CPNG vs CSANY vs LYFT Stock Comparison

Coupang, Cosan and Lyft Prices as of Oct 28, 2026 Peers: Industry group
CPNG Coupang, Inc.
$14.12 +2.6% 1M -55.8% 1Y
Market cap
$26.38B
P/E
–
Revenue (TTM)
$35.46B
Div. yield
–
Online Retail Consumer Discretionary
2 wins
CSANY Cosan S.A.
$1.83 -38.2% 1M -59.8% 1Y
Market cap
$1.12B
P/E
–
Revenue (TTM)
$7.59B
Div. yield
–
Integrated Oil and Gas Energy
1 win
LYFT Lyft, Inc.
$16.34 +9.8% 1M -18.4% 1Y
Market cap
$6.15B
P/E
2.1x
Revenue (TTM)
$6.77B
Div. yield
–
Ride-Hailing and Delivery Technology
6 wins

Head to Head

9 decided of 12

Lyft leads on 6 of the 12 questions below (Lyft 6, Coupang 2, Cosan 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionCPNGCSANYLYFTLeader
Larger companyMarket capitalisation $26.38B $1.12B $6.15B CPNG
Cheaper on earningsLower P/E, profitable companies only -34.4x -0.7x 2.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — — 28.7x –
Faster revenue growthRevenue growth, trailing twelve months +9.9% -0.9% +10.8% LYFT
More profitableNet margin, trailing twelve months -2.2% -21.9% 42.3% LYFT
Better return on capitalReturn on invested capital -10.6% 129.2% 0.0% CSANY
Less leveragedLower net debt / EBITDA 49.4x -0.3x -25.9x LYFT
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months -55.8% -59.8% -18.4% LYFT
Better 5-year returnAnnualised price return, 5 years -13.9%/yr -33.4%/yr -18.7%/yr CPNG
Less volatileAnnualised volatility, 1 year 48.1% 90.6% 47.9% LYFT
Higher overall scoreMean of the five percentile scores vs peers 32/100 46/100 70/100 LYFT

Percentile Scorecard

CPNGCSANYLYFT

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisCPNGCSANYLYFT
Valuation 11 #93 of 104 87 #14 of 99 82 #30 of 166
Growth 10 #88 of 98 15 #83 of 97 88 #19 of 152
Profitability 22 #75 of 96 45 #53 of 96 56 #67 of 152
Financial Health 30 #77 of 110 66 #35 of 102 46 #98 of 179
Shareholder Returns 89 #9 of 71 17 #64 of 77 80 #20 of 94
Overall 32 46 70
  • CPNG ranked among 115 companies in Retail
  • CSANY ranked among 103 companies in Oil and Gas Upstream
  • LYFT ranked among 185 companies in Internet Platforms

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodCPNGCSANYLYFTSPY
1 month +2.6%-38.2%+9.8% +0.9%
3 months -6.9%-40.2%+5.8% +5.9%
6 months -30.5%-53.3%+13.9% +8.5%
Year to date -40.1%-53.7%-15.6% +13.3%
1 year -55.8%-59.8%-18.4% +12.4%
3 years -17.0%-85.7%+76.5% +88.1%
3 years, per year -6.0%-47.7%+20.9% +23.5%
5 years -52.6%-86.9%-64.4% +68.2%
5 years, per year -13.9%-33.4%-18.7% +11.0%

Risk

MeasureCPNGCSANYLYFTSPY
Volatility, 1Y 48.1%90.6%47.9% 12.7%
Downside volatility, 1Y 50.1%107.8%53.7% 12.7%
Beta vs S&P 500, 1Y 1.371.141.38 1.00
Return / volatility, 1Y -1.16-0.66-0.38 0.98
Max drawdown, 5Y -69.3%-91.1%-85.8% -25.4%
From 52-week high -56.1%-66.4%-33.5% -0.9%
52-week high $32.13$5.45$24.57 $779.14
52-week low $13.75$1.83$12.65 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleCPNGCSANYLYFT
P/E now vs peer median -33.1xmedian 16.7x -0.7xmedian 12.4x 2.2xmedian 16.8x
P/S now vs peer median 0.7xmedian 0.4x 0.2xmedian 2.0x 0.9xmedian 1.4x
EV/EBITDA now vs peer median -307.0xmedian 9.2x 0.3xmedian 5.9x 173.5xmedian 13.9x
P/FCF now vs peer median 255.6xmedian 16.0x 1.8xmedian 10.0x 5.6xmedian 11.4x
P/B now vs peer median 8.5xmedian 1.6x 0.3xmedian 1.5x 2.0xmedian 1.8x
PEG now vs peer median 0.59median 0.73 0.01median 0.92 0.04median 0.36

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsCPNGCSANYLYFT
Revenue $35.46B $7.59B $6.77B
Gross profit $10.06B $2.62B $3.08B
Operating income -$628.00M $1.96B -$119.72M
Net income -$767.00M -$1.37B $2.87B
Free cash flow $99.00M $1.01B $1.11B
R&D – – $472.97M
EPS (diluted) $-0.43 $-2.68 $7.42
Cash & equivalents $6.11B $2.58B $1.14B
Total debt $2.60B $4.35B $990.56M
Shares (diluted) 1.80B 617.57M 386.33M
Enterprise value $424.33M -$9.92B -$1.20B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricCPNGCSANYLYFT
P/E -33.1x -0.7x 2.2x
P/FCF 255.6x 1.8x 5.6x
P/Operating cash flow 17.8x 0.7x 5.2x
P/S 0.7x 0.2x 0.9x
P/B 8.5x 0.3x 2.0x
P/Tangible book 9.0x 1.8x 2.2x
EV/EBITDA -307.0x 0.3x 173.5x
EV/EBIT -34.7x 0.5x -44.9x
EV/Revenue 0.6x 0.1x 0.8x
EV/FCF 220.2x 0.9x 4.8x
EV/Operating cash flow 15.3x 0.4x 4.5x
PEG (3Y EPS CAGR) 0.59 0.01 0.04

Growth

14 metrics
MetricCPNGCSANYLYFT
Revenue growth (1Y) 9.9% -0.9% 10.8%
Revenue CAGR (3Y) 17.1% -20.2% 16.8%
Gross profit growth (1Y) 4.3% 4.7% 20.9%
Gross profit CAGR (3Y) 22.6% -10.5% 20.8%
Operating income growth (1Y) -186.7% 52.4% -117.1%
Operating income CAGR (3Y) -52.0% -8.8% 54.4%
Net income growth (1Y) -310.1% 19.5% 3,009%
Net income CAGR (3Y) -55.9% -61.8% 61.1%
EPS growth (1Y) -316.7% -169.9% 3,303%
EPS CAGR (3Y) -55.9% -74.8% 60.8%
Operating cash flow growth (1Y) -25.4% -18.5% 14.0%
Operating cash flow CAGR (3Y) -10.1% -11.2% 98.9%
Free cash flow growth (1Y) -87.3% -69.1% 12.0%
Free cash flow CAGR (3Y) -55.0% -43.2% 72.6%

Profitability

14 metrics
MetricCPNGCSANYLYFT
Gross margin 28.4% 34.5% 45.5%
EBITDA margin -0.2% 35.6% 0.5%
Operating margin -1.8% 25.9% -1.8%
Pretax margin -1.7% -15.0% -0.1%
Net margin -2.2% -21.9% 42.3%
FCF margin 0.3% 13.3% 16.4%
Operating cash flow margin 4.0% 33.1% 17.6%
Return on equity -22.2% -26.1% 94.7%
Return on assets -4.4% -6.3% 31.8%
Return on invested capital -10.6% 129.2% 0.0%
Return on capital employed -9.3% 8.5% -2.9%
Asset turnover 2.0x 0.3x 0.8x
Cash conversion (OCF / net income) -1.9x -1.8x 0.4x
Stock comp / revenue 1.5% 0.2% 4.6%

Financial Health

11 metrics
MetricCPNGCSANYLYFT
Debt / assets 15.0% 6.9% 10.9%
Debt / equity 0.9x 0.3x 0.3x
Net debt / EBITDA 49.4x -0.3x -25.9x
Debt / FCF 26.3x 1.7x 0.9x
Liabilities / assets 82.8% 74.8% 66.8%
Equity / assets 17.2% 25.2% 33.2%
Interest coverage -8.3x 1.3x -5.9x
Current ratio 0.9x – 0.6x
Quick ratio 0.6x 3.4x 0.4x
Cash ratio 0.6x 2.4x 0.4x
Altman Z-score 2.49 – -0.09

Shareholder Returns

7 metrics
MetricCPNGCSANYLYFT
Dividend yield – – –
Net buyback yield 4.3% -4.0% 11.2%
Shareholder yield 4.3% -4.0% 11.2%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusCPNGCSANYLYFT
Forward P/E – – 28.7xFY2026
EPS, next fiscal year $-0.51FY2026 $-0.01FY2026 $0.57FY2026
EPS growth, next FY -563.6%FY2026 – -91.6%FY2026
EPS growth, the year after – – +80.7%
Revenue, next fiscal year $36.30BFY2026 $7.67BFY2026 $6.97BFY2026
Revenue growth, next FY +5.1%FY2026 -2.0%FY2026 +10.3%FY2026
Revenue growth, the year after +23.5% +21.1% +11.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersCPNGCSANYLYFT
Held by institutions 81.8% – 100.0%
Institutions holding 588 – 528
Change in shares held, QoQ -2.8% – +5.2%
Institutions buying 262 – 260
Institutions selling 243 – 175
Buyers to sellers 1.08 – 1.49

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

CPNGCSANYLYFT
CPNG 1.00 0.16 0.26
CSANY 0.16 1.00 0.08
LYFT 0.26 0.08 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, CPNG, CSANY and LYFT?

Coupang (CPNG) is the largest by market capitalisation: Coupang (CPNG) $26.38B, Cosan (CSANY) $1.12B, Lyft (LYFT) $6.15B.

Which company is growing faster?

Lyft (LYFT) grew revenue fastest over the trailing twelve months: Coupang (CPNG) +9.9%, Cosan (CSANY) -0.9%, Lyft (LYFT) +10.8%.

Which company is more profitable?

Lyft (LYFT) has the highest net margin (Coupang (CPNG) -2.2%, Cosan (CSANY) -21.9%, Lyft (LYFT) 42.3%). On return on invested capital, Cosan (CSANY) leads (Coupang (CPNG) -10.6%, Cosan (CSANY) 129.2%, Lyft (LYFT) 0.0%).

Which stock has performed better?

Over the past year Lyft (LYFT) returned the most: Coupang (CPNG) -55.8%, Cosan (CSANY) -59.8%, Lyft (LYFT) -18.4%. Over five years, Coupang (CPNG) compounded fastest (Coupang (CPNG) -13.9%/yr, Cosan (CSANY) -33.4%/yr, Lyft (LYFT) -18.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Lyft (LYFT) has been the steadiest (Coupang (CPNG) 48.1%, Cosan (CSANY) 90.6%, Lyft (LYFT) 47.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, CPNG, CSANY and LYFT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lyft (LYFT) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.