COMPARE · Reviewed July 29, 2026
CSAN vs PARR
Verdict: Side-by-side breakdown using the Bull Rankings model. CSAN scored 54.7, PARR scored 62.9 — PARR leads.
Compare another set
CSAN
Cosan S.A.
54.7
$3.17 · $3.1B
fundamentals as of
Score gap
8.2
PARR leads
PARR
Par Pacific Holdings, Inc.
62.9
$85.83 · $4.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
CSAN
stronger →← stronger
PARR
46
Qualityreturns · margins · balance sheet
71
50
Growthrevenue & earnings expansion
50
98
Valuevaluation vs sector peers
70
CSAN and PARR split the three pillars evenly.
Fundamentals, head-to-head
CSAN
PARR
$1.0bC+
FCF
$255mC
+11.4%B
Rev
-2.5%D+
1.10C+
D/E
0.87C+
0.4xA
P/S
—
—
P/E
9.7xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CSAN
PARR
83% below
Price vs fair valuelower is cheaper
19% above
decline
Growth the price implies10-yr FCF · lower = less priced in
~3%/yr
+427%
1-yr DCF upside
-7%
+486%
5-yr DCF upside
-16%
+583%
10-yr DCF upside
-28%
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)
PARR
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.
PARRPar Pacific Holdings, Inc.
Why now
Oil & Gas Refining & Marketing · market cap $4.3b. Trading near 52-week high of $86.34 — momentum setup, limited technical margin of safety. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $83.00 (implying -3% upside).
Moat
ROE 30% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Jurisdictional + permitting risk — mining and extraction operations concentrate exposure to political stability, royalty regimes, and environmental review timelines that can stall production for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
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