VALE vs. NGLOY
Compare and contrast key facts about Vale S.A. (VALE) and Anglo American plc ADR (NGLOY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VALE or NGLOY.
Key characteristics
| VALE | NGLOY | |
|---|---|---|
| YTD Return | -17.51% | 42.09% |
| 1Y Return | 0.83% | 20.67% |
| 3Y Return (Ann) | -4.45% | -0.95% |
| 5Y Return (Ann) | 8.96% | 11.84% |
| 10Y Return (Ann) | 5.52% | 7.66% |
| Sharpe Ratio | 0.03 | 0.47 |
| Daily Std Dev | 30.39% | 47.22% |
| Max Drawdown | -93.21% | -94.67% |
| Current Drawdown | -32.30% | -30.57% |
Fundamentals
| VALE | NGLOY | |
|---|---|---|
| Market Cap | $52.56B | $44.22B |
| EPS | $1.81 | $0.12 |
| PE Ratio | 6.78 | 137.75 |
| PEG Ratio | 10.64 | 2.18 |
| Revenue (TTM) | $206.12B | $30.65B |
| Gross Profit (TTM) | $102.31B | $21.82B |
| EBITDA (TTM) | $84.44B | $9.22B |
Correlation
The correlation between VALE and NGLOY 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
VALE vs. NGLOY - Performance Comparison
In the year-to-date period, VALE achieves a -17.51% return, which is significantly lower than NGLOY's 42.09% return. Over the past 10 years, VALE has underperformed NGLOY with an annualized return of 5.52%, while NGLOY has yielded a comparatively higher 7.66% 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. NGLOY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vale S.A. (VALE) and Anglo American plc ADR (NGLOY). 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. NGLOY - Dividend Comparison
VALE's dividend yield for the trailing twelve months is around 11.33%, more than NGLOY's 2.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALE Vale S.A. | 11.33% | 7.75% | 8.59% | 19.70% | 2.73% | 2.63% | 4.16% | 3.32% | 0.56% | 8.84% | 6.69% | 5.73% |
NGLOY Anglo American plc ADR | 2.75% | 5.17% | 7.45% | 8.37% | 2.23% | 3.91% | 4.66% | 2.32% | 0.00% | 19.45% | 4.67% | 3.72% |
Drawdowns
VALE vs. NGLOY - Drawdown Comparison
The maximum VALE drawdown since its inception was -93.21%, roughly equal to the maximum NGLOY drawdown of -94.67%. Use the drawdown chart below to compare losses from any high point for VALE and NGLOY. For additional features, visit the drawdowns tool.
Volatility
VALE vs. NGLOY - Volatility Comparison
The current volatility for Vale S.A. (VALE) is 9.78%, while Anglo American plc ADR (NGLOY) has a volatility of 19.77%. This indicates that VALE experiences smaller price fluctuations and is considered to be less risky than NGLOY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
VALE vs. NGLOY - Financials Comparison
This section allows you to compare key financial metrics between Vale S.A. and Anglo American plc ADR. 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