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Modernized Plants And Sustainable Energy Will Drive Future Markets

Published
23 Dec 24
Updated
23 Sep 25
AnalystConsensusTarget's Fair Value
R$11.65
49.5% undervalued intrinsic discount
23 Sep
R$5.89
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1Y
-51.3%
7D
-3.4%

Author's Valuation

R$11.6549.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Sep 25
Fair value Decreased 5.87%

The downward revision in Cosan's consensus analyst price target reflects a decline in net profit margin, with the fair value estimate reduced from R$12.38 to R$11.65. Valuation Changes Summary of Valuation Changes for Cosan The Consensus Analyst Price Target has fallen from R$12.38 to R$11.65.

Shared on03 Sep 25
Fair value Decreased 4.22%

Cosan’s consensus price target has been revised down to R$12.38, primarily reflecting slightly lower net profit margin expectations. Valuation Changes Summary of Valuation Changes for Cosan The Consensus Analyst Price Target has fallen slightly from R$12.93 to R$12.38.

Shared on04 Aug 25
Fair value Decreased 5.64%

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.