WallStSmart

Americas Silver Corp (USAS)vsVale SA ADR (VALE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 132380% more annual revenue ($214.86B vs $162.19M). VALE leads profitability with a 7.3% profit margin vs -35.6%. VALE earns a higher WallStSmart Score of 67/100 (B-).

USAS

Hold

35

out of 100

Grade: F

Growth: 7.3Profit: 4.5Value: 4.0Quality: 6.0
Piotroski: 4/9Altman Z: -1.71

VALE

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 8.7Quality: 4.5
Piotroski: 2/9Altman Z: 1.31
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

USASSignificantly Overvalued (-45.0%)

Margin of Safety

-45.0%

Fair Value

$3.64

Current Price

$5.83

$2.19 premium

UndervaluedFair: $3.64Overvalued
VALEUndervalued (+77.0%)

Margin of Safety

+77.0%

Fair Value

$75.65

Current Price

$15.23

$60.42 discount

UndervaluedFair: $75.65Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

USAS3 strengths · Avg: 9.7/10
Operating MarginProfitability
39.9%10/10

Strong operational efficiency at 39.9%

Revenue GrowthGrowth
187.9%10/10

Revenue surging 187.9% year-over-year

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

Market CapQuality
$64.54B9/10

Large-cap with strong market position

Price/BookValuation
1.8x8/10

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

USAS4 concerns · Avg: 3.3/10
Price/BookValuation
8.4x4/10

Trading at 8.4x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$1.78B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-24.5%2/10

ROE of -24.5% — below average capital efficiency

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 : USAS

The strongest argument for USAS centers on Operating Margin, Revenue Growth, Debt/Equity. Revenue growth of 187.9% demonstrates continued momentum.

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.32 suggests the stock is reasonably priced for its growth.

Bear Case : USAS

The primary concerns for USAS are Price/Book, EPS Growth, Market Cap.

Bear Case : VALE

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

Key Dynamics to Monitor

USAS profiles as a hypergrowth stock while VALE is a value play — different risk/reward profiles.

USAS carries more volatility with a beta of 2.14 — expect wider price swings.

USAS is growing revenue faster at 187.9% — sustainability is the question.

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

Bottom Line

VALE scores higher overall (67/100 vs 35/100). Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Americas Silver Corp

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Americas Gold and Silver Corporation is engaged in the acquisition, exploration, development and operation of mineral properties in North America. The company is headquartered in Toronto, Canada.

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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