COMPARE · Data as of August 21, 2026
CSAN vs DINO
Verdict: Side-by-side breakdown using the Bull Rankings model. CSAN scored 54.9, DINO scored 37.7 — CSAN leads.
Compare another set
CSAN
Cosan S.A.
54.9
$2.75 · $2.7B
Score gap
17.2
CSAN leads
DINO
HF Sinclair Corporation
37.7
$97.32 · $17.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthCSAN+11.4%
- Strongest balance sheetDINO0.32
- Highest qualityDINO74 / 100
- Largest discount to fair valueCSAN-85%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
CSAN
stronger →← stronger
DINO
45
Qualityreturns · margins · balance sheet
74
50
Growthrevenue & earnings expansion
12
100
Valuevaluation vs sector peers
58
CSAN is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CSAN
DINO
$1.0bC+
FCF
$2.3bB
+11.4%B
Rev
-36.2%F
1.10C
D/E
0.32A-
0.4xA
P/S
—
—
PEG
1.18B+
—
P/E
9.3xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CSAN
DINO
85% below
Price vs fair valuelower is cheaper
54% below
decline
Growth the price implies10-yr FCF · lower = less priced in
~-18%/yr
+500%
1-yr DCF upside
+141%
+568%
5-yr DCF upside
+116%
+678%
10-yr DCF upside
+85%
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
The companies
CSANCosan S.A.
Why now
Oil & Gas Refining & Marketing · market cap $2.7b. Down 54% 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 $3.63 (implying +32% 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 54% 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 $17.3b. Trading near 52-week high of $97.63 — momentum setup, limited technical margin of safety. Revenue -36% — in contraction; any catalyst that reverses this triggers re-rating. 15 sell-side analysts rate this a Hold with a mean 1-yr target of $90.53 (implying -7% upside).
Moat
ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 121% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Revenue contracting -36% — the operational turn is not yet visible in the top line. Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
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.
Where CSAN and DINO diverge
On the headline score the gap is 17.2 points in favor of CSAN. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- ValueCSAN 100.0 · DINO 58.4CSAN +41.6
- GrowthCSAN 50.0 · DINO 12.4CSAN +37.6
- QualityCSAN 45.4 · DINO 74.0DINO +28.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.