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Company Analysis

Cosan S.A. CSAN

A comprehensive view of key metrics, scores, and financial health for Cosan S.A.

Overview of Cosan S.A.

CSAN NYQ
Energy Oil & Gas Refining & Marketing Mid Cap
Cosan S.A. (CSAN), is a Mid Cap company, in the Oil & Gas Refining & Marketing industry, last closed at $4.09, about 1033.0% undervalued vs fair value, -25.6% 1Y return, ranked 171/254 in sector.
$4.09
-4.88%
As of March 13, 2026
Previous close • Vol 90d: 59.5%
52-Week Range
Market Cap
$3.99B
Enterprise Value
$58.37B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.cosan.com.br
HQ São Paulo, SP
Fiscal year Dec 31

Next Events

Earnings Mar 10 Estimated Call: Mar 10 Estimated

Fair Value Snapshot

Bear Base Bull
$40
$46
$52
Current: $4.09 +1033% vs base

Engine Room Money Flow™

Mid Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
11.4%%
Gross Profit
$13.7B
25.6%%
Operating Income
$10.0B
31.2%%
EBITDA
None
-59.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
-0.56x
Poor

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$3.6B
69.4% of FCF

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
0/6
Improving
1
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Cosan S.A.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
68
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
77
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing CSAN's balance between Growth (32.3%), Profitability (31.5%), and Safety (36.3%). Growth 32% Safety 36% Profitability 31%

Click axes to expand details. Marker shows current allocation.

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Growth

63th percentile vs peers
63
Key Signals
Rev Growth YoY 11.4% 89p Revenue CAGR 3Y 19.0% 94p EPS Growth YoY -9.66 10p TSR -56.5% 12p
Strengths
  • Rev Growth Yoy in top 20% of peers (11.4%, 89th percentile)
  • Revenue Cagr 3Y in top 20% of peers (19.0%, 94th percentile)
  • D/E Ratio in top 20% of peers (6.69, 94th percentile)
  • Growth above peer median with strong metric coverage (85%)
Risks
  • Eps Growth Yoy in bottom 20% of peers (-9.66)

Profitability

61th percentile vs peers
62
Key Signals
Strengths
Risks
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Safety

71th percentile vs peers
71
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Cosan S.A..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$46.34
- - -
+1033.0% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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