Royal GoldSQM

Royal Gold vs SQM

Royal Gold and SQM are compared on this page to illuminate their business models, financial performance, and market context. The analysis aims to be clear, neutral, and accessible, highlighting how ea...

Which Baskets Do They Appear In?

Gold Miners (Record High Rally) Investment Guide

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 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

Explore Basket
Golden Haven: Geopolitical Risk

Golden Haven: Geopolitical Risk

This carefully selected group of stocks features companies positioned to benefit from the gold price surge driven by global uncertainty. Professional analysts have identified these precious metals players as potentially profitable opportunities during times of market volatility and inflation concerns.

Published: July 14, 2025

Explore Basket
Inflation Hedge Basket

Inflation Hedge Basket

Looking to protect your money from rising prices? This collection features companies that own real, physical assets from gold mines to global infrastructure. Professional analysts have selected these stocks specifically for their ability to maintain and potentially increase in value during inflationary periods.

Published: June 17, 2025

Explore Basket
Toll Road Businesses

Toll Road Businesses

These gatekeepers of modern commerce own indispensable infrastructure and collect fees on the flow of goods, energy, and data. Our analysts have selected companies with durable, recurring revenues from hard-to-replicate physical and digital networks.

Published: June 17, 2025

Explore Basket
Gold & Silver

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

Explore Basket

Investment Analysis

Pros

  • Royal Gold achieved record quarterly revenue and operating cash flow in Q3 2025, reflecting strong operational performance.
  • The company maintains a robust balance sheet with no debt, high liquidity ratios, and very low bankruptcy risk.
  • Strategic acquisitions and project expansions, such as extending the Mt. Milligan mine life, support future growth prospects.

Considerations

  • Royal Gold missed EPS expectations in Q3 2025, leading to a slight decline in its stock price despite strong operational metrics.
  • Gold remains the dominant revenue driver, making the company highly sensitive to gold price fluctuations.
  • Recent technical indicators show short-term negative movement, suggesting possible near-term volatility despite a positive long-term setup.
SQM

SQM

SQM

Pros

  • SQM benefits from a leading position in lithium and potassium production, key commodities for the global energy transition.
  • The company has demonstrated strong profitability and efficient operations, supported by cost advantages in its core markets.
  • SQM's diversified product portfolio includes fertilisers and specialty chemicals, providing resilience across market cycles.

Considerations

  • SQM faces regulatory and political risks in Chile, including potential changes to mining laws and royalty structures.
  • The company's earnings are exposed to commodity price volatility, particularly lithium, which can impact profitability.
  • Environmental and sustainability concerns around lithium extraction may affect future expansion and social licence to operate.

Why invest with Nemo?

Nemo Logo Fade
๐Ÿ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

๐Ÿ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

๐Ÿ’ฐ

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Royal GoldCF Industries

Royal Gold vs CF Industries

Royal Gold vs CF Industries

Royal GoldAlbemarle

Royal Gold vs Albemarle

Royal Gold vs Albemarle

Royal GoldBall

Royal Gold vs Ball

Royal Gold vs Ball: A stock comparison

Frequently asked questions