Cosan SA ADR (CSAN)vsExxon Mobil Corp (XOM)
CSAN
Cosan SA ADR
$3.92
-6.89%
ENERGY · Cap: $3.84B
XOM
Exxon Mobil Corp
$154.33
-0.22%
ENERGY · Cap: $642.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Exxon Mobil Corp generates 701% more annual revenue ($323.90B vs $40.42B). XOM leads profitability with a 8.9% profit margin vs -24.0%. XOM earns a higher WallStSmart Score of 50/100 (C-).
CSAN
Hold42
out of 100
Grade: D
XOM
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+87.7%
Fair Value
$41.02
Current Price
$3.92
$37.10 discount
Margin of Safety
-46.3%
Fair Value
$105.46
Current Price
$154.33
$48.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.7%
Revenue surging 26.5% year-over-year
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.2B in free cash flow
Areas to Watch
ROE of -29.0% — below average capital efficiency
Earnings declined 56.9%
Negative free cash flow — burning cash
Currently unprofitable
Weak financial health signals
Revenue declined 1.3%
Earnings declined 11.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : CSAN
The strongest argument for CSAN centers on Operating Margin, Revenue Growth. Revenue growth of 26.5% demonstrates continued momentum.
Bull Case : XOM
The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.38 suggests the stock is reasonably priced for its growth.
Bear Case : CSAN
The primary concerns for CSAN are Return on Equity, EPS Growth, Free Cash Flow.
Bear Case : XOM
The primary concerns for XOM are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
CSAN profiles as a growth stock while XOM is a value play — different risk/reward profiles.
CSAN carries more volatility with a beta of 0.73 — expect wider price swings.
CSAN is growing revenue faster at 26.5% — sustainability is the question.
XOM generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
XOM scores higher overall (50/100 vs 42/100). CSAN offers better value entry with a 87.7% margin of safety. Both earn "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.
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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