Cosan (CSAN) Stock Price, News & Analysis

Company Overview

Cosan Limited (NYSE: CSAN) is a Brazilian diversified energy and logistics group focused on agribusiness, fuels, and infrastructure. Its core activities include the cultivation of sugarcane, production of ethanol and sugar, generation of bioelectricity from bagasse, and distribution of fuels under the Raízen joint venture with Shell. Through its subsidiary Moove, Cosan is a leading global producer of base oils and lubricants, while Comgás serves as one of Brazil’s largest natural gas distributors.

Founded in 1936 in the state of São Paulo, Cosan has grown through organic expansion and strategic acquisitions. The formation of Raízen in 2011 consolidated its downstream operations into one of the world’s largest fuel distribution networks, encompassing more than 7,000 service stations across Brazil. In 2018, Cosan Limited completed its initial public offering on the New York Stock Exchange, enhancing its visibility among international investors.

Cosan’s business spans across Brazil with growing footprints in Latin America and select export markets. Its logistics arm, Rumo, operates one of the largest rail networks in São Paulo and Mato Grosso, while Radar advances the company’s storage and port terminal capabilities. Cosan’s integrated model allows it to optimize the flow of agricultural and energy products from farm to market.

Emphasizing sustainability, Cosan invests in renewable energy projects, water conservation practices on its mills, and initiatives to reduce greenhouse gas emissions. The company’s focus on innovation includes research into second-generation biofuels and digital tools to improve operational efficiency and traceability across its supply chain.

Key Stats

• Today's Range: $3.05 to $3.18
• 50-Day Range: $2.59 to $4.31
• 52-Week Range: $2.52 to $6.01
• Volume: 600,903 shs
• Average Volume: 1.34 million shs
• Market Capitalization: $3.03 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 76% of companies evaluated by MarketBeat, and ranked 90th 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: 3.8 / 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 25.9% upside from its current price of $3.06.

Amount of Analyst Coverage

Cosan has been the subject of 5 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

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 0.55. 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

0.41% 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 2.41, 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 3.27%, indicating that investor sentiment is decreasing.

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: N/A
• News Sentiment: N/A

Company Ownership

• Score: 2.9 / 5
• Insider Trading: Acquiring Shares

Net Insider Buying

Over the last three months, insiders have purchased a net $11,679,638.00 in company stock, which represents 0.3853% of the company's market cap.

Insider Buying vs. Insider Selling

In the past three months, Cosan insiders have bought 1,342.77% more of their company's stock than they have sold. Specifically, they have bought $12,549,454.00 in company stock and sold $869,816.00 in company stock.

Percentage Held by Institutions

Cosan has minimal institutional ownership at this time.

Company Calendar

• Last Earnings: 3/10/2026
• Today: 7/14/2026
• Next Earnings (Estimated): 8/14/2026
• Fiscal Year End: 12/31/2026

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: 12,775
• 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: +25.9%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.67
• Research Coverage: 6 Analysts

Profitability

• EPS (Trailing Twelve Months): ($2.46)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$1.74 billion
• Net Margins: -24.09%
• Pretax Margin: -17.95%
• Return on Equity: -14.30%
• Return on Assets: -3.49%

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: 0.42
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $5.60 per share
• Price / Book: 0.55

Miscellaneous

• Outstanding Shares: 991,640,000
• Free Float: N/A
• Market Cap: $3.03 billion
• Optionable: Not Optionable
• Beta: 0.72