WallStSmart

Nexa Resources SA (NEXA)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 7015% more annual revenue ($213.59B vs $3.00B). VALE leads profitability with a 6.5% profit margin vs 4.4%. NEXA trades at a lower P/E of 9.6x. NEXA earns a higher WallStSmart Score of 58/100 (C).

NEXA

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 5.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.76

VALE

Buy

55

out of 100

Grade: C

Growth: 4.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NEXASignificantly Overvalued (-82.1%)

Margin of Safety

-82.1%

Fair Value

$6.80

Current Price

$9.62

$2.82 premium

UndervaluedFair: $6.80Overvalued
VALESignificantly Overvalued (-47.9%)

Margin of Safety

-47.9%

Fair Value

$11.75

Current Price

$15.14

$3.39 premium

UndervaluedFair: $11.75Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEXA4 strengths · Avg: 9.0/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
23.9%8/10

Strong operational efficiency at 23.9%

Revenue GrowthGrowth
21.9%8/10

Revenue surging 21.9% year-over-year

VALE3 strengths · Avg: 8.3/10
Market CapQuality
$64.24B9/10

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

NEXA4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.27B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.4%3/10

4.4% margin — thin

Debt/EquityHealth
1.963/10

Elevated debt levels

VALE4 concerns · Avg: 3.5/10
P/E RatioValuation
27.0x4/10

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 : NEXA

The strongest argument for NEXA centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 21.9% demonstrates continued momentum.

Bull Case : VALE

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

Bear Case : NEXA

The primary concerns for NEXA are EPS Growth, Market Cap, Profit Margin. Debt-to-equity of 1.96 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.

Bear Case : VALE

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

Key Dynamics to Monitor

NEXA 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.

NEXA is growing revenue faster at 21.9% — sustainability is the question.

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

Bottom Line

NEXA scores higher overall (58/100 vs 55/100) and 21.9% revenue growth. 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.

Nexa Resources SA

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Nexa Resources SA is dedicated to the zinc mining and smelting business. The company is headquartered in Luxembourg City, Luxembourg.

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.

Want to dig deeper into these stocks?