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 0.63, 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
Key characteristics
PBR:
0.08
VALE:
-0.63
PBR:
0.32
VALE:
-0.79
PBR:
1.04
VALE:
0.91
PBR:
0.06
VALE:
-0.35
PBR:
0.20
VALE:
-1.03
PBR:
11.55%
VALE:
17.76%
PBR:
28.27%
VALE:
28.80%
PBR:
-95.28%
VALE:
-93.21%
PBR:
-31.43%
VALE:
-46.49%
Fundamentals
PBR:
$86.32B
VALE:
$41.33B
PBR:
$1.16
VALE:
$1.44
PBR:
11.32
VALE:
6.31
PBR:
0.26
VALE:
10.64
PBR:
$64.36B
VALE:
$29.08B
PBR:
$31.46B
VALE:
$10.50B
PBR:
$25.35B
VALE:
$10.46B
Returns By Period
In the year-to-date period, PBR achieves a 2.10% return, which is significantly lower than VALE's 6.41% return. Over the past 10 years, PBR has outperformed VALE with an annualized return of 19.89%, while VALE has yielded a comparatively lower 11.41% annualized return.
PBR
2.10%
1.23%
-6.87%
2.72%
48.28%
19.89%
VALE
6.41%
-2.70%
-16.83%
-17.16%
14.80%
11.41%
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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.
Dividends
PBR vs. VALE - Dividend Comparison
PBR's dividend yield for the trailing twelve months is around 21.89%, more than VALE's 9.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBR Petróleo Brasileiro S.A. - Petrobras | 21.89% | 22.35% | 18.47% | 60.50% | 18.59% | 2.42% | 1.53% | 0.98% | 0.00% | 0.00% | 0.00% | 6.57% |
VALE Vale S.A. | 9.14% | 11.38% | 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.
Volatility
PBR vs. VALE - Volatility Comparison
Petróleo Brasileiro S.A. - Petrobras (PBR) and Vale S.A. (VALE) have volatilities of 10.48% and 10.83%, 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.
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