Cosan SA ADR (CSAN)vsMarathon Petroleum Corp (MPC)
CSAN
Cosan SA ADR
$4.16
+2.97%
ENERGY · Cap: $3.79B
MPC
Marathon Petroleum Corp
$241.25
-1.09%
ENERGY · Cap: $71.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Marathon Petroleum Corp generates 229% more annual revenue ($133.17B vs $40.42B). MPC leads profitability with a 3.0% profit margin vs -24.0%. MPC earns a higher WallStSmart Score of 63/100 (C+).
CSAN
Avoid32
out of 100
Grade: F
MPC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSAN.
Margin of Safety
+66.3%
Fair Value
$618.70
Current Price
$241.25
$377.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 23.7%
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Generating 1.9B in free cash flow
Areas to Watch
Trading at 16.0x book value
ROE of -29.0% — below average capital efficiency
Revenue declined 18.3%
Earnings declined 56.9%
3.5% earnings growth
3.0% margin — thin
Elevated debt levels
Revenue declined 1.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : CSAN
The strongest argument for CSAN centers on Operating Margin.
Bull Case : MPC
The strongest argument for MPC centers on Market Cap, Return on Equity, Free Cash Flow. PEG of 1.13 suggests the stock is reasonably priced for its growth.
Bear Case : CSAN
The primary concerns for CSAN are Price/Book, Return on Equity, Revenue Growth.
Bear Case : MPC
The primary concerns for MPC are EPS Growth, Profit Margin, Debt/Equity. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CSAN profiles as a turnaround stock while MPC is a value play — different risk/reward profiles.
MPC carries more volatility with a beta of 0.71 — expect wider price swings.
MPC is growing revenue faster at -1.2% — sustainability is the question.
MPC generates stronger free cash flow (1.9B), providing more financial flexibility.
Bottom Line
MPC scores higher overall (63/100 vs 32/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cosan SA ADR
ENERGY · OIL & GAS REFINING & MARKETING · USA
Cosan SA is mainly engaged in the fuel distribution business in Brazil, Europe, Latin America, North America, Asia and internationally. The company is headquartered in So Paulo, Brazil.
Marathon Petroleum Corp
ENERGY · OIL & GAS REFINING & MARKETING · USA
Marathon Petroleum Corporation is an American petroleum refining, marketing, and transportation company headquartered in Findlay, Ohio.
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