WallStSmart

NewMarket Corporation (NEU)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 7851% more annual revenue ($218.07B vs $2.74B). NEU leads profitability with a 15.8% profit margin vs 4.8%. VALE appears more attractively valued with a PEG of 0.33. NEU earns a higher WallStSmart Score of 64/100 (C+).

NEU

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.86

VALE

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 5.5Value: 8.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for NEU.

VALEUndervalued (+76.8%)

Margin of Safety

+76.8%

Fair Value

$74.92

Current Price

$15.23

$59.69 discount

UndervaluedFair: $74.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEU3 strengths · Avg: 8.3/10
Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

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

Growing faster than its price suggests

Market CapQuality
$64.99B9/10

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

NEU2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.642/10

Expensive relative to growth rate

VALE4 concerns · Avg: 3.3/10
P/E RatioValuation
30.5x4/10

Premium valuation, high expectations priced in

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 : NEU

The strongest argument for NEU centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 15.8% and operating margin at 23.9%.

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 : NEU

The primary concerns for NEU are Piotroski F-Score, PEG Ratio.

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

NEU profiles as a mature 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.

NEU is growing revenue faster at 7.0% — sustainability is the question.

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

Bottom Line

NEU scores higher overall (64/100 vs 57/100), backed by strong 15.8% margins. VALE offers better value entry with a 76.8% margin of safety. Both earn "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.

NewMarket Corporation

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

NewMarket Corporation participates in the petroleum additives business. The company is headquartered in Richmond, Virginia.

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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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