WallStSmart

Minerals Technologies Inc (MTX)vsVale SA ADR (VALE)

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Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 10056% more annual revenue ($218.07B vs $2.15B). VALE leads profitability with a 4.8% profit margin vs -3.1%. VALE appears more attractively valued with a PEG of 0.31. VALE earns a higher WallStSmart Score of 57/100 (C).

MTX

Hold

45

out of 100

Grade: D+

Growth: 2.7Profit: 5.0Value: 5.0Quality: 5.5
Piotroski: 3/9Altman Z: 2.47

VALE

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 5.5Value: 8.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MTXUndervalued (+12.9%)

Margin of Safety

+12.9%

Fair Value

$85.19

Current Price

$66.98

$18.21 discount

UndervaluedFair: $85.19Overvalued
VALEUndervalued (+76.7%)

Margin of Safety

+76.7%

Fair Value

$74.64

Current Price

$13.61

$61.03 discount

UndervaluedFair: $74.64Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MTX1 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3110/10

Growing faster than its price suggests

Market CapQuality
$61.58B9/10

Large-cap with strong market position

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$1.24B8/10

Generating 1.2B in free cash flow

Areas to Watch

MTX4 concerns · Avg: 3.3/10
PEG RatioValuation
2.224/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-28.8%2/10

Earnings declined 28.8%

VALE4 concerns · Avg: 3.3/10
P/E RatioValuation
28.4x4/10

Moderate valuation

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Profit MarginProfitability
4.8%3/10

4.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MTX

The strongest argument for MTX centers on Price/Book.

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.31 suggests the stock is reasonably priced for its growth.

Bear Case : MTX

The primary concerns for MTX are PEG Ratio, Revenue Growth, Piotroski F-Score.

Bear Case : VALE

The primary concerns for VALE are P/E Ratio, Return on Equity, Profit Margin. Thin 4.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

MTX profiles as a turnaround stock while VALE is a value play — different risk/reward profiles.

MTX carries more volatility with a beta of 1.14 — expect wider price swings.

VALE is growing revenue faster at 6.4% — sustainability is the question.

VALE generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

VALE scores higher overall (57/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Minerals Technologies Inc

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

Minerals Technologies Inc. develops, produces and markets a variety of specialty mineral, synthetic mineral and mineral products, and supporting systems and services. The company is headquartered in New York, New York.

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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