Cosan 향후 성장
Future 기준 점검 5/6
Cosan은 연간 수입과 매출이 각각 77.9%와 23.5% 증가할 것으로 예상되고 EPS는 연간 74.6%만큼 증가할 것으로 예상됩니다.
핵심 정보
77.9%
이익 성장률
74.64%
EPS 성장률
| Specialty Retail 이익 성장 | 19.4% |
| 매출 성장률 | 23.5% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 21 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).내러티브 업데이트 • 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$7.48, indicating a lower central estimate of Cosan's equity value per share.내러티브 업데이트 • Mar 08
CSAN3: Fair Value View Will Rely On Future Margin And P/E Assumptions
Analysts have nudged their R$ 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 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 |
애널리스트 향후 성장 전망
수입 대 저축률: CSAN3 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(12.4%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: CSAN3 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: CSAN3 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: CSAN3 의 수익(연간 23.5%)이 BR 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: CSAN3 의 수익(연간 23.5%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: CSAN3의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 22:17 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Cosan S.A.는 20명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| 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 |