Gold Fields vs AngloGold Ashanti
Gold Fields and AngloGold Ashanti: this page compares business models, financial performance, and market context to help you understand how each company operates, competes, and positions itself within the broader mining landscape. The content is presented in a clear, neutral manner for readers seeking context. Educational content, not financial advice.
Gold Fields and AngloGold Ashanti: this page compares business models, financial performance, and market context to help you understand how each company operates, competes, and positions itself within...
Why It's Moving
Gold Fields rides gold's surge amid sector strength, despite recent pullback.
- H1 2025 results showed profit jumping to US$1,027m from US$389m a year earlier, underscoring robust operational leverage to gold prices.
- Trading at a significant premium to fair value estimates, reflecting investor optimism on the company's reserves in South Africa, Ghana, Australia, and Peru.
- Gold sector tailwinds persist, with GFI's returns on equity at 15% outpacing some peers amid high gold demand.
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]
Gold Fields rides gold's surge amid sector strength, despite recent pullback.
- H1 2025 results showed profit jumping to US$1,027m from US$389m a year earlier, underscoring robust operational leverage to gold prices.
- Trading at a significant premium to fair value estimates, reflecting investor optimism on the company's reserves in South Africa, Ghana, Australia, and Peru.
- Gold sector tailwinds persist, with GFI's returns on equity at 15% outpacing some peers amid high gold demand.
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]
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Explore BasketInvestment Analysis
Gold Fields
GFI
Pros
- Gold Fields has seen a 24% increase in attributable gold production, supporting strong earnings growth and cash flow generation.
- The company benefits from record gold prices, which have driven a significant rise in operating and free cash flow in the first half of 2025.
- Gold Fields is expanding its portfolio with new projects like Salares Norte and strategic acquisitions, positioning for future production growth.
Considerations
- All-in sustaining costs remain elevated at $1,682 per ounce, which could pressure margins if gold prices decline.
- Gold Fields faces operational risks in multiple jurisdictions, including South Africa and Chile, with exposure to regulatory and environmental challenges.
- The company's reliance on gold price strength means its financial performance is highly sensitive to commodity market fluctuations.
Pros
- AngloGold Ashanti operates a diversified portfolio of mines across Africa, Australia, and the Americas, reducing geographic concentration risk.
- The company has delivered robust net income and maintains a strong dividend yield, reflecting solid profitability and shareholder returns.
- AngloGold Ashanti's flagship Geita mine in Tanzania provides a stable production base with significant resource potential.
Considerations
- AngloGold Ashanti's stock trades at a premium valuation compared to sector averages, which may limit upside potential.
- The company faces ongoing challenges related to operational efficiency and cost management in some of its older mines.
- AngloGold Ashanti is exposed to political and regulatory risks in key African markets, which could impact future operations and profitability.
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