Southern Copper vs Agnico Eagle
This page compares Southern Copper and Agnico Eagle, examining how their business models, financial performance, and market context differ. It presents an overview of their operations, revenue drivers, cost structures, and strategic priorities to help readers understand the relative strengths and challenges of each company. Educational content, not financial advice.
This page compares Southern Copper and Agnico Eagle, examining how their business models, financial performance, and market context differ. It presents an overview of their operations, revenue drivers...
Why It's Moving
Southern Copper Hits 52-Week High After Crushing Q3 Earnings Expectations
- Q3 net sales soared 15.2% year-over-year to a record $3.38 billion, beating estimates of $3.05 billion, driven by higher volumes of silver, molybdenum, and zinc, signaling diversified revenue resilience.[1][3][4]
- Earnings per share of $1.35 topped forecasts by $0.09, highlighting cost discipline and expansion plans that position SCCO for sustained copper market deficits tied to AI and decarbonization trends.[1][3]
- Board hiked quarterly dividend to $0.90 per share in late October, reflecting confidence in converting profitability into shareholder returns despite a minor insider sale of 400 shares on December 3.[1][3][4]
Agnico Eagle Mines surges nearly 5% as gold sector rally ignites investor enthusiasm.
- Presentation at the Emerging Growth Conference on December 11 highlighted strategic gold production and exploration strengths, boosting investor confidence.[1]
- Zacks Rank 1 (Strong Buy) backed by 83.9% projected FY2025 earnings growth and recent upward consensus estimate revisions.[1][2]
- RBC Capital downgraded the rating but sharply raised price target to $205 on December 10, underscoring undervaluation potential in a rallying gold mining sector.[5]
Southern Copper Hits 52-Week High After Crushing Q3 Earnings Expectations
- Q3 net sales soared 15.2% year-over-year to a record $3.38 billion, beating estimates of $3.05 billion, driven by higher volumes of silver, molybdenum, and zinc, signaling diversified revenue resilience.[1][3][4]
- Earnings per share of $1.35 topped forecasts by $0.09, highlighting cost discipline and expansion plans that position SCCO for sustained copper market deficits tied to AI and decarbonization trends.[1][3]
- Board hiked quarterly dividend to $0.90 per share in late October, reflecting confidence in converting profitability into shareholder returns despite a minor insider sale of 400 shares on December 3.[1][3][4]
Agnico Eagle Mines surges nearly 5% as gold sector rally ignites investor enthusiasm.
- Presentation at the Emerging Growth Conference on December 11 highlighted strategic gold production and exploration strengths, boosting investor confidence.[1]
- Zacks Rank 1 (Strong Buy) backed by 83.9% projected FY2025 earnings growth and recent upward consensus estimate revisions.[1][2]
- RBC Capital downgraded the rating but sharply raised price target to $205 on December 10, underscoring undervaluation potential in a rallying gold mining sector.[5]
Which Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
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Explore BasketWhich Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
Explore BasketElectrification Essentials
Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.
Published: June 17, 2025
Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketInvestment Analysis
Southern Copper
SCCO
Pros
- Southern Copper has extensive mining assets with an estimated 70 years of mining life ahead and among the lowest industry mining costs.
- The company reported strong Q3 2025 results with revenue of $3.38 billion, a 15.2% year-over-year increase, surpassing estimates.
- Southern Copper is investing in growth expected to increase production by 105% by 2026 and offers a current dividend yield around 4.5%.
Considerations
- Analysts have a consensus rating to 'reduce' Southern Copper shares, reflecting concerns about downside potential of around 14-16% in the next 12 months.
- The company faces regulatory concerns that contributed to recent analyst downgrades and lower price targets.
- Southern Copper is entering a period of high capital expenditures for growth, increasing execution and financial risk in the near term.
Agnico Eagle
AEM
Pros
- Agnico Eagle Mines is a diversified gold producer with operations and exploration activities across Canada, Finland, Mexico, the United States, and Sweden.
- The company operates multiple mines across strategic regions, spreading geographic risk and providing stable gold production.
- Agnico Eagle has a strong market presence with a high market cap over €69 billion, supported by a broad exploration program to sustain growth.
Considerations
- Agnico Eagle’s stock has faced volatility and currently trades below its 52-week highs, indicating some recent performance pressure.
- The gold mining industry, and Agnico Eagle by extension, remains exposed to commodity price cycles and geopolitical risks in key regions.
- Exploration and development activities are capital intensive and carry execution risks that could impact future production and cash flow.
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