Vulcan Materials vs AngloGold Ashanti

This page compares Vulcan Materials and AngloGold Ashanti, examining their business models, financial performance, and market context in a neutral, accessible way. It explains how each company creates value, the industries they serve, and the factors shaping their competitive environments. Educational content, not financial advice.

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

Comparison Snapshot

Key Financial Metrics

VMC

Metric

AU

$39.69B

Market Cap

$54.56B

8.97%

Potential Profit

-50.06%

Buy

Analyst Rating

Buy

Why It's Moving

Analyst Optimism Fuels Vulcan Materials Rally Amid Infrastructure Boom.

Analysts peg fair value at $321.50, deeming shares undervalued at current levels around $302, driven by IIJA funds with over 60% still unspent.
Backlogs and contract awards up over 20% in key Sunbelt markets, pointing to reliable volume increases and compounding revenues.
Recent initiations like B. Riley's Buy rating with $345 target underscore Vulcan's edge in construction materials amid rising local spending.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Analyst Optimism Fuels Vulcan Materials Rally Amid Infrastructure Boom.

Analysts peg fair value at $321.50, deeming shares undervalued at current levels around $302, driven by IIJA funds with over 60% still unspent.
Backlogs and contract awards up over 20% in key Sunbelt markets, pointing to reliable volume increases and compounding revenues.
Recent initiations like B. Riley's Buy rating with $345 target underscore Vulcan's edge in construction materials amid rising local spending.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Investment Analysis

Vulcan Materials

VMC

Pros

Vulcan Materials is the largest US producer of construction aggregates, ensuring a strong competitive market position.
The company reported strong Q3 2025 earnings with a 27% year-over-year increase in adjusted EBITDA and margin expansion, highlighting financial strength.
Vulcan maintains a stable dividend history, paying dividends for 55 consecutive years, reflecting financial resilience and shareholder value commitment.

Considerations

The company carries substantial debt of approximately $5.45 billion, which could affect financial flexibility under adverse conditions.
Despite strong earnings, Vulcan experienced a decrease in stock value during pre-market trading, signalling potential market volatility or investor concerns.
The stock trades at a relatively high price-to-earnings ratio above 34, which may indicate limited valuation upside compared to historical averages.

AngloGold Ashanti

AU

Pros

AngloGold Ashanti is a globally diversified gold producer with significant operations across stable mining jurisdictions.
The company benefits from the inflation-hedging characteristics of gold, which supports revenue during price volatility of commodities.
Recent strategic initiatives have focused on improving operational efficiency and cost management, enhancing profitability potential.

Considerations

AngloGold Ashanti’s profitability is highly sensitive to gold price fluctuations, creating earnings volatility aligned with commodity cycles.
The company faces geopolitical and regulatory risks in certain African countries where it operates, potentially impacting operations.
Capital-intensive mining projects and exploration efforts carry execution risks and require significant ongoing investment.

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