Cosan (CSAN) Stock Price, News & Analysis

Company Overview

Cosan S.A. (NYSE: CSAN) is a Brazil-based energy and infrastructure company with operations and investments across fuel distribution, sugar and ethanol, natural gas, logistics, lubricants and agricultural land management. The company operates primarily through subsidiaries and affiliated businesses, including stakes in businesses that produce renewable fuels, distribute energy and transport commodities.

Through Raízen, its joint venture with Shell, Cosan is involved in the production and marketing of sugar and ethanol, the generation of electricity from sugarcane biomass and the distribution of fuels through service stations and commercial channels. Cosan is also associated with Compass Gás e Energia, which operates in natural gas distribution and related energy services, and with Rumo, a major Brazilian railway logistics operator serving agricultural and industrial markets.

Cosan traces its origins to the Brazilian sugar industry and has expanded over several decades into a diversified group focused on essential energy and infrastructure activities. Its businesses primarily serve Brazil, while selected operations, including lubricants and other products, have had international reach. Rubens Ometto Silveira Mello, who founded and leads Cosan’s controlling group, is chairman of the company’s board.

Key Stats

• Today's Range: $2.71 to $2.81
• 50-Day Range: $2.41 to $3.24
• 52-Week Range: $2.38 to $5.74
• Volume: 2.39 million shs
• Average Volume: 2.80 million shs
• Market Capitalization: $2.66 billion
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $3.85
• Consensus Rating: Reduce

Cosan Stock Analysis - MarketRank™

Cosan scored higher than 49% of companies evaluated by MarketBeat, and ranked 159th out of 253 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: 3.2 / 5
• Analyst Rating: Reduce

Consensus Rating

Cosan has received a consensus rating of Reduce. The company's average rating score is 1.67, and is based on no strong buy ratings, no buy ratings, 4 hold ratings, and 2 sell ratings.

Upside Potential

Cosan has a consensus price target of $3.85, representing about 43.4% upside from its current price of $2.69.

Amount of Analyst Coverage

Cosan has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 1.3 / 5
• Proj. Earnings Growth: Growing

Earnings Growth

Earnings for Cosan are expected to grow in the coming year, from ($0.27) to $0.12 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Cosan is -1.24, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Cosan is -1.24, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Book Value per Share Ratio

Cosan has a P/B Ratio of 0.48. 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

0.44% 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 1.36, 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 20.36%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

Cosan does not currently pay a dividend.

Dividend Growth

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

Dividend Sustainability

Based on EPS estimates, Cosan will have a dividend payout ratio of 258.33% in the coming year. This indicates that Cosan may not be able to sustain their current dividend.

News and Social Media

• Score: 0.6 / 5
• News Sentiment: N/A

Search Interest

1 people have searched for CSAN on MarketBeat in the last 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.

Percentage Held by Institutions

Cosan has minimal institutional ownership at this time.

Company Calendar

• Last Earnings: 8/15/2026
• Today: 9/26/2026
• Next Earnings (Estimated): 11/13/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: Oil, Gas & Consumable Fuels
• Sub-Industry: Oil & Gas Refining & Marketing
• Current Symbol: NYSE:CSAN
• CIK: 1430162
• Web: www.cosan.com.br
• Phone: 55-11-3897-9797
• Fax: 55-11-3897-9799
• Employees: 12,775
• Year Founded: 1936

Price Target and Rating

• Average Price Target for Cosan: $3.85
• High Price Target: $4.50
• Low Price Target: $3.20
• Potential Upside/Downside: +43.4%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.67
• Research Coverage: 6 Analysts

Profitability

• EPS (Trailing Twelve Months): ($2.16)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$1.74 billion
• Net Margins: -21.83%
• Pretax Margin: -17.95%
• Return on Equity: -12.58%
• Return on Assets: -3.00%

Debt

• Debt-to-Equity Ratio: 2.12
• Current Ratio: 1.87
• Quick Ratio: 1.76

Sales & Book Value

• Annual Sales: $7.24 billion
• Price / Sales: 0.37
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $5.60 per share
• Price / Book: 0.48

Miscellaneous

• Outstanding Shares: 991,640,000
• Free Float: N/A
• Market Cap: $2.66 billion
• Optionable: Not Optionable
• Beta: 0.71