WallStSmart

Northwest Pipe Company (NWPX)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 39099% more annual revenue ($214.86B vs $548.14M). NWPX leads profitability with a 7.7% profit margin vs 7.3%. VALE appears more attractively valued with a PEG of 0.34. VALE earns a higher WallStSmart Score of 67/100 (B-).

NWPX

Buy

55

out of 100

Grade: C-

Growth: 7.3Profit: 5.5Value: 2.7Quality: 9.0
Piotroski: 7/9Altman Z: 3.53

VALE

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 8.7Quality: 4.5
Piotroski: 2/9Altman Z: 1.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NWPXSignificantly Overvalued (-73.9%)

Margin of Safety

-73.9%

Fair Value

$43.25

Current Price

$123.21

$79.96 premium

UndervaluedFair: $43.25Overvalued
VALEUndervalued (+76.7%)

Margin of Safety

+76.7%

Fair Value

$74.65

Current Price

$14.65

$60.00 discount

UndervaluedFair: $74.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NWPX5 strengths · Avg: 9.0/10
EPS GrowthGrowth
176.9%10/10

Earnings expanding 176.9% YoY

Altman Z-ScoreHealth
3.5310/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.1%8/10

19.1% revenue growth

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

Growing faster than its price suggests

Market CapQuality
$62.56B9/10

Large-cap with strong market position

Price/BookValuation
1.7x8/10

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

NWPX4 concerns · Avg: 3.0/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.22B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

PEG RatioValuation
2.552/10

Expensive relative to growth rate

VALE4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NWPX

The strongest argument for NWPX centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 19.1% 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 : NWPX

The primary concerns for NWPX are P/E Ratio, Market Cap, Profit Margin.

Bear Case : VALE

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

Key Dynamics to Monitor

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

NWPX carries more volatility with a beta of 1.07 — expect wider price swings.

NWPX is growing revenue faster at 19.1% — sustainability is the question.

VALE generates stronger free cash flow (700M), providing more financial flexibility.

Bottom Line

VALE scores higher overall (67/100 vs 55/100). Both earn "Strong 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.

Northwest Pipe Company

BASIC MATERIALS · STEEL · USA

Northwest Pipe Company manufactures and supplies engineered welded steel pipe systems in North America. The company is headquartered in Vancouver, Washington.

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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