● AI Equity Research · Basic Materials

AngloGold Ashanti plc (AU)

AI stock analysis · Gold · Last analyzed Jul 8, 2026

Compass Score

3.0/5

Call

Hold

Price

$79.35

AI Target

$118.38 +49.2%

AI Analyst Summary

AngloGold Ashanti is experiencing a dramatic earnings re-rating, with YoY EPS growth of 185.2% and revenue expansion of 64.9%, yet trades at just 11.7x trailing earnings and a forward P/E of 7.5x — a significant discount to intrinsic value. The PEG ratio of 0.78 confirms the stock is undervalued relative to its growth, and 7 of 8 analysts carry Buy ratings with a consensus target implying ~49% upside. The primary risk is execution consistency, as the company has beaten EPS estimates in only 1 of the last 4 quarters, raising questions about near-term guidance reliability.

Catalysts

Q1/Q2 2025 earnings reports — a return to EPS beat cadence could sharply re-rate the stock toward the $118 consensus target and rebuild investor confidence in management guidance.
Sustained gold price strength above $2,300/oz would directly amplify free cash flow and accelerate forward earnings, potentially pushing the already-low forward P/E even further below consensus estimates.
Operational ramp-up at key mining assets, including the Obuasi mine in Ghana and Tropicana in Australia, could drive production volume growth that validates the exceptional revenue trajectory seen in recent quarters.

Fundamentals

Pe Trailing P/E: 11.7x | Forward P/E: 7.5x · 5.0/5

Trailing P/E of 11.7x is materially below the sector median for gold miners, and the forward P/E of 7.5x signals rapid earnings expansion ahead. Valuation is compelling on both an absolute and relative basis.

Peg PEG Ratio: 0.78 · 5.0/5

PEG of 0.78 is well below 1.0, indicating the stock is undervalued relative to its strong earnings growth trajectory. This is a strong positive signal for growth-adjusted value.

Analyst Rating Buy consensus (1.9) — 7 Buy / 0 Hold / 1 Sell (8 analysts) · 4.0/5

Consensus rating of 1.9 maps to a Buy-leaning signal with 8 analysts covered. The breakdown of 7 Buy vs. 1 Sell with zero Hold ratings reflects broad bullish conviction. Scores 4 given the 1.5–2.5 range mapping.

Earnings Trend EPS Growth YoY: +185.2% | Revenue Growth YoY: +64.9% · 5.0/5

Earnings growth of 185.2% YoY is exceptional and well above the 25% threshold for a top score. Revenue growth of 64.9% confirms this is not purely a margin story — top-line expansion is equally robust. Growth at this magnitude warrants the highest score.

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

Only 1 of the last 4 quarters resulted in an EPS beat, which is a notable execution concern. While the growth trajectory is strong, the company has struggled to consistently exceed near-term earnings estimates.

Management Mixed execution signals · 3.0/5

Despite extraordinary YoY earnings and revenue growth, the EPS beat rate of just 1 of 4 quarters tempers the management quality assessment. Analyst sentiment is constructive, but inconsistent near-term delivery relative to expectations limits a higher score. Rated neutral-to-cautious.

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