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Upturn AI SWOT - About
CSAN 
Cosan SA ADR (CSAN)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/30/2025: CSAN (1-star) is currently NOT-A-BUY. Pass it for now.
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 $5.61
1 Year Target Price $5.61
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.51% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.11B USD | Price to earnings Ratio - | 1Y Target Price 5.61 |
Price to earnings Ratio - | 1Y Target Price 5.61 | ||
Volume (30-day avg) 4 | Beta 0.72 | 52 Weeks Range 3.80 - 8.64 | Updated Date 10/31/2025 |
52 Weeks Range 3.80 - 8.64 | Updated Date 10/31/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.78 |
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 6.58 | Enterprise Value 11509275710 | Price to Sales(TTM) 0.05 |
Enterprise Value 11509275710 | Price to Sales(TTM) 0.05 | ||
Enterprise Value to Revenue 1.41 | Enterprise Value to EBITDA 9.78 | Shares Outstanding 464805469 | Shares Floating 1187924088 |
Shares Outstanding 464805469 | Shares Floating 1187924088 | ||
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. Over the years, it expanded into ethanol, energy, logistics, and infrastructure. It is one of Brazil's largest companies.
Core Business Areas
- Rau00edzen (Energy): A joint venture with Shell, Rau00edzen is a leading producer of sugarcane ethanol, sugar, and bioenergy. It also operates a network of fuel stations and convenience stores.
- Compass Gu00e1s e Energia (Gas & Energy): Distributes natural gas in the State of Sao Paulo through its subsidiary Comgu00e1s, the largest natural gas distributor in Brazil.
- Rumo (Logistics): Provides railway-based logistics services, transporting agricultural commodities, fuels, and other products.
- Cosan Investimentos: Holds equity stakes in other businesses and explores new investment opportunities.
Leadership and Structure
The company is led by its CEO and a board of directors. The organizational structure is divided into business units, each with its own management team.
Top Products and Market Share
Key Offerings
- Sugarcane Ethanol: Rau00edzen is one of the world's largest producers of sugarcane ethanol. Market share fluctuates but is a significant portion of the Brazilian market, competing with other ethanol producers and gasoline importers. Competitors include Su00e3o Martinho and Biosev.
- Sugar: Rau00edzen also produces sugar. Market share varies, competing with other Brazilian sugar producers for domestic and export markets. Competitors include Su00e3o Martinho and Tereos.
- Natural Gas Distribution: Comgu00e1s is the largest natural gas distributor in Brazil. It holds a dominant market share in the State of Su00e3o Paulo. Competitors include Naturgy and other regional distributors.
- Railway Logistics: Rumo provides logistics services, transporting agricultural commodities, fuels, and other products by rail. It is one of the largest railway operators in Brazil. Competitors include VLI Logu00edstica.
Market Dynamics
Industry Overview
The industries Cosan operates in (ethanol, sugar, gas, logistics) are dynamic and influenced by commodity prices, government regulations, and macroeconomic conditions in Brazil and globally.
Positioning
Cosan is a major player in the Brazilian energy and logistics sectors. Its competitive advantages include its scale, integrated operations, and strategic partnerships.
Total Addressable Market (TAM)
The total addressable market for Cosan's businesses (ethanol, sugar, gas distribution, logistics) is estimated in the hundreds of billions of USD. Cosan is positioned to capture a significant share of this market due to its size and market position in Brazil.
Upturn SWOT Analysis
Strengths
- Large scale of operations
- Integrated business model
- Strategic partnerships (e.g., Shell in Rau00edzen)
- Strong market position in Brazil
- Diversified business segments
Weaknesses
- Exposure to commodity price volatility
- Dependence on the Brazilian economy
- High debt levels
- Regulatory risk in Brazil
Opportunities
- Growing demand for biofuels
- Expansion of the natural gas market in Brazil
- Infrastructure development in Brazil
- Potential for acquisitions and partnerships
- Increased efficiency in logistics operations
Threats
- Fluctuations in commodity prices
- Changes in government regulations
- Economic downturns in Brazil
- Increased competition
- Geopolitical risks
Competitors and Market Share
Key Competitors
- SUCB.SA
- SMTO3.SA
- USIM5.SA
- VALE
Competitive Landscape
Cosan benefits from its diversified operations, providing a buffer against market volatility. However, competitors may focus more narrowly on a given market segment and have a larger position in that segment
Major Acquisitions
Gu00e1sLink
- Year: 2021
- Acquisition Price (USD millions): 255
- Strategic Rationale: Expansion of gas distribution infrastructure
Growth Trajectory and Initiatives
Historical Growth: Requires historical financial data to accurately describe growth trends.
Future Projections: Based on analyst reports, projections for future growth are dependent on market conditions and execution of strategy.
Recent Initiatives: Cosan has recently focused on expanding its renewable energy footprint and improving logistics efficiency.
Summary
Cosan SA ADR is a diversified Brazilian conglomerate with significant exposure to energy, gas, and logistics. Its large scale and integrated operations provide a competitive advantage. However, it faces challenges related to commodity price volatility, dependence on the Brazilian economy, and high debt levels. The company is positioned to benefit from growth opportunities in biofuels and infrastructure development but must manage its risks effectively.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Articles
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market Share Comparison is an estimate and can differ in real world situations.
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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