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CSAN

Cosan S.A.

CSAN

NYSE·Energy·Oil & Gas Refining & Marketing·Mkt cap $2.8B

$2.88

▲ +1.59%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$2.52 - $6.01

P/E

—

Fwd P/E

-39.57

Beta

0.45

Div Yield

0.00%

Avg Vol

2.1M

Shares Out

979.7M

Mkt Cap

$2.8B

Price action

Price chart

Down 44.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Integrated supply chain controlling refining, distribution, and retail operations
  • Shell brand partnership providing strong market recognition and customer loyalty
  • Extensive geographic diversification across six continents reducing regional risk
  • Diversified energy portfolio including renewables, natural gas, and biofuels
▼

Bear Case

1 risk

  • Low volatility (beta 0.5).

Growth

Strong growth ahead

Rising demand for ethanol and renewable fuels in Brazil and emerging markets

Value

Deep value opportunity - significant discount to Refining & Marketing peers

Momentum

Falling

-32.5% over 3m

Quality

Stable

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 14, 2026

“
Q2 26 RECAP

MAY 14, 2026

Reported EPS of -$0.31 vs $0.00 consensus (-20629.8% surprise). Revenue of $1.5B vs $1.5B expected (0.0%).

EPS miss
Rev beat 0.0%

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-20629.8%

Next: Aug 14, 2026

Revenue trend · last 8Q

—

—

—

-2%

-2%

-8%

-17%

-8%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$423.2M

$460.9M

$465.8M

$382.1M

$414.7M

$421.7M

$386.3M

$349.7M

Margins · last 8Q

Gross

—

Operating

—

Profit

-17.5%

View full earnings history →

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

0%

Sell

1

100%

Median Price Target

$3.20

▲ +11.3% vs $2.88

Low $3.20
Median $3.20
High $3.20

Latest: HSBC · $3.20 · May 26, 2026

1 analyst covering

View full analyst page →

vs Industry

How CSAN stacks vs Oil & Gas Refining & Marketing

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.