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v0.1
AEM$177.13-3.28%
Fair $177.13+0.0%

AEM

Agnico Eagle Mines Limited

Basic Materials / GoldNYSE

$177.13

-6.01 (-3.28%)

Fairly Valued+0.0%Fair Value $177.13Fund rank 32/100 · Data gapFallback financials|
SA 70/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

70/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · AEMLocal privado en este navegador · Agnico Eagle Mines Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$88.6B

P/E

16.7x

↓

EV/EBITDA

10.3x

↓

ROE

18.0%

↑

Gross Margin

58.1%

↑

Debt/Equity

0.01

↓
52-Week Range$177
$115$255

TradingView lightweight chart

AEM price, volumen y niveles de valoración

Último $177.13Periodo +2364.5%
Fair value: $177.13

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+27.5%

FCF CAGR

+96.9%

FCF margin

35.8%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.91B · net income $4.46B · FCF $4.26B

2022-FY → 2025-FY

Gross margin

58.1%+23.2% pts

Operating margin

53.1%+28.0% pts

Net margin

37.5%+25.8% pts

FCF margin

35.8%+26.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.91B$11.91B$8.29B$6.63B$5.74B
Net Income$4.46B$4.46B$1.90B$1.94B$670.2M
EBITDA$8.38B$8.38B$4.42B$3.94B$2.27B
EPS8.868.863.783.951.53
Gross Margin58.1%58.1%44.5%33.2%34.9%
Operating Margin53.1%53.1%38.0%25.6%25.1%
Net Margin37.5%37.5%22.9%29.3%11.7%
Balance Sheet
Debt/Equity0.010.010.060.100.09
Current Ratio3.153.15———
Cash Flow
Free Cash Flow$4.26B$4.26B$2.13B$-64.1M$558.4M
Returns
ROE18.0%18.0%9.1%10.0%4.1%
Valuation
P/E16.6816.6821.4513.3236.13
EV/EBITDA10.3310.339.266.9611.04
P/B3.603.601.951.331.49
Growth & Yield
Revenue Growth43.7%43.7%25.0%15.4%—
EPS Growth134.4%134.4%-4.3%158.2%—
Dividend Yield1.0%1.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$15.72

Spread vs growth

113.3%

5Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$19.02

Spread vs growth

117.9%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$30.63

Spread vs growth

121.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +51.1%

Total return

+51.1%

Start / end P/E

31.2x → 20.0x

EPS bridge

3.78 → 8.86

Residual

-48.3%

EPS growth+134.4%
Multiple rerating-36.0%
Dividend+1.0%
Residual / FX / buybacks / cross-term-48.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.