MO vs. VALE
Compare and contrast key facts about Altria Group, Inc. (MO) and Vale S.A. (VALE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MO or VALE.
Key characteristics
| MO | VALE | |
|---|---|---|
| YTD Return | 9.93% | -19.09% |
| 1Y Return | 0.41% | -4.83% |
| 3Y Return (Ann) | 5.46% | -5.39% |
| 5Y Return (Ann) | 4.16% | 8.48% |
| 10Y Return (Ann) | 7.17% | 5.32% |
| Sharpe Ratio | 0.08 | -0.06 |
| Daily Std Dev | 17.99% | 30.48% |
| Max Drawdown | -65.96% | -93.21% |
| Current Drawdown | -9.26% | -33.59% |
Fundamentals
| MO | VALE | |
|---|---|---|
| Market Cap | $72.30B | $52.13B |
| EPS | $4.57 | $1.83 |
| PE Ratio | 9.21 | 6.66 |
| PEG Ratio | 6.31 | 10.64 |
| Revenue (TTM) | $20.50B | $208.07B |
| Gross Profit (TTM) | $14.18B | $102.31B |
| EBITDA (TTM) | $12.47B | $87.16B |
Correlation
The correlation between MO 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.
Performance
MO vs. VALE - Performance Comparison
In the year-to-date period, MO achieves a 9.93% return, which is significantly higher than VALE's -19.09% return. Over the past 10 years, MO has outperformed VALE with an annualized return of 7.17%, while VALE has yielded a comparatively lower 5.32% 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
MO vs. VALE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Altria Group, Inc. (MO) 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
MO vs. VALE - Dividend Comparison
MO's dividend yield for the trailing twelve months is around 8.94%, less than VALE's 11.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 8.94% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
VALE Vale S.A. | 11.55% | 7.75% | 8.59% | 19.70% | 2.73% | 2.63% | 4.16% | 3.32% | 0.56% | 8.84% | 6.69% | 5.73% |
Drawdowns
MO vs. VALE - Drawdown Comparison
The maximum MO drawdown since its inception was -65.96%, smaller than the maximum VALE drawdown of -93.21%. Use the drawdown chart below to compare losses from any high point for MO and VALE. For additional features, visit the drawdowns tool.
Volatility
MO vs. VALE - Volatility Comparison
The current volatility for Altria Group, Inc. (MO) is 4.44%, while Vale S.A. (VALE) has a volatility of 9.16%. This indicates that MO 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.
Financials
MO vs. VALE - Financials Comparison
This section allows you to compare key financial metrics between Altria Group, Inc. 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