TSE:FNV

Franco-Nevada Corp. (FNV.TO)

281.30
+2.65 (0.95%)
as of Jul 17, 2026, 8:00:00 pm Market Open.
299 watching
0
Investor Insights
star iconJul 18, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Franco-Nevada Corp. (FNV) has emerged as a key player in the royalty sector, primarily focused on precious and base metals, alongside some oil and gas interests. Analysts highlight its remarkable growth of 44% annually over the past decade, projecting a stable yield of 0.84%. With significant catalysts on the horizon, including a growing backlog expected to materialize in the coming years, the company is viewed as solid due to its lack of operational risk and debt. Amidst fluctuating gold performance, analysts recommend maintaining a strategic allocation of precious metals in investment portfolios, advocating for a 10% exposure to gold, with FNV being a favored choice. Overall, FNV is perceived as a strong long-term investment, although concerns about future sustainability at current price levels are noted.

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Consensus
Buy
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Valuation
Fair Value
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AEM
BUY
Good intermediate gold. A place to hide if you think gold will do better over the next 6 months to a year.
BUY ON WEAKNESS
Gold royalty company. They don't have execution and production risks. Have NSR (Net Smelter Royalty), which is a way of financing for the mines. If the company has a mine that they want to bring into production, they would sell a 2% royalty to them. The royalty is off of the top (revenues).
SELL
(Market Call Minute.) On the short-term basis, it’s one of the more expensive stocks so he would be trimming and buying something cheaper.
SELL
Not one of his favourites in the gold sector right now. Too many other metal commodities. If there is a rebound in the market, gold will under perform.
PAST TOP PICK
(A Top Pick Jan 7/08. Up 48.8%.) Just took his profits and swung to Energy Savings (SIF.UN-T). (See Top Picks.)
COMMENT
(Market Call Minute.) Great business model in an environment where companies have a hard time raising capital. A palatable type of financing for a lot of companies.
COMMENT
Would like to see them by some royalties at this time but they indicated they would be keeping their powder dry. Holding cash does not earn anything for the shareholder. Low risk. Little expensive.
COMMENT
Stock is in a positive zone. Recent high was around $23 and is now trying to break through that.
COMMENT
Very good business model. The only thing in the short run is that the idea of providing financing through payback by way of a royalty is less attractive in a world where there is lots of money available for financing. Would choose Arc Energy (AE.UN-T) over this one.
BUY
Announced that they are going to spend $250 million in acquisitions. On his radar screen. Another way to play gold without worrying about the costs of extraction because it is royalties. Also has oil sand royalties.
BUY
The original Franco Nevada made you 5X your money. Have royalties on gold, silver and the oil sands. Gives you both sides of energy and precious metals. A great play on higher prices.
BUY
Essentially a royalty Company, so the gold mine produces and they get 3% of the gold price. They have a whole portfolio of mines all over the world. Not a bad way to have some gold exposure.
WAIT
Investors made fortunes on the old company the first time around and there is no reason to think that it won't happen again. A little worried about over-enthusiasm on its first month of trading. Would wait a while and watch it trade for 2 or 3 months.
TOP PICK
Wonderful business model. They have over 150 royalty interests, so you are buying a portfolio of revenues. This is a spin out from the old Franco Nevada. They did brilliantly the first time and thinks they will do the same a second time.
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