COMPARE · Data as of August 21, 2026
OGC vs OR
Verdict: Side-by-side breakdown using the Bull Rankings model. OGC scored 76.8, OR scored 21.1 — OGC leads.
Compare another set
OGC
OceanaGold Corporation
76.8
$31.01 · $6.9B
fundamentals as of
Score gap
55.7
OGC leads
OR
OR Royalties Inc.
21.1
$36.54 · $6.9B
At a glance · who leads each dimension, on the model's own rules
- Fastest growthOGC+46.3%
- Strongest balance sheetOGC0.02
- Highest qualityOGC95 / 100
- Largest discount to fair valueOGC-46%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
OGC
stronger →← stronger
OR
95
Qualityreturns · margins · balance sheet
37
50
Growthrevenue & earnings expansion
50
95
Valuevaluation vs sector peers
5
OGC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
OGC
OR
$765mC+
FCF
-$92mF
+46.3%A
Rev
+13.5%B+
0.02A
D/E
0.15B+
8.2xA
P/E
—
—
PEG
6.55D
—
P/S
18.9xD
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
OGC
OR
46% below
Price vs fair valuelower is cheaper
—
~-1%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+41%
1-yr DCF upside
—
+84%
5-yr DCF upside
—
+166%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
OGC
Why this score
- Raising its dividend
- Cyclical growth
OR
Why this score
- Raising its dividend
- Cyclical growth
The companies
OGCOceanaGold Corporation
Why now
Gold · market cap $6.9b. Down 28% from 52-week high of $43.33 — deep drawdown territory. Revenue growing +46% — in hypergrowth territory.
Moat
Net margin 35% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 37% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. 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
Beta 1.51 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.
OROR Royalties Inc.
Why now
Gold · market cap $6.9b. Down 24% from 52-week high of $48.06 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $42.50 (implying +16% upside).
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
Free cash flow is negative (-$92m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -19.5%) — path to GAAP profitability is the core thesis risk. P/S 18.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
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 OGC and OR diverge
On the headline score the gap is 55.7 points in favor of OGC. The widest single difference is Value, where OGC leads by 89.8 points.
- ValueOGC 95.0 · OR 5.2OGC +89.8
- QualityOGC 95.5 · OR 36.6OGC +58.9
- GrowthOGC 50.0 · OR 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.