AngloGold Ashanti vs DuPont

This page compares AngloGold Ashanti and DuPont, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines similarities and differences to help readers understand core factors affecting these companies. Educational content, not financial advice.

This page compares AngloGold Ashanti and DuPont, examining their business models, financial performance, and market context in a neutral, accessible way. It outlines similarities and differences to he...

Comparison Snapshot

Key Financial Metrics

AU

Metric

DD

$55.43B

Market Cap

$20.55B

-50.27%

Potential Profit

-1.99%

Buy

Analyst Rating

Buy

Why It's Moving

AU Stock Warning: Analysts Flag -48% Downside Risk Amid Valuation Concerns

Bell Potter slashed its AU price target to $6.60 from $8.00 after an 18% EBIT guidance cut for FY26, tied to an accounting error in US incentives that exposed weaker shipbuilding margins.
Consensus from 8 Wall Street analysts rates AU a Moderate Buy but forecasts -5.28% downside to $65, with lows at $41 implying up to -48% risk from margins and gold price dynamics.
Over the past 90 days, 3 upgrades countered by 1 downgrade highlight ongoing volatility, as brokers adjust for production costs and commodity forecasts in global electrification trends.

Sentiment:

🐻Bearish

AU Stock Warning: Analysts Flag -48% Downside Risk Amid Valuation Concerns

Bell Potter slashed its AU price target to $6.60 from $8.00 after an 18% EBIT guidance cut for FY26, tied to an accounting error in US incentives that exposed weaker shipbuilding margins.
Consensus from 8 Wall Street analysts rates AU a Moderate Buy but forecasts -5.28% downside to $65, with lows at $41 implying up to -48% risk from margins and gold price dynamics.
Over the past 90 days, 3 upgrades countered by 1 downgrade highlight ongoing volatility, as brokers adjust for production costs and commodity forecasts in global electrification trends.

Sentiment:

🐻Bearish

Investment Analysis

AngloGold Ashanti

AU

Pros

AngloGold Ashanti reported a 21% year-over-year increase in gold production in Q2 2025, reaching 804,000 ounces, supporting revenue growth.
The company achieved a 149% increase in free cash flow and a 151% rise in headline earnings in Q2 2025, demonstrating strong profitability.
It maintains disciplined cost control with only a 6% increase in cash costs per ounce despite inflationary pressures.

Considerations

Rising operating expenses and higher All-In Sustaining Costs projected between $1,580 and $1,705 per ounce pose margin pressure risks.
Despite recent stock appreciation, the forward price-to-earnings ratio remains below industry average, potentially reflecting valuation concerns.
Stock price target revisions show conflicting perspectives, with some analysts lowering targets indicating possible downside risk.

DuPont

DD

Pros

DuPont benefits from diversified exposure across high-growth specialty materials and advanced technology segments.
The company has demonstrated improved operational efficiency through cost reduction and margin expansion initiatives.
Strong R&D investment supports innovation pipeline, positioning DuPont well for long-term sustainable growth.

Considerations

Macroeconomic uncertainties and raw material price volatility could adversely impact DuPont’s profit margins.
Significant exposure to cyclical end markets increases revenue sensitivity to global economic slowdowns.
Execution risks remain in integrating acquisitions and managing supply chain complexities amid global disruptions.

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