Newmont Corp vs Northern Star Resources shares

Are you weighing up Newmont Corporation CDI (ASX: NEM) vs Northern Star Resources Ltd (ASX: NST) shares? Both are major names in gold, but they’re quite different in scale, yield, valuation, and market performance. Let’s break down the fundamentals and see which might shine brighter for investors, especially those looking for strong dividends and competitive P/E ratios.

The case for Newmont Corp

Newmont Corp is the largest gold miner in the world, operating across the Americas, Australia, Africa, and Papua New Guinea. After acquiring Australian miner Newcrest Mining in 2023, Newmont gained assets like Boddington, Cadia, Tanami, and Telfer, adding further depth to their mineral portfolio. Besides gold, Newmont also produces copper, silver, zinc, and lead.

A few things jump out about Newmont:

• It has a massive market cap of $179.37 billion, making it a goliath in the sector.
• Its P/E ratio is 15.88, lower than Northern Star’s, so you’re paying less per dollar of earnings.
• The dividend yield is 0.85%, which is relatively modest for a miner.
• Dividends are unfranked, so there’s no extra tax benefit for Australian shareholders.
• Year to date, Newmont shares have returned a solid 17.64%.

The case for Northern Star Resources

Northern Star Resources is a leading Australian gold producer with a global reach. Its flagship operations are in Western Australia’s Kalgoorlie and Yandal projects, as well as Alaska’s Pogo goldfields. Northern Star is known for its strategic acquisitions and commitment to ongoing exploration.

Some key facts about Northern Star:

• Market cap sits at $31.40 billion—a sizeable company, but much smaller than Newmont.
• P/E ratio is 19.56, higher than Newmont, which could suggest a more fully valued share.
• Dividend yield stands at 2.43%, nearly three times higher than Newmont.
• Importantly, its most recent dividends have been 100% franked, offering a big plus for Aussie tax residents.
• However, year-to-date return is -13.28%, showing recent underperformance.

Valuation comparison

Here’s how the numbers stack up between these two gold giants:

Metric	Newmont Corp (NEM)	Northern Star (NST)
Market Cap	$179.37 billion	$31.40 billion
P/E Ratio	15.88	19.56
Dividend Yield	0.85% (Unfranked)	2.43% (100% Franked)
Year to Date Return	17.64%	-13.28%
Earnings Per Share (EPS)	7.930	1.157

Newmont boasts a lower P/E, higher earnings per share, and stronger recent performance, while Northern Star offers a higher, fully franked dividend yield. Newmont’s size dwarfs Northern Star’s.

Recent share price performance

Share price figures as of 15 September 2026 show Newmont closed at $170.69, dropping 2.8% that session but still up 17.64% YTD. Northern Star finished at $22.04, down 2.61% on the day and showing a negative year-to-date return of -13.28%. Looking through recent weeks, Newmont has shown more resilience, while Northern Star has faced consistent pressure.

Which is the better buy?

If I had to choose between Newmont and Northern Star today, I’d lean toward Newmont. Here’s why: Newmont is trading at a lower P/E ratio—making it look better value—and it’s delivered a strong positive return this year. While its dividend yield is lower and those dividends are unfranked, the company’s massive scale, higher earnings per share, and positive momentum give me more confidence right now. Northern Star’s higher, fully franked yield is tempting, especially for income-seeking Australians, but with its higher valuation and recent negative performance, I’m not convinced the risk is worth the reward at this stage.

The post Newmont vs Northern Star: Which gold share is better for value and yield? appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The ASX dividend stock Future Generation Global Ltd (ASX: FGX) could be one of the best options for reliable dividends on the ASX.

There are not many ASX shares that have increased their dividend payout every year over the past decade, which I think makes it clear that the board of directors wants to give investors reliable payouts.

The ASX dividend stock offers a winning combination of a high dividend yield and growth. Let’s run through why I think it’s a top option for passive income.

Diversification

Rather than getting exposure to a single business like Commonwealth Bank of Australia (ASX: CBA) and BHP Group Ltd (ASX: BHP), investing into this ASX dividend stock gives investors exposure to multiple portfolios.

Future Generation Australia is a listed investment company (LIC) which gives investors exposure to a portfolio of funds.

All of those fund managers work for free so that Future Generation Australia can donate 1% of its net assets each year to youth charities.

The funds are invested across both large and small ASX shares, providing exposure to more than 430 shares. I like this strategy because it gives more exposure by weighting to growing businesses than the overall ASX share market does.

Some of the fund managers that are involved here include Vinva, Firetrail, Smallco, Eley Griffiths, QVG, L1 Group Ltd (ASX: L1G) and Sandon Capital.

Large dividend yield

As I’ve already mentioned, this ASX dividend stock is providing investors with a very pleasing dividend yield.

Future Generation Australia has already provided guidance about what its upcoming 2026 financial year annual dividend will be.

The ASX dividend stock has said that FY26 payout will be 7.6 cents per share.

At the time of writing, that translates into a grossed-up dividend yield of 8.4%, including franking credits. I think the business is one of the best for large dividends for the foreseeable future.

Rising payouts

It’s not just the size of the dividend that’s impressive, but this business has regularly increased its payout. Few high-yielders can point to a record like Future Generation Australia’s.

The ASX dividend stock has increased its annual dividend per share every year since 2015 – that’s more than a decade of regular increases. I think plenty of ASX blue-chip shares would love to be able to say they’ve increased their payout every year for the past decade.

What a $3,000 investment could unlock

If someone were to invest $3,000 into Future Generation Australia shares today with an 8.4% dividend yield (including franking credits), it would unlock approximately $176.74 of dividend cash and around $252.49 of overall dividend income with an investment of 2,325 Future Generation Australia shares.

That’s a really impressive level of dividends, though I’m not expecting significant capital growth because it’s paying so much of its profit out as dividends.

The post $3,000 buys 2,325 shares in an impressively reliable ASX dividend stock appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Future Generation Australia and L1 Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you are looking for some big potential returns, then it could be worth checking out the two S&P/ASX 200 index (ASX: XJO) shares in this article.

That’s because the team at Bell Potter believes they are significantly undervalued and have the potential to deliver market-beating returns over the next 12 months.

Here’s what it is recommending to clients:

Liontown Ltd (ASX: LTR)

Bell Potter thinks that Liontown could be an ASX 200 share with strong potential returns over the next 12 months.

The broker recently put a buy rating and $1.90 price target on the lithium miner’s shares. Based on its current share price of $1.02, this implies potential upside of approximately 85% for investors.

Bell Potter believes the market is undervaluing Liontown’s shares, especially given the significant improvements it has made this year. This includes reducing its net debt and ramping up underground production at Kathleen Valley.

In light of this, the broker thinks now could be a good time to buy:

We still believe that LTR’s EV is lagging the recent recovery in lithium markets and expected tight fundamentals. The last time LTR was trading at its current EV (early December 2025), SC6 prices were US$1,150/t and net debt was $274m. Since this date. Since then, the Kathleen Valley underground ramp-up has been further derisked and spot SC6 prices are above US$2,300/t. 

While we expect lithium markets will be volatile, market fundamentals remain strong. Over FY27, LTR will continue to ramp up and de-risk Kathleen Valley, a highly strategic asset in terms of scale, long project life and location in a tier-one mining jurisdiction

Paladin Energy Ltd (ASX: PDN)

Bell Potter also sees major upside potential in this uranium producer. 

It recently retained its buy rating and $14.50 price target on the ASX 200 share. Based on its current share price of $9.52, this implies potential upside of 52%.

Bell Potter believes Paladin Energy is well-positioned to benefit from increasing demand for uranium thanks to a combination of electrification, energy security and artificial intelligence (AI)-related power requirements. It said:

We retain our Buy recommendation. We have a positive medium- to long-term outlook for the uranium market, supported by barriers to new supply and demand growth linked to electrification, energy security and AI-related power requirements. PDN has ~56% exposure to market prices out to 2030.

Production at LH continues to improve with higher-grade mined ore feeding the processing plant. PDN continues to derisk its key growth project at Paterson Lake South in Canada’s Athabasca Basin.

The post These ASX 200 shares could return 50% to 85% appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.