Cosan Crescita futura
Criteri Future verificati 5/6
Si prevede che Cosan aumenterà gli utili e i ricavi rispettivamente del 77.9% e 23.5% all'anno, mentre si prevede che l'EPS crescerà del 74.6% all'anno.
Informazioni chiave
77.9%
Tasso di crescita degli utili
74.64%
Tasso di crescita dell'EPS
| Specialty Retail crescita degli utili | 19.4% |
| Tasso di crescita dei ricavi | 23.5% |
| Rendimento futuro del capitale proprio | n/a |
| Copertura analitica | Good |
| Ultimo aggiornamento | 21 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • May 19
CSAN3: Higher Margin Outlook Will Drive Bullish R$ Earnings Repricing
Analysts have adjusted their R$ price targets for Cosan, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. Together, these factors inform a refreshed stance on the stock's potential risk and earnings profile.Aggiornamento della narrazione • May 05
CSAN3: Future Margin Assumptions And Elevated P/E Will Drive Upside Potential
Analysts have trimmed their R$ fair value estimate for Cosan from R$6.00 to R$5.80, citing updated assumptions for revenue growth, profit margins and future P/E that temper their assessment of the stock's upside potential. What's in the News Cosan has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, which may address corporate governance matters, capital structure, or other key resolutions that could affect investors (Key Developments).
Aggiornamento della narrazione • Apr 21
CSAN3: Upcoming 2026 Shareholder Meeting Will Support Future Upside Through Refined P/E Expectations
Analysts have revised their price target on Cosan from R$16.14 to R$10.50, aligning the change in valuation with updated expectations for revenue growth, profit margins and a higher assumed future P/E multiple. What's in the News Cosan has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, which signals upcoming decisions that could affect the corporate structure or capital allocation (Key Developments).
Aggiornamento della narrazione • Apr 06
CSAN3: Steady Assumptions And Upcoming Meeting Will Support Future Upside Potential
Analysts have reiterated their fair value estimate for Cosan at R$7.48 per share, citing unchanged assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for leaving their price target steady. What's in the News Cosan has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, giving investors a clear date to watch for corporate decisions that could influence the companys structure or capital allocation (Key Developments).Aggiornamento della narrazione • Mar 23
CSAN3: Higher Growth Assumptions And Portfolio Diversification Will Drive Future Upside Potential
Cosan's analyst price target has shifted to R$7.48 from R$8.58, with analysts pointing to adjustments in fair value, discount rate, revenue growth, profit margin, and future P/E assumptions behind the change. Valuation Changes Fair Value: Reduced from R$8.58 to R$7.48, indicating a lower central estimate of Cosan's equity value per share.Aggiornamento della narrazione • Mar 08
CSAN3: Fair Value View Will Rely On Future Margin And P/E Assumptions
Analysts have nudged their R$ price target on Cosan higher, citing slightly updated assumptions on revenue growth of 59.39% and a profit margin of 71.68%, along with a modestly lower future P/E of 18.52x. Valuation Changes Fair Value: The R$ fair value estimate is unchanged at 6.0, indicating no revision to the central valuation level used in the model.Aggiornamento della narrazione • Feb 22
CSAN3: Fair Value View Will Rely On Future Margin And P/E Assumptions
Analysts have adjusted their view on Cosan, and the updated R$ price target reflects revised assumptions for discount rate, revenue growth, profit margin and future P/E, while their fair value estimate remains at R$6.0. Valuation Changes Fair Value: R$6.0 per share, unchanged, indicating no revision to the core valuation anchor. Discount Rate: reduced slightly from 27.65% to 27.05%, reflecting a modest adjustment in the required return used in the model.Aggiornamento della narrazione • Feb 08
CSAN3: Leadership Changes Will Support Future Upside Through Refined P/E Expectations
Analysts have increased their fair value estimate for Cosan to US$16.14 from US$16.06, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples as the key drivers behind the change. What's in the News Cosan announced that Chief Financial and Investor Relations Officer Rodrigo Araujo Alves has resigned from his position, with the change effective December 5, 2025 (Key Developments).Aggiornamento della narrazione • Jan 25
CSAN3: Portfolio Diversification And New Leadership Will Drive Future Upside Potential
Analysts have reduced their fair value estimate for Cosan from US$10.36 to US$8.58, pointing to updated expectations around revenue growth, profitability, and a higher forward P/E multiple as key drivers of the new price target range. What's in the News Cosan announced that Chief Financial and Investor Relations Officer Rodrigo Araujo Alves has resigned from his position, with the change communicated across the group structure (Key Developments).Articolo di analisi • Jan 20
Cosan S.A.'s (BVMF:CSAN3) Subdued P/S Might Signal An Opportunity
It's not a stretch to say that Cosan S.A.'s ( BVMF:CSAN3 ) price-to-sales (or "P/S") ratio of 0.5x right now seems...Aggiornamento della narrazione • Jan 10
CSAN3: Leadership Transition And P/E Repricing Will Shape Future Upside Potential
Analysts now estimate Cosan's fair value at $16.06, reduced from $22.86. This change reflects updated views on revenue growth, profit margins and future P/E assumptions.Articolo di analisi • Dec 30
There's Been No Shortage Of Growth Recently For Cosan's (BVMF:CSAN3) Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Aggiornamento della narrazione • Dec 25
CSAN3: Future Profit Margin And P/E Reset Will Drive Bullish Rebound
Analysts have modestly reduced their price target on Cosan, trimming fair value from 6.90 dollars to 6.00 dollars. They cite a slightly higher required return despite improved revenue growth, profit margin, and a lower expected future P/E multiple.Aggiornamento della narrazione • Dec 11
CSAN3 Margin Resilience And Portfolio Diversification Will Drive Future Upside Potential
Analysts have trimmed their price target on Cosan to approximately $10.36 from about $10.45. This reflects slightly more cautious expectations for revenue growth and valuation multiples, despite modest improvement in projected profit margins.Aggiornamento della narrazione • Nov 26
CSAN3: Margin Gains And Business Resilience Will Drive Recovery Opportunities
Analysts have lowered Cosan's price target from $4.40 to $4.40, citing tempered expectations for growth and profitability despite minor improvements in revenue growth and profit margin projections. Analyst Commentary Analyst opinion on Cosan is currently divided, reflecting both cautious and optimistic perspectives as the company moves forward.Articolo di analisi • Nov 18
We Think Cosan (BVMF:CSAN3) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Aggiornamento della narrazione • Nov 07
CSAN3: Operational Efficiency Improvements Will Support Recovery Amid Challenging Environment
Analysts have lowered their price target for Cosan from $10.63 to $10.45, citing recent downgrades and a more cautious outlook on the company’s near-term prospects. Analyst Commentary Analyst opinions regarding Cosan remain divided as market participants weigh the company’s strategic positioning against recent challenges.Aggiornamento della narrazione • Oct 23
Operational Improvements And Market Shifts Will Shape Future Performance
Narrative Update on Cosan Analysts have lowered Cosan's fair value estimate from $11.65 to $10.63. This change reflects a reduced outlook on revenue growth and profit margins, as well as a recent downgrade in rating.Aggiornamento della narrazione • Sep 23
Modernized Plants And Sustainable Energy Will Drive Future Markets
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.Articolo di analisi • Sep 10
Investors Still Aren't Entirely Convinced By Cosan S.A.'s (BVMF:CSAN3) Revenues Despite 28% Price Jump
Cosan S.A. ( BVMF:CSAN3 ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...Aggiornamento della narrazione • Sep 03
Modernized Plants And Sustainable Energy Will Drive Future Markets
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.Articolo di analisi • Aug 12
Cosan's (BVMF:CSAN3) Returns Have Hit A Wall
BOVESPA:CSAN3 1 Year Share Price vs Fair Value Explore Cosan's Fair Values from the Community and select yours To find...Articolo di analisi • Jul 19
Cosan S.A. (BVMF:CSAN3) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Cosan S.A. ( BVMF:CSAN3 ) shareholders won't be pleased to see that the share price has had a very rough month...Articolo di analisi • Jun 22
We Think Cosan (BVMF:CSAN3) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • May 10
The Returns At Cosan (BVMF:CSAN3) Aren't Growing
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Articolo di analisi • Apr 16
Cosan S.A.'s (BVMF:CSAN3) Subdued P/S Might Signal An Opportunity
When close to half the companies operating in the Oil and Gas industry in Brazil have price-to-sales ratios (or "P/S...Articolo di analisi • Dec 25
Returns On Capital At Cosan (BVMF:CSAN3) Have Hit The Brakes
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Nuova narrazione • Dec 23
Decisive Acquisitions And Raizen's Refocus Ignite Growth In Energy Sector
Strategic actions such as acquisitions and sales aim to enhance revenue growth and earnings stability across Cosan's diverse portfolio.Articolo di analisi • Dec 03
Market Cool On Cosan S.A.'s (BVMF:CSAN3) Revenues
Cosan S.A.'s ( BVMF:CSAN3 ) price-to-sales (or "P/S") ratio of 0.4x may look like a pretty appealing investment...Articolo di analisi • Oct 29
Cosan (BVMF:CSAN3) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Aug 17
Cosan S.A. Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Last week saw the newest second-quarter earnings release from Cosan S.A. ( BVMF:CSAN3 ), an important milestone in the...Articolo di analisi • Feb 29
Investors Holding Back On Cosan S.A. (BVMF:CSAN3)
With a median price-to-sales (or "P/S") ratio of close to 1x in the Oil and Gas industry in Brazil, you could be...Articolo di analisi • Feb 08
Is Cosan (BVMF:CSAN3) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Dec 28
Be Wary Of Cosan (BVMF:CSAN3) And Its Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Articolo di analisi • Oct 26
Cosan (BVMF:CSAN3) Has A Somewhat Strained Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Articolo di analisi • Sep 06
Returns On Capital At Cosan (BVMF:CSAN3) Paint A Concerning Picture
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Articolo di analisi • Jul 20
Is Cosan (BVMF:CSAN3) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jun 08
Be Wary Of Cosan (BVMF:CSAN3) And Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Previsioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 173,359 | 3,033 | 5,239 | N/A | 3 |
| 12/31/2027 | 169,488 | 2,983 | 4,956 | 14,613 | 7 |
| 12/31/2026 | 168,366 | 1,323 | 1,709 | 13,781 | 4 |
| 3/31/2026 | 39,785 | -9,518 | 5,295 | 13,768 | N/A |
| 12/31/2025 | 40,419 | -9,722 | 4,567 | 13,027 | N/A |
| 9/30/2025 | 42,573 | -13,458 | 4,422 | 13,374 | N/A |
| 6/30/2025 | 43,555 | -12,012 | 3,789 | 12,626 | N/A |
| 3/31/2025 | 43,771 | -11,293 | 4,282 | 12,865 | N/A |
| 12/31/2024 | 43,951 | -9,698 | 5,247 | 13,081 | N/A |
| 9/30/2024 | 41,686 | 2,204 | 4,342 | 11,364 | N/A |
| 6/30/2024 | 40,335 | 2,592 | 4,772 | 11,466 | N/A |
| 3/31/2024 | 39,692 | 1,761 | 4,110 | 10,406 | N/A |
| 12/31/2023 | 39,468 | 1,049 | 4,008 | 10,276 | N/A |
| 9/30/2023 | 40,304 | -557 | 5,002 | 10,718 | N/A |
| 6/30/2023 | 41,516 | -1,221 | 5,851 | 10,992 | N/A |
| 3/31/2023 | 41,036 | -288 | 5,525 | 10,489 | N/A |
| 12/31/2022 | 39,323 | 1,126 | 5,441 | 9,972 | N/A |
| 9/30/2022 | 35,733 | 1,647 | 4,384 | 8,810 | N/A |
| 6/30/2022 | 31,116 | 4,927 | 1,921 | 6,367 | N/A |
| 3/31/2022 | 28,096 | 5,995 | 1,005 | 5,680 | N/A |
| 12/31/2021 | 24,907 | 6,123 | 1,155 | 5,222 | N/A |
| 9/30/2021 | 22,088 | 5,466 | 1,443 | 4,609 | N/A |
| 6/30/2021 | 18,912 | 2,505 | 1,744 | 4,082 | N/A |
| 3/31/2021 | 14,718 | 1,388 | 1,762 | 3,024 | N/A |
| 12/31/2020 | 13,509 | 852 | 1,090 | 2,143 | N/A |
| 9/30/2020 | 13,015 | 999 | 1,392 | 2,433 | N/A |
| 6/30/2020 | 12,986 | 1,518 | 1,761 | 2,753 | N/A |
| 3/31/2020 | 13,973 | 2,115 | 1,605 | 2,532 | N/A |
| 12/31/2019 | 13,560 | 2,414 | N/A | 2,808 | N/A |
| 9/30/2019 | 12,926 | 3,003 | N/A | 2,127 | N/A |
| 6/30/2019 | 12,152 | 2,224 | N/A | 1,686 | N/A |
| 3/31/2019 | 11,228 | 1,736 | N/A | 1,368 | N/A |
| 12/31/2018 | 10,290 | 1,681 | N/A | 2,694 | N/A |
| 9/30/2018 | 9,623 | 1,012 | N/A | 2,769 | N/A |
| 6/30/2018 | 8,782 | 1,467 | N/A | 2,759 | N/A |
| 3/31/2018 | 8,233 | 1,456 | N/A | 2,926 | N/A |
| 12/31/2017 | 7,671 | 1,315 | N/A | 1,793 | N/A |
| 9/30/2017 | 7,312 | 906 | N/A | 2,072 | N/A |
| 6/30/2017 | 7,084 | 714 | N/A | 2,225 | N/A |
| 3/31/2017 | 7,196 | 1,045 | N/A | 2,348 | N/A |
| 12/31/2016 | 7,542 | 1,071 | N/A | 2,235 | N/A |
| 9/30/2016 | 7,878 | 1,363 | N/A | 2,028 | N/A |
| 6/30/2016 | 8,263 | 1,025 | N/A | 1,892 | N/A |
| 3/31/2016 | 8,353 | 743 | N/A | 1,893 | N/A |
| 12/31/2015 | 8,349 | 479 | N/A | 1,863 | N/A |
| 9/30/2015 | 8,278 | -173 | N/A | 1,474 | N/A |
| 6/30/2015 | 8,151 | -148 | N/A | 1,371 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: Si prevede che CSAN3 diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 12.4% ).
Guadagni vs Mercato: Si prevede che CSAN3 diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.
Guadagni ad alta crescita: Si prevede CSAN3 diventerà redditizia nei prossimi 3 anni.
Ricavi vs Mercato: Si prevede che il fatturato di CSAN3 ( 23.5% all'anno) crescerà più rapidamente del mercato BR ( 6.5% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di CSAN3 ( 23.5% all'anno) crescerà più rapidamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Dati insufficienti per determinare se il Return on Equity di CSAN3 è previsto essere elevato tra 3 anni
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 21:17 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Cosan S.A. è coperta da 20 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Leticia Soares Campos | BB Banco de Investimento S.A. |
| Isabella Simonato | BofA Global Research |
| Vicente Falanga Neto | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |