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CSAN 
Cosan SA ADR (CSAN)
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Upturn Advisory Summary
12/04/2025: 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 $5.18
1 Year Target Price $5.18
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -20.72% | 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 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.86B USD | Price to earnings Ratio - | 1Y Target Price 5.18 |
Price to earnings Ratio - | 1Y Target Price 5.18 | ||
Volume (30-day avg) 4 | Beta 0.61 | 52 Weeks Range 3.80 - 6.68 | Updated Date 12/5/2025 |
52 Weeks Range 3.80 - 6.68 | Updated Date 12/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -5.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-13 | When After Market | Estimate 0.21 | Actual -0.468 |
Profitability
Profit Margin -31.04% | Operating Margin (TTM) 28.44% |
Management Effectiveness
Return on Assets (TTM) 4.97% | Return on Equity (TTM) -29.68% |
Valuation
Trailing PE - | Forward PE 8.03 | Enterprise Value 14381086669 | Price to Sales(TTM) 0.18 |
Enterprise Value 14381086669 | Price to Sales(TTM) 0.18 | ||
Enterprise Value to Revenue 1.79 | Enterprise Value to EBITDA 16.93 | Shares Outstanding 1442930469 | Shares Floating 784334065 |
Shares Outstanding 1442930469 | Shares Floating 784334065 | ||
Percent Insiders - | Percent Institutions 3.26 |
Upturn AI SWOT
Cosan SA ADR
Company Overview
History and Background
Cosan S.A. was founded in 1936 as a sugar mill in Piracicaba, Su00e3o Paulo, Brazil. It has evolved into a diversified energy and logistics conglomerate, with significant expansions and acquisitions in ethanol, sugar, logistics, and natural gas.
Core Business Areas
- Rau00edzen (Energy): Rau00edzen is a joint venture between Cosan and Shell, and one of the worldu2019s largest sugarcane companies, producing sugar, ethanol, and bioenergy. It also distributes fuels through a network of gas stations.
- Moove (Lubricants): Moove is Cosan's lubricants business, focused on the production and distribution of lubricants under the Mobil brand in South America and Europe.
- Compass Gu00e1s e Energia (Natural Gas): Compass Gu00e1s e Energia is involved in the natural gas distribution and related services, operating gas distribution concessions in several Brazilian states.
- Rumo (Logistics): Rumo is a logistics company focused on rail transportation, port operations, and warehousing, primarily for agricultural commodities.
Leadership and Structure
Cosan is led by its Board of Directors and executive management team. The organizational structure is divided based on its main business segments (Rau00edzen, Moove, Compass, Rumo), each with its own management team.
Top Products and Market Share
Key Offerings
- Ethanol: Rau00edzen is a major ethanol producer in Brazil. Market share data fluctuates but Rau00edzen is one of the largest players in the Brazilian market. Competitors include Su00e3o Martinho and Biosev.
- Sugar: Rau00edzen is a major sugar producer in Brazil. Market share fluctuates based on global sugar prices and production volume. Competitors include Su00e3o Martinho and Biosev.
- Fuel Distribution: Rau00edzen (through Shell) distributes fuels across Brazil. Market share is significant but competes with Petrobras BR Distribuidora (VIBRA) and Ipiranga. Not specified on amount of users or revenue.
- Lubricants (Mobil): Moove produces and distributes Mobil lubricants in South America and Europe. Market share varies by region. Competitors include Shell, Petrobras, Chevron.
Market Dynamics
Industry Overview
The industries in which Cosan operates are influenced by global commodity prices (sugar, ethanol), energy policies, infrastructure development, and macroeconomic conditions in Brazil. The logistics segment is tied to agricultural production and exports.
Positioning
Cosan is a leading integrated energy and logistics player in Brazil. Its competitive advantages include its scale, diversified portfolio, and strategic partnerships (e.g., Shell in Rau00edzen).
Total Addressable Market (TAM)
The TAM is difficult to definitively state without specifics of regions and product types. However, Brazil's energy (ethanol, fuels, natual gas) and agricultural commodities markets are substantial, representing hundreds of billions of dollars annually. RUMO, RAIZEN and MOOVE are positioned to capture a significant piece of this TAM.
Upturn SWOT Analysis
Strengths
- Diversified business portfolio
- Strong market position in Brazil
- Strategic partnerships
- Integrated operations (energy and logistics)
- Large scale and efficient operations
Weaknesses
- Exposure to commodity price volatility
- Dependence on Brazilian economy
- Regulatory risks
- High debt levels
- Complexity of operations
Opportunities
- Expansion of renewable energy production
- Infrastructure development in Brazil
- Increasing demand for biofuels
- Growth in natural gas distribution
- Further consolidation in the energy and logistics sectors
Threats
- Economic downturns in Brazil
- Changes in government regulations
- Fluctuations in commodity prices
- Increased competition
- Geopolitical risks
Competitors and Market Share
Key Competitors
- VIBRA Energia (VBBR)
- Petrobras (PBR)
- Sao Martinho (SMTO3.SA - Not US traded, but key competitor)
- BP (BP)
- Shell (SHEL)
Competitive Landscape
Cosan's advantages include its integrated operations and scale, but it faces competition from other large energy and logistics companies, including global players like Shell and BP. Competition depends on the specific segment.
Major Acquisitions
Tellus Agro Negu00f3cios
- Year: 2021
- Acquisition Price (USD millions): 286
- Strategic Rationale: Expanded Rumo's logistics infrastructure to better serve agricultural producers.
Growth Trajectory and Initiatives
Historical Growth: Analyze Cosan's revenue and earnings growth rates over the past 5-10 years, considering both organic growth and acquisitions.
Future Projections: Consult analyst reports for revenue, earnings, and EPS growth estimates for the next 1-3 years.
Recent Initiatives: Highlight recent strategic initiatives, such as investments in renewable energy, expansion of natural gas distribution, and improvements in logistics operations.
Summary
Cosan is a diversified Brazilian conglomerate with a strong position in energy and logistics. It benefits from its scale and integrated operations but faces risks from commodity price volatility and the Brazilian economy. Rau00edzen and Rumo are key growth drivers, and acquisitions are used to expand the business, but the company must navigate regulatory changes and macroeconomic headwinds. Recent emphasis is on renewable energy, which is a positive for Cosan's future.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Cosan S.A. Investor Relations
- Analyst Reports
- Financial News Outlets (e.g., Reuters, Bloomberg)
- Market Research Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary depending on the source and methodology. Financial data should be verified with official company filings.
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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