Northern Dynasty Minerals and Aris Mining Compared

Which basic materials company is the better stock investment?

Published on Feb. 15, 2026

Northern Dynasty Minerals (NASDAQ:NAK) and Aris Mining (NYSE:ARMN) are both basic materials companies, but analysts believe Northern Dynasty Minerals has more potential upside based on its consensus target price. The companies differ in their institutional ownership, profitability metrics, revenue, and earnings per share.

Why it matters

This comparison of the two basic materials companies provides investors with insights to help them evaluate which stock may be the better investment option based on factors like analyst sentiment, financial performance, and ownership structure.

The details

Northern Dynasty Minerals has a consensus target price of $2.50, suggesting a potential upside of 15.74%, while Aris Mining has a consensus target price of $17.00, indicating a potential downside of 12.78%. Aris Mining has higher revenue and earnings per share than Northern Dynasty Minerals, but Northern Dynasty Minerals is trading at a lower price-to-earnings ratio, making it more affordable. Aris Mining also has stronger institutional ownership at 35.8% compared to 10.6% for Northern Dynasty Minerals.

  • The ratings and target prices for the two companies were provided by MarketBeat.com as of February 14, 2026.

The players

Northern Dynasty Minerals

A basic materials company that engages in the exploration of mineral properties, primarily the Pebble Copper-Gold-Molybdenum-Silver-Rhenium project in southwest Alaska.

Aris Mining Corporation

A basic materials company that engages in the acquisition, exploration, development, and operation of gold properties in Canada, Colombia, and Guyana, and also explores for silver and copper deposits.

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The takeaway

This comparison highlights the differences between Northern Dynasty Minerals and Aris Mining, providing investors with information to evaluate which basic materials stock may be the better investment option based on factors like analyst sentiment, financial performance, and ownership structure.