Obermatt

Cosan

SAO:CSAN3 · BRCSANACNOR6
Specialty RetailLarge

360

55
EV / EBIT95
Price / Owner Earnings69
Owner Earnings Yield1
Dividend Yield23
Price/Sales92
EV / Gross Profit36
Price/Book29
Return on Capital71
Cash Return on Capital8
Return on Equity6
EBIT Margin99
Gross Profitability13
Accruals91
Owner Earnings Margin1
Sales growth100
Profit Growth81
Long-Term EPS Growth98
Reinvestment77
Price momentum6
Debt load7
Refinancing6
Debt Payback1
Liquidity14
Analyst ratings33
Opinion Changes29
Price Target Upside91
Market mood21
Value Creation6/20not creating value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Cosan doesn't consistently earn more than its cost of capital, so it isn't yet creating shareholder value.

Profile

CountryBrazil
IndustrySpecialty Retail
SizeLarge
TypePublic Company
ExchangeBOVESPA
Founded1966
Employees345
ISINBRCSANACNOR6
Last UpdateApr 2, 2026
Themes
Clean EnergyFreight ServiceBiofuelFarmingBiomass EnergyAnaerobic DigestionFast-Moving Consumer GoodsInfrastructureLogisticsTransportation

Description

Cosan S.A. operates as an integrated energy and logistics company. The following companies are part of the company’s group: Raízen (which is under joint control), Compass and its subsidiaries Comgás, Commit Gás e Energia S.A., or ‘Commit’ (previousl…

Analysis

Middle-of-the-road

Cosan S.A. sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

Valuation data is not available for this company.

Growth is solid; the safety picture is stretched. The company scores 6/20 on our value-creation score: not creating value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
22
2023202420252026

All-time high

77

Jan 2023

All-time low

8

Mar 2026

Average rank

42

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
92
97
83
71
Price/Earnings
80
97
33
71
Price/Book
29
100
62
52
Dividend Yield
23
76
72
68
Value (overall)
54
100
93
62

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →