WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Vale SA ADR generates 9183% more annual revenue ($214.86B vs $2.31B). WPM leads profitability with a 63.6% profit margin vs 7.3%. VALE appears more attractively valued with a PEG of 0.33. WPM earns a higher WallStSmart Score of 76/100 (B+).

VALE

Strong Buy

67

out of 100

Grade: B-

Growth: 4.7Profit: 6.5Value: 8.7Quality: 5.0

WPM

Strong Buy

76

out of 100

Grade: B+

Growth: 10.0Profit: 9.0Value: 6.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VALEUndervalued (+81.8%)

Margin of Safety

+81.8%

Fair Value

$95.70

Current Price

$16.63

$79.07 discount

UndervaluedFair: $95.70Overvalued

Intrinsic value data unavailable for WPM.

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
$69.04B9/10

Large-cap with strong market position

Price/BookValuation
1.9x8/10

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

WPM6 strengths · Avg: 9.8/10
PEG RatioValuation
0.4310/10

Growing faster than its price suggests

Profit MarginProfitability
63.6%10/10

Keeps 64 of every $100 in revenue as profit

Operating MarginProfitability
75.2%10/10

Strong operational efficiency at 75.2%

Revenue GrowthGrowth
127.2%10/10

Revenue surging 127.2% year-over-year

EPS GrowthGrowth
533.0%10/10

Earnings expanding 533.0% YoY

Market CapQuality
$59.74B9/10

Large-cap with strong market position

Areas to Watch

VALE3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

WPM1 concerns · Avg: 2.0/10
P/E RatioValuation
40.6x2/10

Premium valuation, high expectations priced in

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 : WPM

The strongest argument for WPM centers on PEG Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 63.6% and operating margin at 75.2%. Revenue growth of 127.2% demonstrates continued momentum.

Bear Case : VALE

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

Bear Case : WPM

The primary concerns for WPM are P/E Ratio. A P/E of 40.6x leaves little room for execution misses.

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 1.18 — expect wider price swings.

WPM is growing revenue faster at 127.2% — sustainability is the question.

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

Bottom Line

WPM scores higher overall (76/100 vs 67/100), backed by strong 63.6% margins and 127.2% revenue growth. VALE offers better value entry with a 81.8% margin of safety. Both earn "Strong Buy" and "Strong 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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