WallStSmart

REX American Resources Corporation (REX)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 31757% more annual revenue ($218.07B vs $684.53M). REX leads profitability with a 17.6% profit margin vs 4.8%. VALE appears more attractively valued with a PEG of 0.33. REX earns a higher WallStSmart Score of 71/100 (B).

REX

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 7.3Quality: 9.0
Piotroski: 4/9Altman Z: 7.21

VALE

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 5.5Value: 8.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

REXUndervalued (+26.4%)

Margin of Safety

+26.4%

Fair Value

$48.51

Current Price

$41.62

$6.89 discount

UndervaluedFair: $48.51Overvalued
VALEUndervalued (+76.8%)

Margin of Safety

+76.8%

Fair Value

$74.92

Current Price

$15.23

$59.69 discount

UndervaluedFair: $74.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

REX6 strengths · Avg: 9.3/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
390.2%10/10

Earnings expanding 390.2% YoY

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
7.2110/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.2%8/10

Strong operational efficiency at 20.2%

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3310/10

Growing faster than its price suggests

Market CapQuality
$64.99B9/10

Large-cap with strong market position

Price/BookValuation
1.7x8/10

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

REX2 concerns · Avg: 3.5/10
PEG RatioValuation
1.744/10

Expensive relative to growth rate

Market CapQuality
$1.40B3/10

Smaller company, higher risk/reward

VALE4 concerns · Avg: 3.3/10
P/E RatioValuation
30.5x4/10

Premium valuation, high expectations priced in

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 : REX

The strongest argument for REX centers on P/E Ratio, EPS Growth, Debt/Equity. Profitability is solid with margins at 17.6% and operating margin at 20.2%. Revenue growth of 17.9% demonstrates continued momentum.

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.33 suggests the stock is reasonably priced for its growth.

Bear Case : REX

The primary concerns for REX are PEG Ratio, Market Cap.

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

REX profiles as a growth stock while VALE is a value play — different risk/reward profiles.

VALE carries more volatility with a beta of 0.75 — expect wider price swings.

REX is growing revenue faster at 17.9% — sustainability is the question.

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

Bottom Line

REX scores higher overall (71/100 vs 57/100), backed by strong 17.6% margins and 17.9% revenue growth. VALE offers better value entry with a 76.8% margin of safety. Both earn "Strong 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.

REX American Resources Corporation

BASIC MATERIALS · CHEMICALS · USA

REX American Resources Corporation, produces and sells ethanol in the United States. The company is headquartered in Dayton, Ohio.

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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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