WallStSmart

Silvercorp Metals Inc (SVM)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 58624% more annual revenue ($214.86B vs $365.89M). VALE leads profitability with a 7.3% profit margin vs -4.6%. VALE earns a higher WallStSmart Score of 67/100 (B-).

SVM

Hold

42

out of 100

Grade: D

Growth: 6.7Profit: 5.5Value: 4.0Quality: 6.8
Piotroski: 3/9Altman Z: 2.92

VALE

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SVMSignificantly Overvalued (-39.7%)

Margin of Safety

-39.7%

Fair Value

$8.21

Current Price

$11.99

$3.78 premium

UndervaluedFair: $8.21Overvalued
VALEUndervalued (+81.5%)

Margin of Safety

+81.5%

Fair Value

$94.06

Current Price

$16.36

$77.70 discount

UndervaluedFair: $94.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SVM2 strengths · Avg: 10.0/10
Operating MarginProfitability
54.5%10/10

Strong operational efficiency at 54.5%

Revenue GrowthGrowth
50.8%10/10

Revenue surging 50.8% year-over-year

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3410/10

Growing faster than its price suggests

Market CapQuality
$71.41B9/10

Large-cap with strong market position

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

EPS GrowthGrowth
22.0%8/10

Earnings expanding 22.0% YoY

Areas to Watch

SVM4 concerns · Avg: 2.3/10
Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-31.7%2/10

Earnings declined 31.7%

Profit MarginProfitability
-4.6%1/10

Currently unprofitable

VALE3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : SVM

The strongest argument for SVM centers on Operating Margin, Revenue Growth. Revenue growth of 50.8% demonstrates continued momentum.

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.34 suggests the stock is reasonably priced for its growth.

Bear Case : SVM

The primary concerns for SVM are Return on Equity, Piotroski F-Score, EPS Growth.

Bear Case : VALE

The primary concerns for VALE are Revenue Growth, Return on Equity, Profit Margin.

Key Dynamics to Monitor

SVM profiles as a hypergrowth stock while VALE is a value play — different risk/reward profiles.

SVM carries more volatility with a beta of 1.96 — expect wider price swings.

SVM is growing revenue faster at 50.8% — sustainability is the question.

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

Bottom Line

VALE scores higher overall (67/100 vs 42/100). 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.

Silvercorp Metals Inc

BASIC MATERIALS · SILVER · USA

Silvercorp Metals Inc. is engaged in the acquisition, exploration, development and extraction of mineral properties in China. The company is headquartered in Vancouver, Canada.

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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