Gold Fields vs Kinross Gold

Gold Fields Ltd. and Kinross Gold Corporation are compared on this page, examining their business models, financial performance, and their place within the market context. The tone is neutral and accessible, aimed at helping readers understand the landscape. Educational content, not financial advice.

Gold Fields Ltd. and Kinross Gold Corporation are compared on this page, examining their business models, financial performance, and their place within the market context. The tone is neutral and acce...

Comparison Snapshot

Key Financial Metrics

GFI

Metric

KGC

$47.53B

Market Cap

$38.57B

-13.77%

Potential Profit

-12.34%

Buy

Analyst Rating

Buy

Why It's Moving

GFI Faces Analyst Warnings of 12% Downside Despite Recent Profit Surge and Upgrade Buzz

Zacks Research upgraded GFI to 'Strong Buy' on February 4, citing a 12.6% rise in earnings estimates over three months, signaling improving business momentum.
Company forecasts full-year headline earnings of $2.79-$2.97 per share, nearly tripling prior year on surging gold prices and Gruyere mine integration despite higher costs.
Analyst consensus holds at 'Hold' with an average target of $44, implying 12% downside from recent $52+ levels, while institutional ownership ticks up slightly.

Sentiment:

🌋Volatile

KGC Stock Warning: Why Analysts See -15% Downside Risk

CIBC hiked its price target to $54 on February 4, citing elevated gold forecasts to $6,000/oz in 2026, yet some see overvaluation risks if metal prices falter.
Kinross scheduled 2025 Q4 results and 2026 guidance for February 18, heightening uncertainty as markets anticipate details on reserves and capital plans.
Zacks flagged KGC as a value play with a Hold rank on February 2, but upward earnings revisions may not offset sector headwinds like geopolitical flux.

Sentiment:

🐻Bearish

GFI Faces Analyst Warnings of 12% Downside Despite Recent Profit Surge and Upgrade Buzz

Zacks Research upgraded GFI to 'Strong Buy' on February 4, citing a 12.6% rise in earnings estimates over three months, signaling improving business momentum.
Company forecasts full-year headline earnings of $2.79-$2.97 per share, nearly tripling prior year on surging gold prices and Gruyere mine integration despite higher costs.
Analyst consensus holds at 'Hold' with an average target of $44, implying 12% downside from recent $52+ levels, while institutional ownership ticks up slightly.

Sentiment:

🌋Volatile

KGC Stock Warning: Why Analysts See -15% Downside Risk

CIBC hiked its price target to $54 on February 4, citing elevated gold forecasts to $6,000/oz in 2026, yet some see overvaluation risks if metal prices falter.
Kinross scheduled 2025 Q4 results and 2026 guidance for February 18, heightening uncertainty as markets anticipate details on reserves and capital plans.
Zacks flagged KGC as a value play with a Hold rank on February 2, but upward earnings revisions may not offset sector headwinds like geopolitical flux.

Sentiment:

🐻Bearish

Investment Analysis

Gold Fields

GFI

Pros

Gold Fields reported a strong Q1 2025 earnings per share of $0.85, beating forecasts by over 44%, signaling robust profitability.
The company achieved a 24% increase in gold production in H1 2025, supported by key projects like Salares Norte reaching commercial production stages.
Strong cash flow generation enabled significant dividend payments and debt reduction, with a target net debt to EBITDA ratio of 1x, enhancing financial health.

Considerations

Gold Fields has relatively high all-in sustaining costs at around $1,682 per ounce, which could pressure margins if gold prices decline significantly.
The stock exhibits high price volatility, with a recent 30-day volatility of approximately 5.39%, presenting risks to short-term investors.
The company is exposed to geopolitical and operational risks across multiple countries, including South Africa, Chile, and Peru, which may impact stability.

Kinross Gold

KGC

Pros

Kinross Gold is positioned to benefit from higher gold prices with a robust pipeline of development projects supporting growth prospects.
The company has been highlighted for higher growth projections within the gold mining sector, suggesting potential for strong future earnings expansion.
Kinross maintains solid financial health and favorable analyst sentiment, ranked as a strong buy in recent investment research.

Considerations

Kinross remains exposed to commodity price cyclicality, which can impact revenue and profitability given gold market fluctuations.
The company faces execution risks related to advancing multiple development projects simultaneously, which may increase operational complexity.
Regulatory and geopolitical risks in countries where Kinross operates, such as Russia and Brazil, could pose challenges to ongoing operations.

Related Market Insights

The New Gold Rush: Why Mining Stocks Are Surging to Record Highs

Gold hits record highs amid uncertainty. Discover why mining stocks amplify gains & how to invest in the new gold rush with Nemo's fractional shares. Start from £1.