COMPARE · Data as of August 21, 2026
HMY vs ORLA
Verdict: Side-by-side breakdown using the Bull Rankings model. HMY scored 72.8, ORLA scored 65.2 — HMY leads.
Compare another set
HMY
Harmony Gold Mining Company Ltd
72.8
$23.54 · $221.0B
Score gap
7.6
HMY 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
- CheapestORLA13.1x
- Fastest growthORLA+207.6%
- Strongest balance sheetHMY0.05
- Highest qualityHMY89 / 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)
HMY
stronger →← stronger
ORLA
89
Qualityreturns · margins · balance sheet
81
50
Growthrevenue & earnings expansion
50
87
Valuevaluation vs sector peers
68
HMY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HMY
ORLA
—
FCF
$359mC
+20.9%A-
Rev
+207.6%A
0.05A
D/E
0.42B
12.5xB+
P/E
13.1xA-
—
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
HMY
ORLA
—
Price vs fair valuelower is cheaper
35% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
—
1-yr DCF upside
+40%
—
5-yr DCF upside
+53%
—
10-yr DCF upside
+72%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HMY
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
ORLA
Why this score
- Cyclical growth
- Short track record
The companies
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.
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 HMY and ORLA diverge
On the headline score the gap is 7.6 points in favor of HMY. The widest single difference is Value, where HMY leads by 18.3 points.
- ValueHMY 86.7 · ORLA 68.4HMY +18.3
- QualityHMY 89.2 · ORLA 81.0HMY +8.2
- GrowthHMY 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.