Debt Management And Growth At Rumo And Compass Will Support Future Earnings Stability

Published
23 Dec 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
R$12.43
52.9% undervalued intrinsic discount
07 Aug
R$5.85
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1Y
-56.7%
7D
0.7%

Author's Valuation

R$12.4

52.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 9.29%

Cosan's fair value estimate has been revised downward, primarily due to a decline in its forward P/E multiple while profitability margins remained stable, resulting in a lower consensus price target of R$12.43. Valuation Changes Summary of Valuation Changes for Cosan The Consensus Analyst Price Target has fallen from R$13.70 to R$12.43.

Shared on01 May 25
Fair value Decreased 12%

Shared on23 Apr 25
Fair value Increased 13%

AnalystConsensusTarget has increased profit margin from 2.6% to 3.1% and decreased future PE multiple from 13.3x to 10.5x.

Shared on17 Apr 25
Fair value Decreased 16%

Shared on09 Apr 25
Fair value Decreased 7.61%

AnalystConsensusTarget has increased profit margin from 2.2% to 2.6% and decreased future PE multiple from 16.9x to 13.3x.

Shared on02 Apr 25
Fair value Decreased 4.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 5.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.