WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 9776% more annual revenue ($218.07B vs $2.21B). BVN leads profitability with a 48.2% profit margin vs 4.8%. VALE appears more attractively valued with a PEG of 0.34. BVN earns a higher WallStSmart Score of 82/100 (A-).

BVN

Exceptional Buy

82

out of 100

Grade: A-

Growth: 10.0Profit: 9.0Value: 8.0Quality: 8.5
Piotroski: 5/9Altman Z: 3.10

VALE

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 5.5Value: 8.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BVNUndervalued (+21.2%)

Margin of Safety

+21.2%

Fair Value

$51.36

Current Price

$35.12

$16.24 discount

UndervaluedFair: $51.36Overvalued
VALEUndervalued (+76.9%)

Margin of Safety

+76.9%

Fair Value

$75.20

Current Price

$15.03

$60.17 discount

UndervaluedFair: $75.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BVN6 strengths · Avg: 10.0/10
P/E RatioValuation
8.6x10/10

Attractively priced relative to earnings

Profit MarginProfitability
48.2%10/10

Keeps 48 of every $100 in revenue as profit

Operating MarginProfitability
41.8%10/10

Strong operational efficiency at 41.8%

Revenue GrowthGrowth
43.2%10/10

Revenue surging 43.2% year-over-year

EPS GrowthGrowth
160.0%10/10

Earnings expanding 160.0% YoY

Altman Z-ScoreHealth
3.1010/10

Safe zone — low bankruptcy risk

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3410/10

Growing faster than its price suggests

Market CapQuality
$62.09B9/10

Large-cap with strong market position

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.0%8/10

Strong operational efficiency at 22.0%

Free Cash FlowQuality
$1.24B8/10

Generating 1.2B in free cash flow

Areas to Watch

BVN0 concerns · Avg: 0/10

No major concerns identified

VALE4 concerns · Avg: 3.3/10
P/E RatioValuation
29.2x4/10

Moderate valuation

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Profit MarginProfitability
4.8%3/10

4.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 48.2% and operating margin at 41.8%. Revenue growth of 43.2% demonstrates continued momentum.

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.

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, Return on Equity, Profit Margin. Thin 4.8% margins leave little buffer for downturns.

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 0.75 — expect wider price swings.

BVN is growing revenue faster at 43.2% — sustainability is the question.

VALE generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

BVN scores higher overall (82/100 vs 57/100), backed by strong 48.2% margins and 43.2% revenue growth. VALE offers better value entry with a 76.9% margin of safety. 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.

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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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