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Cosan (CSAN) Competitors

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$2.94 +0.03 (+1.03%)
As of 09/3/2026 03:58 PM Eastern

CSAN vs. PBF, IEP, DK, CVI, and CLMT

Should you buy Cosan stock or one of its competitors? Cosan's main competitors and comparable companies include PBF Energy (PBF), Icahn Enterprises (IEP), Delek US (DK), CVR Energy (CVI), and Calumet (CLMT). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "oil & gas refining & marketing" industry.

How does Cosan compare to PBF Energy?

Cosan (NYSE:CSAN) and PBF Energy (NYSE:PBF) are both mid-cap energy companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, valuation, risk, media sentiment, dividends, profitability and analyst recommendations.

Cosan currently has a consensus target price of $3.85, suggesting a potential upside of 30.95%. PBF Energy has a consensus target price of $53.42, suggesting a potential downside of 28.92%. Given Cosan's higher possible upside, analysts plainly believe Cosan is more favorable than PBF Energy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cosan
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
PBF Energy
4 Sell rating(s)
8 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.00

Cosan has a beta of 0.71, meaning that its stock price is 29% less volatile than the broader market. Comparatively, PBF Energy has a beta of 0.09, meaning that its stock price is 91% less volatile than the broader market.

PBF Energy has a net margin of 3.94% compared to Cosan's net margin of -21.83%. PBF Energy's return on equity of 11.27% beat Cosan's return on equity.

Company Net Margins Return on Equity Return on Assets
Cosan-21.83% -12.58% -3.00%
PBF Energy 3.94%11.27%4.67%

PBF Energy has higher revenue and earnings than Cosan. Cosan is trading at a lower price-to-earnings ratio than PBF Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cosan$7.24B0.40-$1.74B-$2.16N/A
PBF Energy$29.33B0.30-$158.50M$11.306.65

96.3% of PBF Energy shares are held by institutional investors. 5.5% of PBF Energy shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Cosan had 2 more articles in the media than PBF Energy. MarketBeat recorded 5 mentions for Cosan and 3 mentions for PBF Energy. Cosan's average media sentiment score of 1.26 beat PBF Energy's score of 1.13 indicating that Cosan is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cosan
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
PBF Energy
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

PBF Energy beats Cosan on 12 of the 17 factors compared between the two stocks.

How does Cosan compare to Icahn Enterprises?

Icahn Enterprises (NASDAQ:IEP) and Cosan (NYSE:CSAN) are both mid-cap energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, dividends, profitability, analyst recommendations, institutional ownership, media sentiment, risk and valuation.

Icahn Enterprises has a beta of 0.79, indicating that its stock price is 21% less volatile than the broader market. Comparatively, Cosan has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market.

Cosan has a consensus target price of $3.85, indicating a potential upside of 30.95%. Given Cosan's stronger consensus rating and higher probable upside, analysts plainly believe Cosan is more favorable than Icahn Enterprises.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Icahn Enterprises
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Cosan
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

In the previous week, Cosan had 3 more articles in the media than Icahn Enterprises. MarketBeat recorded 5 mentions for Cosan and 2 mentions for Icahn Enterprises. Cosan's average media sentiment score of 1.26 beat Icahn Enterprises' score of 0.55 indicating that Cosan is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Icahn Enterprises
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cosan
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Icahn Enterprises has higher revenue and earnings than Cosan. Icahn Enterprises is trading at a lower price-to-earnings ratio than Cosan, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Icahn Enterprises$9.66B0.51-$299M-$0.74N/A
Cosan$7.24B0.40-$1.74B-$2.16N/A

Icahn Enterprises has a net margin of -4.81% compared to Cosan's net margin of -21.83%. Cosan's return on equity of -12.58% beat Icahn Enterprises' return on equity.

Company Net Margins Return on Equity Return on Assets
Icahn Enterprises-4.81% -17.99% -3.72%
Cosan -21.83%-12.58%-3.00%

87.1% of Icahn Enterprises shares are held by institutional investors. 90.1% of Icahn Enterprises shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

Icahn Enterprises beats Cosan on 8 of the 15 factors compared between the two stocks.

How does Cosan compare to Delek US?

Cosan (NYSE:CSAN) and Delek US (NYSE:DK) are both mid-cap energy companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, media sentiment, profitability, valuation, dividends, analyst recommendations and risk.

In the previous week, Delek US had 22 more articles in the media than Cosan. MarketBeat recorded 27 mentions for Delek US and 5 mentions for Cosan. Cosan's average media sentiment score of 1.26 beat Delek US's score of 1.14 indicating that Cosan is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cosan
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Delek US
13 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Delek US has higher revenue and earnings than Cosan. Cosan is trading at a lower price-to-earnings ratio than Delek US, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cosan$7.24B0.40-$1.74B-$2.16N/A
Delek US$10.72B0.41-$22.80M$3.5620.21

Cosan presently has a consensus target price of $3.85, suggesting a potential upside of 30.95%. Delek US has a consensus target price of $59.09, suggesting a potential downside of 17.87%. Given Cosan's higher possible upside, analysts plainly believe Cosan is more favorable than Delek US.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cosan
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67
Delek US
0 Sell rating(s)
7 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.54

97.0% of Delek US shares are owned by institutional investors. 3.6% of Delek US shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Cosan has a beta of 0.71, meaning that its share price is 29% less volatile than the broader market. Comparatively, Delek US has a beta of 0.59, meaning that its share price is 41% less volatile than the broader market.

Delek US has a net margin of 1.86% compared to Cosan's net margin of -21.83%. Delek US's return on equity of 109.03% beat Cosan's return on equity.

Company Net Margins Return on Equity Return on Assets
Cosan-21.83% -12.58% -3.00%
Delek US 1.86%109.03%6.44%

Summary

Delek US beats Cosan on 14 of the 17 factors compared between the two stocks.

How does Cosan compare to CVR Energy?

CVR Energy (NYSE:CVI) and Cosan (NYSE:CSAN) are both mid-cap energy companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, dividends, earnings, media sentiment, valuation, risk, analyst recommendations and institutional ownership.

CVR Energy has a net margin of 0.81% compared to Cosan's net margin of -21.83%. Cosan's return on equity of -12.58% beat CVR Energy's return on equity.

Company Net Margins Return on Equity Return on Assets
CVR Energy0.81% -15.21% -3.33%
Cosan -21.83%-12.58%-3.00%

In the previous week, CVR Energy had 4 more articles in the media than Cosan. MarketBeat recorded 9 mentions for CVR Energy and 5 mentions for Cosan. CVR Energy's average media sentiment score of 1.48 beat Cosan's score of 1.26 indicating that CVR Energy is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CVR Energy
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cosan
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CVR Energy currently has a consensus price target of $30.50, indicating a potential downside of 29.95%. Cosan has a consensus price target of $3.85, indicating a potential upside of 30.95%. Given Cosan's stronger consensus rating and higher possible upside, analysts plainly believe Cosan is more favorable than CVR Energy.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CVR Energy
5 Sell rating(s)
3 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.38
Cosan
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

CVR Energy has a beta of 0.85, suggesting that its stock price is 15% less volatile than the broader market. Comparatively, Cosan has a beta of 0.71, suggesting that its stock price is 29% less volatile than the broader market.

98.9% of CVR Energy shares are held by institutional investors. 70.8% of CVR Energy shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

CVR Energy has higher earnings, but lower revenue than Cosan. Cosan is trading at a lower price-to-earnings ratio than CVR Energy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CVR Energy$7.16B0.61$27M$0.6864.03
Cosan$7.24B0.40-$1.74B-$2.16N/A

Summary

CVR Energy beats Cosan on 10 of the 15 factors compared between the two stocks.

How does Cosan compare to Calumet?

Calumet (NASDAQ:CLMT) and Cosan (NYSE:CSAN) are both mid-cap energy companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, media sentiment, profitability, institutional ownership, earnings and risk.

Calumet has a net margin of -2.98% compared to Cosan's net margin of -21.83%. Calumet's return on equity of 0.00% beat Cosan's return on equity.

Company Net Margins Return on Equity Return on Assets
Calumet-2.98% N/A -4.24%
Cosan -21.83%-12.58%-3.00%

Calumet has higher earnings, but lower revenue than Cosan. Calumet is trading at a lower price-to-earnings ratio than Cosan, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Calumet$4.59B1.02-$33.80M-$1.55N/A
Cosan$7.24B0.40-$1.74B-$2.16N/A

Calumet presently has a consensus target price of $51.75, indicating a potential downside of 3.27%. Cosan has a consensus target price of $3.85, indicating a potential upside of 30.95%. Given Cosan's higher probable upside, analysts plainly believe Cosan is more favorable than Calumet.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Calumet
1 Sell rating(s)
4 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.14
Cosan
2 Sell rating(s)
4 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.67

In the previous week, Calumet had 17 more articles in the media than Cosan. MarketBeat recorded 22 mentions for Calumet and 5 mentions for Cosan. Cosan's average media sentiment score of 1.26 beat Calumet's score of 0.61 indicating that Cosan is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Calumet
6 Very Positive mention(s)
2 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Cosan
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Calumet has a beta of 0.72, meaning that its share price is 28% less volatile than the broader market. Comparatively, Cosan has a beta of 0.71, meaning that its share price is 29% less volatile than the broader market.

34.4% of Calumet shares are owned by institutional investors. 3.2% of Calumet shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Calumet beats Cosan on 11 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CSAN and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CSAN vs. The Competition

MetricCosanOil, Gas & Consumable Fuels IndustryEnergy SectorNYSE Exchange
Market Cap$2.89B$11.63B$10.17B$23.50B
Dividend YieldN/A11.21%11.47%3.73%
P/E Ratio-1.3618.8222.0429.39
Price / Sales0.40625.04511.2720.99
Price / CashN/A39.9136.2632.15
Price / Book0.533.333.127.63
Net Income-$1.74B$5.27B$4.33B$1.07B
7 Day Performance3.89%1.55%1.50%-0.16%
1 Month Performance-6.22%7.39%6.63%-0.46%
1 Year Performance-43.41%37.43%38.57%13.09%

Cosan Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CSAN
Cosan
3.6048 of 5 stars
$2.94
+1.0%
$3.85
+31.0%
-39.7%$2.89B$7.24BN/A12,775
PBF
PBF Energy
3.3263 of 5 stars
$72.62
+1.9%
$50.92
-29.9%
+170.2%$8.45B$29.33B6.433,678
IEP
Icahn Enterprises
0.3408 of 5 stars
$6.80
+0.3%
N/A-17.5%$4.82B$9.66BN/A13,547
DK
Delek US
3.0328 of 5 stars
$73.93
+2.3%
$53.15
-28.1%
+125.2%$4.42B$10.72B20.771,902
CVI
CVR Energy
2.0142 of 5 stars
$42.10
+0.8%
$30.50
-27.6%
+40.8%$4.20B$7.16B61.911,532

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This page (NYSE:CSAN) was last updated on 9/4/2026 by MarketBeat.com Staff.
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