Cosan (CSAN) Tariff Resilience Score: 5/10 (As of Jun. 28, 2026)


CSAN Cosan SA CSAN
60 GF Score
Price $2.91
GF Value $6.18
Valuation Possible Value Trap
! 3 Warning Signs
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What is Cosan Tariff Resilience Score?

Cosan CSAN +1.04% 60 Tariff Resilience Score is 5 as of Jun. 28, 2026. GuruFocus rates CSAN with a GF Score™ of 60/100 and a GF Value™ of $6.18 (Possible Value Trap). The stock has 3 warning signs investors should review. Among 1,038 Oil & Gas companies, Cosan ranks better than 71.29% on this metric.

Cosan has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Cosan has Significant exposure to global markets and commodities. Vulnerable to tariffs but mitigated by diversified operations and strong domestic market.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Cosan might have Average Resilient.

Cosan  (NYSE:CSAN) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Cosan Tariff Resilience Score Related Terms

CSAN vs VLO, MPC, PSX: Tariff Resilience Score Comparison

For the Oil & Gas Refining & Marketing subindustry, Cosan's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score 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 Tariff Resilience Score vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, Cosan's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Cosan's Tariff Resilience Score falls into.


CSAN
60GF Score
Cosan SA CSAN
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
Cosan (CSAN) has a Tariff Resilience Score of 5 as of Jun. 28, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Cosan ranks #298 out of 1038 companies in the Oil & Gas industry, placing it in the top 28.7%.
Is Cosan's Tariff Resilience Score too high?
Cosan's current Tariff Resilience Score is 5. Based on the distribution chart, Cosan ranks #298 out of 1038 companies in the Oil & Gas industry, which is above the industry midpoint. 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 Tariff Resilience Score compare to VLO and MPC?
According to the Oil & Gas industry distribution chart, Cosan ranks #298 out of 1038 companies for Tariff Resilience Score. This puts Cosan in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for an Oil & Gas company?
A good Tariff Resilience Score depends on the Oil & Gas industry context. However, Tariff Resilience Score 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Cosan's current Tariff Resilience Score is 5. 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 $6.18, compared to a current price of $2.91 — trading 52.9% below its estimated fair value. The current Tariff Resilience Score is 5. 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 Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Cosan (CSAN), the current Tariff Resilience Score is 5 as of Jun. 28, 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 $2.91 is trading 52.9% below its estimated GF Value™ of $6.18. GuruFocus considers Cosan to be Possible Value Trap.

Key valuation signals for CSAN:

  • Tariff Resilience Score: 5
  • GF Value™: $6.18 vs. price of $2.91 (52.9% 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

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$2.91
Price
$6.18
GF Value