Cosan S.A. Sponsored ADR (CSANY) vs SINOPEC Shangai Petrochemical Company, Ltd. (SHI)

Cosan S.A. Sponsored ADR and SINOPEC Shangai Petrochemical Company, Ltd. are both Oil & Gas Refining & Marketing companies. SINOPEC Shangai Petrochemical Company, Ltd. is the larger, with a market value of $3.8B against $2.7B — 1.4× the size. Cosan S.A. Sponsored ADR has negative trailing earnings, so its P/E is not meaningful; SINOPEC Shangai Petrochemical Company, Ltd. trades at 117×. SINOPEC Shangai Petrochemical Company, Ltd. grew revenue faster over the last twelve months: 28.2% against −6.49%. SINOPEC Shangai Petrochemical Company, Ltd. has the higher net margin (1.73% vs −23.8%) and the lower return on invested capital (0.00% vs 8.58%). Both pay a dividend; SINOPEC Shangai Petrochemical Company, Ltd. yields more (9.63% vs 4.02%). Across the 20 metrics below, SINOPEC Shangai Petrochemical Company, Ltd. leads on 12 and Cosan S.A. Sponsored ADR on 8.

Valuation

Metric CSANY SHI Oil & Gas Refining & Marketing median
P/E n/m 116.83 15.04
P/S 0.38 0.09 0.41
P/B 0.50 0.47 1.87
Price to free cash flow 2.95 n/m 8.78
EV/EBITDA 4.25 3.04 7.94
EV/Sales 1.53 0.08 0.59
Earnings yield (85.37%) 0.86% 6.15%
Free cash flow yield 33.94% (80.82%) 10.47%

Profitability

Metric CSANY SHI Oil & Gas Refining & Marketing median
Gross margin 33.59% 7.74% 12.22%
Operating margin 26.27% 2.41% 5.35%
Net margin (23.78%) 1.73% 2.08%
Free cash flow margin 13.06% 0.00% 4.25%
Return on equity (30.16%) 0.00% 11.39%
Return on assets (7.57%) 0.00% 5.22%
Return on invested capital 8.58% 0.00% 11.54%

Growth

Metric CSANY SHI Oil & Gas Refining & Marketing median
Revenue growth (TTM) (6.49%) 28.24% 13.37%
EPS growth (last fiscal year) 24.95% (232.66%) —
Revenue growth, 5-year CAGR 12.79% (1.64%) 12.77%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CSANY SHI Oil & Gas Refining & Marketing median
Debt to equity 2.25 0.20 0.44
Current ratio 1.87 1.16 1.32
Net debt to EBITDA 2.88 1.01 2.07

Dividend

Metric CSANY SHI Oil & Gas Refining & Marketing median
Dividend yield 4.02% 9.63% 3.64%
Payout ratio 0.90 0.52 0.14

Size

Metric CSANY SHI Oil & Gas Refining & Marketing median
Market cap 2.71b 3.81b 4.12b

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