WallStSmart

Cosan SA ADR (CSAN)vsPhillips 66 (PSX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Phillips 66 generates 280% more annual revenue ($152.17B vs $40.08B). PSX leads profitability with a 4.7% profit margin vs -22.2%. PSX earns a higher WallStSmart Score of 73/100 (B).

CSAN

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 5.0Value: 6.7Quality: 4.0
Piotroski: 5/9Altman Z: 0.59

PSX

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.0Value: 6.3Quality: 6.5
Piotroski: 5/9Altman Z: 3.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSANUndervalued (+59.7%)

Margin of Safety

+59.7%

Fair Value

$12.49

Current Price

$2.85

$9.64 discount

UndervaluedFair: $12.49Overvalued

Intrinsic value data unavailable for PSX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSAN3 strengths · Avg: 8.7/10
Operating MarginProfitability
30.7%10/10

Strong operational efficiency at 30.7%

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
26.5%8/10

Revenue surging 26.5% year-over-year

PSX6 strengths · Avg: 9.3/10
Revenue GrowthGrowth
53.1%10/10

Revenue surging 53.1% year-over-year

EPS GrowthGrowth
344.9%10/10

Earnings expanding 344.9% YoY

Altman Z-ScoreHealth
3.2010/10

Safe zone — low bankruptcy risk

Market CapQuality
$103.53B9/10

Large-cap with strong market position

Return on EquityProfitability
22.5%9/10

Every $100 of equity generates 23 in profit

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Areas to Watch

CSAN4 concerns · Avg: 1.8/10
Return on EquityProfitability
-29.9%2/10

ROE of -29.9% — below average capital efficiency

EPS GrowthGrowth
-56.9%2/10

Earnings declined 56.9%

Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

Profit MarginProfitability
-22.2%1/10

Currently unprofitable

PSX1 concerns · Avg: 3.0/10
Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CSAN

The strongest argument for CSAN centers on Operating Margin, Price/Book, Revenue Growth. Revenue growth of 26.5% demonstrates continued momentum.

Bull Case : PSX

The strongest argument for PSX centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 53.1% demonstrates continued momentum. PEG of 1.23 suggests the stock is reasonably priced for its growth.

Bear Case : CSAN

The primary concerns for CSAN are Return on Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 12.26 is elevated, increasing financial risk.

Bear Case : PSX

The primary concerns for PSX are Profit Margin. Thin 4.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

CSAN profiles as a growth stock while PSX is a hypergrowth play — different risk/reward profiles.

PSX carries more volatility with a beta of 0.70 — expect wider price swings.

PSX is growing revenue faster at 53.1% — sustainability is the question.

PSX generates stronger free cash flow (6.5B), providing more financial flexibility.

Bottom Line

PSX scores higher overall (73/100 vs 42/100) and 53.1% revenue growth. CSAN offers better value entry with a 59.7% margin of safety. Both earn "Strong Buy" and "Hold" 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.

Phillips 66

ENERGY · OIL & GAS REFINING & MARKETING · USA

The Phillips 66 Company is an American multinational energy company headquartered in Westchase, Houston, Texas.

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