; if the hedge book is concentrated at prices well below spot, the upside the market expects is already locked away.
Generating verdict… typically 5–10 seconds
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