BAP vs GFI vs NEM vs ITUB vs AEM

For growth investors, Agnico Eagle Mines Limited (AEM) is the stronger pick with 43.

7% revenue growth year-over-year, versus 6. 4% for Credicorp Ltd. (BAP). Itaú Unibanco Holding S. A. (ITUB) offers the better valuation at 10. 3x trailing P/E (1. 7x forward), making it the more compelling value choice. Analysts rate Newmont Corporation (NEM) a "Buy" — based on 36 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Itaú Unibanco Holding S.

A. (ITUB) is the cheapest at 10. 3x versus Gold Fields Limited at 32. 5x. On forward P/E, Itaú Unibanco Holding S. A. is actually cheaper at 1. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Itaú Unibanco Holding S. A. wins at 0. 08x versus Newmont Corporation's 0. 85x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Gold Fields Limited (GFI) delivered a total return of +361.

9%, compared to +80. 0% for Newmont Corporation (NEM). Over 10 years, the gap is even starker: GFI returned +1087% versus BAP's +181. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Agnico Eagle Mines Limited (AEM) is the lower-risk stock at 0.

52β versus Itaú Unibanco Holding S. A. 's 1. 11β — meaning ITUB is approximately 112% more volatile than AEM relative to the S&P 500. On balance sheet safety, Agnico Eagle Mines Limited (AEM) carries a lower debt/equity ratio of 1% versus 5% for Itaú Unibanco Holding S. A. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Agnico Eagle Mines Limited (AEM) is pulling ahead at 43.

7% versus 6. 4% for Credicorp Ltd. (BAP). On earnings-per-share growth, the picture is similar: Agnico Eagle Mines Limited grew EPS 134. 4% year-over-year, compared to 4. 0% for Itaú Unibanco Holding S. A.. Over a 3-year CAGR, AEM leads at 29. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Agnico Eagle Mines Limited (AEM) is the more profitable company, earning 37.

5% net margin versus 11. 7% for Itaú Unibanco Holding S. A. — meaning it keeps 37. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AEM leads at 53. 1% versus 13. 1% for ITUB. At the gross margin level — before operating expenses — BAP leads at 64. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Itaú Unibanco Holding S. A. (ITUB) is the more undervalued stock at a PEG of 0. 08x versus Newmont Corporation's 0. 85x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Itaú Unibanco Holding S. A. (ITUB) trades at 1. 7x forward P/E versus 13. 5x for Agnico Eagle Mines Limited — 11. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BAP: 26. 9% to $408. 00.

All stocks in this comparison pay dividends.

Itaú Unibanco Holding S. A. (ITUB) offers the highest yield at 10. 4%, versus 0. 8% for Agnico Eagle Mines Limited (AEM).

For long-horizon retirement investors, Gold Fields Limited (GFI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

86), 0. 9% yield, +1087% 10Y return). Both have compounded well over 10 years (GFI: +1087%, ITUB: +188. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (BAP (Financial Services) and GFI (Basic Materials) and NEM (Basic Materials) and ITUB (Financial Services) and AEM (Basic Materials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: BAP is a mid-cap deep-value stock; GFI is a mid-cap high-growth stock; NEM is a mid-cap high-growth stock; ITUB is a mid-cap high-growth stock; AEM is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.