Alamos Gold Inc. (AGI) AI Stock Analysis

NYSE: AGIAI research summary: business, growth, valuation, analysts, bull and bear case.

AGI AI stock analysis summary

AI Research

Alamos Gold Inc. (AGI) is a Canadian gold mining company operating producing mines in Canada and Mexico with development projects in North America. Across the trailing twelve months, the company generated $2.23B in revenue with an operating margin of 66.5% and diluted EPS of $2.78. AGI carries net cash of $459.8M and generated $271.2M in free cash flow during FY2025.

Market cap
$13.45B
Revenue (TTM)
$2.23B
P/E
11.6x
fwd 13.2x
1Y return
-14.0%
S&P 500 16.8%
Avg. target
$41.33
28.7% vs last close

Bull case

  • Trailing twelve months operating margin reached 66.5%, well above the US-listed Basic Materials peer median of 18.5%.
  • The balance sheet maintains $459.8M in net cash with a conservative debt-to-equity ratio of 0.05 as of June 30, 2026.
  • Analyst estimates forecast FY2026 revenue of $2.28B alongside 58.8% EPS growth to $2.22 per share.

Bear case

  • Share price performance dropped 14.0% over the past year and 16.5% year-to-date, trailing the S&P 500 return of 16.8%.
  • Capital expenditures totaled $518.0M in FY2025, absorbing a significant portion of its $789.2M in operating cash flow.
  • The stock traded at $32.12 on October 16, 2026, which is 16.8% below its 200-day moving average and down from its 52-week high of $55.41.

What Alamos Gold does

Alamos Gold Inc., headquartered in Toronto, Canada, specializes in the acquisition, exploration, development, and extraction of precious metals across prominent mining regions in Canada and Mexico. Established in 2003, the company focuses on advancing its portfolio of gold projects. Its core operating assets include the Young-Davidson and Island Gold mines in Ontario, Canada, and the Mulatos mine in Sonora, Mexico. Additionally, Alamos Gold holds interests in the Lynn Lake project in Manitoba, Canada, and the Quartz Mountain project in Oregon, USA, supporting its operational presence and resource pipeline in North America.

Growth and profitability

Alamos Gold expanded annual revenue from $823.6M in FY2021 to $1.81B in FY2025, reflecting a 5-year revenue CAGR of 19.4%. Revenue growth accelerated in recent periods, rising 31.6% in FY2024 and 34.6% in FY2025. Gross margin increased from 35.2% in FY2021 to 54.3% in FY2025, while operating margin expanded from 1.8% to 44.5%. Net income shifted from -$66.7M in FY2021 to $889.4M in FY2025, producing EPS of $1.39. For the latest quarter ended June 30, 2026, quarterly revenue grew 35.6% year-over-year, and quarterly earnings grew 68.8% year-over-year.

AGI income statement →

Balance sheet and cash flow

As of June 30, 2026, Alamos Gold held $675.9M in cash and short-term investments against $216.0M in total debt, resulting in net cash of $459.8M. The company reported a current ratio of 1.78 and a debt-to-equity ratio of 0.05 on $4.80B in shareholders' equity. In FY2025, operating cash flow stood at $789.2M, which supported $518.0M in capital expenditures, delivering $271.2M in free cash flow. Capital return activities in FY2025 included $40.2M in dividends paid and $39.5M in share buybacks.

AGI balance sheet →

Valuation and performance

At a last close of $32.12, Alamos Gold trades at a trailing P/E of 11.6x, below the 19.7x median of its US-listed Basic Materials peers. Its forward P/E of 13.2x is near the peer group median of 13.4x, while EV/EBITDA of 8.0x sits below the peer group median of 10.5x. Price-to-sales stands at 6.0x compared to the sector median of 1.8x. Over the past year, AGI shares fell 14.0% against a 16.8% return for the S&P 500 (SPY), though the stock gained 312.3% over the trailing 5-year period compared to 83.0% for the benchmark index.

AGI key metrics →

AGI dividend

Alamos Gold offers a forward annual dividend of $0.16 per share, representing a dividend yield of 0.50% and a payout ratio of 7.1%. The company pays dividends quarterly and has paid dividends for 17 consecutive years, with an annualized 5-year dividend growth rate of 9.0%. Its most recent ex-dividend date occurred on September 10, 2026.

AGI dividend history →

What analysts expect

Wall Street coverage consists of 7 Strong Buy, 5 Buy, and 1 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $41.33, implying upside of 28.7% from the last close of $32.12. For the current fiscal year ending December 31, 2026, consensus estimates project revenue of $2.28B and EPS of $2.22, reflecting 58.8% earnings growth. Over the last 4 quarters, the company topped EPS estimates 3 times. The next earnings date is October 28, 2026.

AGI forecast and price target →

Key risks and what to watch

  • Price volatility is elevated, as reflected by a beta of 1.40 and a 52-week trading range spanning from $27.05 to $55.41.
  • Outstanding share count expanded 6.5% over the trailing 5-year period.
  • Alamos Gold must sustain substantial capital outlays, after deploying $518.0M into capex during FY2025 across its North American mine assets.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this AGI AI stock analysis

This page is an AI-written research summary of Alamos Gold Inc. (AGI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: AGI income statement, AGI balance sheet, AGI key metrics, AGI analyst forecast, AGI chart. See the AGI stock overview for the latest quote and news.

AGI AI stock analysis FAQ

What mines does Alamos Gold operate?

Alamos Gold operates the Young-Davidson and Island Gold mines in Ontario, Canada, and the Mulatos mine in Sonora, Mexico. It also holds interests in development projects including Lynn Lake in Manitoba, Canada, and Quartz Mountain in Oregon, USA.

Does Alamos Gold pay a dividend?

Yes, Alamos Gold pays a quarterly dividend totaling $0.16 annually, which equals a 0.50% yield with a 7.1% payout ratio. The company has paid dividends for 17 consecutive years.

What is Alamos Gold's debt position?

As of June 30, 2026, Alamos Gold held $675.9M in cash and short-term investments and $216.0M in total debt. This leaves the company with net cash of $459.8M and a debt-to-equity ratio of 0.05.

When is Alamos Gold's next earnings report?

Alamos Gold is scheduled to report its next earnings on October 28, 2026.

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