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

TSX:LUGCA5503711080

Current stock price

103.92 CAD
-11.26 (-9.78%)
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.
  • In the past year LUG had a positive cash flow from operations.
  • In the past 5 years LUG has always been profitable.
  • In the past 5 years LUG always reported a positive cash flow from operatings.
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

  • The Return On Assets of LUG (44.32%) is better than 98.63% of its industry peers.
  • With an excellent Return On Equity value of 58.07%, LUG belongs to the best of the industry, outperforming 99.00% of the companies in the same industry.
  • With an excellent Return On Invested Capital value of 54.26%, LUG belongs to the best of the industry, outperforming 99.88% 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 13.29%.
  • 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

  • With an excellent Profit Margin value of 44.43%, LUG belongs to the best of the industry, outperforming 97.88% of the companies in the same industry.
  • LUG's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 61.83%, LUG belongs to the top of the industry, outperforming 99.25% of the companies in the same industry.
  • In the last couple of years the Operating Margin of LUG has grown nicely.
  • The Gross Margin of LUG (68.78%) is better than 98.00% of its industry peers.
  • LUG's Gross Margin has improved in the last couple of years.
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

  • LUG has an Altman-Z score of 29.80. This indicates that LUG is financially healthy and has little risk of bankruptcy at the moment.
  • LUG has a Altman-Z score of 29.80. This is in the better half of the industry: LUG outperforms 76.78% of its industry peers.
  • LUG has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 29.8
ROIC/WACC4.44
WACC12.23%
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

  • LUG has a Current Ratio of 2.53. This indicates that LUG is financially healthy and has no problem in meeting its short term obligations.
  • LUG has a Current ratio of 2.53. This is comparable to the rest of the industry: LUG outperforms 54.68% of its industry peers.
  • 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 54.68% 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

  • LUG shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 86.86%, which is quite impressive.
  • LUG shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 48.03% yearly.
  • 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

  • The Earnings Per Share is expected to decrease by -10.91% on average over the next years. This is quite bad
  • LUG is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -4.09% yearly.
EPS Next Y43.78%
EPS Next 2Y22.84%
EPS Next 3Y2.81%
EPS Next 5Y-10.91%
Revenue Next Year41.23%
Revenue Next 2Y16.01%
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 2.5B
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 23.25.
  • 90.51% of the companies in the same industry are more expensive than LUG, based on the Price/Earnings ratio.
  • The average S&P500 Price/Earnings ratio is at 27.71. LUG is around the same levels.
  • A Price/Forward Earnings ratio of 16.18 indicates a correct valuation of LUG.
  • 90.51% of the companies in the same industry are more expensive than LUG, based on the Price/Forward Earnings ratio.
  • LUG's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 38.09.
Industry RankSector Rank
PE 23.25
Fwd PE 16.18
LUG.CA Price Earnings VS Forward Price EarningsLUG.CA Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • LUG's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. LUG is cheaper than 91.76% of the companies in the same industry.
  • 95.88% of the companies in the same industry are more expensive than LUG, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 19.64
EV/EBITDA 14.18
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)0.53
PEG (5Y)0.48
EPS Next 2Y22.84%
EPS Next 3Y2.81%

5

5. LUG.CA Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 3.90%, LUG has a reasonable but not impressive dividend return.
  • LUG's Dividend Yield is rather good when compared to the industry average which is at 0.86. LUG pays more dividend than 98.88% of the companies in the same industry.
  • LUG's Dividend Yield is rather good when compared to the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 3.9%

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

  • LUG pays out 83.80% of its income as dividend. This is not a sustainable payout ratio.
DP83.8%
EPS Next 2Y22.84%
EPS Next 3Y2.81%
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 (4/21/2026, 7:00:00 PM)

103.92

-11.26 (-9.78%)

Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)02-19
Earnings (Next)05-06
Inst Owners25.52%
Inst Owner ChangeN/A
Ins Owners0.82%
Ins Owner ChangeN/A
Market Cap25.13B
Revenue(TTM)1.78B
Net Income(TTM)792.15M
Analysts53.68
Price Target116.15 (11.77%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 3.9%
Yearly Dividend3.77
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)13.57%
EPS NQ rev (1m)6.54%
EPS NQ rev (3m)32.59%
EPS NY rev (1m)3.07%
EPS NY rev (3m)27.21%
Revenue NQ rev (1m)10.97%
Revenue NQ rev (3m)32.12%
Revenue NY rev (1m)3.43%
Revenue NY rev (3m)22.81%
Valuation
Industry RankSector Rank
PE 23.25
Fwd PE 16.18
P/S 10.32
P/FCF 19.64
P/OCF 17.99
P/B 13.49
P/tB 13.49
EV/EBITDA 14.18
EPS(TTM)4.47
EY4.3%
EPS(NY)6.42
Fwd EY6.18%
FCF(TTM)5.29
FCFY5.09%
OCF(TTM)5.78
OCFY5.56%
SpS10.07
BVpS7.7
TBVpS7.7
PEG (NY)0.53
PEG (5Y)0.48
Graham Number27.8362 (-73.21%)
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 29.8
F-Score7
WACC12.23%
ROIC/WACC4.44
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 Y43.78%
EPS Next 2Y22.84%
EPS Next 3Y2.81%
EPS Next 5Y-10.91%
Revenue 1Y (TTM)49.44%
Revenue growth 3Y29.78%
Revenue growth 5Y37.85%
Sales Q2Q%54.07%
Revenue Next Year41.23%
Revenue Next 2Y16.01%
Revenue Next 3Y8.6%
Revenue Next 5Y-4.09%
EBIT growth 1Y75.03%
EBIT growth 3Y48.76%
EBIT growth 5Y48.67%
EBIT Next Year65.4%
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 23.25 and the Price/Book (PB) ratio is 13.49.


Can you provide the dividend sustainability for LUG stock?

The dividend rating of LUNDIN GOLD INC (LUG.CA) is 5 / 10 and the dividend payout ratio is 83.8%.