Added to YB: 2024-10-29
Pitch date: 2024-10-26
VALE [bullish]
Vale S.A.
+32.9%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Vale S.A., together with its subsidiaries, produces iron ore and nickel in Asia, the Americas, Europe, and internationally.
Market Cap
BRL 299.8B
Pitch Price
BRL 9.55
Price Target
N/A
Dividend
7.80%
EV/EBITDA
5.01
P/E
9.95
EV/Sales
1.81
Sector
Metals and Mining
Category
dividend
Show full summary:
From Ore to Opportunity: The Case for Vale’s Comeback
VALE: Iron ore giant at 5x 2025E P/E, double-digit dividend. Record production, China fears overblown. Q3 beat, costs down. $30B Mariana settlement manageable. Base metals division valued at $26B (50% of mkt cap). Iron ore biz severely undervalued. Lawsuits progressing well.
Read full article (3 min)