Cosan S.A.
CSAN
NYSE·Energy·Oil & Gas Refining & Marketing·Mkt cap $2.8B
$2.90
▼ -1.36%
P/E
-6.23
Mkt Cap
$2.8B
52-Wk Range
$2.38–$6.01
52-Week Range
$2.38 - $6.01
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 47.1% over the trailing year
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
Stable
+3.9% over 3m
Quality
Stable
Solid business
Dividend
None
No dividend
Smart-money signal
Who's buying CSAN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 13, 2026
AUG 14, 2026
Reported EPS of -$0.06 vs $0.01 consensus (-741.7% surprise). Revenue of $996.0M vs $996.0M expected (0.0%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-741.7%
Revenue trend · last 8Q
—
—
-2%
-2%
-8%
-17%
-8%
+5%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$460.9M
$465.8M
$382.1M
$414.7M
$421.7M
$386.3M
$349.7M
$2.1B
Margins · last 8Q
Gross
—
Operating
—
Profit
-3.0%
Wall Street consensus
1 analyst · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
0%
Sell
100%
Median Price Target
—
Latest: HSBC · $3.20 · May 26, 2026
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.
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