Cosan SA ADR (CSAN)vsValero Energy Corporation (VLO)
CSAN
Cosan SA ADR
$2.85
-3.39%
ENERGY · Cap: $2.85B
VLO
Valero Energy Corporation
$390.42
+1.29%
ENERGY · Cap: $112.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Valero Energy Corporation generates 230% more annual revenue ($132.43B vs $40.08B). VLO leads profitability with a 5.5% profit margin vs -22.2%. VLO earns a higher WallStSmart Score of 72/100 (B).
CSAN
Hold42
out of 100
Grade: D
VLO
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.7%
Fair Value
$12.49
Current Price
$2.85
$9.64 discount
Intrinsic value data unavailable for VLO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.7%
Reasonable price relative to book value
Revenue surging 26.5% year-over-year
Revenue surging 51.7% year-over-year
Earnings expanding 453.5% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Attractively priced relative to earnings
Areas to Watch
ROE of -29.9% — below average capital efficiency
Earnings declined 56.9%
Distress zone — elevated risk
Currently unprofitable
5.5% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 : VLO
The strongest argument for VLO centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 51.7% demonstrates continued momentum.
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 : VLO
The primary concerns for VLO are Profit Margin, PEG Ratio.
Key Dynamics to Monitor
CSAN profiles as a growth stock while VLO is a hypergrowth play — different risk/reward profiles.
VLO carries more volatility with a beta of 0.57 — expect wider price swings.
VLO is growing revenue faster at 51.7% — sustainability is the question.
VLO generates stronger free cash flow (5.4B), providing more financial flexibility.
Bottom Line
VLO scores higher overall (72/100 vs 42/100) and 51.7% 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.
Valero Energy Corporation
ENERGY · OIL & GAS REFINING & MARKETING · USA
Valero Energy Corporation is a Fortune 500 international manufacturer and marketer of transportation fuels, other petrochemical products, and power. It is headquartered in San Antonio, Texas, United States.
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