Materion Corp vs Vale SA ADR

Materion Corp (MTRN) is overvalued and Vale SA ADR (VALE) is undervalued.

Against our estimates of intrinsic value, VALE trades at the wider discount: a margin of safety of +44%, against -344% for MTRN.

Values as of the 22 Sept 2026 close.

Materion Corp (MTRN)

Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $57.01; the price of $253.30 is 344% above that value, and 73% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

Vale SA ADR (VALE)

Discounting its cash flows at 7.2% (average of 3 methods) values the shares at $25.51; the price of $14.19 is 44% below that value, and 82% of that value comes from beyond year five.

Leak Score 56/100 on 2 of 12 signals

MetricMTRNVALE
VerdictOvervaluedUndervalued
Price$253.30$14.19
Intrinsic value$57.01$25.51
Margin of safety-344%+44%
Leak Score27/100 (3/12)56/100 (2/12)
Market cap$5.3B$57.8B
Revenue growth, 5 years8.7%-0.9%
Operating margin6.2%28.3%
Net margin4.3%4.9%
Return on equity9.5%5.3%
Debt to equity0.510.50
P/E59.0x29.9x
Forward P/E30.4x7.7x
P/B5.3x1.6x
Dividend yield0.2%7.1%

All stocks in Other Industrial Metals & Mining