Cosan (CSAN) Stock Price, News & Analysis

Company Overview

Cosan S.A. (NYSE: CSAN) is a Brazilian conglomerate with diversified interests in the energy and infrastructure sectors. Established in 1936 by the Ermírio de Moraes family, the company has grown into one of Latin America’s leading producers of biofuels, sugar, and ethanol. Cosan’s operations span the full supply chain from agricultural production and processing to distribution and logistics, leveraging strategic joint ventures and partnerships to strengthen its market presence.

In its core sugar and ethanol segment, Cosan cultivates sugarcane on millions of acres in Brazil’s prime agricultural regions. Through its partnership with Royal Dutch Shell under the Raízen joint venture, the company processes cane into sugar and ethanol for both domestic consumption and export. Raízen also operates one of Brazil’s largest fuel distribution networks, supplying gasoline and ethanol at thousands of Shell-branded service stations. Complementing its fuel business, Cosan markets a range of lubricants globally through its Moove division in collaboration with BP, serving automotive and industrial clients across Africa, Asia, and Latin America.

Beyond energy, Cosan is a major player in infrastructure and logistics. Its wholly owned subsidiary Rumo S.A. controls a network of railways and port terminals that transport commodities and agricultural goods from Brazil’s interior to global markets. Cosan also holds interests in Comgás, one of Brazil’s largest natural gas distributors, supplying industrial, commercial, and residential customers in the São Paulo metropolitan area. These integrated logistics and distribution assets enable Cosan to optimize supply chains and enhance the competitiveness of its core businesses.

Governance at Cosan is overseen by a board of directors chaired by a member of the founding family, supported by an executive leadership team with extensive experience in agribusiness, energy, and infrastructure. The company continues to invest in renewable energy projects, including cogeneration plants and biomass facilities, aligning its long-term strategy with global sustainability trends. Serving primarily Brazil and selected international markets, Cosan remains focused on delivering growth through operational excellence and strategic partnerships.

Key Stats

• Today's Range: $4.48 to $4.61
• 50-Day Range: $4.59 to $6.17
• 52-Week Range: $4.31 to $10.64
• Volume: 1.21 million shs
• Average Volume: 1.03 million shs
• Market Capitalization: $2.10 billion
• P/E Ratio: 3.41
• Dividend Yield: 6.90%
• Price Target: $19.00
• Consensus Rating: Strong Buy

Cosan Stock Analysis - MarketRank™

Cosan scored higher than 99% of companies evaluated by MarketBeat, and ranked 6th out of 266 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 3.8 / 5
• Analyst Rating: Strong Buy

Consensus Rating

Cosan has received a consensus rating of Strong Buy. The company's average rating score is 3.50, and is based on 1 buy rating, no hold ratings, and no sell ratings.

Amount of Analyst Coverage

Cosan has received no research coverage in the past 90 days.

Earnings and Valuation

• Score: 5.0 / 5
• Proj. Earnings Growth: 100.00%

Earnings Growth

Earnings for Cosan are expected to grow by 100.00% in the coming year, from $0.20 to $0.40 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Cosan is 3.41, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 26.26.

Price to Earnings Ratio vs. Sector

The P/E ratio of Cosan is 3.41, which means that it is trading at a less expensive P/E ratio than the Energy sector average P/E ratio of about 63.94.

Price to Earnings Growth Ratio

Cosan has a PEG Ratio of 0.14. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

Cosan has a P/B Ratio of 0.29. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

0.46% of the float of Cosan has been sold short.

Short Interest Ratio / Days to Cover

Cosan has a short interest ratio ("days to cover") of 1.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Cosan has recently increased by 8.04%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Cosan is a leading dividend payer. It pays a dividend yield of 6.85%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Cosan does not have a long track record of dividend growth.

Dividend Coverage

The dividend payout ratio of Cosan is 23.48%. This payout ratio is at a healthy, sustainable level, below 75%.

Dividend Sustainability

Based on EPS estimates, Cosan will have a dividend payout ratio of 77.50% in the coming year. This indicates that Cosan may not be able to sustain their current dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

0.46% of the float of Cosan has been sold short.

Short Interest Ratio / Days to Cover

Cosan has a short interest ratio ("days to cover") of 1.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Cosan has recently increased by 8.04%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.4 / 5
• News Sentiment: N/A

News Sentiment

Cosan has a news sentiment score of 1.11. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.80 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 1 news article for Cosan this week, compared to 2 articles on an average week.

Search Interest

4 people have searched for CSAN on MarketBeat in the last 30 days. This is an increase of 300% compared to the previous 30 days.

MarketBeat Follows

6 people have added Cosan to their MarketBeat watchlist in the last 30 days. This is an increase of 200% compared to the previous 30 days.

Company Ownership

• Score: N/A
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Cosan insiders have not sold or bought any company stock.

CSAN Stock Analysis - Frequently Asked Questions

How have CSAN shares performed this year?

Cosan's stock was trading at $5.44 on January 1st, 2025. Since then, CSAN shares have decreased by 17.4% and is now trading at $4.4950.

How were Cosan's earnings last quarter?

Cosan S.A. Sponsored ADR (NYSE:CSAN) posted its quarterly earnings results on Thursday, May, 15th. The company reported ($0.65) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($0.01) by $0.64. The firm had revenue of $1.29 billion for the quarter, compared to analysts' expectations of $7.17 billion. Cosan had a negative net margin of 25.77% and a negative trailing twelve-month return on equity of 24.39%.
Read the conference call transcript.

Who are Cosan's major shareholders?

Top institutional shareholders of Cosan include Kapitalo Investimentos Ltda (0.02%) and Clear Harbor Asset Management LLC (0.01%).

How do I buy shares of Cosan?

Shares of CSAN stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Cosan own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Cosan investors own include Humana (HUM), American Water Works (AWK), Waste Connections (WCN), Voyager Therapeutics (VYGR), The RMR Group (RMR), iShares Micro-Cap ETF (IWC) and DiamondRock Hospitality (DRH).

Company Calendar

• Last Earnings: 5/15/2025
• Today: 7/14/2025
• Next Earnings (Estimated): 8/13/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: Other Alt Energy
• Sub-Industry: Retail
• Current Symbol: NYSE:CSAN
• CIK: 1430162
• Web: ir.cosan.com.br
• Phone: 55-11-3897-9797
• Fax: 55-11-3897-9799
• Employees: 12,090
• Year Founded: N/A

Price Target and Rating

• Average Price Target for Cosan: $19.00
• High Price Target: $19.00
• Low Price Target: $19.00
• Potential Upside/Downside: +322.7%
• Consensus Rating: Strong Buy
• Rating Score (0-4): 3.50
• Research Coverage: 2 Analysts

Profitability

• EPS (Trailing Twelve Months): $1.32
• Trailing P/E Ratio: 3.41
• Forward P/E Ratio: 22.48
• P/E Growth: 0.14
• Net Income: -$1.75 billion
• Net Margins: -25.77%
• Pretax Margin: -15.03%
• Return on Equity: -24.39%
• Return on Assets: -7.53%

Debt

• Debt-to-Equity Ratio: 1.88
• Current Ratio: 2.13
• Quick Ratio: 1.98

Sales & Book Value

• Annual Sales: $8.15 billion
• Price / Sales: 0.26
• Cash Flow: $1.15 per share
• Price / Cash Flow: 3.91
• Book Value: $15.65 per share
• Price / Book: 0.29

Miscellaneous

• Outstanding Shares: 466,890,000
• Free Float: N/A
• Market Cap: $2.10 billion
• Optionable: Not Optionable
• Beta: 1.09