Loading...
CSAN logo

Cosan S.A.NYSE:CSAN Stock Report

Market Cap US$2.1b
Share Price
US$4.54
My Fair Value
US$8.45
46.3% undervalued intrinsic discount
1Y-52.9%
7D-1.9%
Portfolio Value
View

Cosan S.A.

NYSE:CSAN Stock Report

Market Cap: US$2.1b

CSAN Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Cosan S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Cosan
Historical stock prices
Current Share PriceR$4.54
52 Week HighR$9.76
52 Week LowR$3.80
Beta0.72
1 Month Change-14.50%
3 Month Change-9.92%
1 Year Change-52.86%
3 Year Change-64.50%
5 Year Changen/a
Change since IPO-71.17%

Recent News & Updates

Cosan: A Holding Company Running Out Of Rope

Aug 21

Recent updates

Cosan: A Holding Company Running Out Of Rope

Aug 21

Cosan: I Was Wrong

Feb 05

Cosan Q2: This IPO Can Unlock Value

Oct 10

Weak Ethanol And Sugar Prices And Core Operating Structure Impacted Cosan

Aug 23

Cosan: Q1 2024, Waiting For Deleveraging

Jun 04

Cosan: Deleveraging While Trading At A Substantial Holding Discount

Dec 10

Cosan: Long-Term Payoffs From Efficient Capital Allocation

Sep 23

Cosan: Undervalued And Potential Upside In The Near Term

Jul 14

Cosan: A Highly Diversified Business Gaining Ground

Jun 27

Cosan: Volatility In SEE Markets Only Adds To The Complexity

Jan 12

Cosan: Vale Deal Could Weigh On The Stock

Nov 03

Cosan reports Q2 results

Aug 15

Cosan: Well-Run, Undervalued, And Leveraged To Growth, But Punishingly Complex

Mar 08

Cosan SA: Added M&A-Led Complexities Weigh On The Investment Case

Sep 07

Shareholder Returns

CSANUS Specialty RetailUS Market
7D-1.9%-1.6%0.9%
1Y-52.9%9.3%18.4%

Return vs Industry: CSAN underperformed the US Specialty Retail industry which returned 8.2% over the past year.

Return vs Market: CSAN underperformed the US Market which returned 17.7% over the past year.

Price Volatility

Is CSAN's price volatile compared to industry and market?
CSAN volatility
CSAN Average Weekly Movement8.7%
Specialty Retail Industry Average Movement7.6%
Market Average Movement6.4%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market3.0%

Stable Share Price: CSAN has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CSAN's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1936n/aMarcelo Martinswww.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, commercialization, origination, and trading of sugar, as well as ethanol under the Shell brand; production and commercialization of bioenergy; trading and resale of electricity; and distribution and commercialization of fuels and lubricants.

Cosan S.A. Fundamentals Summary

How do Cosan's earnings and revenue compare to its market cap?
CSAN fundamental statistics
Market capUS$2.13b
Earnings (TTM)-US$2.25b
Revenue (TTM)US$8.16b
0.3x
P/S Ratio
-0.9x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CSAN income statement (TTM)
RevenueR$43.55b
Cost of RevenueR$29.84b
Gross ProfitR$13.71b
Other ExpensesR$25.72b
Earnings-R$12.01b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)-6.45
Gross Margin31.48%
Net Profit Margin-27.58%
Debt/Equity Ratio182.5%

How did CSAN perform over the long term?

See historical performance and comparison

Dividends

7.4%
Current Dividend Yield
0%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/05 03:16
End of Day Share Price 2025/10/03 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 26 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.

AnalystInstitution
Leticia Soares CamposBB Banco de Investimento S.A.
Isabella SimonatoBofA Global Research
Vicente Falanga NetoBradesco S.A. Corretora de Títulos e Valores Mobiliários