WallStSmart

Vale SA ADR (VALE)vsWestlake Chemical Partners LP (WLKP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 17561% more annual revenue ($218.07B vs $1.23B). VALE leads profitability with a 4.8% profit margin vs 4.7%. WLKP appears more attractively valued with a PEG of 0.23. VALE earns a higher WallStSmart Score of 57/100 (C).

VALE

Buy

57

out of 100

Grade: C

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

WLKP

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 8.0Value: 7.3Quality: 6.3
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VALEUndervalued (+76.8%)

Margin of Safety

+76.8%

Fair Value

$74.92

Current Price

$14.61

$60.31 discount

UndervaluedFair: $74.92Overvalued
WLKPOvervalued (-6.5%)

Margin of Safety

-6.5%

Fair Value

$20.18

Current Price

$21.48

$1.30 premium

UndervaluedFair: $20.18Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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
1.6x8/10

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

WLKP5 strengths · Avg: 8.6/10
PEG RatioValuation
0.2310/10

Growing faster than its price suggests

Return on EquityProfitability
22.7%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.4%8/10

Strong operational efficiency at 29.4%

Areas to Watch

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

WLKP4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$771.18M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Debt/EquityHealth
1.583/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : WLKP

The strongest argument for WLKP centers on PEG Ratio, Return on Equity, P/E Ratio. PEG of 0.23 suggests the stock is reasonably priced for its growth.

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.

Bear Case : WLKP

The primary concerns for WLKP are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 1.58 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

VALE carries more volatility with a beta of 0.75 — expect wider price swings.

VALE is growing revenue faster at 6.4% — sustainability is the question.

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

Monitor OTHER INDUSTRIAL METALS & MINING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

VALE scores higher overall (57/100 vs 56/100). 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.

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.

Westlake Chemical Partners LP

BASIC MATERIALS · CHEMICALS · USA

Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.

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