KLBAY vs. VALE

Last updated Apr 2, 2026

Compare and contrast key facts about Klabin Sa A (KLBAY) and Vale S.A. (VALE).

Performance

KLBAY vs. VALE - Performance Comparison

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

KLBAY vs. VALE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KLBAY Klabin Sa A	11.79%	0.91%	-9.78%	29.52%	-9.24%	-12.94%	4.71%	28.38%	-17.03%	0.34%
VALE Vale S.A.	23.18%	60.70%	-38.83%	1.57%	32.54%	-1.45%	32.40%	2.72%	12.25%	68.03%

Fundamentals

Market Cap KLBAY : $4.64B VALE : $68.51B
EPS KLBAY : $0.99 VALE : $0.54
PE Ratio KLBAY : 7.71 VALE : 29.91
PS Ratio KLBAY : 0.52 VALE : 1.79
PB Ratio KLBAY : 0.59 VALE : 2.04
Total Revenue (TTM) KLBAY : $20.78B VALE : $38.39B
Gross Profit (TTM) KLBAY : $6.76B VALE : $13.26B
EBITDA (TTM) KLBAY : $6.78B VALE : $13.88B

Returns By Period

In the year-to-date period, KLBAY achieves a 11.79% return, which is significantly lower than VALE's 23.18% return. Over the past 10 years, KLBAY has underperformed VALE with an annualized return of 1.77%, while VALE has yielded a comparatively higher 22.06% annualized return.

KLBAY

• 1D: 1.33%
• 1M: -5.97%
• YTD: 11.79%
• 6M: 17.31%
• 1Y: 18.74%
• 3Y*: 8.55%
• 5Y*: 1.73%
• 10Y*: 1.77%

VALE

• 1D: 0.88%
• 1M: -5.53%
• YTD: 23.18%
• 6M: 48.78%
• 1Y: 67.24%
• 3Y*: 8.95%
• 5Y*: 8.50%
• 10Y*: 22.06%

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

Return for Risk

KLBAY vs. VALE — Risk / Return Rank

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

KLBAY

KLBAY Risk / Return Rank: 54
KLBAY Sharpe Ratio Rank: 51
KLBAY Sortino Ratio Rank: 53
KLBAY Omega Ratio Rank: 57
KLBAY Calmar Ratio Rank: 55
KLBAY Martin Ratio Rank: 54

VALE

VALE Risk / Return Rank: 88
VALE Sharpe Ratio Rank: 91
VALE Sortino Ratio Rank: 87
VALE Omega Ratio Rank: 86
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.

KLBAY vs. VALE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Klabin Sa A (KLBAY) 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.

	KLBAY	VALE	Difference
Sharpe ratio Return per unit of total volatility	0.30	2.06	-1.76
Sortino ratio Return per unit of downside risk	0.94	2.60	-1.65
Omega ratio Gain probability vs. loss probability	1.15	1.35	-0.19
Calmar ratio Return relative to maximum drawdown	0.64	3.49	-2.85
Martin ratio Return relative to average drawdown	1.31	11.65	-10.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KLBAY vs. VALE - Sharpe Ratio Comparison

The current KLBAY Sharpe Ratio is 0.30, which is lower than the VALE Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of KLBAY 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

	KLBAY	VALE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.30	2.06	-1.76
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.04	0.24	-0.20
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.04	0.52	-0.49
Sharpe Ratio (All Time) Calculated using the full available price history	0.05	0.31	-0.26

Correlation

The correlation between KLBAY and VALE is 0.22, 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

KLBAY vs. VALE - Dividend Comparison

KLBAY's dividend yield for the trailing twelve months is around 3.74%, more than VALE's 3.58% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KLBAY Klabin Sa A	3.74%	4.40%	6.76%	5.12%	7.63%	1.46%	0.10%	3.63%	6.49%	4.36%	5.17%	2.00%
VALE Vale S.A.	3.58%	7.29%	11.41%	7.75%	8.63%	19.70%	2.72%	2.63%	4.16%	3.77%	1.06%	7.48%

Drawdowns

KLBAY vs. VALE - Drawdown Comparison

The maximum KLBAY drawdown since its inception was -87.31%, smaller than the maximum VALE drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for KLBAY and VALE.

Drawdown Indicators

	KLBAY	VALE	Difference
Max Drawdown Largest peak-to-trough decline	-87.31%	-92.78%	+5.47%
Max Drawdown (1Y) Largest decline over 1 year	-29.46%	-19.85%	-9.61%
Max Drawdown (5Y) Largest decline over 5 years	-38.90%	-49.79%	+10.89%
Max Drawdown (10Y) Largest decline over 10 years	-59.92%	-57.60%	-2.32%
Current Drawdown Current decline from peak	-70.58%	-8.44%	-62.14%
Average Drawdown Average peak-to-trough decline	-56.97%	-36.95%	-20.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	14.33%	5.94%	+8.39%

Volatility

KLBAY vs. VALE - Volatility Comparison

The current volatility for Klabin Sa A (KLBAY) is 9.83%, while Vale S.A. (VALE) has a volatility of 12.08%. This indicates that KLBAY experiences smaller price fluctuations and is considered to be less risky than VALE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KLBAY	VALE	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.83%	12.08%	-2.25%
Volatility (6M) Calculated over the trailing 6-month period	48.70%	24.50%	+24.20%
Volatility (1Y) Calculated over the trailing 1-year period	63.59%	32.85%	+30.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	49.19%	35.64%	+13.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.85%	42.23%	+8.62%

Financials

KLBAY vs. VALE - Profitability Comparison

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

KLBAY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Klabin Sa A reported a gross profit of 1.48B and revenue of 5.24B. Therefore, the gross margin over that period was 28.3%.

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%.

KLBAY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Klabin Sa A reported an operating income of 799.14M and revenue of 5.24B, resulting in an operating margin of 15.2%.

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%.

KLBAY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Klabin Sa A reported a net income of 81.25M and revenue of 5.24B, resulting in a net margin of 1.6%.

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%.