VALE vs. PBR
Compare and contrast key facts about Vale S.A. (VALE) and Petróleo Brasileiro S.A. - Petrobras (PBR).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VALE or PBR.
Correlation
The correlation between VALE and PBR is 0.45, 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. PBR - Performance Comparison
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Key characteristics
VALE:
-0.50
PBR:
-0.33
VALE:
-0.56
PBR:
-0.64
VALE:
0.93
PBR:
0.92
VALE:
-0.29
PBR:
-0.43
VALE:
-0.79
PBR:
-1.53
VALE:
19.22%
PBR:
11.66%
VALE:
30.22%
PBR:
31.20%
VALE:
-93.21%
PBR:
-95.28%
VALE:
-42.19%
PBR:
-35.70%
Fundamentals
VALE:
$41.79B
PBR:
$76.20B
VALE:
$1.38
PBR:
$1.34
VALE:
7.09
PBR:
9.07
VALE:
10.64
PBR:
0.25
VALE:
1.17
PBR:
0.15
VALE:
1.19
PBR:
1.14
VALE:
$37.20B
PBR:
$76.41B
VALE:
$13.17B
PBR:
$37.58B
VALE:
$13.49B
PBR:
$20.94B
Returns By Period
In the year-to-date period, VALE achieves a 14.96% return, which is significantly higher than PBR's -4.22% return. Over the past 10 years, VALE has underperformed PBR with an annualized return of 10.85%, while PBR has yielded a comparatively higher 15.14% annualized return.
VALE
14.96%
7.45%
4.66%
-15.06%
14.59%
10.85%
PBR
-4.22%
9.30%
-5.17%
-10.01%
44.31%
15.14%
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Risk-Adjusted Performance
VALE vs. PBR — Risk-Adjusted Performance Rank
VALE
PBR
VALE vs. PBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vale S.A. (VALE) and Petróleo Brasileiro S.A. - Petrobras (PBR). 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.
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Dividends
VALE vs. PBR - Dividend Comparison
VALE's dividend yield for the trailing twelve months is around 8.51%, less than PBR's 16.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALE Vale S.A. | 8.51% | 11.43% | 7.75% | 8.65% | 19.70% | 2.73% | 2.63% | 4.16% | 3.39% | 0.64% | 8.84% | 6.69% |
PBR Petróleo Brasileiro S.A. - Petrobras | 16.79% | 22.35% | 18.47% | 60.50% | 18.59% | 2.42% | 1.53% | 0.98% | 0.00% | 0.00% | 0.00% | 6.57% |
Drawdowns
VALE vs. PBR - Drawdown Comparison
The maximum VALE drawdown since its inception was -93.21%, roughly equal to the maximum PBR drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for VALE and PBR. For additional features, visit the drawdowns tool.
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Volatility
VALE vs. PBR - Volatility Comparison
Vale S.A. (VALE) has a higher volatility of 7.70% compared to Petróleo Brasileiro S.A. - Petrobras (PBR) at 7.31%. This indicates that VALE's price experiences larger fluctuations and is considered to be riskier than PBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
VALE vs. PBR - Financials Comparison
This section allows you to compare key financial metrics between Vale S.A. and Petróleo Brasileiro S.A. - Petrobras. 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
VALE vs. PBR - Profitability Comparison
VALE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Vale S.A. reported a gross profit of 2.67B and revenue of 8.12B. Therefore, the gross margin over that period was 32.9%.
PBR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Petróleo Brasileiro S.A. - Petrobras reported a gross profit of 9.98B and revenue of 20.82B. Therefore, the gross margin over that period was 48.0%.
VALE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Vale S.A. reported an operating income of 1.80B and revenue of 8.12B, resulting in an operating margin of 22.2%.
PBR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Petróleo Brasileiro S.A. - Petrobras reported an operating income of 1.28B and revenue of 20.82B, resulting in an operating margin of 6.1%.
VALE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Vale S.A. reported a net income of 1.39B and revenue of 8.12B, resulting in a net margin of 17.2%.
PBR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Petróleo Brasileiro S.A. - Petrobras reported a net income of -2.78B and revenue of 20.82B, resulting in a net margin of -13.4%.