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Centerra Gold Inc. (TSE:CG)
NYSE:CG
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Centerra Gold (CG) AI Stock Analysis

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TSE:CG

Centerra Gold

(NYSE:CG)

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Outperform 75 (OpenAI - 5.2)
Rating:75Outperform
Price Target:
C$24.50
▼(-10.75% Downside)
Action:Reiterated
Date:05/29/26
The score is driven primarily by strong financial quality (very low leverage and strong recent margins/ROE) and attractive valuation (low P/E). These positives are tempered by weaker near-term technical momentum (below key moving averages with negative MACD) and cash-flow conversion/volatility risks typical of a gold producer.
Positive Factors
Very low leverage / strong balance sheet
Very low debt-to-equity (~0.02) gives durable financial flexibility to fund sustaining and growth capex, absorb commodity shocks and avoid refinancing risk. Conservatively financed structure supports multi-quarter resilience, strategic optionality and smoother capital allocation decisions.
Negative Factors
Weak cash conversion vs earnings
OCF covering only ~87% of net income and FCF at ~32% of net income indicate earnings do not fully convert to cash. Structural working-capital swings or high sustaining spend can limit distributable cash, constrain reinvestment flexibility and raise funding needs in down cycles.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage / strong balance sheet
Very low debt-to-equity (~0.02) gives durable financial flexibility to fund sustaining and growth capex, absorb commodity shocks and avoid refinancing risk. Conservatively financed structure supports multi-quarter resilience, strategic optionality and smoother capital allocation decisions.
Read all positive factors

Centerra Gold (CG) vs. iShares MSCI Canada ETF (EWC)

Centerra Gold Business Overview & Revenue Model

Company Description
Centerra Gold Inc. operates as a mining enterprise, undertaking the acquisition, exploration, development, and operation of gold and copper assets across North America, Turkey, and various international regions. Beyond these, the company also acti...
How the Company Makes Money
Centerra primarily makes money by producing and selling gold from its operating mines. Revenue is generated when refined gold (or gold-bearing product sold under offtake/refining arrangements) is delivered and sold at prevailing market prices, wit...

Centerra Gold Earnings Call Summary

Earnings Call Date:Feb 19, 2026
(Q4-2025)
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% Change Since: |
Next Earnings Date:Jul 28, 2026
Earnings Call Sentiment Positive
The call conveyed strong operational execution, healthy cash generation, ample liquidity, and a visible, self-funded growth pipeline (Mount Milligan, Kemess, Goldfield, Thompson Creek), together with record shareholder returns. These positives are tempered by a temporary but material disruption at the Langeloth facility, increased capital requirements (notably at Thompson Creek), and higher 2026 AISC guidance driven largely by royalties and inflationary pressures at Oksut. On balance the company highlighted more strategic and financial gains than setbacks and emphasized the ability to fund growth and returns from existing resources.
Positive Updates
Consolidated Production Outperformed Guidance
Full-year 2025 consolidated production exceeded guidance with over 275,000 ounces of gold and 50 million pounds of copper, surpassing the midpoint of the company's gold production guidance range.
Negative Updates
Langeloth Facility Explosion and Temporary Suspension
Operations at the Langeloth metallurgical facility were suspended on January 29 following an explosion; there were no fatalities or serious injuries. Repairs are expected to cost ~$5–$10 million and full operations are expected to resume by May 2026. The shutdown will increase working capital in Q1 2026 as inventories build.
Read all updates
Q4-2025 Updates
Negative
Consolidated Production Outperformed Guidance
Full-year 2025 consolidated production exceeded guidance with over 275,000 ounces of gold and 50 million pounds of copper, surpassing the midpoint of the company's gold production guidance range.
Read all positive updates
Company Guidance
Centerra’s 2026 guidance calls for consolidated production of 250,000–280,000 ounces of gold and 50–60 million pounds of copper with consolidated AISC of $1,650–$1,750/oz; site-level targets include Mount Milligan 140,000–155,000 oz gold and 50–60 million lbs copper (≈20% of annual gold expected in Q1) with AISC $1,200–$1,300/oz, and Oksut 110,000–125,000 oz gold with AISC $1,850–$1,950/oz (royalty impact ~ $650–$750/oz). Sustaining CapEx is guided to $85–$105 million and non‑sustaining CapEx to $260–$315 million (including Thompson Creek $190–$220M, Goldfield $30–$40M, Mount Milligan $35–$45M); exploration is $40–$50 million (brownfield $20–$25M; greenfield $20–$25M). Thompson Creek restart cap was increased to $425–$450M (from $397M), ~27% complete and on track for mid‑2027 production; Langeloth repairs are ~$5–$10M with full operations expected by May 2026 and a Q1 working‑capital build. For context, 2025 consolidated production was >275,000 oz gold and 50M lbs copper with AISC $1,614/oz, Q4 sales >68,000 oz gold and 12.5M lbs copper, Q4 realized prices $3,415/oz gold and $4.69/lb copper, year‑end cash $529M and total liquidity $929M.

Centerra Gold Financial Statement Overview

Summary
Strong balance sheet (debt-to-equity ~0.02) and markedly improved TTM profitability (net margin ~41%, EBITDA margin ~51%, ROE ~31.9%). Offsets include cyclical volatility (losses in 2022–2023 vs sharp rebound) and weaker cash conversion (OCF below net income; FCF ~32% of net income).
Income Statement
78
Positive
Balance Sheet
92
Very Positive
Cash Flow
67
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.54B1.38B1.21B1.09B850.19M900.14M
Gross Profit524.23M463.79M378.05M360.51M242.57M291.96M
EBITDA781.46M848.09M305.81M143.98M59.67M300.35M
Net Income634.63M594.21M80.39M-81.28M-77.21M446.95M
Balance Sheet
Total Assets3.08B2.94B2.27B2.28B2.34B2.68B
Cash, Cash Equivalents and Short-Term Investments552.45M539.91M628.43M615.77M531.92M949.40M
Total Debt43.76M18.79M20.11M24.21M13.97M20.20M
Total Liabilities978.73M884.28M609.22M606.52M525.62M632.95M
Stockholders Equity2.10B2.06B1.66B1.67B1.81B2.04B
Cash Flow
Free Cash Flow131.80M94.62M114.11M160.29M-82.91M322.26M
Operating Cash Flow408.27M352.67M298.40M245.60M-1.98M414.76M
Investing Cash Flow-326.11M-309.24M-193.20M-90.29M-255.64M36.43M
Financing Cash Flow-147.62M-140.85M-93.47M-74.28M-157.69M-49.14M

Centerra Gold Technical Analysis

Technical Analysis Sentiment
Positive
Last Price27.45
Price Trends
50DMA
23.79
Negative
100DMA
24.48
Negative
200DMA
21.27
Positive
Market Momentum
MACD
-0.22
Negative
RSI
48.82
Neutral
STOCH
17.78
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:CG, the sentiment is Positive. The current price of 27.45 is above the 20-day moving average (MA) of 22.86, above the 50-day MA of 23.79, and above the 200-day MA of 21.27, indicating a neutral trend. The MACD of -0.22 indicates Negative momentum. The RSI at 48.82 is Neutral, neither overbought nor oversold. The STOCH value of 17.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:CG.

Centerra Gold Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
86
Outperform
C$3.59B9.0446.09%59.18%115.75%
75
Outperform
C$4.58B5.2232.55%1.36%28.75%1404.48%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
56
Neutral
C$6.50B-122.83-28.77%58.03%
51
Neutral
C$3.94B-54.03-6.39%-408.67%
51
Neutral
C$4.24B-23.12-34.14%51.21%7.83%
49
Neutral
C$2.26B-43.42-64.06%-84.02%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSE:CG
Centerra Gold
22.49
12.84
133.15%
TSE:SEA
Seabridge Gold
36.60
17.09
87.60%
TSE:WDO
Wesdome Gold Mines
24.35
5.87
31.76%
TSE:MAU
Montage Gold Corp.
16.13
11.70
264.11%
TSE:SGD
Snowline Gold Corp.
12.82
4.38
51.90%
TSE:AAUC
Allied Gold Corporation
33.70
15.25
82.66%

Centerra Gold Corporate Events

Business Operations and StrategyExecutive/Board Changes
Centerra Gold Names Veteran Executive as Interim COO Amid Leadership Transition
Neutral
Mar 30, 2026
Centerra Gold has announced the departure of Executive Vice President and Chief Operating Officer David Hendriks, who will stay on in a consulting role to facilitate a smooth transition. The company has appointed veteran mining executive Mike Sylv...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 29, 2026