AngloGold Ashanti vs ArcelorMittal

This page compares AngloGold Ashanti and ArcelorMittal, examining their business models, financial performance, and market context in a neutral, accessible way. It explains how each company creates value, the industries they operate in, and the drivers shaping their strategies. Educational content, not financial advice.

This page compares AngloGold Ashanti and ArcelorMittal, examining their business models, financial performance, and market context in a neutral, accessible way. It explains how each company creates va...

About The Companies

AngloGold Ashanti (AU)

AngloGold Ashanti Ltd (ticker AU) is a globally diversified gold producer with a market capitalisation around $33.7bn. Headquartered in South Africa, the company operates an international portfolio of mines and development projects across Africa, the Americas and Australasia. Investors should know AngloGold’s revenue and cash flow are closely tied to the gold price, production volumes and unit costs; operational disruptions, commodity cycles and permitting or regulatory changes can materially affect results. The business is capital‑intensive and exposed to currency, political and environmental risks in host countries. Management decisions on reinvestment, debt and shareholder returns influence long‑term value and dividend policies may change with the cycle. For investors seeking commodity exposure, AngloGold offers direct participation in gold markets, but it should be assessed alongside diversification, risk tolerance and time horizon. This summary is for general education only and not personalised investment advice.

ArcelorMittal (MT)

ArcelorMittal SA (MT) is one of the world’s largest steel producers, operating integrated steel mills and mining assets across multiple regions. Investors should know its earnings are closely tied to global steel demand — notably construction, automotive and capital goods — and to raw material cycles such as iron ore and coking coal prices. The company has been investing in efficiency and lower‑carbon steelmaking, but these programmes require significant capital expenditure and can take time to affect margins. Profitability can therefore be volatile: strong cyclical upswings can boost cash flow, while downturns and trade or tariff developments can weigh on results. Balance‑sheet strength, dividend policy and regional exposure are key factors to monitor. This summary is for general educational purposes only and not personalised advice; values can rise and fall and past performance is not a guide to the future.

Comparison Snapshot

Key Financial Metrics

AU

Metric

MT

$41.85B

Market Cap

$35.21B

-34.90%

Potential Profit

-7.13%

Buy

Analyst Rating

Buy

Why It's Moving

AngloGold Ashanti powers ahead with strong Q3 output and reaffirmed 2025 guidance amid gold surge.

Sukari mine, acquired via Centamin in late 2024, delivered 129,000-135,000 ounces in Q2-Q3 2025, rapidly boosting overall production 20% YTD to 2.292 million ounces and on track for 500,000 annual ounces.[1][2]
Q3 cash generation hit record highs, supporting portfolio reinvestments like Geita mine expansions to lift reserves 60% and extend mine life to 10 years with potential 600,000 oz/year output.[3]
Trading at a discounted 12.79X forward P/E versus industry peers, with analysts projecting 67% sales growth and 149% EPS surge for 2025 on record gold prices.[1][2]

Sentiment:

🐃Bullish

ArcelorMittal Hits 52-Week High as Steel Giant Rides Wave of Strong Gains and Rating Boosts.

Stock smashed 52-week high at $43.84 USD, signaling sustained investor confidence in the steelmaker's growth trajectory and healthy P/E of 13.04[1][3].
Moody's upgraded long-term rating to Baa2, spotlighting structural business improvements and bolstering appeal to fixed-income investors[1].
CFRA lifted rating to Buy on positive 2026 profit margins and regulatory tailwinds, countering UBS neutral call while shares keep climbing[1].

Sentiment:

🐃Bullish

AngloGold Ashanti powers ahead with strong Q3 output and reaffirmed 2025 guidance amid gold surge.

Sukari mine, acquired via Centamin in late 2024, delivered 129,000-135,000 ounces in Q2-Q3 2025, rapidly boosting overall production 20% YTD to 2.292 million ounces and on track for 500,000 annual ounces.[1][2]
Q3 cash generation hit record highs, supporting portfolio reinvestments like Geita mine expansions to lift reserves 60% and extend mine life to 10 years with potential 600,000 oz/year output.[3]
Trading at a discounted 12.79X forward P/E versus industry peers, with analysts projecting 67% sales growth and 149% EPS surge for 2025 on record gold prices.[1][2]

Sentiment:

🐃Bullish

ArcelorMittal Hits 52-Week High as Steel Giant Rides Wave of Strong Gains and Rating Boosts.

Stock smashed 52-week high at $43.84 USD, signaling sustained investor confidence in the steelmaker's growth trajectory and healthy P/E of 13.04[1][3].
Moody's upgraded long-term rating to Baa2, spotlighting structural business improvements and bolstering appeal to fixed-income investors[1].
CFRA lifted rating to Buy on positive 2026 profit margins and regulatory tailwinds, countering UBS neutral call while shares keep climbing[1].

Sentiment:

🐃Bullish

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Published: October 2, 2025

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Which Baskets Do They Appear In?

FTSE Brazil Exposure UK Giants Strategy 2025

Brazil's strengthening trade ties with the UK create potential opportunities for large British companies operating locally. This basket offers exposure to these dynamics through UK-listed multinational corporations with significant business interests in Brazil.

Published: October 13, 2025

Explore Basket

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For Brazilians seeking income and diversification, this theme provides a way to tap into the country’s growth potential with potentially reduced local market risk. This basket is composed of US and EU-listed multinational companies that pay dividends and have significant operations in Brazil.

Published: October 13, 2025

Explore Basket

Gold Miners (Record High Rally) Investment Guide

Gold prices have reached a record high as concerns over a U.S. government shutdown and potential interest rate cuts drive investors to seek safe-haven assets. This trend creates a potential investment opportunity in the companies that explore for and produce gold and other precious metals.

Published: October 2, 2025

Explore Basket

Gold Mining Stocks | All-Time High Opportunity

Gold prices have surged to a new all-time high, driven by Federal Reserve interest rate cuts and economic uncertainty. This rally creates a potential investment opportunity in the shares of gold and precious metals mining companies, which stand to benefit from the increased demand and higher commodity prices.

Published: September 23, 2025

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Published: September 18, 2025

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Published: September 9, 2025

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Published: August 26, 2025

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Stable Suppliers

A carefully selected collection of mining and resource companies operating in politically stable countries. These stocks offer exposure to essential commodities while avoiding the uncertainties of volatile regions, handpicked by our professional analysts.

Published: June 18, 2025

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Gold & Silver

Will investing in these metal mining stocks make your portfolio sparkle? These carefully selected precious metal companies were chosen by our professional analysts for their potential to serve as a hedge against economic uncertainty. Discover how gold and silver miners could add stability and growth to your investments.

Published: May 4, 2025

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Investment Analysis