VALE vs. NEXI.MI

Last updated Jun 9, 2026

VALE (Vale S.A.) and NEXI.MI (Nexi S.p.A) are both stocks. VALE operates in Other Industrial Metals & Mining (Basic Materials), while NEXI.MI operates in Software - Infrastructure (Technology). Over the past 5 years, VALE returned 1.65%/yr vs -25.95%/yr for NEXI.MI. At a 0.19 correlation, their price movements are largely independent.

Performance

VALE vs. NEXI.MI - Performance Comparison

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

Different Trading Currencies

VALE is traded in USD, while NEXI.MI is traded in EUR. To make them comparable, the NEXI.MI values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, VALE achieves a 15.04% return, which is significantly higher than NEXI.MI's -14.07% return.

VALE

• 1D: -1.58%
• 1M: -9.86%
• YTD: 15.04%
• 6M: 19.11%
• 1Y: 66.24%
• 3Y*: 10.73%
• 5Y*: 1.65%
• 10Y*: 20.98%

NEXI.MI

• 1D: -0.19%
• 1M: -13.15%
• YTD: -14.07%
• 6M: -8.35%
• 1Y: -29.30%
• 3Y*: -17.17%
• 5Y*: -25.95%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VALE vs. NEXI.MI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
VALE Vale S.A.	15.04%	60.70%	-38.83%	1.57%	32.54%	-1.45%	32.40%	-0.16%
NEXI.MI Nexi S.p.A	-14.07%	-6.74%	-31.77%	3.72%	-50.25%	-21.14%	44.88%	45.62%

Correlation

The correlation between VALE and NEXI.MI is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.18
Correlation (3Y) Calculated over the trailing 3-year period	0.21
Correlation (5Y) Calculated over the trailing 5-year period	0.20
Correlation (All Time) Calculated using the full available price history since Apr 17, 2019	0.19

Return for Risk

VALE vs. NEXI.MI — Risk / Return Rank

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

VALE

VALE Risk / Return Rank: 87
VALE Sharpe Ratio Rank: 90
VALE Sortino Ratio Rank: 86
VALE Omega Ratio Rank: 85
VALE Calmar Ratio Rank: 86
VALE Martin Ratio Rank: 90

NEXI.MI

NEXI.MI Risk / Return Rank: 14
NEXI.MI Sharpe Ratio Rank: 8
NEXI.MI Sortino Ratio Rank: 11
NEXI.MI Omega Ratio Rank: 10
NEXI.MI Calmar Ratio Rank: 20
NEXI.MI Martin Ratio Rank: 18

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. NEXI.MI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vale S.A. (VALE) and Nexi S.p.A (NEXI.MI). 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.

	VALE	NEXI.MI	Difference
Sharpe ratio: Return per unit of total volatility	2.09	-0.79	+2.88
Sortino ratio: Return per unit of downside risk	2.65	-0.93	+3.58
Omega ratio: Gain probability vs. loss probability	1.34	0.87	+0.47
Calmar ratio: Return relative to maximum drawdown	3.35	-0.58	+3.93
Martin ratio: Return relative to average drawdown	11.56	-1.07	+12.62
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VALE vs. NEXI.MI - Sharpe Ratio Comparison

The current VALE Sharpe Ratio is 2.09, which is higher than the NEXI.MI Sharpe Ratio of -0.79. The chart below compares the historical Sharpe Ratios of VALE and NEXI.MI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	VALE	NEXI.MI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.09	-0.79	+2.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.05	-0.68	+0.73
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	-0.26	+0.56

Drawdowns

VALE vs. NEXI.MI - Drawdown Comparison

The maximum VALE drawdown since its inception was -92.78%, which is greater than NEXI.MI's maximum drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for VALE and NEXI.MI.

Drawdown Indicators

	VALE	NEXI.MI	Difference
Max Drawdown Largest peak-to-trough decline	-92.78%	-85.30%	-7.48%
Max Drawdown (1Y) Largest decline over 1 year	-19.85%	-51.12%	+31.27%
Max Drawdown (3Y) Largest decline over 3 years	-41.94%	-61.16%	+19.22%
Max Drawdown (5Y) Largest decline over 5 years	-49.79%	-85.30%	+35.51%
Max Drawdown (10Y) Largest decline over 10 years	-57.60%	—	—
Current Drawdown Current decline from peak	-15.88%	-80.46%	+64.58%
Average Drawdown Average peak-to-trough decline	-36.72%	-45.63%	+8.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.75%	27.68%	-21.93%

Volatility

VALE vs. NEXI.MI - Volatility Comparison

The current volatility for Vale S.A. (VALE) is 9.08%, while Nexi S.p.A (NEXI.MI) has a volatility of 11.41%. This indicates that VALE experiences smaller price fluctuations and is considered to be less risky than NEXI.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VALE	NEXI.MI	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.08%	11.41%	-2.33%
Volatility (6M) Calculated over the trailing 6-month period	26.61%	31.00%	-4.39%
Volatility (1Y) Calculated over the trailing 1-year period	31.92%	37.43%	-5.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.45%	37.80%	-2.35%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	40.87%	38.99%	+1.88%

Dividends

VALE vs. NEXI.MI - Dividend Comparison

VALE's dividend yield for the trailing twelve months is around 3.83%, less than NEXI.MI's 8.90% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NEXI.MI Nexi S.p.A	8.90%	5.92%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VALE Vale S.A.	3.83%	7.29%	11.41%	7.75%	8.63%	19.70%	2.72%	2.63%	4.16%	3.77%	1.06%	7.48%

Financials

Frequently Asked Questions

Can I hold both VALE and NEXI.MI in my portfolio?

VALE and NEXI.MI have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.