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Brazilian (BOVESPA) Auto Components Industry Analysis

UpdatedMay 09, 2026
DataAggregated Company Financials
Companies3
  • 7D2.1%
  • 3M-3.9%
  • 1Y-7.7%
  • YTD-3.3%

Over the last 7 days, the Auto Components industry has dropped 3.5%, driven by MAHLE Metal Leve declining 6.5%. However, the industry is down 14% over the past year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the Brazilian Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 10 May 2026R$12.3bR$26.3bR$983.9m14.8x12.5x0.5x
Tue, 07 Apr 2026R$12.2bR$26.3bR$983.9m13.9x12.4x0.5x
Thu, 05 Mar 2026R$13.0bR$26.0bR$1.0b14.9x12.5x0.5x
Sat, 31 Jan 2026R$13.2bR$26.4bR$1.1b8.2x11.5x0.5x
Mon, 29 Dec 2025R$12.8bR$26.4bR$1.1b8x11.2x0.5x
Wed, 26 Nov 2025R$12.9bR$26.4bR$1.1b7.6x11.3x0.5x
Fri, 24 Oct 2025R$11.7bR$26.1bR$1.2b6.5x10x0.4x
Sun, 21 Sep 2025R$12.0bR$26.1bR$1.2b7x10.3x0.5x
Tue, 19 Aug 2025R$12.1bR$26.2bR$1.2b7.2x10.4x0.5x
Thu, 17 Jul 2025R$12.7bR$25.2bR$1.1b8.5x11.8x0.5x
Sat, 14 Jun 2025R$13.3bR$25.2bR$1.1b8.5x12.3x0.5x
Mon, 12 May 2025R$13.1bR$24.6bR$1.2b7.1x11.2x0.5x
Wed, 09 Apr 2025R$12.8bR$24.1bR$1.2b6.8x10.6x0.5x
Fri, 07 Mar 2025R$12.2bR$23.2bR$1.2b7.4x10.4x0.5x
Sun, 02 Feb 2025R$11.7bR$22.8bR$1.1b10.8x10.6x0.5x
Tue, 31 Dec 2024R$10.9bR$22.8bR$1.1b8.9x10x0.5x
Thu, 28 Nov 2024R$11.2bR$22.8bR$1.1b9.3x10.2x0.5x
Sat, 26 Oct 2024R$11.7bR$22.3bR$1.1b17.6x10.9x0.5x
Mon, 23 Sep 2024R$11.3bR$22.3bR$1.1b16x10.6x0.5x
Wed, 21 Aug 2024R$11.0bR$22.3bR$1.1b14.7x10.2x0.5x
Fri, 19 Jul 2024R$11.7bR$22.3bR$1.3b13.7x9.3x0.5x
Sun, 16 Jun 2024R$8.7bR$7.7bR$1.2b8.5x7.5x1.1x
Tue, 14 May 2024R$9.2bR$7.7bR$1.2b9.1x8x1.2x
Thu, 11 Apr 2024R$9.5bR$7.7bR$1.1b9.5x8.5x1.2x
Sat, 09 Mar 2024R$9.4bR$7.8bR$1.0b10.3x9x1.2x
Mon, 05 Feb 2024R$8.4bR$7.8bR$1.0b9.3x8.1x1.1x
Wed, 03 Jan 2024R$8.8bR$7.8bR$1.0b9.8x8.4x1.1x
Fri, 01 Dec 2023R$8.3bR$7.8bR$1.0b9.3x7.9x1.1x
Sun, 29 Oct 2023R$9.2bR$7.8bR$1.0b10.4x9.2x1.2x
Tue, 26 Sep 2023R$10.5bR$7.8bR$1.0b11.6x10.5x1.4x
Thu, 24 Aug 2023R$9.7bR$7.8bR$1.0b10.6x9.7x1.3x
Sat, 22 Jul 2023R$9.3bR$7.5bR$894.0m11.2x10.5x1.2x
Mon, 19 Jun 2023R$9.1bR$7.5bR$894.0m10.9x10.1x1.2x
Wed, 17 May 2023R$7.6bR$7.5bR$894.0m9.4x8.5x1x
Price to Earnings Ratio

8.5x


Total Market Cap: R$7.6bTotal Earnings: R$894.0mTotal Revenue: R$7.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Auto Components Industry Price to Earnings3Y Average 10.2x202420252026
Current Industry PE
    There are only 3 companies in the Brazilian Auto Components industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have grown 8.5% per year over the last three years.
  • Revenues for these companies have grown 53% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Discretionary industry?

BR Market-1.57%
Consumer Discretionary1.42%
Auto Components2.13%
Auto Parts and Equipment2.13%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 10.1x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 24.7% per year.
  • Investors are most pessimistic about the Auto Parts and Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.1x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 25% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
FRAS3 Frasle MobilityR$22.202.7%
+R$160.9m		-18.5%PE22.2x
LEVE3 MAHLE Metal LeveR$34.431.1%
+R$51.5m		18.8%PE7.7x
MYPK3 Iochpe-MaxionR$9.743.1%
+R$43.4m		-20.0%PE16x

Latest News

MYPK3
R$9.74
Iochpe-Maxion
7D
3.1%
1Y
-20.0%
FRAS3
R$22.20
Frasle Mobility
7D
2.7%
1Y
-18.5%
Narrative Update • May 04

FRAS3: Stronger Margins And Refined P/E Assumptions Will Support Upside

Analysts have slightly reduced their price target on Frasle Mobility to R$30.30 from R$30.50, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. They describe these changes as fine-tuning their valuation inputs rather than indicating a major change in view.
LEVE3
R$34.43
MAHLE Metal Leve
7D
1.1%
1Y
18.8%
Narrative Update • May 02

LEVE3: Future Returns Will Reflect Fair Value And Upcoming Dividend Payout

Analysts now see fair value for MAHLE Metal Leve at R$36.75, compared with the previous R$36.25. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E multiples.