WallStSmart

Vale SA ADR (VALE)vsWheaton Precious Metals Corp (WPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 6776% more annual revenue ($218.07B vs $3.17B). WPM leads profitability with a 64.7% profit margin vs 4.8%. VALE appears more attractively valued with a PEG of 0.31. WPM earns a higher WallStSmart Score of 78/100 (B+).

VALE

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 5.5Value: 8.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.13

WPM

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 5.3Quality: 7.0
Piotroski: 4/9Altman Z: 12.61
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VALEUndervalued (+76.7%)

Margin of Safety

+76.7%

Fair Value

$74.64

Current Price

$14.19

$60.45 discount

UndervaluedFair: $74.64Overvalued
WPMSignificantly Overvalued (-63.0%)

Margin of Safety

-63.0%

Fair Value

$92.05

Current Price

$153.88

$61.83 premium

UndervaluedFair: $92.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

VALE5 strengths · Avg: 8.6/10
PEG RatioValuation
0.3110/10

Growing faster than its price suggests

Market CapQuality
$61.58B9/10

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

WPM6 strengths · Avg: 10.0/10
PEG RatioValuation
0.4310/10

Growing faster than its price suggests

Profit MarginProfitability
64.7%10/10

Keeps 65 of every $100 in revenue as profit

Operating MarginProfitability
72.3%10/10

Strong operational efficiency at 72.3%

Revenue GrowthGrowth
84.7%10/10

Revenue surging 84.7% year-over-year

EPS GrowthGrowth
85.7%10/10

Earnings expanding 85.7% YoY

Altman Z-ScoreHealth
12.6110/10

Safe zone — low bankruptcy risk

Areas to Watch

VALE4 concerns · Avg: 3.3/10
P/E RatioValuation
28.4x4/10

Moderate valuation

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

WPM2 concerns · Avg: 3.0/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-3.85B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : VALE

The strongest argument for VALE centers on PEG Ratio, Market Cap, Price/Book. PEG of 0.31 suggests the stock is reasonably priced for its growth.

Bull Case : WPM

The strongest argument for WPM centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 64.7% and operating margin at 72.3%. Revenue growth of 84.7% demonstrates continued momentum.

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 : WPM

The primary concerns for WPM are P/E Ratio, Free Cash Flow.

Key Dynamics to Monitor

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

WPM carries more volatility with a beta of 1.27 — expect wider price swings.

WPM is growing revenue faster at 84.7% — sustainability is the question.

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

Bottom Line

WPM scores higher overall (78/100 vs 57/100), backed by strong 64.7% margins and 84.7% revenue growth. VALE offers better value entry with a 76.7% margin of safety. 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.

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.

Wheaton Precious Metals Corp

BASIC MATERIALS · GOLD · USA

Wheaton Precious Metals Corp. The company is headquartered in Vancouver, Canada.

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