Energy
Cosan S.A.(CSAN)
Live Price
Offline$2.66
-2.21% today
1Y Change
-46.15%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $9.84B
- Revenue Growth
- -9.8%
- EPS Growth
- -42.5%
- Dividend Yield
- 0.0%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Cosan S.A. (CSAN) is a Energy stock with a market cap of $9.84B and listed on NYSE. The stock last traded around $2.66 and down 46.2% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of -9.8%, EPS growth of -42.5%, a dividend yield of 0.0%. What stands out right now is revenue -9.8%, EPS -42.5%, free cash flow -98.6% with operating margin 25.4% and ROIC 8.2%. Valuation is more restrained than many high-expectation growth names at price/sales 0.2. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines CSAN price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Energy peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-9.8% vs +11.2% peer median
Operating Margin
Above sector median
+25.4% vs +8.6% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 21, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -9.8% and EPS is at -42.5%, with operating margin around 25.4%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -9.5% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 21, 2026 | โ | -3.2% | -13.5% | โ |
2026 Mar 9, 2026 | -1866.0% | +6.5% | -6.3% | -9.0% |
2025 Nov 14, 2025 | -2010.6% | -6.2% | -8.8% | -8.2% |
Benchmark Edge
CSAN vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CSAN
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CSAN Max Drawdown
-56.47%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CSAN and SPY.
Company Overview
Cosan S.A.
NYSE
Cosan S.A. is a diversified conglomerate headquartered in Brazil, primarily focusing on industrial sectors including energy, logistics, and agribusiness. The company is a key player in the bioenergy sector, producing ethanol, sugar, and various energy-related products. Through its extensive operations in logistics, Cosan provides integrated transport services that support its core industries, highlighting its influence in Brazil's infrastructure development. Moreover, Cosan's involvement extends to the distribution of fuel, lubricants, and natural gas under various brand partnerships, impacting the automotive and industrial sectors significantly. The company's strategic ventures and partnerships facilitate growth and innovation across multiple markets, ensuring a broad impact on the Brazilian economy. In the realm of agribusiness, Cosan is instrumental in advancing sustainable agricultural practices, which are critical given Brazil's role as a global agricultural powerhouse. By leveraging its diversified portfolio, Cosan S.A. plays an integral role in bolstering Brazil's energy independence and economic resilience, making it a pivotal entity within the Latin American financial markets.
- Leadership
- Mr. Marcelo Eduardo Martins
- Street Address
- Avenida Brigadeiro Faria Lima, 4100, 16th floor
- Mailing
- Sรฃo Paulo, SP, 04538-132
- Region
- Sรฃo Paulo, SP, Brazil
- Last Updated
- May 8, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- 4.7
- Price/Sales
- 0.2
- Price/Book
- 2.5
Growth
- Revenue
- -9.8%
- EPS
- -42.5%
- Free Cash Flow
- -98.6%
Profitability
- Gross Margin
- 32.6%
- Operating Margin
- 25.4%
- Net Margin
- -24.1%
- ROE
- -147.9%
- ROIC
- 8.2%
Balance Sheet
- Debt/Equity
- 13.32
- Current Ratio
- 2.66
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.