MOS vs. VALE
Compare and contrast key facts about The Mosaic Company (MOS) and Vale S.A. (VALE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOS or VALE.
Key characteristics
| MOS | VALE | |
|---|---|---|
| YTD Return | -15.67% | -19.62% |
| 1Y Return | -29.28% | -1.60% |
| 3Y Return (Ann) | -3.68% | -5.31% |
| 5Y Return (Ann) | 4.63% | 8.40% |
| 10Y Return (Ann) | -3.26% | 5.09% |
| Sharpe Ratio | -0.87 | -0.15 |
| Daily Std Dev | 34.25% | 30.43% |
| Max Drawdown | -94.71% | -93.21% |
| Current Drawdown | -76.01% | -34.03% |
Fundamentals
| MOS | VALE | |
|---|---|---|
| Market Cap | $9.73B | $52.56B |
| EPS | $3.50 | $1.81 |
| PE Ratio | 8.64 | 6.78 |
| PEG Ratio | 0.20 | 10.64 |
| Revenue (TTM) | $13.70B | $206.12B |
| Gross Profit (TTM) | $5.78B | $102.31B |
| EBITDA (TTM) | $2.34B | $84.44B |
Correlation
The correlation between MOS and VALE is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MOS vs. VALE - Performance Comparison
In the year-to-date period, MOS achieves a -15.67% return, which is significantly higher than VALE's -19.62% return. Over the past 10 years, MOS has underperformed VALE with an annualized return of -3.26%, while VALE has yielded a comparatively higher 5.09% 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
MOS vs. VALE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Mosaic Company (MOS) 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
MOS vs. VALE - Dividend Comparison
MOS's dividend yield for the trailing twelve months is around 2.71%, less than VALE's 11.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOS The Mosaic Company | 2.71% | 2.94% | 1.28% | 0.70% | 0.86% | 0.80% | 0.34% | 2.33% | 3.73% | 3.88% | 2.18% | 2.10% |
VALE Vale S.A. | 11.63% | 7.75% | 8.59% | 19.70% | 2.73% | 2.63% | 4.16% | 3.32% | 0.56% | 8.84% | 6.69% | 5.73% |
Drawdowns
MOS vs. VALE - Drawdown Comparison
The maximum MOS drawdown since its inception was -94.71%, roughly equal to the maximum VALE drawdown of -93.21%. Use the drawdown chart below to compare losses from any high point for MOS and VALE. For additional features, visit the drawdowns tool.
Volatility
MOS vs. VALE - Volatility Comparison
The current volatility for The Mosaic Company (MOS) is 8.07%, while Vale S.A. (VALE) has a volatility of 9.58%. This indicates that MOS 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
MOS vs. VALE - Financials Comparison
This section allows you to compare key financial metrics between The Mosaic Company 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