Cosan S.A. (CSAN) intrinsic value & 10-year financials
Cosan S.A. (CSAN) has a Graham intrinsic value of $10.07 per share. Over the last 8 fiscal years revenue grew 17.3% a year to $44.0B, with an average return on invested capital of 8.6%.
- Graham intrinsic value
- $10.07
- Revenue (FY2024)
- $44.0B
- Revenue growth (8-yr CAGR)
- 17.3%
- ROIC (10-yr avg)
- 8.6%
- Free cash flow (FY2024)
- —
CSAN 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2024 | $44.0B | -$8.2B | — | — | 17.5% | 8.4% |
| FY2023 | $39.5B | $4.9B | — | — | 27.8% | 11.5% |
| FY2022 | $39.7B | $2.8B | $0.63 | — | 18.8% | 10.2% |
| FY2021 | $25.9B | $6.7B | $3.43 | — | 15.8% | 7.6% |
| FY2020 | $20.4B | $1.5B | $0.46 | — | 16.5% | 5.8% |
| FY2019 | $20.6B | $2.9B | $0.69 | — | 21.8% | 9.6% |
| FY2018 | $16.8B | $2.1B | $0.51 | — | 20.7% | 6.9% |
| FY2017 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Cosan S.A. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Cosan S.A. returns on capital have been average, hovering around 8.6% ROIC over the decade.
Cosan S.A. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Cosan S.A. is modeled at 5.1% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $10.07 per share.