● AI Equity Research · Basic Materials

Kinross Gold Corporation (KGC)

AI stock analysis · Gold · Last analyzed Aug 20, 2026

Compass Score

3.0/5

Call

Hold

Price

$29.90

AI Target

$35.93 +20.2%

AI Analyst Summary

Kinross Gold is delivering exceptional fundamental momentum, with 64.8% YoY EPS growth and 29.5% revenue growth fueled by rising gold prices and improving mine-level productivity — all while trading at just 10.3x trailing earnings, a meaningful discount to sector peers. A PEG ratio of 1.12 and a broad Buy consensus from 18 analysts underscore that this growth is not yet fully priced in, with the consensus target implying ~20% upside from current levels. The key risk is gold price volatility: a sustained reversal in bullion prices would compress both earnings and the multiple simultaneously.

Catalysts

Q2/Q3 2025 earnings releases — continued EPS beats at the current 64.8% growth trajectory could re-rate the multiple toward sector peers and drive analyst price target upgrades
Gold price sustained above $3,000/oz — Kinross operates with high gold price leverage; each $100/oz move in bullion has an outsized impact on free cash flow and EPS, potentially triggering further consensus upgrades
Operational updates at key mines (e.g., Paracatu, Tasiast) — production beat announcements or cost-per-ounce improvements would validate management execution and attract incremental institutional interest

Fundamentals

Pe Trailing P/E: 10.3x | Forward P/E: 9.8x · 5.0/5

P/E of 10.3x is materially below the sector median for gold miners and highly compelling given the strong earnings growth backdrop. Forward P/E of 9.8x signals further multiple compression risk is low.

Peg PEG Ratio: 1.12 · 4.0/5

PEG of 1.12 is near the attractive sub-1.0 threshold and well below the 2.0+ range that would signal overvaluation. Durable gold price tailwinds support the growth assumption underlying this ratio.

Analyst Rating Buy consensus (1.7) · 4.0/5

Consensus of 1.7 reflects strong bullish sentiment across a broad analyst base of 18 covering analysts, with 16 Buys, 1 Hold, and 1 Sell. Well into Buy territory on the inverted scale.

Earnings Trend EPS Growth YoY: +64.8% | Revenue Growth YoY: +29.5% · 5.0/5

64.8% YoY earnings growth is exceptional and well above the 25% threshold for a top score. Revenue growth of 29.5% confirms the earnings surge is broad-based and not purely a cost story.

Price Target Beat EPS Beat Rate: 3 of 4 quarters · 3.0/5

Only 4 quarters of data are available; 3-of-4 beat rate is solid but insufficient full 8-quarter history limits the score. Scored conservatively at 3, with a positive directional bias given the recent beat streak.

Management Consistent recent executor with strong analyst backing · 4.0/5

A 3-of-4 recent EPS beat rate, 64.8% earnings growth, and strong analyst conviction (16 Buys) collectively suggest disciplined operational execution and effective capital allocation. Limited long-term beat history prevents a top score.

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