COMPARE · Reviewed July 29, 2026
CSAN vs DINO
Verdict: Side-by-side breakdown using the Bull Rankings model. CSAN scored 54.7, DINO scored 55.3 — DINO leads.
Compare another set
CSAN
Cosan S.A.
54.7
$3.17 · $3.1B
fundamentals as of
Score gap
0.6
DINO leads
DINO
HF Sinclair Corporation
55.3
$92.31 · $16.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
CSAN
stronger →← stronger
DINO
46
Qualityreturns · margins · balance sheet
66
50
Growthrevenue & earnings expansion
50
98
Valuevaluation vs sector peers
51
CSAN and DINO split the three pillars evenly.
Fundamentals, head-to-head
CSAN
DINO
$1.0bC+
FCF
$1.4bC+
+11.4%B
Rev
-44.8%F
1.10C+
D/E
0.35A-
0.4xA
P/S
—
—
PEG
1.36B
—
P/E
8.8xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CSAN
DINO
83% below
Price vs fair valuelower is cheaper
2% below
decline
Growth the price implies10-yr FCF · lower = less priced in
~-2%/yr
+427%
1-yr DCF upside
+14%
+486%
5-yr DCF upside
+2%
+583%
10-yr DCF upside
-12%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CSAN
Why this score
- Cyclical growth
- Foreign reporter (BRL)
DINO
Why this score
- Buying back stock
- Revenue shrinking
The companies
CSANCosan S.A.
Why now
Oil & Gas Refining & Marketing · market cap $3.1b. Down 47% from 52-week high of $6.00 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 4 sell-side analysts publish a mean 1-yr target of $4.15 (implying +31% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -18.6%) — path to GAAP profitability is the core thesis risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. ROE -21% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
DINOHF Sinclair Corporation
Why now
Oil & Gas Refining & Marketing · market cap $16.6b. Trading near 52-week high of $94.22 — momentum setup, limited technical margin of safety. Revenue -45% — in contraction; any catalyst that reverses this triggers re-rating. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $85.27 (implying -8% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -45% — the operational turn is not yet visible in the top line. Trading within 2% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Net margin 4.5% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.