WallStSmart

Nucor Corp (NUE)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 525% more annual revenue ($213.59B vs $34.16B). NUE leads profitability with a 6.8% profit margin vs 6.5%. VALE appears more attractively valued with a PEG of 0.35. NUE earns a higher WallStSmart Score of 65/100 (C+).

NUE

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 5.5Value: 4.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.72

VALE

Buy

61

out of 100

Grade: C+

Growth: 4.0Profit: 6.0Value: 8.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NUEOvervalued (-9.8%)

Margin of Safety

-9.8%

Fair Value

$177.09

Current Price

$222.39

$45.30 premium

UndervaluedFair: $177.09Overvalued
VALEUndervalued (+81.4%)

Margin of Safety

+81.4%

Fair Value

$93.50

Current Price

$15.85

$77.65 discount

UndervaluedFair: $93.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NUE5 strengths · Avg: 9.0/10
EPS GrowthGrowth
382.1%10/10

Earnings expanding 382.1% YoY

Altman Z-ScoreHealth
3.7210/10

Safe zone — low bankruptcy risk

Market CapQuality
$50.65B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.3%8/10

Revenue surging 21.3% year-over-year

VALE4 strengths · Avg: 8.8/10
PEG RatioValuation
0.3510/10

Growing faster than its price suggests

Market CapQuality
$74.95B9/10

Large-cap with strong market position

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.6%8/10

Strong operational efficiency at 27.6%

Areas to Watch

NUE2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.8%3/10

6.8% margin — thin

PEG RatioValuation
5.212/10

Expensive relative to growth rate

VALE4 concerns · Avg: 3.5/10
P/E RatioValuation
31.2x4/10

Premium valuation, high expectations priced in

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 : NUE

The strongest argument for NUE centers on EPS Growth, Altman Z-Score, Market Cap. Revenue growth of 21.3% demonstrates continued momentum.

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.35 suggests the stock is reasonably priced for its growth.

Bear Case : NUE

The primary concerns for NUE are Profit Margin, PEG Ratio.

Bear Case : VALE

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

Key Dynamics to Monitor

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

NUE carries more volatility with a beta of 1.75 — expect wider price swings.

NUE is growing revenue faster at 21.3% — sustainability is the question.

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

Bottom Line

NUE scores higher overall (65/100 vs 61/100) and 21.3% revenue growth. VALE offers better value entry with a 81.4% 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.

Nucor Corp

BASIC MATERIALS · STEEL · USA

Nucor Corporation is a producer of steel and related products based in Charlotte, North Carolina.

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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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