Energy -
Oil & Gas Refining & Marketing - NYSE - BR
$ 5.52
-5.48 %
$ 10.3 B
Market Cap
6.99
P/E
1. INTRINSIC VALUE
Balance Sheet
Cosan S.A.
| Current Assets | 28.6 B |
| Cash & Short-Term Investments | 18.3 B |
| Receivables | 5.47 B |
| Other Current Assets | 4.86 B |
| Non-Current Assets | 111 B |
| Long-Term Investments | 29.8 B |
| PP&E | 30.8 B |
| Other Non-Current Assets | 50.7 B |
| Current Liabilities | 16.2 B |
| Accounts Payable | 3.92 B |
| Short-Term Debt | 5.62 B |
| Other Current Liabilities | 6.62 B |
| Non-Current Liabilities | 72.7 B |
| Long-Term Debt | 56.6 B |
| Other Non-Current Liabilities | 16.2 B |
EFFICIENCY
Earnings Waterfall
Cosan S.A.
| Revenue | 39.5 B |
| Cost Of Revenue | 28.5 B |
| Gross Profit | 10.9 B |
| Operating Expenses | 4.04 B |
| Operating Income | 6.88 B |
| Other Expenses | 1.77 B |
| Net Income | 5.11 B |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Cosan S.A.
| Net Income | 5.11 B |
| Depreciation & Amortization | 3.36 B |
| Capital Expenditures | -6.27 B |
| Stock-Based Compensation | 208 M |
| Change in Working Capital | -2.45 B |
| Others | 1.12 B |
| Free Cash Flow | 4.01 B |
Wall Street Analysts Price Targets
Cosan S.A.
CSAN has no price targets from Wall Street.
4. DIVIDEND
ANALYSIS
2.38%
DIVIDEND YIELD
0.347 USD
DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership
Cosan S.A.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
| Date | Value | Insider | Amount | Avg Price |
|---|
7. News
Cosan S.A. (CSAN) Q3 2024 Earnings Call Transcript
Cosan S.A. (NYSE:CSAN ) Q3 2024 Earnings Conference Call November 14, 2024 8:00 AM ET Company Participants Nelson Gomes - Chief Executive Officer of Raízen Marcelo Martins - Chief Executive Officer Rodrigo Araujo - Chief Financial, Investor Relations Fernando Tinel - Head of IR & ESG Conference Call Participants Isabella Simonato - BofA Merrill Lynch Thiago Duarte - BTG Matheus Enfeldt - UBS Monique Greco - Itaú Bruno Amorim - Goldman Sachs Vicente Falanga - Bradesco Regis Cardoso - XP Operator Good morning, everyone, and thank you for waiting. Welcome to Cosan's Third Quarter 2024 Earnings Conference Call.
seekingalpha.com
- 2 months ago
Cosan Q2: This IPO Can Unlock Value
Rumo and Compass showed strong pricing power and earnings growth, while Moove's potential IPO could unlock significant value and aid in deleveraging. Cosan's net loss was largely due to non-recurring events, and the company is on a slow but positive deleveraging trend. The attractive valuation, combined with promising subsidiaries and the potential Moove IPO, makes Cosan a compelling buy.
seekingalpha.com
- 3 months ago
Weak Ethanol And Sugar Prices And Core Operating Structure Impacted Cosan
Q2 results from Cosan showed okay performance, with healthy volumes in sugar and ethanol offsetting weaker realized prices, and strong results from Rumo. Core SEE prices have become more challenging, impacting revenue and EBITDA for Cosan. The sugar market appears roughly in balance now, and legislation in Brazil could drive increased ethanol consumption. Complexity and lack of transparency in Cosan's structure, reporting, and capital allocation priorities are real issues and may reasonably deter investors despite potential undervaluation.
seekingalpha.com
- 4 months ago
Cosan S.A. (CSAN) Q2 2024 Earnings Call Transcript
Cosan S.A. (NYSE:CSAN ) Q2 2024 Earnings Conference Call August 15, 2024 10:00 AM ET Company Participants Rodrigo Araujo - CFO Ana Luisa Perina - Head, IR Conference Call Participants Luiz Carvalho - UBS Gabriel Barra - Citi Monique Greco - Itau BBA Bruno Montanari - Morgan Stanley Bruno Amorim - Goldman Sachs Lucas Ferreira - JPMorgan Pedro Soares - BTG Pactual Gustavo Sadka - Bradesco Operator Good morning, everyone. Thank you for waiting, and welcome to Cosan's Second Quarter 2024 Earnings Release Video Conference Call.
seekingalpha.com
- 5 months ago
Cosan S.A. (CSAN) Q1 2024 Earnings Call Transcript
Cosan S.A. (NYSE:CSAN ) Q1 2024 Results Conference Call May 29, 2024 10:00 AM ET Company Participants Rodrigo Araujo - CFO Ana Luisa Perina - Head of IR Conference Call Participants Luiz Carvalho - UBS Ana Luísa Perina - Head of IR Isabella Simonato - Bank of America Gabriel Barra - Citi Regis Cardoso - XP Vicente Falanga - Bradesco BBI Bruno Montanari - Morgan Stanley Thiago Duarte - BTG Pactual Operator Good morning, everyone. Thank you for waiting.
seekingalpha.com
- 7 months ago
Cosan: A Promising Player In Brazil's Energy Transition
Brazil has enormous potential to be the leading nation in the energy transition with decarbonized products. In this sense, Cosan stands out as having the most significant energy transition projects. Despite its promising and diversified business, the company is extremely discounted compared to national and international peers and when compared to its own history. With the end of the investment cycle approaching, the company should report better results and have a revaluation of multiples by the market.
seekingalpha.com
- 9 months ago
Rumo: Chugging Ahead With Brazil's Largest Railway Network
Rumo: Chugging Ahead With Brazil's Largest Railway Network
seekingalpha.com
- 10 months ago
The 3 Best Agriculture Stocks to Buy Now: January 2024
Agriculture is a huge part of the American economy. Today, there are more than two million farms across the U.S. that contribute $1.26 trillion to U.S. gross domestic product (GDP), a 5.4% share.
investorplace.com
- 11 months ago
Cosan: Deleveraging While Trading At A Substantial Holding Discount
Cosan, a Brazilian holding company, has experienced fluctuations in 2023 due to its diversified businesses tied to economic cycles of commodities. Despite a 9% growth in 2023, it lags behind the iShares MSCI Brazil ETF's performance. Cosan's investment thesis emphasizes moderate and continuous growth, resilience in challenging economic scenarios, and strategic capital allocation.
seekingalpha.com
- 1 year ago
Cosan S.A. (CSAN) Q3 2023 Earnings Call Transcript
Cosan S.A. (NYSE:CSAN ) Q3 2023 Earnings Conference Call November 14, 2023 1:30 PM ET Company Participants Ricardo Lewin - Chief Financial & Investor Relations Officer Luis Henrique Guimarães - Chief Executive Officer Conference Call Participants Isabella Simonato - Bank of America Thiago Duarte - BTG André Vidal - XP Gabriel Barra - Citi Monique Greco - Itaú BBA Matheus Enfeldt - UBS Bruno Montanari - Morgan Stanley Operator Good afternoon, everyone. Thank you for waiting, and welcome to Cosan's Earnings Conference Call for the Third Quarter 2023.
seekingalpha.com
- 1 year ago
Cosan: Long-Term Payoffs From Efficient Capital Allocation
Cosan is a Brazilian conglomerate operating in various sectors including agribusiness, fuel distribution, natural gas, and lubricants. Despite its complexity and history of mergers and acquisitions, Cosan maintains a consistent track record of financial results and efficient capital allocation across its portfolio of businesses. The company's key subsidiaries, such as Raízen, Rumo, Compass, and Moove, contribute to its overall performance, with growth and profitability varying by segment.
seekingalpha.com
- 1 year ago
Top 3 Energy Stocks That Are Preparing To Pump In September - Borr Drilling (NYSE:BORR), Cosan (NYSE:CSAN)
The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
benzinga.com
- 1 year ago
8. Profile
Summary
Cosan S.A. CSAN
COUNTRY
BR
INDUSTRY
Oil & Gas Refining & Marketing
MARKET CAP
$ 10.3 B
Dividend Yield
2.38%
Description
Cosan S.A., through its subsidiaries, primarily engages in the fuel distribution business in Brazil, Europe, Latin America, North America, Asia, and internationally. The company's Raízen segment distributes and markets fuels through a franchised network of service stations under the Shell brand; engages in the petroleum refining; operation of convenience stores; manufacture and sale of automotive and industrial lubricants; and production and sale of liquefied petroleum gas. This segment also markets various products derived from sugar cane, including raw sugar, and anhydrous and hydrated ethanol, as well as engages in activities related to energy cogeneration from sugarcane bagasse; sale of electricity; and holds interests in companies involved in research and development on new technology. The company's Gas and Power segment distributes piped natural gas to customers in the industrial, residential, commercial, automotive, and cogeneration sectors; and engages in purchase and sale of electricity to other traders. Its Moove segment produces and distributes lubricants under the Mobil and Comma brands. The company's Logistics segment provides logistics services for rail transportation, storage and port loading of commodities, including grains and sugar; and leases locomotives, wagons, and another railroad equipment. Its Cosan Investments segment manages agricultural, mining, and logistics projects; and invests in climate tech fund. Cosan S.A. was founded in 1936 and is headquartered in São Paulo, Brazil.
Contact
Avenida Brigadeiro Faria Lima, 4100, São Paulo, SP, 04538-132
https://www.cosan.com.br
IPO
Date
March 8, 2021
Employees
53498
Officers
Ms. Maria Rita de Carvalho Drummond
Legal Officer & General Counsel
Mr. Rodrigo Araujo Alves
Chief Financial & Investor Relations Officer
Mr. Filipe Affonso Ferreira
Chief Executive OfficerMoove
Mr. Ricardo Dell Aquila Mussa
Chief Executive Officer of Raízen Energia S.A. & Raízen Combustíveis S.A.
Ms. Ana Luisa Perina
Head of Investor Relations & ESG
Mr. Antônio Simões Rodrigues
Chief Executive Officer of Comgás
Mr. Leonardo Martin De Pontes
Chief Executive Officer of Cosan Investimentos
Mr. Marcelo Eduardo Martins
Chief Executive Officer & Vice Chairman
Mr. João Alberto Fernandez de Abreu
Chief Executive Officer of Rumo