Narrative Update • Jun 25

Over the last 7 days, the Auto Components industry has dropped 3.7%, driven by declines from every company within the industry. The industry has fallen 18% in the last year. As for the next few years, earnings are expected to grow by 20% per annum.
Has the Brazilian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | R$11.6b | R$26.0b | R$1.0b | 15.3x | 11.5x | 0.4x |
| Wed, 10 Jun 2026 | R$12.0b | R$26.0b | R$1.0b | 14.6x | 11.9x | 0.5x |
| Fri, 08 May 2026 | R$12.5b | R$26.3b | R$983.9m | 15.4x | 12.7x | 0.5x |
| Sun, 05 Apr 2026 | R$12.3b | R$26.3b | R$983.9m | 14.1x | 12.5x | 0.5x |
| Tue, 03 Mar 2026 | R$13.3b | R$26.4b | R$1.1b | 8.4x | 11.6x | 0.5x |
| Thu, 29 Jan 2026 | R$13.2b | R$26.4b | R$1.1b | 8.2x | 11.6x | 0.5x |
| Sat, 27 Dec 2025 | R$12.3b | R$26.4b | R$1.1b | 8x | 10.8x | 0.5x |
| Mon, 24 Nov 2025 | R$12.7b | R$26.4b | R$1.1b | 7.7x | 11.1x | 0.5x |
| Wed, 22 Oct 2025 | R$11.7b | R$26.1b | R$1.2b | 6.4x | 10x | 0.4x |
| Fri, 19 Sep 2025 | R$11.9b | R$26.1b | R$1.2b | 7.1x | 10.2x | 0.5x |
| Sun, 17 Aug 2025 | R$12.0b | R$26.2b | R$1.2b | 7.3x | 10.3x | 0.5x |
| Tue, 15 Jul 2025 | R$12.7b | R$25.2b | R$1.1b | 8.5x | 11.7x | 0.5x |
| Thu, 12 Jun 2025 | R$13.3b | R$25.2b | R$1.1b | 8.3x | 12.4x | 0.5x |
| Sat, 10 May 2025 | R$13.1b | R$24.6b | R$1.2b | 7.1x | 11.2x | 0.5x |
| Mon, 07 Apr 2025 | R$12.9b | R$24.1b | R$1.2b | 6.9x | 10.7x | 0.5x |
| Wed, 05 Mar 2025 | R$12.0b | R$23.2b | R$1.2b | 7.2x | 10.2x | 0.5x |
| Fri, 31 Jan 2025 | R$11.5b | R$22.8b | R$1.1b | 10.9x | 10.5x | 0.5x |
| Sun, 29 Dec 2024 | R$10.9b | R$22.8b | R$1.1b | 9x | 10x | 0.5x |
| Tue, 26 Nov 2024 | R$11.0b | R$22.8b | R$1.1b | 9.3x | 10.1x | 0.5x |
| Thu, 24 Oct 2024 | R$11.6b | R$22.3b | R$1.1b | 17.7x | 10.8x | 0.5x |
| Sat, 21 Sep 2024 | R$11.3b | R$22.3b | R$1.1b | 16x | 10.6x | 0.5x |
| Mon, 19 Aug 2024 | R$10.9b | R$22.3b | R$1.1b | 14.4x | 10.2x | 0.5x |
| Wed, 17 Jul 2024 | R$11.8b | R$22.3b | R$1.3b | 13.7x | 9.4x | 0.5x |
| Fri, 14 Jun 2024 | R$8.6b | R$7.7b | R$1.2b | 8.4x | 7.5x | 1.1x |
| Sun, 12 May 2024 | R$9.2b | R$7.7b | R$1.2b | 9x | 8x | 1.2x |
| Tue, 09 Apr 2024 | R$9.5b | R$7.7b | R$1.1b | 9.5x | 8.4x | 1.2x |
| Thu, 07 Mar 2024 | R$9.4b | R$7.8b | R$1.0b | 10.3x | 9x | 1.2x |
| Sat, 03 Feb 2024 | R$8.4b | R$7.8b | R$1.0b | 9.3x | 8.1x | 1.1x |
| Mon, 01 Jan 2024 | R$9.1b | R$7.8b | R$1.0b | 10.1x | 8.7x | 1.2x |
| Wed, 29 Nov 2023 | R$8.4b | R$7.8b | R$1.0b | 9.5x | 8.1x | 1.1x |
| Fri, 27 Oct 2023 | R$9.2b | R$7.8b | R$1.0b | 10.5x | 9.2x | 1.2x |
| Sun, 24 Sep 2023 | R$10.6b | R$7.8b | R$1.0b | 11.6x | 10.6x | 1.4x |
| Tue, 22 Aug 2023 | R$9.5b | R$7.8b | R$1.0b | 10.2x | 9.5x | 1.2x |
| Thu, 20 Jul 2023 | R$9.2b | R$7.5b | R$894.0m | 11.1x | 10.3x | 1.2x |
10.3x
Which industries have driven the changes within the Brazilian Consumer Discretionary industry?
| BR Market | 2.17% | |
| Consumer Discretionary | 3.71% | |
| Auto Components | 1.68% | |
| Auto Parts and Equipment | 1.68% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FRAS3 Frasle Mobility | R$21.00 | 2.9% +R$166.4m | -12.7% | PE23x | |
| MYPK3 Iochpe-Maxion | R$9.32 | 3.4% +R$46.4m | -31.0% | PE15.3x |