CSAN3 Share Price Performance
R$5.48
-1.46 (-21.04%)
26.7% undervalued intrinsic discount
R$7.48
Fair Value
Price R$5.48
AnalystConsensusTarget R$7.48
AnalystLowTarget R$6.00
AnalystHighTarget R$16.14
Fair ValueR$7.48
Share Pricen/a
Cosan S.A. Stock Price
- 3 Narratives written by author
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- 29 Fair Values set on narratives written by author
CSAN3 Community Narratives
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Fair Value R$7.48 26.7% undervalued intrinsic discount
Operational Improvements And Market Shifts Will Shape Future Performance
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AN
Fair Value R$6 8.7% undervalued intrinsic discount
Debt Burdens Will Restrict Operations While Brazil Decarbonization Will Uplift
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AN
Fair Value R$16.14 66.0% undervalued intrinsic discount
Renewable Energy And Urban Expansion Will Drive Sustainable Momentum
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Operational Improvements And Market Shifts Will Shape Future Performance
Key Takeaways Operational improvements and asset optimization are expected to enhance profitability, cash flow, and reduce debt through efficiency and selective divestitures. Expansion into sustainable energy and higher-margin segments positions the company to capitalize on global trends in renewables and low-carbon energy demand.Read more
90
users have viewed this narrative2users have liked this narrative
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15users have followed this narrative
AN
R$7.48
26.7% undervalued intrinsic discount
Fair Value
Profit Margin
1.75%
Future PE
24.53x
Price in 2029
R$15.33
Debt Burdens Will Restrict Operations While Brazil Decarbonization Will Uplift
Key Takeaways High leverage, negative earnings, and persistent capital expenditure needs challenge profitability despite favorable positioning for long-term decarbonization trends. Regulatory, political, and execution risks could drive higher costs, revenue swings, and delays in earnings recovery across diversified business segments.Read more
13
users have viewed this narrative0users have liked this narrative
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AN
R$6
8.7% undervalued intrinsic discount
Fair Value
Profit Margin
0.72%
Future PE
18.52x
Price in 2029
R$12.3
Renewable Energy And Urban Expansion Will Drive Sustainable Momentum
Key Takeaways Accelerated debt reduction and operational improvements could significantly enhance profitability, efficiency, and dividend capacity across Cosan's portfolio. Strategic positioning in renewables, logistics, and infrastructure supports resilient, high-quality growth amid favorable structural trends and regulatory tailwinds.Read more
25
users have viewed this narrative0users have liked this narrative
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AN
R$16.14
66.0% undervalued intrinsic discount
Fair Value
Profit Margin
2.51%
Future PE
13.57x
Price in 2029
R$33.09
Trending Discussion
Recently Updated Narratives
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CSAN3: Steady Assumptions And Upcoming Meeting Will Support Future Upside Potential
Fair Value: R$7.48 26.7% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
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AN
CSAN3: Fair Value View Will Rely On Future Margin And P/E Assumptions
Fair Value: R$6 8.7% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
CSAN3: Leadership Changes Will Support Future Upside Through Refined P/E Expectations
Fair Value: R$16.14 66.0% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Cosan S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 14, 2026
- -2.46
- 32.60%
- -24.05%
- 207.1%
About CSAN3
- Founded
- 1936
- Employees
- n/a
- CEO
- WebsiteView website
Cosan S.A. engages in the fuel distribution business. It operates through Raízen, Compass, Moove, Rumo, and Radar segments. The company’s Raízen segment engages in the production, marketing, origination, and trading of sugar, as well as ethanol; production and marketing of bioenergy, and solar energy and biogas; trading and resale of electricity; and trading and marketing of fossil, renewable fuels, and lubricants under the Shell brand. Its Compass segment distributes piped natural gas to industrial, residential, commercial, automotive, and cogeneration customers; and marketing of natural gas. The company’s Moove segment produces, formulates, and distributes lubricants, base oils, and specialties under the Mobil brand and various proprietary brands for industrial, commercial, and passenger vehicles. Its Rumo segment provides logistics services for rail transportation, storage, and port loading of commodities, including grains and sugar; locomotive and railcar leasing; and rail equipment and container operations. The company’s Radar segment manages agricultural property. The company operates in Brazil, England, France, Spain, Portugal, Argentina, Bolivia, Uruguay, Paraguay, Singapore, United Arab Emirates, Oceania, the United States, Latin America, Europe, Asia, and internationally. Cosan S.A. was founded in 1936 and is headquartered in São Paulo, Brazil.
