Clean Energy Fuels Corp. (CLNE) vs Cosan S.A. Sponsored ADR (CSANY)

Clean Energy Fuels Corp. and Cosan S.A. Sponsored ADR are both Oil & Gas Refining & Marketing companies. Cosan S.A. Sponsored ADR is the larger, with a market value of $2.7B against $361.5M — 7.5× the size. Clean Energy Fuels Corp. grew revenue faster over the last twelve months: 5.18% against −6.49%. Clean Energy Fuels Corp. has the higher net margin (−21.3% vs −23.8%) and the lower return on invested capital (−3.11% vs 8.58%). Across the 20 metrics below, Cosan S.A. Sponsored ADR leads on 13 and Clean Energy Fuels Corp. on 7.

Valuation

Metric CLNE CSANY Oil & Gas Refining & Marketing median
P/E n/m n/m 15.04
P/S 0.80 0.38 0.41
P/B 0.63 0.50 1.87
Price to free cash flow 41.40 2.95 8.78
EV/EBITDA 25.02 4.25 7.94
EV/Sales 1.00 1.53 0.59
Earnings yield (27.50%) (85.37%) 6.15%
Free cash flow yield 2.42% 33.94% 10.47%

Profitability

Metric CLNE CSANY Oil & Gas Refining & Marketing median
Gross margin 27.52% 33.59% 12.22%
Operating margin (7.31%) 26.27% 5.35%
Net margin (21.27%) (23.78%) 2.08%
Free cash flow margin 1.92% 13.06% 4.25%
Return on equity (16.28%) (30.16%) 11.39%
Return on assets (8.79%) (7.57%) 5.22%
Return on invested capital (3.11%) 8.58% 11.54%

Growth

Metric CLNE CSANY Oil & Gas Refining & Marketing median
Revenue growth (TTM) 5.18% (6.49%) 13.37%
EPS growth (last fiscal year) (172.97%) 24.95% —
Revenue growth, 5-year CAGR 7.81% 12.79% 12.77%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLNE CSANY Oil & Gas Refining & Marketing median
Debt to equity 0.41 2.25 0.44
Current ratio 2.48 1.87 1.32
Net debt to EBITDA 16.90 2.88 2.07

Dividend

Metric CLNE CSANY Oil & Gas Refining & Marketing median
Dividend yield — 4.02% 3.64%
Payout ratio 0.00 0.90 0.14

Size

Metric CLNE CSANY Oil & Gas Refining & Marketing median
Market cap 361.53m 2.71b 4.12b

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