PBR vs. VALE
Compare and contrast key facts about Petróleo Brasileiro S.A. - Petrobras (PBR) and Vale S.A. (VALE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBR or VALE.
Correlation
The correlation between PBR and VALE is 0.45, 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
PBR vs. VALE - Performance Comparison
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Key characteristics
PBR:
-0.27
VALE:
-0.53
PBR:
-0.56
VALE:
-0.56
PBR:
0.93
VALE:
0.93
PBR:
-0.39
VALE:
-0.29
PBR:
-1.59
VALE:
-0.79
PBR:
10.23%
VALE:
19.26%
PBR:
30.46%
VALE:
30.22%
PBR:
-95.28%
VALE:
-93.21%
PBR:
-35.86%
VALE:
-42.24%
Fundamentals
PBR:
$76.20B
VALE:
$41.88B
PBR:
$1.34
VALE:
$1.38
PBR:
8.99
VALE:
7.11
PBR:
0.25
VALE:
10.64
PBR:
0.15
VALE:
1.18
PBR:
1.13
VALE:
1.19
PBR:
$76.41B
VALE:
$37.20B
PBR:
$37.58B
VALE:
$13.17B
PBR:
$20.94B
VALE:
$13.49B
Returns By Period
In the year-to-date period, PBR achieves a -4.45% return, which is significantly lower than VALE's 14.84% return. Over the past 10 years, PBR has outperformed VALE with an annualized return of 15.85%, while VALE has yielded a comparatively lower 10.95% annualized return.
PBR
-4.45%
9.51%
-6.21%
-8.29%
44.19%
15.85%
VALE
14.84%
8.89%
4.77%
-15.81%
14.55%
10.95%
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Risk-Adjusted Performance
PBR vs. VALE — Risk-Adjusted Performance Rank
PBR
VALE
PBR vs. VALE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Petróleo Brasileiro S.A. - Petrobras (PBR) 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.
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Dividends
PBR vs. VALE - Dividend Comparison
PBR's dividend yield for the trailing twelve months is around 16.83%, more than VALE's 8.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBR Petróleo Brasileiro S.A. - Petrobras | 16.83% | 22.35% | 18.48% | 60.50% | 18.59% | 2.42% | 1.53% | 0.98% | 0.00% | 0.00% | 0.00% | 6.57% |
VALE Vale S.A. | 8.48% | 11.30% | 7.75% | 8.65% | 19.70% | 2.73% | 2.63% | 4.16% | 3.39% | 0.64% | 8.84% | 6.69% |
Drawdowns
PBR vs. VALE - Drawdown Comparison
The maximum PBR drawdown since its inception was -95.28%, roughly equal to the maximum VALE drawdown of -93.21%. Use the drawdown chart below to compare losses from any high point for PBR and VALE. For additional features, visit the drawdowns tool.
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Volatility
PBR vs. VALE - Volatility Comparison
Petróleo Brasileiro S.A. - Petrobras (PBR) and Vale S.A. (VALE) have volatilities of 7.29% and 7.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PBR vs. VALE - Financials Comparison
This section allows you to compare key financial metrics between Petróleo Brasileiro S.A. - Petrobras 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
PBR vs. VALE - Profitability Comparison
PBR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Petróleo Brasileiro S.A. - Petrobras reported a gross profit of 9.98B and revenue of 20.82B. Therefore, the gross margin over that period was 48.0%.
VALE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Vale S.A. reported a gross profit of 2.67B and revenue of 8.12B. Therefore, the gross margin over that period was 32.9%.
PBR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Petróleo Brasileiro S.A. - Petrobras reported an operating income of 1.28B and revenue of 20.82B, resulting in an operating margin of 6.1%.
VALE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Vale S.A. reported an operating income of 1.80B and revenue of 8.12B, resulting in an operating margin of 22.2%.
PBR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Petróleo Brasileiro S.A. - Petrobras reported a net income of -2.78B and revenue of 20.82B, resulting in a net margin of -13.4%.
VALE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Vale S.A. reported a net income of 1.39B and revenue of 8.12B, resulting in a net margin of 17.2%.