WallStSmart

Compania de Minas Buenaventura SAA ADR (BVN)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 12235% more annual revenue ($213.59B vs $1.73B). BVN leads profitability with a 45.2% profit margin vs 6.5%. BVN appears more attractively valued with a PEG of 1.11. BVN earns a higher WallStSmart Score of 81/100 (A-).

BVN

Exceptional Buy

81

out of 100

Grade: A-

Growth: 10.0Profit: 8.5Value: 8.7Quality: 8.0
Piotroski: 5/9Altman Z: 2.89

VALE

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 3.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BVNUndervalued (+73.8%)

Margin of Safety

+73.8%

Fair Value

$154.44

Current Price

$33.53

$120.91 discount

UndervaluedFair: $154.44Overvalued
VALESignificantly Overvalued (-47.9%)

Margin of Safety

-47.9%

Fair Value

$11.75

Current Price

$15.03

$3.28 premium

UndervaluedFair: $11.75Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BVN6 strengths · Avg: 9.8/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Profit MarginProfitability
45.2%10/10

Keeps 45 of every $100 in revenue as profit

Operating MarginProfitability
47.8%10/10

Strong operational efficiency at 47.8%

Revenue GrowthGrowth
108.1%10/10

Revenue surging 108.1% year-over-year

EPS GrowthGrowth
1041.0%10/10

Earnings expanding 1041.0% YoY

Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

VALE3 strengths · Avg: 8.3/10
Market CapQuality
$64.94B9/10

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

BVN0 concerns · Avg: 0/10

No major concerns identified

VALE4 concerns · Avg: 3.5/10
P/E RatioValuation
27.3x4/10

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 : BVN

The strongest argument for BVN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 45.2% and operating margin at 47.8%. Revenue growth of 108.1% demonstrates continued momentum.

Bull Case : VALE

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

Bear Case : BVN

No major red flags identified for BVN, but monitor valuation.

Bear Case : VALE

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

Key Dynamics to Monitor

BVN profiles as a growth 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.

BVN is growing revenue faster at 108.1% — sustainability is the question.

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

Bottom Line

BVN scores higher overall (81/100 vs 55/100), backed by strong 45.2% margins and 108.1% revenue growth. Both earn "Exceptional 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.

Compania de Minas Buenaventura SAA ADR

BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA

Compaa de Minas Buenaventura SAA, a precious metals company, is dedicated to the exploration, extraction, concentration, smelting and commercialization of minerals and polymetallic metals in Peru, the United States, Europe and Asia. The company is headquartered in Lima, Peru.

Visit Website →

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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