● AI Equity Research · Basic Materials

AngloGold Ashanti plc (AU)

AI stock analysis · Gold · Last analyzed Aug 17, 2026

Compass Score

3.0/5

Call

Hold

Price

$96.30

AI Target

$113.13 +17.5%

AI Analyst Summary

AngloGold Ashanti presents a compelling value-growth combination: a trailing P/E of 12.9x and PEG of 0.78 paired with 50% YoY earnings growth and 27% revenue growth point to a materially undervalued gold producer benefiting from elevated gold prices and operational leverage. Broad analyst bullishness (7 of 8 analysts rated Buy) and a consensus target implying ~17% upside reinforce the constructive setup. The key risk is execution — the company beat EPS estimates in only 1 of the last 4 quarters, raising questions about near-term guidance credibility.

Catalysts

Gold price momentum: Continued strength in spot gold prices above $2,000/oz would directly amplify AngloGold's already elevated operating margins and drive further earnings upgrades through the remainder of the fiscal year.
Production ramp-up at key assets: Progress updates on mine development projects and output targets in upcoming quarterly operational reports could serve as a re-rating catalyst if throughput beats guidance.
Forward P/E compression to 9.7x: As FY earnings are reported and the forward estimates are realized, the market re-pricing toward the forward multiple from the trailing multiple represents ~25% earnings-driven upside potential.

Fundamentals

Pe Trailing P/E 12.9x / Forward P/E 9.7x · 5.0/5

Trailing P/E of 12.9x is materially below the sector median for gold miners, and the forward P/E compresses further to 9.7x — a strongly value-accretive setup given the earnings growth trajectory.

Peg PEG 0.78 · 5.0/5

PEG of 0.78 is well below 1.0, indicating the market is not fully pricing in the durable earnings growth rate. This is a strong signal of undervaluation relative to growth.

Analyst Rating Buy consensus (1.6) · 4.0/5

Consensus of 1.6 across 8 analysts (7 Buy / 1 Hold / 0 Sell) reflects broad bullish conviction. Just above the Strong Buy threshold, scoring a 4. Sufficient analyst coverage to apply full scale.

Earnings Trend EPS Growth +50.1% YoY / Revenue Growth +27.0% YoY · 5.0/5

50%+ YoY earnings growth is exceptional and well above the 25% threshold for a top score. Revenue growth of 27% provides fundamental support, suggesting this is operationally driven rather than a financial engineering artifact.

Price Target Beat EPS Beat Rate: 1 of 4 quarters · 2.0/5

Only 1 of the last 4 quarters saw an EPS beat — a weak execution signal. While strong YoY growth is evident, the company has consistently missed near-term consensus estimates, suggesting guidance may be set aggressively or operational visibility is limited.

Management Mixed execution signals · 3.0/5

Strong top-line and earnings growth is offset by a poor recent EPS beat track record (1 of 4 quarters). Analyst confidence remains high, but management's ability to consistently meet short-term expectations is a concern. Scored conservatively at neutral.

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