LUNDIN GOLD INC (LUG.CA) Fundamental Analysis & Valuation

TSX:LUGCA5503711080

Current stock price

111.41 CAD
+1.41 (+1.28%)
Last:

This LUG.CA fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

10

1. LUG.CA Profitability Analysis

1.1 Basic Checks

  • In the past year LUG was profitable.
  • LUG had a positive operating cash flow in the past year.
  • In the past 5 years LUG has always been profitable.
  • LUG had a positive operating cash flow in each of the past 5 years.
LUG.CA Yearly Net Income VS EBIT VS OCF VS FCFLUG.CA Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B

1.2 Ratios

  • LUG's Return On Assets of 44.32% is amongst the best of the industry. LUG outperforms 98.49% of its industry peers.
  • Looking at the Return On Equity, with a value of 58.07%, LUG belongs to the top of the industry, outperforming 98.74% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 54.26%, LUG belongs to the top of the industry, outperforming 99.87% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for LUG is significantly above the industry average of 12.79%.
  • The last Return On Invested Capital (54.26%) for LUG is above the 3 year average (36.09%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 44.32%
ROE 58.07%
ROIC 54.26%
ROA(3y)28.15%
ROA(5y)20.4%
ROE(3y)37.29%
ROE(5y)29.54%
ROIC(3y)36.09%
ROIC(5y)28.73%
LUG.CA Yearly ROA, ROE, ROICLUG.CA Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40

1.3 Margins

  • LUG's Profit Margin of 44.43% is amongst the best of the industry. LUG outperforms 97.74% of its industry peers.
  • In the last couple of years the Profit Margin of LUG has grown nicely.
  • LUG has a Operating Margin of 61.83%. This is amongst the best in the industry. LUG outperforms 99.25% of its industry peers.
  • LUG's Operating Margin has improved in the last couple of years.
  • With an excellent Gross Margin value of 68.78%, LUG belongs to the best of the industry, outperforming 97.74% of the companies in the same industry.
  • In the last couple of years the Gross Margin of LUG has grown nicely.
Industry RankSector Rank
OM 61.83%
PM (TTM) 44.43%
GM 68.78%
OM growth 3Y14.62%
OM growth 5Y7.85%
PM growth 3Y70.16%
PM growth 5YN/A
GM growth 3Y14.91%
GM growth 5Y7.4%
LUG.CA Yearly Profit, Operating, Gross MarginsLUG.CA Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60

8

2. LUG.CA Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), LUG is creating value.
  • Compared to 1 year ago, LUG has more shares outstanding
  • LUG has more shares outstanding than it did 5 years ago.
  • LUG has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
LUG.CA Yearly Shares OutstandingLUG.CA Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M
LUG.CA Yearly Total Debt VS Total AssetsLUG.CA Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

2.2 Solvency

  • An Altman-Z score of 31.16 indicates that LUG is not in any danger for bankruptcy at the moment.
  • LUG has a better Altman-Z score (31.16) than 77.61% of its industry peers.
  • There is no outstanding debt for LUG. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 31.16
ROIC/WACC4.48
WACC12.12%
LUG.CA Yearly LT Debt VS Equity VS FCFLUG.CA Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B

2.3 Liquidity

  • A Current Ratio of 2.53 indicates that LUG has no problem at all paying its short term obligations.
  • With a Current ratio value of 2.53, LUG perfoms like the industry average, outperforming 55.72% of the companies in the same industry.
  • A Quick Ratio of 2.29 indicates that LUG has no problem at all paying its short term obligations.
  • With a Quick ratio value of 2.29, LUG perfoms like the industry average, outperforming 55.35% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 2.53
Quick Ratio 2.29
LUG.CA Yearly Current Assets VS Current LiabilitesLUG.CA Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M

5

3. LUG.CA Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 86.86% over the past year.
  • Measured over the past years, LUG shows a very strong growth in Earnings Per Share. The EPS has been growing by 48.03% on average per year.
  • Looking at the last year, LUG shows a very strong growth in Revenue. The Revenue has grown by 49.44%.
  • LUG shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 37.85% yearly.
EPS 1Y (TTM)86.86%
EPS 3Y82.27%
EPS 5Y48.03%
EPS Q2Q%77.78%
Revenue 1Y (TTM)49.44%
Revenue growth 3Y29.78%
Revenue growth 5Y37.85%
Sales Q2Q%54.07%

3.2 Future

  • LUG is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -10.91% yearly.
  • Based on estimates for the next years, LUG will show a decrease in Revenue. The Revenue will decrease by -4.09% on average per year.
EPS Next Y39.5%
EPS Next 2Y19.37%
EPS Next 3Y2.79%
EPS Next 5Y-10.91%
Revenue Next Year36.55%
Revenue Next 2Y14.37%
Revenue Next 3Y8.6%
Revenue Next 5Y-4.09%

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
LUG.CA Yearly Revenue VS EstimatesLUG.CA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 500M 1B 1.5B 2B
LUG.CA Yearly EPS VS EstimatesLUG.CA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 0 1 2 3 4

7

4. LUG.CA Valuation Analysis

4.1 Price/Earnings Ratio

  • LUG is valuated rather expensively with a Price/Earnings ratio of 24.49.
  • Compared to the rest of the industry, the Price/Earnings ratio of LUG indicates a rather cheap valuation: LUG is cheaper than 89.56% of the companies listed in the same industry.
  • LUG's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.60.
  • The Price/Forward Earnings ratio is 17.56, which indicates a rather expensive current valuation of LUG.
  • Based on the Price/Forward Earnings ratio, LUG is valued cheaper than 89.81% of the companies in the same industry.
  • LUG is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.84, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 24.49
Fwd PE 17.56
LUG.CA Price Earnings VS Forward Price EarningsLUG.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • 91.82% of the companies in the same industry are more expensive than LUG, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, LUG is valued cheaply inside the industry as 95.22% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 20.66
EV/EBITDA 14.96
LUG.CA Per share dataLUG.CA EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The excellent profitability rating of LUG may justify a higher PE ratio.
PEG (NY)0.62
PEG (5Y)0.51
EPS Next 2Y19.37%
EPS Next 3Y2.79%

4

5. LUG.CA Dividend Analysis

5.1 Amount

  • LUG has a Yearly Dividend Yield of 1.68%.
  • Compared to an average industry Dividend Yield of 0.48, LUG pays a better dividend. On top of this LUG pays more dividend than 97.36% of the companies listed in the same industry.
  • Compared to an average S&P500 Dividend Yield of 1.88, LUG has a dividend comparable with the average S&P500 company.
Industry RankSector Rank
Dividend Yield 1.68%

5.2 History

  • LUG has been paying a dividend for over 5 years, so it has already some track record.
  • LUG has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years3
Div Non Decr Years3
LUG.CA Yearly Dividends per shareLUG.CA Yearly Dividends per shareYearly Dividends per share 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • 83.80% of the earnings are spent on dividend by LUG. This is not a sustainable payout ratio.
DP83.8%
EPS Next 2Y19.37%
EPS Next 3Y2.79%
LUG.CA Yearly Income VS Free CF VS DividendLUG.CA Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M -400M 600M 800M
LUG.CA Dividend Payout.LUG.CA Dividend Payout, showing the Payout Ratio.LUG.CA Dividend Payout.PayoutRetained Earnings

LUG.CA Fundamentals: All Metrics, Ratios and Statistics

LUNDIN GOLD INC

TSX:LUG (4/2/2026, 7:00:00 PM)

111.41

+1.41 (+1.28%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)02-19
Earnings (Next)05-06
Inst Owners25.9%
Inst Owner ChangeN/A
Ins Owners0.81%
Ins Owner ChangeN/A
Market Cap26.93B
Revenue(TTM)1.78B
Net Income(TTM)792.15M
Analysts53.68
Price Target116.15 (4.25%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.68%
Yearly Dividend3.83
Dividend Growth(5Y)N/A
DP83.8%
Div Incr Years3
Div Non Decr Years3
Ex-Date03-11
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)11.24%
Min EPS beat(2)1.96%
Max EPS beat(2)20.52%
EPS beat(4)4
Avg EPS beat(4)12.2%
Min EPS beat(4)1.96%
Max EPS beat(4)20.52%
EPS beat(8)7
Avg EPS beat(8)9.22%
EPS beat(12)7
Avg EPS beat(12)3.97%
EPS beat(16)8
Avg EPS beat(16)-4.62%
Revenue beat(2)2
Avg Revenue beat(2)6.91%
Min Revenue beat(2)6.62%
Max Revenue beat(2)7.19%
Revenue beat(4)4
Avg Revenue beat(4)8.36%
Min Revenue beat(4)3.87%
Max Revenue beat(4)15.76%
Revenue beat(8)8
Avg Revenue beat(8)7.35%
Revenue beat(12)9
Avg Revenue beat(12)6.01%
Revenue beat(16)11
Avg Revenue beat(16)4.83%
PT rev (1m)0.9%
PT rev (3m)14.6%
EPS NQ rev (1m)3.88%
EPS NQ rev (3m)29.88%
EPS NY rev (1m)22.23%
EPS NY rev (3m)23.42%
Revenue NQ rev (1m)17.99%
Revenue NQ rev (3m)40.47%
Revenue NY rev (1m)13.13%
Revenue NY rev (3m)18.73%
Valuation
Industry RankSector Rank
PE 24.49
Fwd PE 17.56
P/S 10.86
P/FCF 20.66
P/OCF 18.93
P/B 14.19
P/tB 14.19
EV/EBITDA 14.96
EPS(TTM)4.55
EY4.08%
EPS(NY)6.34
Fwd EY5.69%
FCF(TTM)5.39
FCFY4.84%
OCF(TTM)5.89
OCFY5.28%
SpS10.26
BVpS7.85
TBVpS7.85
PEG (NY)0.62
PEG (5Y)0.51
Graham Number28.35
Profitability
Industry RankSector Rank
ROA 44.32%
ROE 58.07%
ROCE 78.82%
ROIC 54.26%
ROICexc 98.76%
ROICexgc 98.76%
OM 61.83%
PM (TTM) 44.43%
GM 68.78%
FCFM 52.56%
ROA(3y)28.15%
ROA(5y)20.4%
ROE(3y)37.29%
ROE(5y)29.54%
ROIC(3y)36.09%
ROIC(5y)28.73%
ROICexc(3y)56.77%
ROICexc(5y)43.49%
ROICexgc(3y)56.77%
ROICexgc(5y)43.49%
ROCE(3y)52.43%
ROCE(5y)41.72%
ROICexgc growth 3Y54.74%
ROICexgc growth 5Y62.35%
ROICexc growth 3Y54.74%
ROICexc growth 5Y62.35%
OM growth 3Y14.62%
OM growth 5Y7.85%
PM growth 3Y70.16%
PM growth 5YN/A
GM growth 3Y14.91%
GM growth 5Y7.4%
F-Score7
Asset Turnover1
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 63.62%
Cap/Sales 4.82%
Interest Coverage 250
Cash Conversion 82.67%
Profit Quality 118.29%
Current Ratio 2.53
Quick Ratio 2.29
Altman-Z 31.16
F-Score7
WACC12.12%
ROIC/WACC4.48
Cap/Depr(3y)53.02%
Cap/Depr(5y)50.68%
Cap/Sales(3y)5.69%
Cap/Sales(5y)6.29%
Profit Quality(3y)172.7%
Profit Quality(5y)237.38%
High Growth Momentum
Growth
EPS 1Y (TTM)86.86%
EPS 3Y82.27%
EPS 5Y48.03%
EPS Q2Q%77.78%
EPS Next Y39.5%
EPS Next 2Y19.37%
EPS Next 3Y2.79%
EPS Next 5Y-10.91%
Revenue 1Y (TTM)49.44%
Revenue growth 3Y29.78%
Revenue growth 5Y37.85%
Sales Q2Q%54.07%
Revenue Next Year36.55%
Revenue Next 2Y14.37%
Revenue Next 3Y8.6%
Revenue Next 5Y-4.09%
EBIT growth 1Y75.03%
EBIT growth 3Y48.76%
EBIT growth 5Y48.67%
EBIT Next Year58.05%
EBIT Next 3Y15.83%
EBIT Next 5Y-5.09%
FCF growth 1Y61.56%
FCF growth 3Y36.05%
FCF growth 5Y76.44%
OCF growth 1Y54.45%
OCF growth 3Y33.9%
OCF growth 5Y55.2%

LUNDIN GOLD INC / LUG.CA Fundamental Analysis FAQ

What is the ChartMill fundamental rating of LUNDIN GOLD INC (LUG.CA) stock?

ChartMill assigns a fundamental rating of 8 / 10 to LUG.CA.


Can you provide the valuation status for LUNDIN GOLD INC?

ChartMill assigns a valuation rating of 7 / 10 to LUNDIN GOLD INC (LUG.CA). This can be considered as Undervalued.


Can you provide the profitability details for LUNDIN GOLD INC?

LUNDIN GOLD INC (LUG.CA) has a profitability rating of 10 / 10.


What is the valuation of LUNDIN GOLD INC based on its PE and PB ratios?

The Price/Earnings (PE) ratio for LUNDIN GOLD INC (LUG.CA) is 24.49 and the Price/Book (PB) ratio is 14.19.


Can you provide the dividend sustainability for LUG stock?

The dividend rating of LUNDIN GOLD INC (LUG.CA) is 4 / 10 and the dividend payout ratio is 83.8%.