Cosan (CSAN)

• Market cap: $2.42B
• 1 day: 5.68%
• 5 days: 4.41%
• 1 month: -4.05%
• 3 months: -8.11%
• 6 months: -45.27%
• Year to date: -2.43%
• 1 year: -60.77%
• 5 years: -66.92%
• 10 years: -66.92%
• Sector: Consumer Discretionary
• Industry: Auto Dealers & Gasoline Stations

About: Cosan SA engages in several services throughout the energy and logistics sectors. Its reportable segments are Raizen, Compass, Moove, Rumo, and Radar. It generates the majority of its revenue from Raizen which operates in the production, commercialization, origination, and trading of ethanol, bioenergy, resale, and trading of electricity, renewable sources, marketing, origination, and trading of sugar and fuels, and lubricant.

Employees: 11,656

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

6% more funds holding

Funds holding: 81 [Q3] → 86 (+5) [Q4]

0.1% more ownership

Funds ownership: 0.79% [Q3] → 0.89% (+0.1%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

36% less capital invested

Capital invested by funds: $141M [Q3] → $90.1M (-$50.8M) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $19 265% upside
• Avg. target: $19 265% upside
• High target: $19 265% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Citigroup Gabriel Barra 0% 1-year accuracy 0 / 3 met price target

265% upside $19

Buy Reinstated

23 Dec 2024