MO vs. VALE

Last updated Apr 2, 2026

Compare and contrast key facts about Altria Group, Inc. (MO) and Vale S.A. (VALE).

Performance

MO vs. VALE - Performance Comparison

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

MO vs. VALE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MO Altria Group, Inc.	15.47%	18.17%	40.76%	-3.70%	4.37%	24.18%	-10.21%	7.87%	-27.14%	9.45%
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 MO : $109.81B VALE : $68.51B
EPS MO : $4.13 VALE : $0.54
PE Ratio MO : 15.85 VALE : 29.91
PS Ratio MO : 5.27 VALE : 1.79
Total Revenue (TTM) MO : $20.91B VALE : $38.39B
Gross Profit (TTM) MO : $14.54B VALE : $13.26B
EBITDA (TTM) MO : $10.70B VALE : $13.88B

Returns By Period

In the year-to-date period, MO achieves a 15.47% return, which is significantly lower than VALE's 23.18% return. Over the past 10 years, MO has underperformed VALE with an annualized return of 7.39%, while VALE has yielded a comparatively higher 22.06% annualized return.

MO

• 1D: -0.77%
• 1M: -3.08%
• YTD: 15.47%
• 6M: 2.27%
• 1Y: 19.22%
• 3Y*: 22.88%
• 5Y*: 13.63%
• 10Y*: 7.39%

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

MO vs. VALE — Risk / Return Rank

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

MO

MO Risk / Return Rank: 65
MO Sharpe Ratio Rank: 71
MO Sortino Ratio Rank: 62
MO Omega Ratio Rank: 63
MO Calmar Ratio Rank: 63
MO Martin Ratio Rank: 65

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.

MO vs. VALE - Risk-Adjusted Trends 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.

	MO	VALE	Difference
Sharpe ratio Return per unit of total volatility	0.92	2.06	-1.14
Sortino ratio Return per unit of downside risk	1.29	2.60	-1.30
Omega ratio Gain probability vs. loss probability	1.18	1.35	-0.16
Calmar ratio Return relative to maximum drawdown	1.02	3.49	-2.47
Martin ratio Return relative to average drawdown	2.64	11.65	-9.01
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MO vs. VALE - Sharpe Ratio Comparison

The current MO Sharpe Ratio is 0.92, which is lower than the VALE Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of MO 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

	MO	VALE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.92	2.06	-1.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	0.24	+0.43
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.33	0.52	-0.20
Sharpe Ratio (All Time) Calculated using the full available price history	0.56	0.31	+0.25

Correlation

The correlation between MO and VALE is 0.21, 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

MO vs. VALE - Dividend Comparison

MO's dividend yield for the trailing twelve months is around 6.41%, more than VALE's 3.58% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MO Altria Group, Inc.	6.41%	7.21%	7.65%	9.52%	8.05%	7.43%	8.29%	6.57%	6.07%	3.56%	3.48%	3.73%
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

MO vs. VALE - Drawdown Comparison

The maximum MO drawdown since its inception was -81.02%, smaller than the maximum VALE drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for MO and VALE.

Drawdown Indicators

	MO	VALE	Difference
Max Drawdown Largest peak-to-trough decline	-81.02%	-92.78%	+11.76%
Max Drawdown (1Y) Largest decline over 1 year	-16.40%	-19.85%	+3.45%
Max Drawdown (5Y) Largest decline over 5 years	-25.83%	-49.79%	+23.96%
Max Drawdown (10Y) Largest decline over 10 years	-53.69%	-57.60%	+3.91%
Current Drawdown Current decline from peak	-4.48%	-8.44%	+3.96%
Average Drawdown Average peak-to-trough decline	-17.45%	-36.95%	+19.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.36%	5.94%	+0.42%

Volatility

MO vs. VALE - Volatility Comparison

The current volatility for Altria Group, Inc. (MO) is 5.99%, while Vale S.A. (VALE) has a volatility of 12.08%. 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.

Volatility by Period

	MO	VALE	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.99%	12.08%	-6.09%
Volatility (6M) Calculated over the trailing 6-month period	16.65%	24.50%	-7.85%
Volatility (1Y) Calculated over the trailing 1-year period	21.12%	32.85%	-11.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.46%	35.64%	-15.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.72%	42.23%	-19.51%

Financials

MO vs. VALE - Profitability Comparison

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

MO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Altria Group, Inc. reported a gross profit of 3.63B and revenue of 5.85B. Therefore, the gross margin over that period was 62.1%.

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%.

MO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Altria Group, Inc. reported an operating income of 1.65B and revenue of 5.85B, resulting in an operating margin of 28.2%.

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%.

MO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Altria Group, Inc. reported a net income of 1.12B and revenue of 5.85B, resulting in a net margin of 19.1%.

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%.