Cosan SA ADR (CSAN)vsValero Energy Corporation (VLO)
CSAN
Cosan SA ADR
$4.16
+2.97%
ENERGY · Cap: $4.06B
VLO
Valero Energy Corporation
$234.54
-2.98%
ENERGY · Cap: $72.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Valero Energy Corporation generates 187% more annual revenue ($115.94B vs $40.42B). VLO leads profitability with a 2.0% profit margin vs -24.0%. VLO earns a higher WallStSmart Score of 51/100 (C-).
CSAN
Avoid32
out of 100
Grade: F
VLO
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CSAN.
Margin of Safety
+42.4%
Fair Value
$354.28
Current Price
$234.54
$119.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 23.7%
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.8B 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%
Premium valuation, high expectations priced in
3.2% earnings growth
2.0% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CSAN
The strongest argument for CSAN centers on Operating Margin.
Bull Case : VLO
The strongest argument for VLO centers on Market Cap, Price/Book, Free Cash Flow.
Bear Case : CSAN
The primary concerns for CSAN are Price/Book, Return on Equity, Revenue Growth.
Bear Case : VLO
The primary concerns for VLO are P/E Ratio, EPS Growth, Profit Margin. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CSAN profiles as a turnaround stock while VLO is a value play — different risk/reward profiles.
VLO carries more volatility with a beta of 0.73 — expect wider price swings.
VLO is growing revenue faster at -2.1% — sustainability is the question.
VLO generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
VLO scores higher overall (51/100 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.
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.
Compare with Other OIL & GAS REFINING & MARKETING Stocks
Want to dig deeper into these stocks?