WallStSmart

Unilever PLC ADR (UL)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 323% more annual revenue ($213.59B vs $50.50B). UL leads profitability with a 18.8% profit margin vs 6.5%. UL appears more attractively valued with a PEG of 1.91. VALE earns a higher WallStSmart Score of 55/100 (C).

UL

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 7.3Quality: 5.0

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

ULSignificantly Overvalued (-268.2%)

Margin of Safety

-268.2%

Fair Value

$20.26

Current Price

$60.80

$40.54 premium

UndervaluedFair: $20.26Overvalued
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

UL4 strengths · Avg: 8.8/10
Return on EquityProfitability
31.0%10/10

Every $100 of equity generates 31 in profit

Market CapQuality
$132.46B9/10

Large-cap with strong market position

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

Free Cash FlowQuality
$5.48B8/10

Generating 5.5B in free cash flow

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

UL3 concerns · Avg: 2.7/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

EPS GrowthGrowth
-3.4%2/10

Earnings declined 3.4%

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 : UL

The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.

Bull Case : VALE

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

Bear Case : UL

The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : VALE

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

Key Dynamics to Monitor

UL profiles as a declining stock while VALE is a value play — different risk/reward profiles.

VALE carries more volatility with a beta of 0.94 — expect wider price swings.

VALE is growing revenue faster at 0.5% — sustainability is the question.

UL generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

VALE scores higher overall (55/100 vs 50/100). Both earn "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.

Unilever PLC ADR

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.

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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