COMPARE · Data as of August 21, 2026
ORLA vs TFPM
Verdict: Side-by-side breakdown using the Bull Rankings model. ORLA scored 65.2, TFPM scored 59.7 — ORLA leads.
Compare another set
Different reporting periods. TFPM's fundamentals are as of June 2026, but ORLA's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
ORLA
Orla Mining Ltd
65.2
$9.44 · $3.5B
fundamentals as of
Score gap
5.5
ORLA leads
TFPM
Triple Flag Precious Metals Corp.
59.7
$33.79 · $7.0B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestORLA13.1x
- Fastest growthORLA+207.6%
- Strongest balance sheetTFPM0.10
- Highest qualityORLA81 / 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)
ORLA
stronger →← stronger
TFPM
81
Qualityreturns · margins · balance sheet
70
50
Growthrevenue & earnings expansion
50
68
Valuevaluation vs sector peers
61
ORLA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
ORLA
TFPM
$359mC
FCF
$215mC
+207.6%A
Rev
+44.5%A
0.42B
D/E
0.10A-
13.1xA-
P/E
16.9xB+
1.34B
PEG
1.54C+
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
ORLA
TFPM
35% below
Price vs fair valuelower is cheaper
85% above
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~23%/yr
+40%
1-yr DCF upside
-51%
+53%
5-yr DCF upside
-46%
+72%
10-yr DCF upside
-38%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ORLA
Why this score
- Cyclical growth
- Short track record
TFPM
Why this score
- Diluting shareholders
- Cyclical growth
The companies
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.
TFPMTriple Flag Precious Metals Corp.
Why now
Other Precious Metals & Mining · market cap $7.0b. 19% off the 52-week high of $41.70. Revenue growing +45% — in hypergrowth territory. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $39.25 (implying +16% upside).
Moat
Net margin 84% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 20% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. 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
P/S 14.2x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard. 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.
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 ORLA and TFPM diverge
On the headline score the gap is 5.5 points in favor of ORLA. The widest single difference is Quality, where ORLA leads by 11.3 points.
- QualityORLA 81.0 · TFPM 69.7ORLA +11.3
- ValueORLA 68.4 · TFPM 61.2ORLA +7.2
- GrowthORLA 50.0 · TFPM 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.