WallStSmart

Vale SA ADR (VALE)vsVulcan Materials Company (VMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 2606% more annual revenue ($214.86B vs $7.94B). VMC leads profitability with a 13.6% profit margin vs 7.3%. VALE appears more attractively valued with a PEG of 0.34. VALE earns a higher WallStSmart Score of 67/100 (B-).

VALE

Strong Buy

67

out of 100

Grade: B-

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

VMC

Hold

45

out of 100

Grade: D+

Growth: 3.3Profit: 6.5Value: 2.7Quality: 7.5
Piotroski: 7/9Altman Z: 2.05
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VALEUndervalued (+81.5%)

Margin of Safety

+81.5%

Fair Value

$94.06

Current Price

$16.36

$77.70 discount

UndervaluedFair: $94.06Overvalued
VMCSignificantly Overvalued (-70.7%)

Margin of Safety

-70.7%

Fair Value

$187.32

Current Price

$301.74

$114.42 premium

UndervaluedFair: $187.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

VMC0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

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

VMC4 concerns · Avg: 3.0/10
P/E RatioValuation
36.3x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

PEG RatioValuation
3.132/10

Expensive relative to growth rate

EPS GrowthGrowth
-13.8%2/10

Earnings declined 13.8%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : VMC

VMC has a balanced fundamental profile.

Bear Case : VALE

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

Bear Case : VMC

The primary concerns for VMC are P/E Ratio, Revenue Growth, PEG Ratio.

Key Dynamics to Monitor

VMC carries more volatility with a beta of 1.09 — expect wider price swings.

VMC is growing revenue faster at 3.2% — sustainability is the question.

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

Monitor OTHER INDUSTRIAL METALS & MINING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VALE scores higher overall (67/100 vs 45/100). 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.

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.

Vulcan Materials Company

BASIC MATERIALS · BUILDING MATERIALS · USA

Vulcan Materials Company (NYSE: VMC) is an American company based in Birmingham, Alabama. It is principally engaged in the production, distribution and sale of construction materials.

Visit Website →

Want to dig deeper into these stocks?