COMPARE · Data as of August 21, 2026
IAG vs ORLA
Verdict: Side-by-side breakdown using the Bull Rankings model. IAG scored 57.3, ORLA scored 65.2 — ORLA leads.
Compare another set
Different reporting periods. ORLA's fundamentals are as of March 2026, but IAG'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.
IAG
Iamgold Corporation
57.3
$21.14 · $12.1B
fundamentals as of
Score gap
7.9
ORLA 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
- CheapestIAG10.7x
- Fastest growthORLA+207.6%
- Strongest balance sheetIAG0.12
- Highest qualityIAG84 / 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)
IAG
stronger →← stronger
ORLA
84
Qualityreturns · margins · balance sheet
81
50
Growthrevenue & earnings expansion
50
45
Valuevaluation vs sector peers
68
IAG and ORLA split the three pillars evenly.
Fundamentals, head-to-head
IAG
ORLA
$849mC+
FCF
$359mC
+74.7%A
Rev
+207.6%A
0.12A-
D/E
0.42B
10.7xA-
P/E
13.1xA-
13.52D
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
IAG
ORLA
48% above
Price vs fair valuelower is cheaper
35% below
~17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-37%
1-yr DCF upside
+40%
-32%
5-yr DCF upside
+53%
-27%
10-yr DCF upside
+72%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
IAG
Why this score
- Durable high returns
- Diluting shareholders
- Cyclical growth
ORLA
Why this score
- Cyclical growth
- Short track record
The companies
IAGIamgold Corporation
Why now
Gold · market cap $12.1b. 15% off the 52-week high of $24.87. Revenue growing +75% — in hypergrowth territory. 5 sell-side analysts rate this a Buy with a mean 1-yr target of $23.60 (implying +12% upside).
Moat
Net margin 26% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 116% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 2.25 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.
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
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 IAG and ORLA diverge
On the headline score the gap is 7.9 points in favor of ORLA. The widest single difference is Value, where ORLA leads by 23.5 points.
- ValueIAG 44.9 · ORLA 68.4ORLA +23.5
- QualityIAG 83.9 · ORLA 81.0level
- GrowthIAG 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.