Air Products vs AngloGold Ashanti
Air Products & Chemicals Inc. and AngloGold Ashanti Ltd. This page compares their business models, financial performance, and market context in a neutral, accessible way, outlining how each company positions itself in its sector and the factors shaping its strategic choices. Educational content, not financial advice.
Air Products & Chemicals Inc. and AngloGold Ashanti Ltd. This page compares their business models, financial performance, and market context in a neutral, accessible way, outlining how each company po...
Why It's Moving
AngloGold Ashanti surges to fresh highs as gold prices soar and analysts hike targets.
- Stock rocketed 7.83% on January 20 as gold prices hit records, spotlighting AU's role in the hottest mining trend.
- Scotiabank and others raised price targets, signaling confidence in AU's profitability amid gold's relentless climb.
- Upcoming earnings forecast EPS growth of 113% to $1.9 and revenue up 73% to $3.03B, underscoring production ramps and cash flow gains.
AngloGold Ashanti surges to fresh highs as gold prices soar and analysts hike targets.
- Stock rocketed 7.83% on January 20 as gold prices hit records, spotlighting AU's role in the hottest mining trend.
- Scotiabank and others raised price targets, signaling confidence in AU's profitability amid gold's relentless climb.
- Upcoming earnings forecast EPS growth of 113% to $1.9 and revenue up 73% to $3.03B, underscoring production ramps and cash flow gains.
Investment Analysis
Air Products
APD
Pros
- Air Products maintains a robust operating margin above 23% despite recent declines, reflecting strong pricing power and cost discipline.
- The company is a global leader in clean hydrogen projects, positioning it well for long-term growth in low-carbon energy markets.
- Management has implemented a strategic reset focused on core industrial gases, cost reduction, and disciplined capital allocation, which has been positively received by investors.
Considerations
- Sales volume declined 4% in fiscal 2025 due to divestments and lower helium demand, impacting overall revenue growth.
- Return on capital fell to 10.1%, down from the prior year, indicating reduced efficiency in deploying capital.
- The company faces ongoing challenges from project exits and macroeconomic headwinds, which may constrain near-term earnings momentum.
Pros
- AngloGold Ashanti operates in multiple continents with a diversified portfolio of gold mines, reducing geographic concentration risk.
- The company's flagship Geita mine is a significant asset, contributing to stable production and cash flow generation.
- AngloGold Ashanti's valuation metrics, including a P/E ratio below sector average, suggest relative affordability compared to peers.
Considerations
- Gold prices are highly volatile and subject to macroeconomic factors, which can significantly impact AngloGold Ashanti's profitability.
- The company's upside potential is limited by analyst consensus, with a negative average price target revision in recent months.
- Operating in politically sensitive regions exposes AngloGold Ashanti to regulatory and geopolitical risks that could affect operations.
Related Market Insights
No insights available in this category
Related Market Insights
No insights available in this category
AngloGold Ashanti (AU) Next Earnings Date
AngloGold Ashanti's next earnings release is scheduled for February 20, 2026, covering the full-year 2025 results. This will be followed by the Q1 2026 earnings release on May 8, 2026. The company typically reports earnings in February for year-end results and May for first-quarter performance, maintaining a consistent schedule aligned with its fiscal calendar. Investors should monitor the company's investor relations website for any updates to these dates or conference call details.
AngloGold Ashanti (AU) Next Earnings Date
AngloGold Ashanti's next earnings release is scheduled for February 20, 2026, covering the full-year 2025 results. This will be followed by the Q1 2026 earnings release on May 8, 2026. The company typically reports earnings in February for year-end results and May for first-quarter performance, maintaining a consistent schedule aligned with its fiscal calendar. Investors should monitor the company's investor relations website for any updates to these dates or conference call details.
Which Baskets Do They Appear In?
No baskets available in this category
Which Baskets Do They Appear In?
No baskets available in this category
Buy APD or AU in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Air Products vs ArcelorMittal
Air Products vs ArcelorMittal: A stock comparison
Air Products vs Gold Fields
Air Products vs Gold Fields
Air Products vs Steel Dynamics
Air Products & Chemicals Inc. vs Steel Dynamics Inc.