VALE vs. MO
Compare and contrast key facts about Vale S.A. (VALE) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VALE or MO.
Key characteristics
| VALE | MO | |
|---|---|---|
| YTD Return | -16.92% | 10.46% |
| 1Y Return | 4.83% | 3.22% |
| 3Y Return (Ann) | -4.67% | 5.12% |
| 5Y Return (Ann) | 9.10% | 3.88% |
| 10Y Return (Ann) | 5.59% | 7.31% |
| Sharpe Ratio | 0.05 | 0.13 |
| Daily Std Dev | 30.40% | 17.89% |
| Max Drawdown | -93.21% | -65.96% |
| Current Drawdown | -31.81% | -8.82% |
Fundamentals
| VALE | MO | |
|---|---|---|
| Market Cap | $52.56B | $74.51B |
| EPS | $1.81 | $4.78 |
| PE Ratio | 6.78 | 9.08 |
| PEG Ratio | 10.64 | 6.31 |
| Revenue (TTM) | $206.12B | $20.46B |
| Gross Profit (TTM) | $102.31B | $14.18B |
| EBITDA (TTM) | $84.44B | $12.31B |
Correlation
The correlation between VALE and MO is 0.22, 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.
Performance
VALE vs. MO - Performance Comparison
In the year-to-date period, VALE achieves a -16.92% return, which is significantly lower than MO's 10.46% return. Over the past 10 years, VALE has underperformed MO with an annualized return of 5.59%, while MO has yielded a comparatively higher 7.31% 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
VALE vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vale S.A. (VALE) and Altria Group, Inc. (MO). 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
VALE vs. MO - Dividend Comparison
VALE's dividend yield for the trailing twelve months is around 11.25%, more than MO's 8.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALE Vale S.A. | 11.25% | 7.75% | 8.59% | 19.70% | 2.73% | 2.63% | 4.16% | 3.32% | 0.56% | 8.84% | 6.69% | 5.73% |
MO Altria Group, Inc. | 8.90% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
VALE vs. MO - Drawdown Comparison
The maximum VALE drawdown since its inception was -93.21%, which is greater than MO's maximum drawdown of -65.96%. Use the drawdown chart below to compare losses from any high point for VALE and MO. For additional features, visit the drawdowns tool.
Volatility
VALE vs. MO - Volatility Comparison
Vale S.A. (VALE) has a higher volatility of 9.66% compared to Altria Group, Inc. (MO) at 3.65%. This indicates that VALE's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
VALE vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Vale S.A. and Altria Group, 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.
Total Revenue: Total amount of money received from sales and other business activities