WallStSmart

EastGroup Properties Inc (EGP)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 29584% more annual revenue ($213.59B vs $719.57M). EGP leads profitability with a 35.8% profit margin vs 6.5%. EGP appears more attractively valued with a PEG of 8.42. EGP earns a higher WallStSmart Score of 58/100 (C).

EGP

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 4.7Quality: 5.0

VALE

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EGPSignificantly Overvalued (-88.2%)

Margin of Safety

-88.2%

Fair Value

$100.91

Current Price

$183.60

$82.69 premium

UndervaluedFair: $100.91Overvalued
VALESignificantly Overvalued (-47.9%)

Margin of Safety

-47.9%

Fair Value

$11.75

Current Price

$15.14

$3.39 premium

UndervaluedFair: $11.75Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EGP3 strengths · Avg: 9.3/10
Profit MarginProfitability
35.8%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
40.5%10/10

Strong operational efficiency at 40.5%

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

VALE3 strengths · Avg: 8.3/10
Market CapQuality
$64.24B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.6%8/10

Strong operational efficiency at 27.6%

Areas to Watch

EGP3 concerns · Avg: 3.0/10
P/E RatioValuation
37.6x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

PEG RatioValuation
8.422/10

Expensive relative to growth rate

VALE4 concerns · Avg: 3.5/10
P/E RatioValuation
27.0x4/10

Moderate valuation

Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : EGP

The strongest argument for EGP centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.8% and operating margin at 40.5%. Revenue growth of 14.3% demonstrates continued momentum.

Bull Case : VALE

The strongest argument for VALE centers on Market Cap, Price/Book, Operating Margin.

Bear Case : EGP

The primary concerns for EGP are P/E Ratio, Return on Equity, PEG Ratio.

Bear Case : VALE

The primary concerns for VALE are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

EGP profiles as a mature stock while VALE is a value play — different risk/reward profiles.

EGP carries more volatility with a beta of 1.11 — expect wider price swings.

EGP is growing revenue faster at 14.3% — sustainability is the question.

VALE generates stronger free cash flow (723M), providing more financial flexibility.

Bottom Line

EGP scores higher overall (58/100 vs 55/100), backed by strong 35.8% margins and 14.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

EastGroup Properties Inc

REAL ESTATE · REIT - INDUSTRIAL · USA

EastGroup Properties, Inc. (NYSE: EGP), an S&P MidCap 400 company, is a self-managed capital real estate investment trust focused on the development, acquisition and operation of industrial properties in Sunbelt's major markets in the United States. with an emphasis on the states of Florida, Texas, Arizona, California and North Carolina.

Vale SA ADR

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Vale SA produces and sells iron ore and iron ore pellets for use as raw material in steelmaking in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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