Nucor vs AngloGold Ashanti
This page compares Nucor (Nucor Corporation) and AngloGold Ashanti (AngloGold Ashanti Ltd.). It presents a neutral view of how their business models, financial performance, and market context differ, helping readers understand each company's approach and position within the industry. Educational content, not financial advice.
This page compares Nucor (Nucor Corporation) and AngloGold Ashanti (AngloGold Ashanti Ltd.). It presents a neutral view of how their business models, financial performance, and market context differ, ...
Why It's Moving
Nucor Surges on Dividend Hike and Leadership Shuffle Amid Strong Steel Momentum
- Announced a cash dividend increase, marking the 211th consecutive quarterly payout payable February 2026, signaling board confidence in steady cash flows amid steel sector volatility.
- Promoted longtime CFO Stephen Laxton to president and COO as current COO retires, sparking optimism about seamless leadership transition and operational continuity.
- Stock up 10.75% in the past month—beating sector's 4.55%—with analysts issuing Strong Buy ratings and consensus eyeing EPS growth of 71% in the next quarter.
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]
Nucor Surges on Dividend Hike and Leadership Shuffle Amid Strong Steel Momentum
- Announced a cash dividend increase, marking the 211th consecutive quarterly payout payable February 2026, signaling board confidence in steady cash flows amid steel sector volatility.
- Promoted longtime CFO Stephen Laxton to president and COO as current COO retires, sparking optimism about seamless leadership transition and operational continuity.
- Stock up 10.75% in the past month—beating sector's 4.55%—with analysts issuing Strong Buy ratings and consensus eyeing EPS growth of 71% in the next quarter.
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 BasketWhich Baskets Do They Appear In?
Domestic Auto Suppliers | Stellantis $10B Opportunity
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Published: October 6, 2025
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Published: July 2, 2025
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Poland is investing $663 million to dramatically increase production of artillery shells, creating ripple effects across the defense industry. These carefully selected stocks represent companies throughout the supply chain poised to benefit from this strategic shift in defense spending.
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Explore BasketInvestment Analysis
Nucor
NUE
Pros
- Nucor reported strong Q3 2025 earnings beating expectations with EPS of $2.63 and revenue of $8.52 billion, reflecting robust operational performance.
- The company maintains a solid financial health score, with strengths in profitability and cash flow management, supporting sustained business stability.
- Nucor’s strategic investments in custom-engineered building products and leadership in steel production position it well against competitors in infrastructure markets.
Considerations
- Nucor’s trailing twelve months return on equity (ROE) is at 8.11%, significantly below its 3- and 5-year averages and lower than many industry peers, indicating diminished efficiency in generating shareholder returns.
- Seasonal factors are expected to cause lower Q4 earnings, suggesting some earnings volatility within the fiscal year.
- The stock has exhibited medium volatility with a beta of 1.87, implying higher price fluctuations compared to the overall market, which could increase investment risk.
Pros
- AngloGold Ashanti has a high ROE of approximately 28.94%, indicating strong return generation compared to the mining industry peer group.
- The company is large-cap with a market capitalization above $33 billion, reflecting significant scale and market presence in the gold mining sector.
- Gold mining exposure provides potential hedge characteristics during inflationary or economic uncertainty periods due to gold’s safe-haven status.
Considerations
- Gold mining companies, including AngloGold Ashanti, generally face exposure to commodity price volatility, which can significantly impact earnings unpredictably.
- Operational risks include regulatory and environmental issues typical of mining, which can lead to increased costs or disruptions.
- Cyclicality of the gold market and geopolitical factors may create headwinds and impact AngloGold Ashanti’s strategic execution and profit consistency.
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