WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Ultrapar Participacoes SA ADR generates 367% more annual revenue ($145.79B vs $31.23B). DINO leads profitability with a 6.1% profit margin vs 2.1%. UGP appears more attractively valued with a PEG of 0.78. DINO earns a higher WallStSmart Score of 80/100 (B+).

DINO

Strong Buy

80

out of 100

Grade: B+

Growth: 7.3Profit: 6.0Value: 8.7Quality: 7.5
Piotroski: 4/9Altman Z: 3.15

UGP

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 6.5Value: 7.7Quality: 6.5
Piotroski: 4/9Altman Z: 3.98
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DINOUndervalued (+57.0%)

Margin of Safety

+57.0%

Fair Value

$136.51

Current Price

$88.65

$47.86 discount

UndervaluedFair: $136.51Overvalued

Intrinsic value data unavailable for UGP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DINO5 strengths · Avg: 9.6/10
P/E RatioValuation
8.7x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
53.2%10/10

Revenue surging 53.2% year-over-year

EPS GrowthGrowth
348.2%10/10

Earnings expanding 348.2% YoY

Altman Z-ScoreHealth
3.1510/10

Safe zone — low bankruptcy risk

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

UGP6 strengths · Avg: 9.3/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
90.7%10/10

Every $100 of equity generates 91 in profit

EPS GrowthGrowth
167.4%10/10

Earnings expanding 167.4% YoY

Altman Z-ScoreHealth
3.9810/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

DINO1 concerns · Avg: 3.0/10
Profit MarginProfitability
6.1%3/10

6.1% margin — thin

UGP3 concerns · Avg: 3.0/10
Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
5.0%3/10

Operating margin of 5.0%

Debt/EquityHealth
1.283/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : DINO

The strongest argument for DINO centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 53.2% demonstrates continued momentum. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bull Case : UGP

The strongest argument for UGP centers on P/E Ratio, Return on Equity, EPS Growth. Revenue growth of 10.3% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : DINO

The primary concerns for DINO are Profit Margin.

Bear Case : UGP

The primary concerns for UGP are Profit Margin, Operating Margin, Debt/Equity. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

DINO profiles as a hypergrowth stock while UGP is a value play — different risk/reward profiles.

DINO carries more volatility with a beta of 0.71 — expect wider price swings.

DINO is growing revenue faster at 53.2% — sustainability is the question.

DINO generates stronger free cash flow (355M), providing more financial flexibility.

Bottom Line

DINO scores higher overall (80/100 vs 63/100) and 53.2% revenue growth. Both earn "Strong 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.

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