0857.HK vs. VALE
Compare and contrast key facts about PetroChina Co Ltd Class H (0857.HK) and Vale S.A. (VALE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: 0857.HK or VALE.
Key characteristics
| 0857.HK | VALE | |
|---|---|---|
| YTD Return | 46.12% | -17.25% |
| 1Y Return | 51.04% | -0.93% |
| 3Y Return (Ann) | 47.81% | -5.80% |
| 5Y Return (Ann) | 19.76% | 11.36% |
| 10Y Return (Ann) | 2.98% | 5.27% |
| Sharpe Ratio | 1.85 | 0.04 |
| Daily Std Dev | 29.45% | 29.92% |
| Max Drawdown | -83.74% | -93.21% |
| Current Drawdown | -22.20% | -32.08% |
Fundamentals
| 0857.HK | VALE | |
|---|---|---|
| Market Cap | HK$1.90T | $54.24B |
| EPS | HK$0.89 | $1.81 |
| PE Ratio | 7.90 | 6.87 |
| PEG Ratio | 0.17 | 10.64 |
| Revenue (TTM) | HK$3.09T | $206.12B |
| Gross Profit (TTM) | HK$1.03T | $102.31B |
| EBITDA (TTM) | HK$496.90B | $84.44B |
Correlation
The correlation between 0857.HK and VALE is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
0857.HK vs. VALE - Performance Comparison
In the year-to-date period, 0857.HK achieves a 46.12% return, which is significantly higher than VALE's -17.25% return. Over the past 10 years, 0857.HK has underperformed VALE with an annualized return of 2.98%, while VALE has yielded a comparatively higher 5.27% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
0857.HK vs. VALE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PetroChina Co Ltd Class H (0857.HK) and Vale S.A. (VALE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
0857.HK vs. VALE - Dividend Comparison
0857.HK's dividend yield for the trailing twelve months is around 6.26%, less than VALE's 11.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0857.HK PetroChina Co Ltd Class H | 6.26% | 9.14% | 9.71% | 7.57% | 9.66% | 3.81% | 2.19% | 1.05% | 0.94% | 3.89% | 4.75% | 4.31% |
VALE Vale S.A. | 11.29% | 7.75% | 8.59% | 19.70% | 2.73% | 2.63% | 4.16% | 3.32% | 0.56% | 8.84% | 6.69% | 5.73% |
Drawdowns
0857.HK vs. VALE - Drawdown Comparison
The maximum 0857.HK drawdown since its inception was -83.74%, smaller than the maximum VALE drawdown of -93.21%. Use the drawdown chart below to compare losses from any high point for 0857.HK and VALE. For additional features, visit the drawdowns tool.
Volatility
0857.HK vs. VALE - Volatility Comparison
PetroChina Co Ltd Class H (0857.HK) has a higher volatility of 8.89% compared to Vale S.A. (VALE) at 7.23%. This indicates that 0857.HK's price experiences larger fluctuations and is considered to be riskier than VALE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
0857.HK vs. VALE - Financials Comparison
This section allows you to compare key financial metrics between PetroChina Co Ltd Class H and Vale S.A.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities