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...

Comparison Snapshot

Key Financial Metrics

SCCO

Metric

AEM

$156.15B

Market Cap

$112.85B

-29.59%

Potential Profit

-11.74%

Hold

Analyst Rating

Buy

Why It's Moving

SCCO Faces Analyst Warnings of -33% Downside Amid Lower 2026 Output Guidance

Production outlook dips to 911,400 tons in 2026, highlighting near-term challenges before ramping to 1.6 million tons by 2035 via $19.9 billion in Peru and Mexico projects.
Average analyst price target at $169.29 suggests -33% drop from latest close around $193, with targets ranging from $120 low to $229 high.
Institutions pile in: Price T Rowe up 40% to 3.8M shares, AMECX adds 23%, but mixed allocation shifts reflect sector uncertainty.

Sentiment:

🐻Bearish

AEM Faces Analyst Warnings of 15% Downside Amid Gold Pullback and Mixed Signals

Scotiabank hiked its price target sharply to $219 with a sector outperform rating, betting on earnings momentum from boosted Q3 EPS forecasts to $1.99.
Stifel Canada substantially raised multi-year EPS estimates for 2025-2027, underscoring operational efficiency with record 2025 gold output at low AISC of $1,339/oz.
Weiss Ratings trimmed AEM from 'buy (a)' to 'buy (b+)', a subtle downgrade amid retreating gold prices that offsets positive analyst upgrades and tests investor confidence.

Sentiment:

🐻Bearish

SCCO Faces Analyst Warnings of -33% Downside Amid Lower 2026 Output Guidance

Production outlook dips to 911,400 tons in 2026, highlighting near-term challenges before ramping to 1.6 million tons by 2035 via $19.9 billion in Peru and Mexico projects.
Average analyst price target at $169.29 suggests -33% drop from latest close around $193, with targets ranging from $120 low to $229 high.
Institutions pile in: Price T Rowe up 40% to 3.8M shares, AMECX adds 23%, but mixed allocation shifts reflect sector uncertainty.

Sentiment:

🐻Bearish

AEM Faces Analyst Warnings of 15% Downside Amid Gold Pullback and Mixed Signals

Scotiabank hiked its price target sharply to $219 with a sector outperform rating, betting on earnings momentum from boosted Q3 EPS forecasts to $1.99.
Stifel Canada substantially raised multi-year EPS estimates for 2025-2027, underscoring operational efficiency with record 2025 gold output at low AISC of $1,339/oz.
Weiss Ratings trimmed AEM from 'buy (a)' to 'buy (b+)', a subtle downgrade amid retreating gold prices that offsets positive analyst upgrades and tests investor confidence.

Sentiment:

🐻Bearish

Investment 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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