WallStSmart

HF Sinclair Corp (DINO)vsUltrapar Participacoes SA ADR (UGP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ultrapar Participacoes SA ADR generates 430% more annual revenue ($142.37B vs $26.87B). DINO leads profitability with a 2.2% profit margin vs 1.7%. UGP appears more attractively valued with a PEG of 0.78. DINO earns a higher WallStSmart Score of 54/100 (C-).

DINO

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 4.0Value: 7.3Quality: 6.8
Piotroski: 4/9Altman Z: 3.15

UGP

Buy

53

out of 100

Grade: C-

Growth: 3.3Profit: 5.5Value: 7.3Quality: 6.3
Piotroski: 3/9Altman Z: 4.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DINOUndervalued (+59.2%)

Margin of Safety

+59.2%

Fair Value

$144.14

Current Price

$60.22

$83.92 discount

UndervaluedFair: $144.14Overvalued
UGPSignificantly Overvalued (-75.6%)

Margin of Safety

-75.6%

Fair Value

$2.99

Current Price

$4.91

$1.92 premium

UndervaluedFair: $2.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DINO3 strengths · Avg: 9.3/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
3.1510/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
38.9%8/10

Earnings expanding 38.9% YoY

UGP5 strengths · Avg: 8.8/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Altman Z-ScoreHealth
4.7610/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.06B8/10

Generating 1.1B in free cash flow

Areas to Watch

DINO4 concerns · Avg: 2.5/10
Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

Profit MarginProfitability
2.2%3/10

2.2% margin — thin

PEG RatioValuation
7.712/10

Expensive relative to growth rate

Revenue GrowthGrowth
-60.0%2/10

Revenue declined 60.0%

UGP4 concerns · Avg: 2.8/10
Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Operating MarginProfitability
3.1%3/10

Operating margin of 3.1%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-59.5%2/10

Earnings declined 59.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : DINO

The strongest argument for DINO centers on Price/Book, Altman Z-Score, EPS Growth.

Bull Case : UGP

The strongest argument for UGP centers on P/E Ratio, Altman Z-Score, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : DINO

The primary concerns for DINO are Return on Equity, Profit Margin, PEG Ratio. Thin 2.2% margins leave little buffer for downturns.

Bear Case : UGP

The primary concerns for UGP are Profit Margin, Operating Margin, Piotroski F-Score. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

DINO carries more volatility with a beta of 0.84 — expect wider price swings.

UGP is growing revenue faster at 7.2% — sustainability is the question.

UGP generates stronger free cash flow (1.1B), providing more financial flexibility.

Monitor OIL & GAS REFINING & MARKETING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

DINO scores higher overall (54/100 vs 53/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

HF Sinclair Corp

ENERGY · OIL & GAS REFINING & MARKETING · USA

HF Sinclair Corporation is an independent energy company. The company is headquartered in Dallas, Texas.

Ultrapar Participacoes SA ADR

ENERGY · OIL & GAS REFINING & MARKETING · USA

Ultrapar Participaes SA is engaged in the gas distribution, fuel distribution, chemical products, storage and pharmacy businesses mainly in Brazil, Mexico, Uruguay, Venezuela, other Latin American countries, the United States, Canada, the Far East, Europe and internationally. The company is headquartered in So Paulo, Brazil.

Want to dig deeper into these stocks?