Cosan S.A.

BOVESPA:CSAN3 Stok Raporu

Piyasa değeri: R$16.8b

Cosan Gelecekteki Büyüme

Future kriter kontrolleri 5/6

Cosan kazanç ve gelirinin sırasıyla yıllık 71.6% ve 22.3% oranında artması tahmin edilirken, EPS'nin yıllık 75.7% oranında büyümesi bekleniyor.

Anahtar bilgiler

71.6%

Kazanç büyüme oranı

75.69%

EPS büyüme oranı

Specialty Retail kazanç büyümesi18.3%
Gelir büyüme oranı22.3%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Good

Son güncelleme22 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

BOVESPA:CSAN3 - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (BRL Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CSAN3 önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 12.4% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: CSAN3 önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: CSAN3 önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: CSAN3 şirketinin gelirinin (yıllık 22.3% ) BR pazarından (yıllık 6.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CSAN3 şirketinin gelirinin (yıllık 22.3% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CSAN3 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 08:44
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Cosan S.A. 20 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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