PortfoliosLab logoPortfoliosLab logo
VALE vs. ALGN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VALE vs. ALGN - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, VALE achieves a 20.57% return, which is significantly higher than ALGN's 11.97% return. Over the past 10 years, VALE has outperformed ALGN with an annualized return of 22.05%, while ALGN has yielded a comparatively lower 8.27% annualized return.


VALE

1D
2.28%
1M
-6.71%
YTD
20.57%
6M
23.80%
1Y
73.31%
3Y*
12.85%
5Y*
2.38%
10Y*
22.05%

ALGN

1D
-0.95%
1M
8.09%
YTD
11.97%
6M
5.69%
1Y
-3.77%
3Y*
-18.42%
5Y*
-22.15%
10Y*
8.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VALE vs. ALGN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VALE
Vale S.A.
20.57%60.70%-38.83%1.57%32.54%-1.45%32.40%2.72%12.25%68.03%
ALGN
Align Technology, Inc.
11.97%-25.11%-23.90%29.92%-67.91%22.98%91.51%33.24%-5.74%131.13%

Correlation

The correlation between VALE and ALGN is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.25

Correlation (All Time)
Calculated using the full available price history since Mar 21, 2002

0.27

Fundamentals

Market Cap

VALE:

$67.15B

ALGN:

$12.52B

EPS

VALE:

$0.65

ALGN:

$5.96

PE Ratio

VALE:

24.04

ALGN:

29.32

PS Ratio

VALE:

1.70

ALGN:

3.08

PB Ratio

VALE:

1.83

ALGN:

3.02

Total Revenue (TTM)

VALE:

$39.53B

ALGN:

$4.10B

Gross Profit (TTM)

VALE:

$13.65B

ALGN:

$2.77B

EBITDA (TTM)

VALE:

$14.33B

ALGN:

$776.15M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

VALE vs. ALGN — Risk / Return Rank

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

VALE
VALE Risk / Return Rank: 8989
Overall Rank
VALE Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
VALE Sortino Ratio Rank: 8888
Sortino Ratio Rank
VALE Omega Ratio Rank: 8888
Omega Ratio Rank
VALE Calmar Ratio Rank: 8888
Calmar Ratio Rank
VALE Martin Ratio Rank: 9191
Martin Ratio Rank

ALGN
ALGN Risk / Return Rank: 4040
Overall Rank
ALGN Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
ALGN Sortino Ratio Rank: 3939
Sortino Ratio Rank
ALGN Omega Ratio Rank: 4141
Omega Ratio Rank
ALGN Calmar Ratio Rank: 4040
Calmar Ratio Rank
ALGN Martin Ratio Rank: 4040
Martin Ratio Rank
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.

VALE vs. ALGN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vale S.A. (VALE) and Align Technology, Inc. (ALGN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VALEALGNDifference
Sharpe ratioReturn per unit of total volatility

+2.37

Sortino ratioReturn per unit of downside risk

+2.57

Omega ratioGain probability vs. loss probability

1.37

1.05

+0.32

Calmar ratioReturn relative to maximum drawdown

3.71

-0.10

+3.81

Martin ratioReturn relative to average drawdown

12.21

-0.16

+12.37

VALE vs. ALGN - Sharpe Ratio Comparison

The current VALE Sharpe Ratio is 2.30, which is higher than the ALGN Sharpe Ratio of -0.07. The chart below compares the historical Sharpe Ratios of VALE and ALGN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

VALE vs. ALGN - Drawdown Comparison

The maximum VALE drawdown since its inception was -92.78%, roughly equal to the maximum ALGN drawdown of -92.83%. Use the drawdown chart below to compare losses from any high point for VALE and ALGN.


Loading charts...

Drawdown Indicators


VALEALGNDifference

Max Drawdown

Largest peak-to-trough decline

-92.78%

-92.83%

+0.05%

Max Drawdown (1Y)

Largest decline over 1 year

-19.85%

-39.73%

+19.88%

Max Drawdown (3Y)

Largest decline over 3 years

-41.94%

-67.59%

+25.65%

Max Drawdown (5Y)

Largest decline over 5 years

-49.79%

-82.89%

+33.10%

Max Drawdown (10Y)

Largest decline over 10 years

-57.60%

-82.89%

+25.29%

Current Drawdown

Current decline from peak

-11.84%

-76.05%

+64.21%

Average Drawdown

Average peak-to-trough decline

-36.69%

-37.96%

+1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.02%

23.97%

-17.95%

Volatility

VALE vs. ALGN - Volatility Comparison

The current volatility for Vale S.A. (VALE) is 9.16%, while Align Technology, Inc. (ALGN) has a volatility of 13.05%. This indicates that VALE experiences smaller price fluctuations and is considered to be less risky than ALGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


VALEALGNDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.16%

13.05%

-3.89%

Volatility (6M)

Calculated over the trailing 6-month period

26.35%

29.02%

-2.67%

Volatility (1Y)

Calculated over the trailing 1-year period

32.06%

52.95%

-20.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.47%

49.58%

-14.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.84%

49.08%

-8.24%

Dividends

VALE vs. ALGN - Dividend Comparison

VALE's dividend yield for the trailing twelve months is around 3.66%, while ALGN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
ALGN
Align Technology, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VALE
Vale S.A.
3.66%7.29%11.41%7.75%8.63%19.70%2.72%2.63%4.16%3.77%1.06%7.48%

Financials

VALE vs. ALGN - Financials Comparison

This section allows you to compare key financial metrics between Vale S.A. and Align Technology, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20222023202420252026
9.26B
1.04B
(VALE) Total Revenue
(ALGN) Total Revenue
Values in USD except per share items

VALE vs. ALGN - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%20222023202420252026
33.0%
70.8%
Portfolio components
VALE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a gross profit of 3.06B and revenue of 9.26B. Therefore, the gross margin over that period was 33.0%.

ALGN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Align Technology, Inc. reported a gross profit of 736.59M and revenue of 1.04B. Therefore, the gross margin over that period was 70.8%.

VALE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported an operating income of 2.67B and revenue of 9.26B, resulting in an operating margin of 28.8%.

ALGN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Align Technology, Inc. reported an operating income of 141.96M and revenue of 1.04B, resulting in an operating margin of 13.7%.

VALE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a net income of 1.89B and revenue of 9.26B, resulting in a net margin of 20.5%.

ALGN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Align Technology, Inc. reported a net income of 112.77M and revenue of 1.04B, resulting in a net margin of 10.8%.


Frequently Asked Questions


VALE and ALGN have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ALGN has higher volatility (13.05%) compared to VALE (9.16%). In terms of maximum drawdown, VALE dropped -92.78% vs ALGN's -92.83%.

VALE currently has the higher Sharpe Ratio (2.30 vs -0.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VALE and ALGN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer