Contrasting Cosan (NYSE:CSAN) and Oklo (NYSE:OKLO)

Cosan (NYSE:CSAN) and Oklo (NYSE:OKLO) are both energy companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Valuation and Earnings

This table compares Cosan and Oklo”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cosan	$7.24 billion	0.58	-$1.74 billion	($2.80)	-1.52
Oklo	N/A	N/A	-$105.66 million	($0.72)	-110.90

Oklo has lower revenue, but higher earnings than Cosan. Oklo is trading at a lower price-to-earnings ratio than Cosan, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current ratings and target prices for Cosan and Oklo, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cosan	1	3	0	0	1.75
Oklo	2	6	11	2	2.62

Cosan currently has a consensus price target of $4.75, indicating a potential upside of 11.63%. Oklo has a consensus price target of $87.68, indicating a potential upside of 9.81%. Given Cosan’s higher probable upside, equities research analysts clearly believe Cosan is more favorable than Oklo.

Insider & Institutional Ownership

85.0% of Oklo shares are held by institutional investors. 18.9% of Oklo shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Profitability

This table compares Cosan and Oklo’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cosan	-32.24%	-13.95%	-3.67%
Oklo	N/A	-11.59%	-11.10%

Volatility and Risk

Cosan has a beta of 0.82, indicating that its stock price is 18% less volatile than the S&P 500. Comparatively, Oklo has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500.

Summary

Oklo beats Cosan on 10 of the 14 factors compared between the two stocks.

About Cosan

Cosan S.A. engages in the fuel distribution business. It operates through Raízen, Compass, Moove, Rumo, and Radar segments. The company’s Raízen segment engages in the production, commercialization, origination, and trading of ethanol, bioenergy, renewable sources, and sugar; trading and resale of electricity; and distribution and commercialization of fuels and lubricants. Its Compass segment distributes piped natural gas to industrial, residential, commercial, automotive, and cogeneration customers; and develops infrastructure projects in a regasification terminal, offshore gas pipeline, and thermal generation projects utilizing natural gas, as well as commercialization of electricity and natural gas. The company’s Moove segment produces and distributes lubricants under the Comma brand. Its Rumo segment provides logistics services for rail transportation, port storage, and loading of goods, including grains and sugar; and leases locomotives, wagons, and another railroad equipment, as well as operates containers. The company’s Radar segment manages agricultural property. It operates in Brazil, England, France, Spain and Portugal, Argentina, Bolivia, Uruguay and Paraguay, the United States, Asia, and internationally. Cosan S.A. was founded in 1936 and is headquartered in São Paulo, Brazil.

About Oklo

Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. It also provides used nuclear fuel recycling services. The company was founded in 2013 and is based in Santa Clara, California.