Cosan S.A.

BOVESPA:CSAN3 株式レポート

時価総額：R$16.8b

Cosan 将来の成長

Future 基準チェック /56

Cosanは、71.6%と22.3%でそれぞれ年率71.6%で利益と収益が成長すると予測される一方、EPSはgrowで75.7%年率。

主要情報

71.6%

収益成長率

75.69%

EPS成長率

Specialty Retail 収益成長18.3%
収益成長率22.3%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日22 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

BOVESPA:CSAN3 - アナリストの将来予測と過去の財務データ ( )BRL Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028172,1433,0195,239N/A3
12/31/2027168,9873,0034,95614,6137
12/31/2026161,8191,5411,70913,7817
3/31/202639,785-9,5185,29513,768N/A
12/31/202540,419-9,7224,56713,027N/A
9/30/202542,573-13,4584,42213,374N/A
6/30/202543,555-12,0123,78912,626N/A
3/31/202543,771-11,2934,28212,865N/A
12/31/202443,951-9,6985,24713,081N/A
9/30/202441,6862,2044,34211,364N/A
6/30/202440,3352,5924,77211,466N/A
3/31/202439,6921,7614,11010,406N/A
12/31/202339,4681,0494,00810,276N/A
9/30/202340,304-5575,00210,718N/A
6/30/202341,516-1,2215,85110,992N/A
3/31/202341,036-2885,52510,489N/A
12/31/202239,3231,1265,4419,972N/A
9/30/202235,7331,6474,3848,810N/A
6/30/202231,1164,9271,9216,367N/A
3/31/202228,0965,9951,0055,680N/A
12/31/202124,9076,1231,1555,222N/A
9/30/202122,0885,4661,4434,609N/A
6/30/202118,9122,5051,7444,082N/A
3/31/202114,7181,3881,7623,024N/A
12/31/202013,5098521,0902,143N/A
9/30/202013,0159991,3922,433N/A
6/30/202012,9861,5181,7612,753N/A
3/31/202013,9732,1151,6052,532N/A
12/31/201913,5602,414N/A2,808N/A
9/30/201912,9263,003N/A2,127N/A
6/30/201912,1522,224N/A1,686N/A
3/31/201911,2281,736N/A1,368N/A
12/31/201810,2901,681N/A2,694N/A
9/30/20189,6231,012N/A2,769N/A
6/30/20188,7821,467N/A2,759N/A
3/31/20188,2331,456N/A2,926N/A
12/31/20177,6711,315N/A1,793N/A
9/30/20177,312906N/A2,072N/A
6/30/20177,084714N/A2,225N/A
3/31/20177,1961,045N/A2,348N/A
12/31/20167,5421,071N/A2,235N/A
9/30/20167,8781,363N/A2,028N/A
6/30/20168,2631,025N/A1,892N/A
3/31/20168,353743N/A1,893N/A
12/31/20158,349479N/A1,863N/A
9/30/20158,278-173N/A1,474N/A
6/30/20158,151-148N/A1,371N/A

アナリストによる今後の成長予測

収入対貯蓄率: CSAN3は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 12.4% ) よりも高い成長率であると考えられます。

収益対市場: CSAN3今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: CSAN3今後 3 年以内に収益を上げることが予想されます。

収益対市場: CSAN3の収益 ( 22.3% ) BR市場 ( 6.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: CSAN3の収益 ( 22.3% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CSAN3の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/24 13:53
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cosan S.A. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Leticia Soares CamposBB Banco de Investimento S.A.
Isabella SimonatoBofA Global Research
Vicente Falanga NetoBradesco S.A. Corretora de Títulos e Valores Mobiliários