BW vs. VALE

Last updated Apr 1, 2026

Compare and contrast key facts about Babcock & Wilcox Enterprises, Inc. (BW) and Vale S.A. (VALE).

Performance

BW vs. VALE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Babcock & Wilcox Enterprises, Inc. (BW) and Vale S.A. (VALE). The values are adjusted to include any dividend payments, if applicable.

BW vs. VALE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BW Babcock & Wilcox Enterprises, Inc.	131.70%	286.59%	12.33%	-74.70%	-36.03%	156.98%	-3.57%	-6.76%	-93.13%	-65.76%
VALE Vale S.A.	22.10%	60.70%	-38.83%	1.57%	32.54%	-1.45%	32.40%	2.72%	12.25%	68.03%

Fundamentals

Market Cap BW : $1.79B VALE : $67.92B
EPS BW : -$0.37 VALE : $0.54
PS Ratio BW : 2.70 VALE : 1.77
Total Revenue (TTM) BW : $587.70M VALE : $38.39B
Gross Profit (TTM) BW : $120.45M VALE : $13.26B
EBITDA (TTM) BW : $43.52M VALE : $13.88B

Returns By Period

In the year-to-date period, BW achieves a 131.70% return, which is significantly higher than VALE's 22.10% return. Over the past 10 years, BW has underperformed VALE with an annualized return of -23.57%, while VALE has yielded a comparatively higher 21.95% annualized return.

BW

• 1D: 11.20%
• 1M: 65.80%
• YTD: 131.70%
• 6M: 406.55%
• 1Y: 2,084.71%
• 3Y*: 34.33%
• 5Y*: 8.66%
• 10Y*: -23.57%

VALE

• 1D: 5.36%
• 1M: -7.39%
• YTD: 22.10%
• 6M: 49.12%
• 1Y: 67.78%
• 3Y*: 8.64%
• 5Y*: 8.31%
• 10Y*: 21.95%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BW vs. VALE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BW

BW Risk / Return Rank: 99
BW Sharpe Ratio Rank: 100
BW Sortino Ratio Rank: 99
BW Omega Ratio Rank: 98
BW Calmar Ratio Rank: 100
BW Martin Ratio Rank: 100

VALE

VALE Risk / Return Rank: 89
VALE Sharpe Ratio Rank: 91
VALE Sortino Ratio Rank: 88
VALE Omega Ratio Rank: 87
VALE Calmar Ratio Rank: 88
VALE Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BW vs. VALE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Babcock & Wilcox Enterprises, Inc. (BW) 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.

	BW	VALE	Difference
Sharpe ratio Return per unit of total volatility	12.57	2.07	+10.49
Sortino ratio Return per unit of downside risk	5.33	2.61	+2.72
Omega ratio Gain probability vs. loss probability	1.66	1.35	+0.32
Calmar ratio Return relative to maximum drawdown	32.40	3.36	+29.04
Martin ratio Return relative to average drawdown	95.54	11.28	+84.26
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BW vs. VALE - Sharpe Ratio Comparison

The current BW Sharpe Ratio is 12.57, which is higher than the VALE Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of BW and VALE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BW	VALE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	12.57	2.07	+10.49
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	0.23	-0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.22	0.52	-0.74
Sharpe Ratio (All Time) Calculated using the full available price history	-0.21	0.31	-0.52

Correlation

The correlation between BW and VALE is 0.20, 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.

Dividends

BW vs. VALE - Dividend Comparison

BW has not paid dividends to shareholders, while VALE's dividend yield for the trailing twelve months is around 3.61%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BW Babcock & Wilcox Enterprises, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VALE Vale S.A.	3.61%	7.29%	11.41%	7.75%	8.63%	19.70%	2.72%	2.63%	4.16%	3.77%	1.06%	7.48%

Drawdowns

BW vs. VALE - Drawdown Comparison

The maximum BW drawdown since its inception was -99.89%, which is greater than VALE's maximum drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for BW and VALE.

Drawdown Indicators

	BW	VALE	Difference
Max Drawdown Largest peak-to-trough decline	-99.89%	-92.78%	-7.11%
Max Drawdown (1Y) Largest decline over 1 year	-46.00%	-19.85%	-26.15%
Max Drawdown (5Y) Largest decline over 5 years	-97.39%	-49.79%	-47.60%
Max Drawdown (10Y) Largest decline over 10 years	-99.89%	-57.60%	-42.29%
Current Drawdown Current decline from peak	-93.79%	-9.24%	-84.55%
Average Drawdown Average peak-to-trough decline	-82.64%	-36.95%	-45.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	20.64%	5.92%	+14.72%

Volatility

BW vs. VALE - Volatility Comparison

Babcock & Wilcox Enterprises, Inc. (BW) has a higher volatility of 60.61% compared to Vale S.A. (VALE) at 13.54%. This indicates that BW'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.

Volatility by Period

	BW	VALE	Difference
Volatility (1M) Calculated over the trailing 1-month period	60.61%	13.54%	+47.07%
Volatility (6M) Calculated over the trailing 6-month period	93.30%	24.51%	+68.79%
Volatility (1Y) Calculated over the trailing 1-year period	168.16%	32.86%	+135.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	108.95%	35.65%	+73.30%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	107.31%	42.24%	+65.07%

Financials

BW vs. VALE - Profitability Comparison

The chart below illustrates the profitability comparison between Babcock & Wilcox Enterprises, Inc. and Vale S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Babcock & Wilcox Enterprises, Inc. reported a gross profit of 0.00 and revenue of 113.44M. Therefore, the gross margin over that period was 0.0%.

VALE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Vale S.A. reported a gross profit of 4.08B and revenue of 11.06B. Therefore, the gross margin over that period was 36.9%.

BW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Babcock & Wilcox Enterprises, Inc. reported an operating income of 322.00K and revenue of 113.44M, resulting in an operating margin of 0.3%.

VALE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Vale S.A. reported an operating income of 2.91B and revenue of 11.06B, resulting in an operating margin of 26.3%.

BW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Babcock & Wilcox Enterprises, Inc. reported a net income of 5.50M and revenue of 113.44M, resulting in a net margin of 4.9%.

VALE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Vale S.A. reported a net income of -3.90B and revenue of 11.06B, resulting in a net margin of -35.3%.