WallStSmart

NACCO Industries Inc (NC)vsPetróleo Brasileiro S.A. - Petrobras (PBR-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Petróleo Brasileiro S.A. - Petrobras generates 179392% more annual revenue ($497.55B vs $277.20M). PBR-A leads profitability with a 22.1% profit margin vs 6.3%. NC appears more attractively valued with a PEG of 0.30. PBR-A earns a higher WallStSmart Score of 75/100 (B).

NC

Hold

46

out of 100

Grade: D+

Growth: 2.7Profit: 3.0Value: 8.7Quality: 8.5
Piotroski: 4/9Altman Z: 2.51

PBR-A

Strong Buy

75

out of 100

Grade: B

Growth: 4.0Profit: 9.0Value: 8.3Quality: 4.5
Piotroski: 5/9Altman Z: 1.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NCUndervalued (+46.8%)

Margin of Safety

+46.8%

Fair Value

$101.19

Current Price

$48.87

$52.32 discount

UndervaluedFair: $101.19Overvalued

Intrinsic value data unavailable for PBR-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NC3 strengths · Avg: 9.7/10
PEG RatioValuation
0.3010/10

Growing faster than its price suggests

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

PBR-A6 strengths · Avg: 9.2/10
PEG RatioValuation
0.3510/10

Growing faster than its price suggests

P/E RatioValuation
6.5x10/10

Attractively priced relative to earnings

Market CapQuality
$136.11B9/10

Large-cap with strong market position

Return on EquityProfitability
28.2%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

NC4 concerns · Avg: 2.8/10
Market CapQuality
$363.02M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Revenue GrowthGrowth
-5.2%2/10

Revenue declined 5.2%

PBR-A2 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.5%4/10

0.5% earnings growth

Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NC

The strongest argument for NC centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.30 suggests the stock is reasonably priced for its growth.

Bull Case : PBR-A

The strongest argument for PBR-A centers on PEG Ratio, P/E Ratio, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 26.9%. PEG of 0.35 suggests the stock is reasonably priced for its growth.

Bear Case : NC

The primary concerns for NC are Market Cap, Return on Equity, Profit Margin.

Bear Case : PBR-A

The primary concerns for PBR-A are EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

NC carries more volatility with a beta of 0.50 — expect wider price swings.

PBR-A is growing revenue faster at 5.0% — sustainability is the question.

PBR-A generates stronger free cash flow (3.2B), providing more financial flexibility.

Monitor THERMAL COAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PBR-A scores higher overall (75/100 vs 46/100), backed by strong 22.1% margins. NC offers better value entry with a 46.8% margin of safety. Both earn "Strong 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.

NACCO Industries Inc

ENERGY · THERMAL COAL · USA

NACCO Industries, Inc., is involved in the mining and natural resources businesses. The company is headquartered in Cleveland, Ohio.

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Petróleo Brasileiro S.A. - Petrobras

ENERGY · OIL & GAS INTEGRATED · USA

Petrleo Brasileiro SA - Petrobras produces and sells oil and gas in Brazil and internationally. The company is headquartered in Rio de Janeiro, Brazil.

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