AngloGold Ashanti plc
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Mentions · last 7 days
286
X counts updated 3h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Gold sits in its cycle right now — and what that implies for $AU.
Gold
No material change from last week — central bank accumulation and US fiscal risk sustain the structural gold floor above $3,100/oz even as GDX lags spot by 10% YTD, flagging miner operating-cost inflation as the gap driver.
Top industry ETF
$GDXVanEck Gold Miners ETF
-11.9%YTD
+43.5%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
11.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
28.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
48.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
10.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
3.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
43.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
52.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$1.98$2.03-2.5%
Q1 2026May 8, 2026$2.52$2.27+11.0%
Q4 2025Feb 20, 2026$1.90$1.98-4.0%
Q3 2025Nov 11, 2025$1.32$1.34-1.5%
Next earningsThu, Nov 5·consensus EPS $2.00
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.2B+64.8%58.2%56.8%$2.54$1.3B
Q4 FY25$3.1B+75.3%50.6%49.2%$1.68$916.7M
Q3 FY25$2.4B+62.1%49.3%42.4%$1.32$1.1B
Q2 FY25$2.4B+108.8%49.0%40.9%$1.32$694.5M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$13.1B$12.9B – $13.3B$9.63$9.25 – $9.865
FY27$13.9B$12.7B – $15.0B$10.11$7.11 – $11.746
FY28$14.2B$10.5B – $20.0B$10.00$9.13 – $10.448
FY29$12.6B$10.8B – $15.1B$8.12$6.64 – $10.227
FY30$10.9B$9.4B – $13.1B$6.58$5.38 – $8.297
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
AngloGold Ashanti plc (AU) Q2 2026 Earnings Call TranscriptAngloGold Ashanti Q2 Earnings Call HighlightsAngloGold Ashanti Q2 30 June 2026 Earnings Release and Dividend DeclarationAngloGold Ashanti Set to Report Q2 Earnings: What's in the Cards?First Trust Advisors LP Has $33.99 Million Stock Holdings in AngloGold Ashanti PLC $AU
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