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Upturn AI SWOT - About
CSAN 
Cosan SA ADR (CSAN)
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Upturn Advisory Summary
08/28/2025: 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 $7.12
1 Year Target Price $7.12
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.06% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.96B USD | Price to earnings Ratio - | 1Y Target Price 7.12 |
Price to earnings Ratio - | 1Y Target Price 7.12 | ||
Volume (30-day avg) 4 | Beta 0.72 | 52 Weeks Range 3.80 - 10.12 | Updated Date 08/29/2025 |
52 Weeks Range 3.80 - 10.12 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.72 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-14 | When After Market | Estimate -0.06 | Actual -0.3593 |
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 6.51 | Enterprise Value 11234404559 | Price to Sales(TTM) 0.04 |
Enterprise Value 11234404559 | Price to Sales(TTM) 0.04 | ||
Enterprise Value to Revenue 1.4 | Enterprise Value to EBITDA 9.71 | Shares Outstanding 464668992 | Shares Floating 1078560651 |
Shares Outstanding 464668992 | Shares Floating 1078560651 | ||
Percent Insiders - | Percent Institutions 3.13 |
Upturn AI SWOT
Cosan SA ADR
Company Overview
History and Background
Cosan S.A. was founded in 1936 as Usina Costa Pinto, a sugarcane mill in Piracicaba, Su00e3o Paulo, Brazil. It has grown significantly through acquisitions and diversification into energy, logistics, and infrastructure.
Core Business Areas
- Rau00edzen: A joint venture with Shell, Rau00edzen is a leading integrated energy company in Brazil, producing sugar, ethanol, and bioenergy, and distributing fuels through a network of service stations.
- Compass Gu00e1s e Energia: A natural gas and energy distribution company focused on infrastructure and solutions.
- Moove: A lubricant manufacturer and distributor with operations in Brazil, South America, and Europe.
- Rumo: A leading railway logistics operator in Brazil, transporting agricultural commodities, industrial products, and other goods.
Leadership and Structure
Cosan is led by its Board of Directors and an executive team overseeing its various business units. The company has a complex organizational structure due to its diversified operations, with each business unit having its own management team.
Top Products and Market Share
Key Offerings
- Sugar: Rau00edzen is one of the largest sugar producers globally. Market share fluctuates based on global production and demand. Competitors include Tereos, Suedzucker, and Wilmar International.
- Ethanol: Rau00edzen is a major ethanol producer in Brazil. Market share is significant in the Brazilian market due to government mandates. Petrobras and other smaller ethanol producers are competitors.
- Fuel Distribution: Rau00edzen operates a large network of Shell-branded service stations in Brazil. Market share is substantial but competes with Petrobras' BR Distribuidora and Ipiranga. Fuel distribution revenue contributes significant portion of total revenues.
- Logistics Services: Rumo provides rail-based transportation of agricultural products and other goods. Market share is significant in key agricultural regions of Brazil. Competitors include ALL and VLI.
- Lubricants: Moove produces and distributes Mobil branded lubricants and other automotive products, with market share in South America and Europe. Key competitors are Shell, BP, and ExxonMobil
Market Dynamics
Industry Overview
The Brazilian energy, logistics, and agricultural sectors are influenced by global commodity prices, government policies, and infrastructure development. Demand for biofuels is growing due to environmental concerns and regulations.
Positioning
Cosan is a diversified conglomerate with a strong presence in key sectors of the Brazilian economy. Its competitive advantages include its scale, integrated operations, and strategic partnerships.
Total Addressable Market (TAM)
TAM is substantial, covering energy, logistics, and agriculture in Brazil. Estimated at multiple hundreds of billions of USD across all sectors. Cosan is strongly positioned in each relevant segment.
Upturn SWOT Analysis
Strengths
- Diversified business portfolio
- Integrated operations
- Strong market position in Brazil
- Strategic partnerships (e.g., Shell)
- Extensive infrastructure network
Weaknesses
- Exposure to commodity price fluctuations
- High debt levels
- Complex organizational structure
- Dependence on Brazilian economy
- Political and regulatory risks in Brazil
Opportunities
- Growing demand for biofuels
- Infrastructure development in Brazil
- Expansion into new markets
- Technological innovation in agriculture and logistics
- Increasing demand for sustainable energy
Threats
- Economic downturns in Brazil
- Changes in government policies and regulations
- Competition from other large players
- Fluctuations in commodity prices
- Geopolitical instability
Competitors and Market Share
Key Competitors
- PETR4.SA (Petrobras)
- UGP (Ultrapar)
- ADM (Archer Daniels Midland)
- LSX (Louis Dreyfus Company)
Competitive Landscape
Cosan competes with major players in the energy, logistics, and agricultural sectors. Its diversified operations and strategic partnerships provide a competitive advantage. Market shares and revenue depend on which sector is being measured.
Major Acquisitions
Tellus Mater S.A.
- Year: 2021
- Acquisition Price (USD millions): 168
- Strategic Rationale: Expanded its agricultural land bank and production capacity.
Growth Trajectory and Initiatives
Historical Growth: Cosan has grown through acquisitions and organic expansion, particularly in the energy and logistics sectors.
Future Projections: Future growth projections are based on analyst estimates and company guidance, depending on fuel demand and infrastructure initiatives. Please see latest company presentations.
Recent Initiatives: Recent initiatives include investments in renewable energy, expansion of logistics infrastructure, and strategic partnerships.
Summary
Cosan is a diversified Brazilian conglomerate with a strong foothold in energy, logistics, and agriculture, offering opportunities for growth. However, reliance on commodity prices and the Brazilian economy present risks. The company's strategic partnerships and diversified business model provides resilience. Cosan needs to manage its debt effectively and navigate regulatory challenges in Brazil to sustain long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news sources
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be based on independent research and consultation with a financial advisor.
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. It 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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