Distributes fuels through a franchised network of service stations under the Shell brand. Engages in petroleum refining and operates convenience stores. Now — the numbers.
The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.
Average growth of 12% a year over the last 4 years. Red columns mark years that ended in a loss.
At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.
This company is not turning a profit, so the market is pricing its sales instead: 0.4× for every dollar of annual revenue.
Against companies in its own sector, it looks cheaper than 10% of them.
Analysts' average target sits 12% above today's price.
We compared this company with its own sector across five subjects.
A score of 50 means class average.
Clearly below the class average.
Clearly below the class average.
Clearly below the class average.
There is growth, but not at top-of-the-class tempo.
Clearly below the class average.
Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.
Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.
An investor who bought at the very peak is down 86% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.
Over the last 4 years, sales grew about 12% a year on average.
A loss of $1.9B against $7.9B in annual sales. And on top of that, sales fell from the year before.
Today’s price already includes part of tomorrow’s optimism. Report-card grade: 10/100.
The balance sheet offers little cushion against a rough stretch. Report-card grade: 14/100.
On our five-subject report card, CSAN sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”
The takeaway: CSAN has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.
The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.
Not covered, because the filings we hold do not carry it: the revenue breakdown.