WallStSmart

Teradyne Inc (TER)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 6596% more annual revenue ($213.59B vs $3.19B). TER leads profitability with a 17.4% profit margin vs 6.5%. TER appears more attractively valued with a PEG of 1.61. TER earns a higher WallStSmart Score of 70/100 (B).

TER

Strong Buy

70

out of 100

Grade: B

Growth: 10.0Profit: 8.5Value: 4.7Quality: 6.8
Piotroski: 4/9

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

TERSignificantly Overvalued (-98.5%)

Margin of Safety

-98.5%

Fair Value

$161.93

Current Price

$323.36

$161.43 premium

UndervaluedFair: $161.93Overvalued
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

TER5 strengths · Avg: 9.6/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

Revenue GrowthGrowth
43.9%10/10

Revenue surging 43.9% year-over-year

EPS GrowthGrowth
81.4%10/10

Earnings expanding 81.4% YoY

Market CapQuality
$50.12B9/10

Large-cap with strong market position

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

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

TER3 concerns · Avg: 3.3/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Price/BookValuation
18.1x4/10

Trading at 18.1x book value

P/E RatioValuation
92.5x2/10

Premium valuation, high expectations priced in

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 : TER

The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 17.4% and operating margin at 30.3%. Revenue growth of 43.9% demonstrates continued momentum.

Bull Case : VALE

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

Bear Case : TER

The primary concerns for TER are PEG Ratio, Price/Book, P/E Ratio. A P/E of 92.5x leaves little room for execution misses.

Bear Case : VALE

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

Key Dynamics to Monitor

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

TER carries more volatility with a beta of 1.80 — expect wider price swings.

TER is growing revenue faster at 43.9% — sustainability is the question.

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

Bottom Line

TER scores higher overall (70/100 vs 55/100), backed by strong 17.4% margins and 43.9% revenue growth. 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.

Teradyne Inc

TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA

Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.

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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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