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AngloGold Ashanti plc (AU) — Structural Peer Analysis

AngloGold Ashanti plc ranks in the top quartile of its peer group, with a broadly solid profile across the main structural dimensions. Price action is not yet fully confirming the underlying structural profile.

Updated 2026-08-16 · RUSSELL1000
Current market signal · 2026-08-07
Quality confirmed

Discounted Gold Miner, Market Ignores Quality

52w drawdown -22.8% · 21d vs sector +14.5%

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ENTRY TODAY
Elevated price zonebelow norm
TODAY (5y history)95th pct today
0th50th100th
Today the stock sits in a historically elevated range, while its multiple is below its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Stability 58
Above median
Weak Growth 78
Top 25% of peers
Moderate Valuation 88
Top 10% of peers
Strongest Profitability 96
Top 10% of peers
Peer-Relative Score
82
Peer-Score
Strong peer position
Signal qualitylow
Structural Read

Discounted Gold Miner, Market Ignores Quality

AngloGold Ashanti plc is a gold mining company listed on the NYSE. The group operates mines across several continents and is exposed to global gold price movements.

AngloGold Ashanti is traded primarily as a gold price bet rather than for operational quality. Despite a 28% operating margin—well above the sector median—the market prices the stock directly off gold price movements, so even quarters with solid operational performance can see the share price fall if gold prices dip. Volatility at 44.5%, among the highest in the sector, reflects this sensitivity. As a gold miner with a global footprint and high cost elasticity, AngloGold Ashanti’s results depend largely on commodity cycles rather than business execution. The market adjusts valuation closely in line with gold price changes, swiftly reducing any premium when gold declines. A gold price downturn is enough to trigger abrupt premium compression.

AssetNext · 2026-08-08 · Rule-based and descriptive. Not investment advice.

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This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.