Cosan (CSAN) Net Margin %: -17.54% (As of Mar. 2026)


CSAN Cosan SA CSAN
60 GF Score
Price $2.88
GF Value $6.23
Valuation Possible Value Trap
! 3 Warning Signs
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What is Cosan Net Margin %?

Cosan CSAN -0.35% 60 Net Margin % is -17.54% as of Mar. 2026. GuruFocus rates CSAN with a GF Score™ of 60/100 and a GF Value™ of $6.23 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 916 Oil & Gas companies, Cosan ranks worse than 81.66% on this metric.

Net margin is calculated as Net Income divided by its Revenue. Cosan's Net Income for the three months ended in Mar. 2026 was $-303 Mil. Cosan's Revenue for the three months ended in Mar. 2026 was $1,726 Mil. Therefore, Cosan's net margin for the quarter that ended in Mar. 2026 was -17.54%.

The historical rank and industry rank for Cosan's Net Margin % or its related term are showing as below:

CSAN' s Net Margin % Range Over the Past 10 Years
Min: -24.05   Med: 5.3   Max: 24.19
Current: -23.92


CSAN's Net Margin % is ranked worse than
81.66% of 916 companies
in the Oil & Gas industry
Industry Median: 3.435 vs CSAN: -23.92

Cosan  (NYSE:CSAN) Net Margin % Explanation

Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.

But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.


Cosan Net Margin % Related Terms


Cosan Net Margin % Historical Data

* Premium members only.

The historical data trend for Cosan's Net Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Cosan Net Margin % Chart

Cosan Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Net Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.19 2.99 2.77 -21.44 -24.05

Cosan Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Net Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -18.50 -9.03 -11.11 -60.36 -17.54

CSAN vs VLO, MPC, PSX: Net Margin % Comparison

For the Oil & Gas Refining & Marketing subindustry, Cosan's Net Margin %, along with its competitors' market caps and Net Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Cosan Net Margin % vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, Cosan's Net Margin % distribution charts can be found below:

* The bar in red indicates where Cosan's Net Margin % falls into.


CSAN
60GF Score
Cosan SA CSAN
Net Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Cosan Net Margin % Calculation

Net margin - also known as net profit margin is the ratio of Net Income divided by net sales or Revenue, usually presented in percent.

Cosan's Net Margin for the fiscal year that ended in Dec. 2025 is calculated as

Net Margin=Net Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=-1782.012/7408.508
=-24.05 %

Cosan's Net Margin for the quarter that ended in Mar. 2026 is calculated as

Net Margin=Net Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=-302.767/1726.48
=-17.54 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Net Margin % →
What does a Net Margin % of -17.54% mean?
Cosan (CSAN) has a Net Margin % of -17.54% as of Mar. 2026. Net margin is the ratio of total net income to net sales. View historical data on Cosan and its competitors. According to the industry distribution chart, Cosan ranks #748 out of 916 companies in the Oil & Gas industry, placing it in the top 81.7%.
Is Cosan's Net Margin % too high?
Cosan's current Net Margin % is -17.54%. Based on the distribution chart, Cosan ranks #748 out of 916 companies in the Oil & Gas industry, which is in the bottom quartile relative to peers. Overall, Cosan has a GF Score™ of 60/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Cosan's Net Margin % compare to VLO and MPC?
According to the Oil & Gas industry distribution chart, Cosan ranks #748 out of 916 companies for Net Margin %. This places Cosan in the lower half of its industry. The industry median Net Margin % is 3.44. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Net Margin % for an Oil & Gas company?
The median Net Margin % among Oil & Gas companies is 3.44, based on 916 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on Cosan and its competitors. For the Oil & Gas industry, the median Net Margin % is 3.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Cosan's current Net Margin % is -17.54%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cosan stock overvalued right now?
Based on GuruFocus' analysis, Cosan (CSAN) is currently considered Possible Value Trap. The stock's GF Value™ is $6.23, compared to a current price of $2.88 — trading 53.8% below its estimated fair value. The current Net Margin % is -17.54%. Cosan's overall GF Score™ is 60/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For Cosan (CSAN), the current Net Margin % is -17.54% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Cosan (CSAN) Overvalued in 2026?

Based on GuruFocus' analysis, Cosan stock appears to be undervalued. The current stock price of $2.88 is trading 53.8% below its estimated GF Value™ of $6.23. GuruFocus considers Cosan to be Possible Value Trap.

Key valuation signals for CSAN:

  • Net Margin %: -17.54%
  • GF Value™: $6.23 vs. price of $2.88 (53.8% below fair value)
  • GF Score™: 60/100 with 3 warning signs

No single metric tells the full story. See the CSAN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Cosan Business Description

Industry EnergyOil & Gas
Other Exchanges 9CI0:GermanyCSAN3:Brazil
Address Avenue Brigadeiro Faria Lima, 4100 / 15th Floor Itaim Bibi, Sao Paulo, SP, BRA, 04538-132
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.
60GF Score

Get the complete analysis for CSAN

Net Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$2.88
Price
$6.23
GF Value