WallStSmart

Vale SA ADR (VALE)vsWorthington Steel Inc (WS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 6319% more annual revenue ($214.86B vs $3.35B). VALE leads profitability with a 7.3% profit margin vs 3.6%. WS trades at a lower P/E of 15.2x. 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

WS

Hold

46

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 7.7Quality: 5.0
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
WSUndervalued (+71.5%)

Margin of Safety

+71.5%

Fair Value

$169.99

Current Price

$36.40

$133.59 discount

UndervaluedFair: $169.99Overvalued

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

WS2 strengths · Avg: 8.0/10
P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

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

WS4 concerns · Avg: 2.8/10
Market CapQuality
$1.85B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

EPS GrowthGrowth
-25.9%2/10

Earnings declined 25.9%

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 : WS

The strongest argument for WS centers on P/E Ratio, Price/Book. Revenue growth of 12.0% demonstrates continued momentum.

Bear Case : VALE

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

Bear Case : WS

The primary concerns for WS are Market Cap, Profit Margin, Operating Margin. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

WS carries more volatility with a beta of 2.02 — expect wider price swings.

WS is growing revenue faster at 12.0% — 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 46/100). WS offers better value entry with a 71.5% margin of safety. 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.

Worthington Steel Inc

BASIC MATERIALS · STEEL · USA

Worthington Steel, Inc. is a steel processor in North America. The company is headquartered in Columbus, Ohio.

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