Cosan is a Brazilian holding company whose main operating asset is Raízen, the fuel distributor and sugar-ethanol producer that runs Shell-branded stations and Cosan-branded refining and logistics in Brazil. The structural appeal is scale in a fragmented fuel-retail market plus a sugarcane-to-ethanol supply chain that gives it some feedstock and blending advantage. Revenue growth is slow at 2.8%, and the business is leveraged, with ROE at -27.2% reflecting losses that a holding structure can magnify. The stock trades at a forward P/E of 6.6, but the 34/100 score and the negative ROE mean the discount needs to be explained by balance sheet and earnings quality before the multiple means much. This is worth a deeper look only if the team wants to test whether Raízen's refining and retail margins can recover, since the gross margin of 34.5% and operating margin of 27.9% look strong against the bottom line and need reconciling.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 11 Oct 2026, 00:00 CEST | ACCE price target | $3.00 | first publication | $3.01 |
| 9 Oct 2026, 00:00 CEST | Fair value | $2.63 | first publication | $3.01 |
Answered from Cosan S.A. ADS fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CSAN Cosan S.A. ADS | $3.01 | - | - | - | -27.2% | 38 | 34 |
| VEA.AX Viva Energy Group Limited | A$2.79 | A$1 | 108% above | 21.8x | 12.9% | 31 | 69 |
| PARR Par Pacific Holdings Inc. Common Stock | $77.15 | $89 | 14% below | 4.5x | 53.5% | 69 | 89 |
| WKC World Kinect Corporation Common Stock | $36.54 | - | - | - | -12.3% | 27 | 64 |
| IEP Icahn Enterprises L.P. Common Stock | $5.77 | - | - | - | -17.8% | 17 | 41 |
| RUI.PA Rubis | €35.96 | €41 | 11% below | 11.1x | 12.0% | 48 | 71 |
| PETRONET.NS Petronet LNG Limited | ₹286.30 | - | - | 10.2x | - | 71 | 67 |
Where CSAN ranks against its sector peers on each metric.