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Talon Metals Corp (TLO) Fair Value & Analysis

Basic Materials · CA · Market cap C$995M

TM Talon Metals Corp TLO · TO
PriceC$5.61
Fair ValueC$5.51
Upside-1.8%
Quality95/100
Evidence: Low Range C$4.13 – C$6.89

Fair value as of: Jun 24, 2026

From 2 valuation models · updated 6 days ago

Share price −17.5% over the past month.

Price vs Fair Value (12 months)

C$8.95 C$2.29 Fair Value C$5.51 Jun 2025 Jun 2026

12‑month range C$2.29 – C$8.95 · fair‑value band C$4.13 – C$6.89 · the C$5.61 price screens above the C$5.51 fair value. As of Jun 24, 2026.

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Analysis

Talon Metals Corp (TLO) currently trades at C$5.61, while our model-based Fair Value estimate is C$5.51 — implying the stock looks roughly 1.8% overvalued today. We read business quality at 95/100 (high quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: low).

Over the trailing twelve months, Talon Metals Corp generated revenue of C$46.9M at a net margin of -2.9%. It earns a return on equity of -0.5%. The balance sheet holds a net cash position of C$16.3M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) C$46.9M
Net margin -2.9%
Return on equity -0.5%
Free cash flow −C$31.9M FY2025
Operating margin 3.9%
EPS (TTM) C$-0.0200
More key figures
Net cash C$16.3M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Talon Metals Corp., a mineral exploration company, explores for and develops mineral properties in the United States. It explores for nickel, copper, and cobalt deposits. The company holds 51% interests in Tamarack project located in Minnesota, the United States; and acquires Eagle Mine and associated Humboldt Mill located in Michigan, USA. It also holds an option to acquire 80% interests in the mineral rights over a land package covering an area of approximately 400,000 acres located in the Upper Peninsula of the State of Michigan. Talon Metals Corp. was founded in 2005 and is headquartered in Road Town, the British Virgin Islands.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Talon Metals Corp reported revenue of C$699K in FY2025 versus C$15.3K in FY2021, a compound +159.8%/yr. Reported net income was −C$5.1M in FY2025.

Revenue +159.8%/yr
FY21 C$15.3K
FY22 C$266K
FY23 C$969K
FY24 C$442K
FY25 C$699K
Net income
FY21 −C$4.8M
FY22 C$3.2M
FY23 −C$2.3M
FY24 −C$2.3M
FY25 −C$5.1M

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Similar stocks

6 more Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHP $85.78 $60.26 -30%
Rio Tinto Group RTNTF $129.57 $77.65 -40%
Grupo México, S.A. GMBXF $11.89 $9.58 -19%
CMOC Group CMCLY $148.88 $119.76 -20%
Vale S.A VALEN 260.19 MXN 161.77 MXN -38%
Anglo American plc AAUKF $51.51 $20.30 -61%

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Frequently asked questions

Is Talon Metals Corp (TLO) undervalued?
As of Jun 24, 2026, our model estimates a fair value of C$5.51 versus a price of C$5.61 — about −2% (overvalued). Model-based estimate, not financial advice.
What is the fair value of TLO?
Our 21-model fair value for Talon Metals Corp is C$5.51 (as of Jun 24, 2026), built from audited fundamentals. The current price is C$5.61.
What is the quality score of TLO?
Talon Metals Corp has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Talon Metals Corp (TLO)?
Talon Metals Corp reported trailing-twelve-month revenue of about C$46.9M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of TLO?
The net profit margin of Talon Metals Corp is about -2.9%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.