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Strong Gold Prices And Ramp-Up Mines Will Drive Value

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GROY
AnalystConsensusTarget
Not Invested
Published 11 May 2025

Update shared on08 Aug 2025

Fair value Increased 2.20%
AnalystConsensusTarget's Fair Value
US$3.87
22.4% undervalued intrinsic discount
08 Aug
US$3.00
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1Y
127.3%
7D
4.5%

Gold Royalty’s modestly higher analyst price target reflects a slight increase in future P/E while net profit margin remains stable, leading to a new consensus fair value of $3.87.


What's in the News


  • Q2 2025 total revenue, land agreement proceeds, and interest rose approximately 100% year over year to $4.4 million, equating to 1,346 gold equivalent ounces (GEOs).
  • First half 2025 total revenue, land agreement proceeds, and interest increased 25% year over year to a record $8.0 million, equating to 2,595 GEOs.
  • The company maintained its 2025 full-year production guidance of 5,700–7,000 GEOs, expecting production to be more heavily weighted to the second half due to ramp-up at C t, Vare, and Borborema mines.

Valuation Changes


Summary of Valuation Changes for Gold Royalty

  • The Consensus Analyst Price Target has risen slightly from $3.78 to $3.87.
  • The Future P/E for Gold Royalty has risen slightly from 53.31x to 55.31x.
  • The Net Profit Margin for Gold Royalty remained effectively unchanged, moving only marginally from 33.12% to 32.59%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.