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Upturn AI SWOT - About
CSAN 
Cosan SA ADR (CSAN)
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Upturn Advisory Summary
09/17/2025: CSAN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $6.52
1 Year Target Price $6.52
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.18% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.70B USD | Price to earnings Ratio - | 1Y Target Price 6.52 |
Price to earnings Ratio - | 1Y Target Price 6.52 | ||
Volume (30-day avg) 4 | Beta 0.73 | 52 Weeks Range 3.80 - 10.12 | Updated Date 09/17/2025 |
52 Weeks Range 3.80 - 10.12 | Updated Date 09/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -26.95% | Operating Margin (TTM) 24.8% |
Management Effectiveness
Return on Assets (TTM) 4.54% | Return on Equity (TTM) -25.16% |
Valuation
Trailing PE - | Forward PE 6.21 | Enterprise Value 12153935649 | Price to Sales(TTM) 0.06 |
Enterprise Value 12153935649 | Price to Sales(TTM) 0.06 | ||
Enterprise Value to Revenue 1.48 | Enterprise Value to EBITDA 10.31 | Shares Outstanding 464759008 | Shares Floating 1078560651 |
Shares Outstanding 464759008 | Shares Floating 1078560651 | ||
Percent Insiders - | Percent Institutions 3.06 |
Upturn AI SWOT
Cosan SA ADR
Company Overview
History and Background
Cosan S.A. was founded in 1936 as a sugar mill and has evolved into a diversified Brazilian conglomerate. It has expanded into ethanol, energy, logistics, and natural gas distribution through acquisitions and strategic partnerships.
Core Business Areas
- Rau00edzen: A joint venture with Shell, Rau00edzen focuses on the production of sugar, ethanol, and bioenergy, as well as fuel distribution.
- Compass Gu00e1s e Energia: Operates in the natural gas and energy distribution sector, providing services to residential, commercial, and industrial customers.
- Moove: Produces and distributes lubricants, operating in Brazil, South America, Europe and USA.
- Rumo: Logistics arm focused on rail transportation, port operations, and warehousing.
Leadership and Structure
The company is led by a board of directors and an executive management team. Key figures include the CEO and CFO. The organizational structure is typical of a publicly traded conglomerate with subsidiaries managed independently.
Top Products and Market Share
Key Offerings
- Sugar: Cosan, through Rau00edzen, is a major sugar producer. Market share varies based on global sugar prices and production volumes. Competitors include Tereos, Suedzucker, and Louis Dreyfus Company.
- Ethanol: Rau00edzen is a large ethanol producer in Brazil. Ethanol competes with gasoline, impacting demand. Competitors include Su00e3o Martinho and Biosev (now part of Rau00edzen).
- Fuel Distribution: Rau00edzen distributes fuels under the Shell brand in Brazil. Market share is significant in Brazil. Competitors are Vibra Energia (BRDT3.SA) and Ipiranga (Ultrapar).
- Natural Gas Distribution: Compass Gu00e1s e Energia distributes natural gas. It is a key player in the Brazilian energy market. Competitors are other regional distributors depending on the region.
Market Dynamics
Industry Overview
The Brazilian sugar and ethanol industry is heavily influenced by government policies, global commodity prices, and weather conditions. The energy sector is undergoing liberalization, creating opportunities for private companies.
Positioning
Cosan is a leading player in the Brazilian sugar, ethanol, energy, logistics, and natural gas distribution sectors. Its competitive advantage lies in its diversified operations and strategic partnerships.
Total Addressable Market (TAM)
The TAM for the combined sectors (sugar, ethanol, energy, logistics, and natural gas) is estimated to be in the hundreds of billions of USD. Cosan is well-positioned to capture a significant portion of this TAM due to its diversified portfolio.
Upturn SWOT Analysis
Strengths
- Diversified operations
- Strong market position in Brazil
- Strategic partnerships (e.g., Shell)
- Integrated business model
- Established logistics network
Weaknesses
- Exposure to commodity price volatility
- Dependence on Brazilian economy
- Complex regulatory environment
- High debt levels in the past
Opportunities
- Expansion in renewable energy
- Growth in natural gas demand
- Infrastructure development in Brazil
- Acquisition of smaller players
- Increased biofuels mandates
Threats
- Fluctuations in commodity prices
- Changes in government regulations
- Competition from other players
- Economic downturn in Brazil
- Climate change impacting agricultural yields
Competitors and Market Share
Key Competitors
- BZUN.SA (Listed on the Brazilian Stock Exchange, for local competion)
- UGP (Ultrapar)
- VIBRA3.SA
Competitive Landscape
Cosan's competitive advantage lies in its diversified operations and scale. However, it faces competition from other large players in each of its business segments. Each competitors has their own focus, strengths, and weaknesses.
Major Acquisitions
Acquisition of BG Group's gas assets in Brazil
- Year: 2012
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanding into the natural gas distribution market and creating a new growth area for the company.
Growth Trajectory and Initiatives
Historical Growth: Historically, Cosan's growth has been driven by acquisitions and expansion in its core business areas. The growth rate has varied depending on market conditions and commodity prices.
Future Projections: Future growth projections require analyst estimates and are subject to change. Consult financial news and research reports for the latest estimates.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, expansion of the natural gas distribution network, and optimization of logistics operations.
Summary
Cosan is a diversified Brazilian conglomerate with a strong presence in sugar, ethanol, energy, logistics and natural gas. Its diversification provides resilience, but commodity price volatility and regulatory risks are concerns. Recent strategic initiatives focus on renewable energy and efficiency improvements. Its established presence and continued expansion indicate solid growth potential, but monitoring market dynamics is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company annual reports
- Industry reports
- Financial news articles
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cosan SA ADR
Exchange NYSE | Headquaters São Paulo, SP, Brazil | ||
IPO Launch date 2021-03-08 | CEO & Vice Chairman Mr. Marcelo Eduardo Martins | ||
Sector Energy | Industry Oil & Gas Refining & Marketing | Full time employees - | Website https://www.cosan.com.br |
Full time employees - | Website https://www.cosan.com.br | ||
Cosan S.A. engages in the fuel distribution business. It operates through Raízen, Compass, Moove, Rumo, and Radar segments. The company's Raízen segment engages in the production, commercialization, origination, and trading of sugar, as well as ethanol under the Shell brand; production and commercialization of bioenergy; trading and resale of electricity; and distribution and commercialization of fuels and lubricants. Its Compass segment distributes piped natural gas to industrial, residential, commercial, automotive, and cogeneration customers; and develops infrastructure projects in a regasification terminal, offshore gas pipeline, and thermal generation projects utilizing natural gas, as well as the sale of electricity and natural gas. The company's Moove segment produces and distributes lubricants under the Mobil brand and Comma trademark for industrial, commercial, and passenger/cargo vehicles. Its Rumo segment provides logistics services for storage and port loading of commodities, including grains and sugar; and leases locomotives, wagons, and other railroad equipment, as well as operates containers. The company's Radar segment manages agricultural property. The company operates in Brazil, England, France, Spain, Portugal, Argentina, Bolivia, Uruguay, Paraguay, the United States, Asia, and internationally. Cosan S.A. was founded in 1936 and is headquartered in São Paulo, Brazil.
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