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VALE · NYSE · STOCK

Vale S.A.

Basic Materials Updated August 11, 2026
$14.32
52W $9.67 – $17.94
56/100
$61.07B
28.7
0.51
AI Committee Verdict
Watch
56/100
Conviction: Contested · 60% agreement · 5 analysts
Contested

Is VALE Bullish or Bearish?

Mixed. Innellis AI committee rates Vale S.A. (VALE) Watch with a composite score of 56/100 , based on 5 analysts with 60% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +3.83 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -16.17 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — eps declining -56.8% yoy despite any revenue growth. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Dividend yield of 7.8% pays you to wait — Value
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • EPS declining -56.8% YoY despite any revenue growth — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
56/100
Agreement
60%
Analysts
5
Conviction
Contested
Sector Rank
Top 74%
of 95 Basic Materials peers
Value Analyst neutral
58 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Dividend yield of 7.8% pays you to wait
Growth Analyst bearish
30 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− EPS declining -56.8% YoY despite any revenue growth
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
36.8
Neutral
MACD Histogram
0.016
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Lh Ll
Support
$14.00
Resistance
$17.71
Bollinger %B
0.21
Inside Bands
Price vs Moving Averages
EMA 9
$14.70 Below
EMA 21
$14.73 Below
EMA 50
$15.02 Below
EMA 200
$14.56 Below

Fundamental Analysis

Valuation
81
Profitability
32
Financial Health
64
Cash Flow
70
Valuation
P/E Ratio 28.7×
P/B Ratio 1.61×
PEG Ratio -0.49
Dividend Yield 7.36%
52W High $17.94
52W Low $9.67
Quality & Growth
ROE 735.2%
ROA 284.6%
Gross Margin 3424.0%
Operating Margin 2605.6%
Revenue Growth YoY
Debt / Equity 0.58
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 28.7 (moderate relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of -0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 7.4%; Return on assets of 2.8%; Net margin of 5.2%; Gross margin of 34.2%; Current ratio of 1.19 (tight short-term liquidity); Debt-to-equity of 0.58; Free cash flow per share is positive (0.88); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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