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CSAN

BEARISH
$4.08 Live
Cosan S.A. · NYSE
Target $5.24 (+28.4%)
$3.71 52W Range $6.25

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 25, 2026
Market cap
$4.0B
P/E
N/A
ROE
-29.0%
Profit margin
-24.1%
Debt/Equity
1.1
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
CSAN exhibits severe financial distress as evidenced by a critical Piotroski F-Score of 2/9, indicating weak fundamental health. While the company maintains strong liquidity (Current Ratio 2.58) and impressive operating margins (30.71%), these are completely offset by a negative net profit margin of -24.05% and a catastrophic YoY EPS decline of -712.5%. The stock is in a long-term technical downtrend, losing over 72% of its value over five years, and consistently misses earnings estimates. Despite a low Price/Sales ratio, the negative ROE and poor earnings quality make the current valuation risky.

Key Strengths

Strong liquidity position with a Current Ratio of 2.58
Robust Operating Margin of 30.71%
Positive YoY Revenue Growth of 26.50%
Low Price-to-Sales ratio (0.10) suggesting high revenue generation relative to market cap
Debt/Equity ratio (1.10) is lower than the sector average (1.48)

Key Risks

Critical Piotroski F-Score (2/9) signaling deteriorating financial health
Severe bottom-line erosion with a -24.05% profit margin
Extreme earnings volatility and consistent misses (Avg surprise -118.91%)
Negative Return on Equity (ROE) of -28.96%
Persistent long-term bearish price action (-72.4% 5Y change)
AI Fair Value Estimate
Based on comprehensive analysis
$4.65
+14.0% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
22
Weak
Value
40
Future
35
Past
15
Health
20
Dividend
0
AI Verdict
High Risk / Speculative
Key drivers: Piotroski F-Score, Negative Net Margins, EPS Collapse, Long-term Price Decay
Confidence
90%
Value
40/100

P/S is attractive, but P/B is expensive for a company losing money.

Positives
  • Very low P/S ratio (0.10)
Watchpoints
  • High P/B ratio (3.80) relative to negative ROE
  • Lack of positive earnings to support P/E valuation
Future
35/100

Revenue growth is not translating into bottom-line profitability.

Positives
  • Strong YoY revenue growth (26.5%)
Watchpoints
  • Negative Q/Q revenue growth (-18.31%)
  • Extreme YoY EPS decline (-712.5%)
Past
15/100

Long-term historical performance is overwhelmingly negative.

Positives
  • Occasional quarterly EPS beats
Watchpoints
  • 5Y return of -72.4%
  • Consistent failure to meet analyst expectations
Health
20/100

Liquidity is the only saving grace in an otherwise weak health profile.

Positives
  • Strong Current and Quick ratios
Watchpoints
  • Piotroski F-Score of 2/9
  • Negative ROE
Dividend
0/100

Non-dividend paying stock.

Positives
No standout positives identified.
Watchpoints
  • No dividend yield
  • 0% payout ratio

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$4.08
Analyst Target
$5.24
Upside/Downside
+28.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CSAN and closest competitors.

Updated 2026-04-24
CSA
Cosan S.A.
Primary
5Y
-72.4%
3Y
-63.5%
1Y
-25.9%
6M
-7.5%
1M
-1.9%
1W
-2.6%
PTE
Patterson-UTI Energy, Inc.
Peer
5Y
+95.1%
3Y
+0.2%
1Y
+89.6%
6M
+79.7%
1M
-1.5%
1W
+6.9%
CRG
Crescent Energy Company
Peer
5Y
-8.5%
3Y
+29.9%
1Y
+57.3%
6M
+55.5%
1M
-5.6%
1W
+7.8%
CMB
Cmb.Tech NV
Peer
5Y
+169.7%
3Y
+26.1%
1Y
+47.9%
6M
+39.5%
1M
+2.3%
1W
-1.8%
CNR
Core Natural Resources, Inc.
Peer
5Y
+869.3%
3Y
+52.0%
1Y
+14.7%
6M
+3.6%
1M
-22.4%
1W
-0.2%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
16.39
PEG Ratio
N/A
P/B Ratio
3.8
P/S Ratio
0.1
EV/Revenue
0.58
EV/EBITDA
1.68
Market Cap
$4.0B

Profitability

Profit margins and return metrics

Profit Margin -24.05%
Operating Margin 30.71%
Gross Margin 32.6%
ROE -28.96%
ROA 4.84%

Growth

Revenue and earnings growth rates

Revenue Growth +26.5%
Earnings Growth N/A
Q/Q Revenue Growth -18.31%
Q/Q Earnings Growth +1765.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
1.1
Moderate
Current Ratio
2.58
Strong
Quick Ratio
2.3
Excellent
Cash/Share
$1.2

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$9.6B
Gross Margin
31.0%
Op. Margin
23.7%
Net Margin
-60.4%
Total Assets
$135.1B
Liabilities
$104.1B
Equity
$5.3B
Debt/Equity
19.63x
Operating CF
$3.4B
CapEx
$-2.2B
Free Cash Flow
$1.2B
FCF Yield
36%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-14
$N/A
2024-08-15
$-0.49
-321.8% surprise
2024-05-28
$-0.41
-586.7% surprise
2024-04-25
$5.05
+551.8% surprise

Energy Sector Comparison

Comparing CSAN against 73 companies in the Energy sector (4 bullish, 26 neutral, 43 bearish)
Return on Equity (ROE)
-28.96%
This Stock
vs
4.94%
Sector Avg
-686.0% (Below Avg)
Profit Margin
-24.05%
This Stock
vs
7.04%
Sector Avg
-441.7% (Weaker)
Debt to Equity
1.1
This Stock
vs
1.48
Sector Avg
-25.6% (Less Debt)
Revenue Growth
26.5%
This Stock
vs
26.9%
Sector Avg
-1.5% (Slower)
Current Ratio
2.58
This Stock
vs
2.27
Sector Avg
+13.7% (Better)

Similar Companies

Peer comparison within the same industry

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
NONE
3 analysts
HSBC
2025-12-05
up
Reduce Hold
Goldman Sachs
2025-12-01
Maintains
Neutral Neutral

Past News Coverage

Recent headlines mentioning CSAN from our newsroom.

Newest → oldest
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