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RGLD vs STLD

RGLD
Royal Gold, Inc.
NEUTRAL
Price
$268.12
Market Cap
$22.75B
Sector
Basic Materials
AI Confidence
85%
STLD
Steel Dynamics, Inc.
NEUTRAL
Price
$200.32
Market Cap
$29.02B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
RGLD
40.02
STLD
25.07
Forward P/E
RGLD
20.11
STLD
12.44
P/B Ratio
RGLD
3.17
STLD
3.24
P/S Ratio
RGLD
22.26
STLD
1.6
EV/EBITDA
RGLD
27.9
STLD
16.08

Profitability

Gross Margin
RGLD
87.19%
STLD
13.16%
Operating Margin
RGLD
60.19%
STLD
7.03%
Profit Margin
RGLD
45.63%
STLD
6.52%
ROE
RGLD
9.12%
STLD
13.28%
ROA
RGLD
6.43%
STLD
5.88%

Growth

Revenue Growth
RGLD
86.1%
STLD
14.0%
Earnings Growth
RGLD
-28.9%
STLD
34.7%

Financial Health

Debt/Equity
RGLD
0.13
STLD
0.49
Current Ratio
RGLD
3.12
STLD
3.06
Quick Ratio
RGLD
2.87
STLD
1.16

Dividends

Dividend Yield
RGLD
0.71%
STLD
1.01%
Payout Ratio
RGLD
27.28%
STLD
25.03%

AI Verdict

RGLD NEUTRAL

RGLD presents a dichotomy between a rock-solid balance sheet and an extreme valuation premium. The Piotroski F-Score of 4/9 indicates stable financial health, supported by a very low Debt/Equity ratio (0.13) and strong liquidity. However, the current price of $268.12 trades at a massive premium to both the Graham Number ($113.0) and the Intrinsic Value ($46.9). While revenue growth is explosive (86.1%), the negative earnings growth (-28.9%) and recent string of earnings misses suggest the current valuation is speculative and disconnected from fundamental growth.

Strengths
Exceptional profit margins (45.63%) and operating margins (60.19%)
Very low leverage with a Debt/Equity ratio of 0.13
Strong liquidity position with a Current Ratio of 3.12
Risks
Severe valuation gap compared to Graham and Intrinsic value models
Negative earnings growth (-28.9% YoY) despite revenue gains
Bearish insider sentiment with 7 sell transactions and 0 buys
STLD NEUTRAL

STLD presents a dichotomy between strong growth fundamentals and stretched valuation metrics, anchored by a stable Piotroski F-Score of 4/9 and a missing Altman Z-Score. While the company exhibits impressive YoY earnings growth (34.7%) and a robust balance sheet (Current Ratio 3.06), the current price of $200.32 sits significantly above the Graham Number of $105.4. The extremely high PEG ratio of 11.95 and a bearish technical trend (10/100) suggest the stock is currently overextended despite its intrinsic growth value of $235.71. Consequently, the stock is viewed as a high-quality company trading at a premium price.

Strengths
Strong YoY earnings growth of 34.7% and revenue growth of 14%
Excellent liquidity with a Current Ratio of 3.06
Conservative leverage with a Debt/Equity ratio of 0.49
Risks
Severe valuation stretch indicated by a PEG ratio of 11.95
Bearish technical trend (10/100) suggesting a potential short-term reversal
Piotroski F-Score of 4/9 indicates only stable, not strong, financial health

Compare Another Pair

RGLD vs STLD: Head-to-Head Comparison

This page compares Royal Gold, Inc. (RGLD) and Steel Dynamics, Inc. (STLD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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