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FNV vs IAG
Which Stock Would AI Choose? Franco-Nevada Corporation (FNV) vs. IAMGOLD Corporation (IAG) Stock Comparison
Key Takeaways
- FNV, a leading gold royalty company, offers high-margin, low-risk exposure to precious metals with recent portfolio expansions like royalties on Bullabulling and i-80 Gold projects.
- IAG, a mid-tier gold producer, reported strong Q1 2026 results with 183,600 attributable ounces and $1.03 billion revenue, driven by Côté Gold ramp-up.
- Recent market activity shows FNV down about 12% over the past month amid gold price softening, while IAG has surged over 160% in the past year on production momentum.
- Both stocks benefit from elevated gold prices above $4,500/oz, but FNV's debt-free model provides stability versus IAG's operational leverage.
- Analyst targets suggest upside for both: $302 for FNV and $26 for IAG, reflecting positive sector sentiment.
- Year-to-date, both have gained around 12%, but IAG shows stronger short-term momentum.
Introduction
This stock comparison examines FNV and IAG, two prominent players in the gold sector amid sustained high precious metal prices. FNV represents the royalty and streaming model, providing capital to miners for future production shares without operational risks. IAG offers direct mining exposure through assets like Côté Gold and Essakane. Investors seeking diversified gold leverage or production growth, as well as traders eyeing relative performance in recent market volatility, will find this analysis relevant for understanding sector dynamics, momentum shifts, and positioning.
FNV Overview and Recent Performance
Franco-Nevada Corporation (FNV) is the world's leading gold-focused royalty and streaming company. It provides upfront capital to miners in exchange for royalties (percentage of revenue) or streams (precious metals at fixed prices), generating over 90% of revenue from precious metals without bearing operational costs or balance sheet risks. This model yields high cash margins and supports consistent dividend growth, with the 19th consecutive annual increase in 2025.
In recent market activity, FNV shares traded around $232, down approximately 12% over recent weeks from highs near $256, reflecting broader precious metals pullback amid equity rotations and softening gold prices. Year-to-date gains stand at about 12%, with a 52-week range of $152.89–$285.67. Q4 2025 results showed record revenue of $597 million (up 86% year-over-year) and adjusted EPS of $1.85, beating estimates on strong gold and silver prices plus output from assets like Antamina. Recent developments include royalty acquisitions on Bullabulling Gold (A$170 million gross royalty) and i-80 Gold ($250 million NSR), plus Panama's approval for Cobre Panamá stockpile processing, enhancing near-term GEOs (gold equivalent ounces). Q1 2026 earnings are due May 12, with consensus EPS at $2.09. Sentiment remains supported by a debt-free balance sheet and "Buy" ratings, though short-term technicals like negative MACD signal caution.
IAG Overview and Recent Performance
IAMGOLD Corporation (IAG) is a mid-tier gold producer with operations in Canada, Burkina Faso, and Suriname, focusing on assets like the ramping Côté Gold mine (joint venture), Essakane, and Westwood. The company emphasizes cost control and growth through mine optimizations and exploration.
Recent weeks have seen IAG shares around $19, with year-to-date gains of about 12% and a 52-week range of $6.06–$24.87, following a 160%+ one-year surge. Q1 2026 delivered attributable production of 183,600 ounces, revenue of $1.03 billion (up 116% year-over-year at $4,859/oz realized), adjusted EBITDA of $666 million, and mine-site free cash flow of $525 million. Côté Gold hit nameplate capacity, supporting full-year guidance of 720,000–820,000 ounces. The company repurchased $260 million in shares and repaid $100 million debt, bolstering liquidity at $1.1 billion. Performance drivers include high gold prices and operational progress, though conveyor issues at Côté tempered throughput. Analyst targets average $26 with mixed "Buy"/"Hold" ratings; positive momentum indicators contrast overbought Stochastic signals, influencing trader sentiment toward near-term strength.
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Head-to-Head Comparison
FNV and IAG both thrive on gold prices above $4,500/oz but differ fundamentally: FNV’s royalty model delivers ~90% margins, diversification across 400+ assets, and zero capex/debt risks, contrasting IAG’s direct mining with higher AISC (all-in sustaining costs) exposure but greater upside from volume growth at Côté Gold.
Growth drivers for FNV include accretive royalty deals (e.g., i-80, Bullabulling) and restarts like Cobre Panamá; IAG leverages production ramps toward 800,000+ oz annually. Recent momentum favors IAG (160% 1-year vs. FNV’s 36%), but FNV offers stability (PE 40x vs. 11x). Risks: FNV ties to partner output; IAG faces jurisdictional (e.g., Burkina Faso) and cost inflation. Sector exposure is pure gold for both, with FNV adding silver/platinum; sentiment tilts toward miners on operational beats versus royalties’ premium valuation trade-off.
Tickeron AI Verdict
Tickeron’s AI currently favors IAG due to superior recent momentum, positive technical signals like upward Aroon and MACD trends, and catalysts from Q1 production beats plus Côté Gold stabilization. While FNV excels in trend consistency and low-risk positioning with upcoming earnings and royalty growth, IAG’s relative strength amid gold’s rally suggests a higher probability of near-term outperformance, albeit with elevated volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FNV is a Hold and IAG is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
FNV’s FA Score shows that 1 FA rating(s) are green whileIAG’s FA Score has 1 green FA rating(s).
- FNV’s FA Score: 1 green, 4 red.
- IAG’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
FNV’s TA Score shows that 4 TA indicator(s) are bullish while IAG’s TA Score has 3 bullish TA indicator(s).
- FNV’s TA Score: 4 bullish, 4 bearish.
- IAG’s TA Score: 3 bullish, 5 bearish.
Price Growth
FNV (@Precious Metals) experienced а -4.04% price change this week, while IAG (@Precious Metals) price change was +7.98% for the same time period.
The average weekly price growth across all stocks in the @Precious Metals industry was +7.19%. For the same industry, the average monthly price growth was -4.90%, and the average quarterly price growth was +3.09%.
Reported Earning Dates
FNV is expected to report earnings on Aug 12, 2026.
IAG is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Precious Metals (+7.19% weekly)The Precious Metals industry is engaged in exploring/mining metals that are considered to be rare and/or have a high economic value. Popular precious metals include gold, platinum and silver - all three of which are largely used in jewelry, art and coinage alongwith having some industrial uses as well. Precious metals used in industrial processes include iridium, (used in specialty alloys), and palladium ( used in electronics and chemical applications). Historically, precious metals have traded at much higher prices than common industrial metals. Newmont Goldcorp Corp, Barrick Gold Corp and Freeport-McMoRan are few of the major precious metals producing companies in the U.S.
| FNV | IAG | FNV / IAG | |
| Capitalization | 40.5B | 9.61B | 421% |
| EBITDA | 2.06B | 1.96B | 105% |
| Gain YTD | 1.433 | 0.970 | 148% |
| P/E Ratio | 29.50 | 9.74 | 303% |
| Revenue | 2.11B | 3.41B | 62% |
| Total Cash | 434M | 551M | 79% |
| Total Debt | 82.6M | 651M | 13% |
FNV | IAG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 29 Undervalued | 57 Fair valued | |
PROFIT vs RISK RATING 1..100 | 52 | 37 | |
SMR RATING 1..100 | 47 | 37 | |
PRICE GROWTH RATING 1..100 | 61 | 49 | |
P/E GROWTH RATING 1..100 | 91 | 12 | |
SEASONALITY SCORE 1..100 | 50 | 11 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
FNV's Valuation (29) in the Precious Metals industry is in the same range as IAG (57). This means that FNV’s stock grew similarly to IAG’s over the last 12 months.
IAG's Profit vs Risk Rating (37) in the Precious Metals industry is in the same range as FNV (52). This means that IAG’s stock grew similarly to FNV’s over the last 12 months.
IAG's SMR Rating (37) in the Precious Metals industry is in the same range as FNV (47). This means that IAG’s stock grew similarly to FNV’s over the last 12 months.
IAG's Price Growth Rating (49) in the Precious Metals industry is in the same range as FNV (61). This means that IAG’s stock grew similarly to FNV’s over the last 12 months.
IAG's P/E Growth Rating (12) in the Precious Metals industry is significantly better than the same rating for FNV (91). This means that IAG’s stock grew significantly faster than FNV’s over the last 12 months.
| FNV | IAG | |
|---|---|---|
| RSI ODDS (%) | 8 days ago 54% | N/A |
| Stochastic ODDS (%) | 4 days ago 68% | 4 days ago 83% |
| Momentum ODDS (%) | 4 days ago 70% | 4 days ago 77% |
| MACD ODDS (%) | 4 days ago 69% | 4 days ago 80% |
| TrendWeek ODDS (%) | 4 days ago 61% | 4 days ago 84% |
| TrendMonth ODDS (%) | 4 days ago 59% | 4 days ago 73% |
| Advances ODDS (%) | 18 days ago 63% | 4 days ago 82% |
| Declines ODDS (%) | 5 days ago 62% | 6 days ago 77% |
| BollingerBands ODDS (%) | 4 days ago 74% | 4 days ago 88% |
| Aroon ODDS (%) | 4 days ago 51% | 4 days ago 69% |
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