Royal Gold Stock May Still Have Room to Run

RGLD: Royal Gold logo
RGLD
Royal Gold

Royal Gold (RGLD) stock might be a good candidate to ride the momentum. Why? Because you get strong margin, low-debt capital structure, and strong momentum. Here is some data.

  • Revenue Growth: Royal Gold saw revenue growth of 30.1% LTM and 8.2% last 3 year average.
  • Long-Term Profitability: About 70.7% operating cash flow margin and 55.4% operating margin last 3 year average.
  • Strong Momentum: Currently in top 10 percentile of stocks in terms of “trend strength” – our proprietary momentum metric.
  • Room To Run: Despite its momentum, RGLD stock is trading 13% below its 52-week high.

While revenue growth helps, this selection is all about riding momentum with quality – which we judge by margins (reflective of pricing power / strong business model) and capital structure (not too debt heavy).

As a quick background, Royal Gold provides precious metal streams and royalties, managing interests in 187 global properties across five continents, including the US, Canada, Chile, Australia, Africa, and Mexico.

  RGLD S&P Median
Sector Materials
Industry Gold
PS Ratio 14.9 3.3
PE Ratio 26.4 23.7

   
LTM* Revenue Growth 30.1% 5.2%
3Y Average Annual Revenue Growth 8.2% 5.3%

   
LTM* Operating Margin 64.7% 18.8%
3Y Average Operating Margin 55.4% 17.9%
LTM* Op Cash Flow Margin 70.9% 20.4%
3Y Average Op Cash Flow Margin 70.7% 19.8%

   
DE Ratio 0.0% 21.1%

*LTM: Last Twelve Months

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But do these numbers tell the full story? Read Buy or Sell RGLD Stock to see if Royal Gold still has an edge that holds up under the hood.

Stock picking fails more often than not. High Quality Portfolio turns single-stock insights into a robust market beating portfolio strategy.

Stocks Like These Can Outperform. Here Is Data

Here is how we make the selection: We consider stocks with > $2 Bil in market cap, high operating and cfo (cash flow from operations) margin, no instance of very large revenue decline in the past 5 years, low-debt capital structure, and strong momentum as defined by our proprietry momentum metric.

Below are statistics for stocks with this selection strategy applied between 12/31/2016 and 6/30/2025.

  • Average 12-month forward returns of nearly 15%
  • 12-month win rate (percentage of picks returning positive) of about 60%

But Consider The Risk

That said, RGLD isn’t immune to big dips. It fell nearly 60% in the Dot-Com Bubble, 42% during the Global Financial Crisis, and about 41% in the inflation shock. Even the smaller sell-offs like 2018 and the Covid pandemic dragged it down by 25% and 43%, respectively. So, while the stock may have solid fundamentals, it still takes a hit when the market turns sour.

But the risk is not limited to major market crashes. Stocks fall even when markets are good – think events like earnings, business updates, outlook changes. Read RGLD Dip Buyer Analyses to see how the stock has recovered from sharp dips in the past.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.