Cosan (CSAN3) Stock Overview
Engages in the fuel distribution business. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 5/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
CSAN3 Community Fair Values
Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Cosan S.A. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | R$4.41 |
| 52 Week High | R$8.78 |
| 52 Week Low | R$4.21 |
| Beta | 0.60 |
| 1 Month Change | -17.42% |
| 3 Month Change | -27.94% |
| 1 Year Change | -41.74% |
| 3 Year Change | -72.28% |
| 5 Year Change | -79.87% |
| Change since IPO | -4.82% |
Recent News & Updates
Narrative Update • May 05
CSAN3: Future Margin Assumptions And Elevated P/E Will Drive Upside Potential
Analysts have trimmed their R$ 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).
Narrative Update • 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).
Narrative Update • Apr 06
CSAN3: Steady Assumptions And Upcoming Meeting Will Support Future Upside Potential
Analysts have reiterated their fair value estimate for Cosan at R$7.48 per share, citing unchanged assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for leaving their price target steady. What's in the News Cosan has scheduled a Special and Extraordinary Shareholders Meeting for April 30, 2026, giving investors a clear date to watch for corporate decisions that could influence the companys structure or capital allocation (Key Developments).Recent updates
Narrative Update • May 05
CSAN3: Future Margin Assumptions And Elevated P/E Will Drive Upside Potential
Analysts have trimmed their R$ 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).Narrative Update • 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).Narrative Update • 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).Narrative Update • 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$7.48, indicating a lower central estimate of Cosan's equity value per share.Narrative Update • Mar 08
CSAN3: Fair Value View Will Rely On Future Margin And P/E Assumptions
Analysts have nudged their R$ 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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).Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Shareholder Returns
| CSAN3 | BR Specialty Retail | BR Market | |
|---|---|---|---|
| 7D | -14.2% | -3.9% | -3.3% |
| 1Y | -41.7% | 11.5% | 14.1% |
Return vs Industry: CSAN3 underperformed the BR Specialty Retail industry which returned 11.5% over the past year.
Return vs Market: CSAN3 underperformed the BR Market which returned 14.1% over the past year.
Price Volatility
| CSAN3 volatility | |
|---|---|
| CSAN3 Average Weekly Movement | 6.5% |
| Specialty Retail Industry Average Movement | 6.4% |
| Market Average Movement | 4.9% |
| 10% most volatile stocks in BR Market | 8.1% |
| 10% least volatile stocks in BR Market | 1.8% |
Stable Share Price: CSAN3 has not had significant price volatility in the past 3 months compared to the BR market.
Volatility Over Time: CSAN3's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1936 | n/a | Marcelo Martins | www.cosan.com.br |
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.
Cosan S.A. Fundamentals Summary
| CSAN3 fundamental statistics | |
|---|---|
| Market cap | R$17.46b |
| Earnings (TTM) | -R$9.52b |
| Revenue (TTM) | R$39.78b |
0.4x
P/S Ratio-1.8x
P/E RatioIs CSAN3 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CSAN3 income statement (TTM) | |
|---|---|
| Revenue | R$39.78b |
| Cost of Revenue | R$26.40b |
| Gross Profit | R$13.38b |
| Other Expenses | R$22.90b |
| Earnings | -R$9.52b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 14, 2026
| Earnings per share (EPS) | -2.40 |
| Gross Margin | 33.63% |
| Net Profit Margin | -23.92% |
| Debt/Equity Ratio | 199.1% |
How did CSAN3 perform over the long term?
See historical performance and comparisonDividends
10.2%
Current Dividend Yield0%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/16 03:41 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Cosan S.A. is covered by 20 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| 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 |