Stock CSAN3 COSAN S.A.
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Financials Cosan S.A.

Equities

CSAN3

BRCSANACNOR6

Consumer Goods Conglomerates

Market Closed - Sao Paulo
Other stock markets
 04:14:18 2024-05-31 pm EDT 		5-day change 1st Jan Change
13.62 BRL -6.46% Intraday chart for Cosan S.A. -2.64% -29.65%
May. 28 Cosan S.A. Reports Earnings Results for the First Quarter Ended March 31, 2024 CI
Mar. 29 Cosan S.A. Reports Earnings Results for the Fourth Quarter and Full Year Ended December 31, 2023 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 26,991 28,964 40,516 32,014 36,155 25,387 - -
Enterprise Value (EV) 1 40,198 39,818 70,813 32,014 83,677 74,691 80,892 81,765
P/E ratio 11.3 x 34.6 x 6.52 x 27.3 x 33.2 x 6.39 x 8.9 x 9.33 x
Yield - 1.37% 3.69% - - 7.78% 5.89% 6.08%
Capitalization / Revenue 0.37 x 0.42 x 0.36 x 0.2 x 0.92 x 0.17 x 0.15 x 0.15 x
EV / Revenue 0.55 x 0.58 x 0.63 x 0.2 x 2.12 x 0.49 x 0.48 x 0.48 x
EV / EBITDA 7.14 x 6.74 x 5.97 x 2.03 x 5.1 x 3.17 x 3.53 x 3.28 x
EV / FCF 20.2 x 36.5 x 61.3 x - 20.9 x 20.9 x -89.6 x -
FCF Yield 4.95% 2.74% 1.63% - 4.79% 4.79% -1.12% -
Price to Book 2.58 x 2.67 x 2.71 x - 1.73 x 1.16 x 0.79 x 0.95 x
Nbr of stocks (in thousands) 1,551,856 1,529,844 1,867,975 1,869,987 1,867,500 1,863,935 - -
Reference price 2 17.39 18.93 21.69 17.12 19.36 13.62 13.62 13.62
Announcement Date 2/15/20 2/11/21 2/18/22 2/28/23 3/28/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 72,980 68,631 113,096 162,253 39,468 152,315 167,310 169,383
EBITDA 1 5,627 5,908 11,862 15,762 16,421 23,583 22,907 24,944
EBIT 1 5,056 2,756 9,640 12,748 13,056 14,781 14,758 15,607
Operating Margin 6.93% 4.02% 8.52% 7.86% 33.08% 9.7% 8.82% 9.21%
Earnings before Tax (EBT) 1 3,201 1,167 5,900 2,702 5,114 5,326 7,648 8,742
Net income 1 2,425 851.9 6,312 1,176 1,094 3,977 4,424 4,343
Net margin 3.32% 1.24% 5.58% 0.72% 2.77% 2.61% 2.64% 2.56%
EPS 2 1.533 0.5472 3.326 0.6264 0.5835 2.130 1.530 1.460
Free Cash Flow 1 1,988 1,090 1,155 - 4,008 3,578 -903 -
FCF margin 2.72% 1.59% 1.02% - 10.16% 2.35% -0.54% -
FCF Conversion (EBITDA) 35.34% 18.45% 9.74% - 24.41% 15.17% - -
FCF Conversion (Net income) 81.98% 127.99% 18.3% - 366.28% 89.97% - -
Dividend per Share 2 - 0.2600 0.8000 - - 1.060 0.8024 0.8275
Announcement Date 2/15/20 2/11/21 2/18/22 2/28/23 3/28/24 - - -
1BRL in Million2BRL
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 34,353 34,720 42,777 43,746 41,011 37,160 34,499 39,529 9,504 9,842 36,162 39,634 40,244 - -
EBITDA 1 2,762 2,700 4,145 4,105 4,812 5,766 4,424 5,652 5,277 2,934 4,662 5,809 5,264 - -
EBIT 1 2,105 1,945 3,416 1,986 3,960 4,221 2,675 3,537 4,390 2,027 2,620 3,828 3,283 - -
Operating Margin 6.13% 5.6% 7.99% 4.54% 9.66% 11.36% 7.75% 8.95% 46.19% 20.6% 7.24% 9.66% 8.16% - -
Earnings before Tax (EBT) 334 624.9 - - 2,137 385.5 - - - - - - - - -
Net income 1 1,277 510.2 -125.3 -201.9 993 -904.1 -1,043 678.8 2,362 -192 636.7 960.3 999.5 - -
Net margin 3.72% 1.47% -0.29% -0.46% 2.42% -2.43% -3.02% 1.72% 24.85% -1.95% 1.76% 2.42% 2.48% - -
EPS 2 0.6760 0.2721 -0.0673 -0.1080 0.5294 -0.4844 -0.5617 0.3633 1.263 -0.1030 -0.0850 0.3800 0.3200 0.3500 0.3600
Dividend per Share 2 0.4300 - - - - - - - - - 0.2120 0.2120 0.2120 0.2518 0.2518
Announcement Date 2/18/22 5/13/22 8/12/22 11/11/22 2/28/23 5/16/23 8/14/23 11/13/23 3/28/24 5/28/24 - - - - -
1BRL in Million2BRL
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 13,207 10,854 30,297 - 47,522 49,304 55,505 56,378
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 2.347 x 1.837 x 2.554 x - 2.894 x 2.091 x 2.423 x 2.26 x
Free Cash Flow 1 1,988 1,090 1,155 - 4,008 3,578 -903 -
ROE (net income / shareholders' equity) 23.7% 7.65% 21.4% - 5.26% 5% 10.2% 10.7%
ROA (Net income/ Total Assets) 7.87% 2.37% 4.1% - 0.8% 1.92% 2.03% -
Assets 1 30,826 35,929 153,954 - 137,176 207,243 217,625 -
Book Value Per Share 2 6.750 7.090 8.010 - 11.20 11.70 17.30 14.30
Cash Flow per Share 2 1.780 1.380 2.840 10.70 5.480 1.820 3.930 -
Capex 1 820 1,053 4,067 - 6,268 13,413 12,758 15,107
Capex / Sales 1.12% 1.53% 3.6% - 15.88% 8.81% 7.63% 8.92%
Announcement Date 2/15/20 2/11/21 2/18/22 2/28/23 3/28/24 - - -
1BRL in Million2BRL
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Cosan S.A.

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
13
Last Close Price
13.62 BRL
Average target price
23.51 BRL
Spread / Average Target
+72.60%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Consumer Goods Conglomerates
  1. Stock Market
  2. Equities
  3. CSAN3 Stock
  4. Financials Cosan S.A.