Cosan SA ADR (CSAN)vsExxon Mobil Corp (XOM)
CSAN
Cosan SA ADR
$2.75
-1.79%
ENERGY · Cap: $2.71B
XOM
Exxon Mobil Corp
$182.06
+1.17%
ENERGY · Cap: $735.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Exxon Mobil Corp generates 801% more annual revenue ($361.06B vs $40.08B). XOM leads profitability with a 9.1% profit margin vs -22.2%. XOM earns a higher WallStSmart Score of 72/100 (B).
CSAN
Avoid34
out of 100
Grade: F
XOM
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.1%
Fair Value
$12.29
Current Price
$2.75
$9.54 discount
Intrinsic value data unavailable for XOM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 27.9%
Mega-cap, among the largest globally
Revenue surging 44.1% year-over-year
Earnings expanding 112.8% YoY
Generating 17.0B in free cash flow
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
2.8% revenue growth
ROE of -29.9% — below average capital efficiency
Earnings declined 56.9%
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CSAN
The strongest argument for CSAN centers on Price/Book, Operating Margin.
Bull Case : XOM
The strongest argument for XOM centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 44.1% demonstrates continued momentum. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bear Case : CSAN
The primary concerns for CSAN are Revenue Growth, Return on Equity, EPS Growth. Debt-to-equity of 12.26 is elevated, increasing financial risk.
Bear Case : XOM
The primary concerns for XOM are Piotroski F-Score.
Key Dynamics to Monitor
CSAN profiles as a turnaround stock while XOM is a hypergrowth play — different risk/reward profiles.
CSAN carries more volatility with a beta of 0.48 — expect wider price swings.
XOM is growing revenue faster at 44.1% — sustainability is the question.
XOM generates stronger free cash flow (17.0B), providing more financial flexibility.
Bottom Line
XOM scores higher overall (72/100 vs 34/100) and 44.1% revenue growth. CSAN offers better value entry with a 59.1% margin of safety. Both earn "Strong 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.
Exxon Mobil Corp
ENERGY · OIL & GAS INTEGRATED · USA
Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.
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