WallStSmart

Alphabet Inc Class C (GOOG)vsVale SA ADR (VALE)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alphabet Inc Class C generates 97% more annual revenue ($422.50B vs $214.86B). GOOG leads profitability with a 37.9% profit margin vs 7.3%. VALE appears more attractively valued with a PEG of 0.33. GOOG earns a higher WallStSmart Score of 73/100 (B).

GOOG

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 9.5Value: 4.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.91

VALE

Strong Buy

67

out of 100

Grade: B-

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

Multi-model valuation · Graham Formula

GOOGUndervalued (+2.2%)

Margin of Safety

+2.2%

Fair Value

$404.18

Current Price

$397.05

$7.13 discount

UndervaluedFair: $404.18Overvalued
VALEUndervalued (+81.8%)

Margin of Safety

+81.8%

Fair Value

$95.70

Current Price

$16.63

$79.07 discount

UndervaluedFair: $95.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOOG6 strengths · Avg: 10.0/10
Market CapQuality
$4.79T10/10

Mega-cap, among the largest globally

Return on EquityProfitability
38.9%10/10

Every $100 of equity generates 39 in profit

Profit MarginProfitability
37.9%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
36.1%10/10

Strong operational efficiency at 36.1%

EPS GrowthGrowth
82.0%10/10

Earnings expanding 82.0% YoY

Free Cash FlowQuality
$10.12B10/10

Generating 10.1B in free cash flow

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3310/10

Growing faster than its price suggests

Market CapQuality
$69.04B9/10

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

Areas to Watch

GOOG3 concerns · Avg: 4.0/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

P/E RatioValuation
30.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.6x4/10

Trading at 11.6x book value

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

Comparative Analysis Report

WallStSmart Research

Bull Case : GOOG

The strongest argument for GOOG centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.33 suggests the stock is reasonably priced for its growth.

Bear Case : GOOG

The primary concerns for GOOG are PEG Ratio, P/E Ratio, Price/Book.

Bear Case : VALE

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

Key Dynamics to Monitor

GOOG profiles as a growth stock while VALE is a value play — different risk/reward profiles.

GOOG carries more volatility with a beta of 1.27 — expect wider price swings.

GOOG is growing revenue faster at 21.8% — sustainability is the question.

GOOG generates stronger free cash flow (10.1B), providing more financial flexibility.

Bottom Line

GOOG scores higher overall (73/100 vs 67/100), backed by strong 37.9% margins and 21.8% revenue growth. VALE offers better value entry with a 81.8% margin of safety. Both earn "Strong Buy" and "Strong 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.

Alphabet Inc Class C

COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA

Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.

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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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