Southern Copper vs Agnico Eagle
This page compares Southern Copper and Agnico Eagle, examining how their business models, financial performance, and market context differ. It presents an overview of their operations, revenue drivers, cost structures, and strategic priorities to help readers understand the relative strengths and challenges of each company. Educational content, not financial advice.
This page compares Southern Copper and Agnico Eagle, examining how their business models, financial performance, and market context differ. It presents an overview of their operations, revenue drivers...
Why It's Moving
SCCO Stock Warning: Why Analysts See -30% Downside Risk
- Record Q4 sales and profits fueled an 11.74% stock surge on February 3, highlighting SCCO's edge in the copper market through elevated dividends and silver price ties.
- Analyst price targets rose sharply—Wells Fargo to $192 and Morgan Stanley to $156—but the consensus average implies downside from recent highs amid rising short interest.
- Tia Maria project advances signal 2026 revenue growth from copper demand in electrification, yet warnings of global supply risks temper long-term optimism.
AEM Powers Ahead with Bullish Momentum as Gold Miner's Technicals Signal Strength Ahead of Earnings.
- Momentum surges with a top-tier Style Score of A and recent price gains of 15.43% year-to-date in 2026, bolstered by four buy signals outpacing two sell signals.
- Analysts lifted 2025 earnings estimates by $0.14 to $8.13 per share in the last 60 days, reflecting confidence in operational resilience and an average earnings surprise of +11.6%.
- Strong balance sheet shines through $1.19B free cash flow in Q3 2025 and a net cash position of $2.16B, reinforcing financial flexibility amid steady 3.3-3.5M oz gold production guidance.
SCCO Stock Warning: Why Analysts See -30% Downside Risk
- Record Q4 sales and profits fueled an 11.74% stock surge on February 3, highlighting SCCO's edge in the copper market through elevated dividends and silver price ties.
- Analyst price targets rose sharply—Wells Fargo to $192 and Morgan Stanley to $156—but the consensus average implies downside from recent highs amid rising short interest.
- Tia Maria project advances signal 2026 revenue growth from copper demand in electrification, yet warnings of global supply risks temper long-term optimism.
AEM Powers Ahead with Bullish Momentum as Gold Miner's Technicals Signal Strength Ahead of Earnings.
- Momentum surges with a top-tier Style Score of A and recent price gains of 15.43% year-to-date in 2026, bolstered by four buy signals outpacing two sell signals.
- Analysts lifted 2025 earnings estimates by $0.14 to $8.13 per share in the last 60 days, reflecting confidence in operational resilience and an average earnings surprise of +11.6%.
- Strong balance sheet shines through $1.19B free cash flow in Q3 2025 and a net cash position of $2.16B, reinforcing financial flexibility amid steady 3.3-3.5M oz gold production guidance.
Investment Analysis
Southern Copper
SCCO
Pros
- Southern Copper has extensive mining assets with an estimated 70 years of mining life ahead and among the lowest industry mining costs.
- The company reported strong Q3 2025 results with revenue of $3.38 billion, a 15.2% year-over-year increase, surpassing estimates.
- Southern Copper is investing in growth expected to increase production by 105% by 2026 and offers a current dividend yield around 4.5%.
Considerations
- Analysts have a consensus rating to 'reduce' Southern Copper shares, reflecting concerns about downside potential of around 14-16% in the next 12 months.
- The company faces regulatory concerns that contributed to recent analyst downgrades and lower price targets.
- Southern Copper is entering a period of high capital expenditures for growth, increasing execution and financial risk in the near term.
Agnico Eagle
AEM
Pros
- Agnico Eagle Mines is a diversified gold producer with operations and exploration activities across Canada, Finland, Mexico, the United States, and Sweden.
- The company operates multiple mines across strategic regions, spreading geographic risk and providing stable gold production.
- Agnico Eagle has a strong market presence with a high market cap over €69 billion, supported by a broad exploration program to sustain growth.
Considerations
- Agnico Eagle’s stock has faced volatility and currently trades below its 52-week highs, indicating some recent performance pressure.
- The gold mining industry, and Agnico Eagle by extension, remains exposed to commodity price cycles and geopolitical risks in key regions.
- Exploration and development activities are capital intensive and carry execution risks that could impact future production and cash flow.
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Southern Copper (SCCO) Next Earnings Date
Southern Copper Corporation's next earnings report is expected on February 11, 2026, covering the fourth quarter of 2025. The company has already held its Q4 2025 conference call on January 28, 2026, where management discussed preliminary results with the financial community. This timing aligns with the company's historical earnings release pattern, as the official earnings announcement typically follows the conference call by approximately two weeks. Investors should monitor the company's investor relations website for the exact release time and any additional details regarding the earnings report.
Agnico Eagle (AEM) Next Earnings Date
Agnico Eagle Mines Ltd (AEM) is estimated to report its next earnings on February 12, 2026. This release will cover the Q4 2025 quarter, aligning with the company's historical late-February reporting pattern for year-end results. A conference call is typically scheduled the following day to discuss the outcomes.
Southern Copper (SCCO) Next Earnings Date
Southern Copper Corporation's next earnings report is expected on February 11, 2026, covering the fourth quarter of 2025. The company has already held its Q4 2025 conference call on January 28, 2026, where management discussed preliminary results with the financial community. This timing aligns with the company's historical earnings release pattern, as the official earnings announcement typically follows the conference call by approximately two weeks. Investors should monitor the company's investor relations website for the exact release time and any additional details regarding the earnings report.
Agnico Eagle (AEM) Next Earnings Date
Agnico Eagle Mines Ltd (AEM) is estimated to report its next earnings on February 12, 2026. This release will cover the Q4 2025 quarter, aligning with the company's historical late-February reporting pattern for year-end results. A conference call is typically scheduled the following day to discuss the outcomes.
Which Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
Explore BasketElectrification Essentials
Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.
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Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
Explore BasketElectrification Essentials
Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.
Published: June 17, 2025
Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketBuy SCCO or AEM in Nemo
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