Cosan S.A. (CSAN) Research

Cosan S.A., an enterprise established in 1936 and headquartered in São Paulo, Brazil, operates a diverse business portfolio with a significant global presence, primarily focusing on the distribution of fuels. Its operations extend across Brazil, Europe, Latin America, North America, Asia, and various other international regions through its subsidiary network. The company's core activities are structured into several key segments: Raízen: This division spearheads the marketing and distribution of fuels via a franchised network of Shell-branded service stations. It also encompasses petroleum refining, the operation of convenience stores, the production and sale of lubricants for automotive and industrial uses, and the distribution of liquefied petroleum gas (LPG). Beyond fossil fuels, Raízen is a major producer and vendor of sugarcane-derived products, including raw sugar and both anhydrous and hydrated ethanol. Additionally, it generates and sells electricity from sugarcane bagasse and maintains interests in companies dedicated to technological research and development. Gas and Power: This segment is responsible for delivering piped natural gas to a wide array of clients, including those in industrial, residential, commercial, automotive, and cogeneration sectors. It also participates in the energy market by trading electricity with other suppliers. Moove: This segment specializes in the manufacturing and worldwide distribution of lubricants, notably under the Mobil and Comma brand names. Logistics: Providing essential logistical services, this segment facilitates rail transportation, storage, and port loading for bulk commodities such as grains and sugar. It also offers leasing options for railway assets, including locomotives and wagons. Cosan Investments: This segment manages various projects within the agricultural, mining, and logistics sectors, and strategically invests in climate technology funds.

Market snapshot

Symbol
CSAN
Price
$2.66
Day change
-2.21%
Market cap
$6.5B
P/E ratio
-1.44x
52-week range
2.52-6.005
Sector
Energy
Industry
Oil & Gas Refining & Marketing
Next earnings
in 2 months
Analyst price target
$3.20

Peer companies

  • Crescent Energy Company (CRGY)
  • DHT Holdings, Inc. (DHT)
  • Delek US Holdings, Inc. (DK)
  • Genesis Energy, L.P. (GEL)
  • Northern Oil and Gas, Inc. (NOG)
  • Par Pacific Holdings, Inc. (PARR)
  • SolarEdge Technologies, Inc. (SEDG)
  • SM Energy Company (SM)

Recent insider activity

  • Cordes Burkhard Otto — P-Purchase (10000 shares) on 2026-05-26
  • Cordes Burkhard Otto — P-Purchase (50000 shares) on 2026-05-26
  • Cordes Burkhard Otto — P-Purchase (10000 shares) on 2026-05-26
  • Cordes Burkhard Otto — P-Purchase (89000 shares) on 2026-05-18
  • Mello Rubens Ometto Silveira — S-Sale (77640 shares) on 2026-05-22

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