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Brazilian (BOVESPA) Auto Components Industry Analysis

UpdatedDec 17, 2025
DataAggregated Company Financials
Companies3
  • 7D0.2%
  • 3M4.1%
  • 1Y10.5%
  • YTD13.8%

The Auto Components industry is up 3.5% in the last week, with MAHLE Metal Leve up 5.1%. This means that the industry has gained 13% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Dec 2025R$12.8bR$26.4bR$1.1b7.7x11.2x0.5x
Fri, 14 Nov 2025R$12.8bR$26.3bR$1.1b8.1x11.4x0.5x
Sun, 12 Oct 2025R$11.4bR$26.1bR$1.2b6.3x9.7x0.4x
Tue, 09 Sep 2025R$12.2bR$26.1bR$1.2b7.4x10.4x0.5x
Thu, 07 Aug 2025R$12.4bR$25.2bR$1.1b8.7x11.5x0.5x
Sat, 05 Jul 2025R$13.5bR$25.2bR$1.1b8.5x12.5x0.5x
Mon, 02 Jun 2025R$13.2bR$25.2bR$1.1b8.4x12.3x0.5x
Wed, 30 Apr 2025R$13.7bR$24.1bR$1.2b7.3x11.3x0.6x
Fri, 28 Mar 2025R$13.1bR$24.1bR$1.2b7x10.9x0.5x
Sun, 23 Feb 2025R$12.1bR$22.8bR$1.1b10.5x11.1x0.5x
Tue, 21 Jan 2025R$11.3bR$22.8bR$1.1b10.6x10.3x0.5x
Thu, 19 Dec 2024R$11.1bR$22.8bR$1.1b9.2x10.1x0.5x
Sat, 16 Nov 2024R$11.1bR$22.8bR$1.1b9.2x10.1x0.5x
Mon, 14 Oct 2024R$11.2bR$22.3bR$1.1b16.4x10.5x0.5x
Wed, 11 Sep 2024R$11.2bR$22.3bR$1.1b15.6x10.4x0.5x
Fri, 09 Aug 2024R$11.1bR$22.4bR$1.2b14.4x9.5x0.5x
Sun, 07 Jul 2024R$11.7bR$22.3bR$1.3b13.7x9.4x0.5x
Tue, 04 Jun 2024R$9.1bR$7.7bR$1.2b8.8x7.8x1.2x
Thu, 02 May 2024R$9.0bR$7.7bR$1.1b9.2x8x1.2x
Sat, 30 Mar 2024R$9.5bR$7.7bR$1.1b9.5x8.4x1.2x
Mon, 26 Feb 2024R$9.1bR$7.8bR$1.0b10x8.7x1.2x
Wed, 24 Jan 2024R$8.5bR$7.8bR$1.0b9.5x8.1x1.1x
Fri, 22 Dec 2023R$9.0bR$7.8bR$1.0b10.2x8.7x1.2x
Sun, 19 Nov 2023R$8.6bR$7.8bR$1.0b9.6x8.3x1.1x
Tue, 17 Oct 2023R$9.2bR$7.8bR$1.0b10.6x9.2x1.2x
Thu, 14 Sep 2023R$10.4bR$7.8bR$1.0b11.2x10.4x1.3x
Sat, 12 Aug 2023R$9.8bR$7.7bR$923.8m11.1x10.6x1.3x
Mon, 10 Jul 2023R$9.5bR$7.5bR$894.0m11.4x10.6x1.3x
Wed, 07 Jun 2023R$8.6bR$7.5bR$894.0m10.7x9.6x1.1x
Fri, 05 May 2023R$6.4bR$7.3bR$770.1m9.5x8.3x0.9x
Sun, 02 Apr 2023R$6.4bR$7.3bR$770.1m9.5x8.3x0.9x
Tue, 28 Feb 2023R$11.0bR$16.7bR$1.3b7.5x8.6x0.7x
Thu, 26 Jan 2023R$11.0bR$16.7bR$1.3b7.7x8.6x0.7x
Sat, 24 Dec 2022R$10.5bR$16.7bR$1.3b7.6x8.2x0.6x
Price to Earnings Ratio

8.2x


Total Market Cap: R$10.5bTotal Earnings: R$1.3bTotal Revenue: R$16.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Auto Components Industry Price to Earnings3Y Average 9.7x202320242025
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 declined 3.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 16% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

BR Market-0.58%
Consumer Discretionary-1.65%
Auto Components0.17%
Auto Parts and Equipment0.17%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 9.7x.
    • Analysts are expecting annual earnings growth of 19.2%, which is higher than its past year's earnings growth of 6.5% 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 9.7x.
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 growth rate of 6.5% 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
LEVE3 MAHLE Metal LeveR$33.313.1%
+R$134.2m		24.2%PE7.7x
MYPK3 Iochpe-MaxionR$10.061.6%
+R$24.0m		-16.8%PE7.5x

Latest News

FRAS3
R$23.38
Fras-le
7D
-2.1%
1Y
10.5%

FRAS3: Higher Required Return Will Still Support Stronger Margins

Analysts have trimmed their price target on Fras-le from R$34.10 to R$31.00, reflecting slightly weaker expected revenue growth and a higher discount rate. These are only partly offset by improved margin and a modestly lower future P E multiple.
MYPK3
R$10.06
Iochpe-Maxion
7D
1.6%
1Y
-16.8%

MYPK3: Future Profitability And Multiple Compression Will Shape Returns

Analysts have reduced their price target on Iochpe-Maxion from approximately R$13.70 to R$11.00. They cite a higher required return, offset by stronger expected revenue growth, improved profit margins, and a lower projected future P/E multiple.
LEVE3
R$33.31
MAHLE Metal Leve
7D
3.1%
1Y
24.2%

LEVE3: Future Returns Will Balance Higher Required Yield And Modest Earnings Outlook

Analysts have modestly raised their price target on MAHLE Metal Leve from R$31.25 to about R$32.88. This reflects a slightly higher assumed future valuation multiple even as they trim expectations for revenue growth and profit margins and apply a higher discount rate.
PLAS3
R$4.55
Plascar Participações Industriais
7D
-3.4%
1Y
-22.2%