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FINV vs. VALE
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FINV vs. VALE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FinVolution Group (FINV) and Vale S.A. (VALE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FINV achieves a -1.99% return, which is significantly lower than VALE's 17.50% return.


FINV

1D
1.90%
1M
7.35%
YTD
-1.99%
6M
-3.83%
1Y
-45.47%
3Y*
7.62%
5Y*
-8.01%
10Y*

VALE

1D
-2.55%
1M
-7.10%
YTD
17.50%
6M
15.90%
1Y
75.52%
3Y*
12.43%
5Y*
1.24%
10Y*
20.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FINV vs. VALE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FINV
FinVolution Group
-1.99%-20.07%45.47%4.39%6.39%89.23%8.51%-22.85%-49.37%-46.54%
VALE
Vale S.A.
17.50%60.70%-38.83%1.57%32.54%-1.45%32.40%2.72%12.25%23.02%

Correlation

The correlation between FINV and VALE is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.19

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Nov 10, 2017

0.21

Fundamentals

Market Cap

FINV:

$1.24B

VALE:

$65.44B

EPS

FINV:

CN¥8.34

VALE:

$0.65

PE Ratio

FINV:

3.91

VALE:

23.43

PS Ratio

FINV:

0.65

VALE:

1.65

PB Ratio

FINV:

0.52

VALE:

1.79

Total Revenue (TTM)

FINV:

CN¥13.24B

VALE:

$39.53B

Gross Profit (TTM)

FINV:

CN¥10.21B

VALE:

$13.65B

EBITDA (TTM)

FINV:

CN¥2.61B

VALE:

$14.33B

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Return for Risk

FINV vs. VALE — Risk / Return Rank

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

FINV
FINV Risk / Return Rank: 1111
Overall Rank
FINV Sharpe Ratio Rank: 66
Sharpe Ratio Rank
FINV Sortino Ratio Rank: 77
Sortino Ratio Rank
FINV Omega Ratio Rank: 99
Omega Ratio Rank
FINV Calmar Ratio Rank: 1111
Calmar Ratio Rank
FINV Martin Ratio Rank: 1919
Martin Ratio Rank

VALE
VALE Risk / Return Rank: 8989
Overall Rank
VALE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
VALE Sortino Ratio Rank: 8989
Sortino Ratio Rank
VALE Omega Ratio Rank: 8888
Omega Ratio Rank
VALE Calmar Ratio Rank: 8888
Calmar Ratio Rank
VALE Martin Ratio Rank: 9191
Martin Ratio Rank
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.

FINV vs. VALE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FinVolution Group (FINV) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FINVVALEDifference
Sharpe ratioReturn per unit of total volatility

-3.34

Sortino ratioReturn per unit of downside risk

-4.33

Omega ratioGain probability vs. loss probability

0.84

1.38

-0.54

Calmar ratioReturn relative to maximum drawdown

-0.81

3.82

-4.63

Martin ratioReturn relative to average drawdown

-1.07

12.17

-13.24

FINV vs. VALE - Sharpe Ratio Comparison

The current FINV Sharpe Ratio is -0.94, which is lower than the VALE Sharpe Ratio of 2.40. The chart below compares the historical Sharpe Ratios of FINV and VALE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FINV vs. VALE - Drawdown Comparison

The maximum FINV drawdown since its inception was -89.76%, roughly equal to the maximum VALE drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for FINV and VALE.


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Drawdown Indicators


FINVVALEDifference

Max Drawdown

Largest peak-to-trough decline

-89.76%

-92.78%

+3.02%

Max Drawdown (1Y)

Largest decline over 1 year

-56.42%

-19.85%

-36.57%

Max Drawdown (3Y)

Largest decline over 3 years

-56.42%

-41.94%

-14.48%

Max Drawdown (5Y)

Largest decline over 5 years

-69.21%

-49.79%

-19.42%

Max Drawdown (10Y)

Largest decline over 10 years

-57.60%

Current Drawdown

Current decline from peak

-51.64%

-14.09%

-37.55%

Average Drawdown

Average peak-to-trough decline

-54.08%

-36.67%

-17.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

42.45%

6.23%

+36.22%

Volatility

FINV vs. VALE - Volatility Comparison

FinVolution Group (FINV) has a higher volatility of 18.84% compared to Vale S.A. (VALE) at 9.64%. This indicates that FINV'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.


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Volatility by Period


FINVVALEDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.84%

9.64%

+9.20%

Volatility (6M)

Calculated over the trailing 6-month period

33.57%

26.52%

+7.05%

Volatility (1Y)

Calculated over the trailing 1-year period

48.73%

31.67%

+17.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.55%

35.48%

+14.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.67%

40.73%

+30.94%

Dividends

FINV vs. VALE - Dividend Comparison

FINV's dividend yield for the trailing twelve months is around 6.35%, more than VALE's 3.75% yield.


PositionTTM20252024202320222021202020192018201720162015
FINV
FinVolution Group
6.35%5.30%3.49%4.39%4.13%3.45%4.49%7.17%0.00%0.00%0.00%0.00%
VALE
Vale S.A.
3.75%7.29%11.41%7.75%8.63%19.70%2.72%2.63%4.16%3.77%1.06%7.48%

Financials

FINV vs. VALE - Financials Comparison

This section allows you to compare key financial metrics between FinVolution Group 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20222023202420252026
3.19B
9.26B
(FINV) Total Revenue
(VALE) Total Revenue
Please note, different currencies. FINV values in CNY, VALE values in USD

FINV vs. VALE - Profitability Comparison

The chart below illustrates the profitability comparison between FinVolution Group and Vale S.A. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
76.3%
33.0%
Portfolio components
FINV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, FinVolution Group reported a gross profit of 2.43B and revenue of 3.19B. Therefore, the gross margin over that period was 76.3%.

VALE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a gross profit of 3.06B and revenue of 9.26B. Therefore, the gross margin over that period was 33.0%.

FINV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, FinVolution Group reported an operating income of 526.49M and revenue of 3.19B, resulting in an operating margin of 16.5%.

VALE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported an operating income of 2.67B and revenue of 9.26B, resulting in an operating margin of 28.8%.

FINV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, FinVolution Group reported a net income of 412.55M and revenue of 3.19B, resulting in a net margin of 12.9%.

VALE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a net income of 1.89B and revenue of 9.26B, resulting in a net margin of 20.5%.


Frequently Asked Questions


FINV and VALE have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FINV has higher volatility (18.84%) compared to VALE (9.64%). In terms of maximum drawdown, FINV dropped -89.76% vs VALE's -92.78%.

VALE currently has the higher Sharpe Ratio (2.40 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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