Narrative Update • May 22

Over the last 7 days, the Auto Parts and Equipment industry has dropped 1.1%, driven by declines from every company within the industry. Overall the industry is down 10% in 12 months. Earnings are forecast to grow by 21% annually.
Has the Brazilian Auto Parts and Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 26 May 2026 | R$11.8b | R$26.0b | R$1.0b | 14.9x | 11.7x | 0.5x |
| Thu, 23 Apr 2026 | R$12.6b | R$26.3b | R$983.9m | 15.6x | 12.8x | 0.5x |
| Sat, 21 Mar 2026 | R$11.8b | R$26.3b | R$983.9m | 13.5x | 12x | 0.4x |
| Mon, 16 Feb 2026 | R$13.0b | R$26.4b | R$1.1b | 8.2x | 11.4x | 0.5x |
| Wed, 14 Jan 2026 | R$12.6b | R$26.4b | R$1.1b | 7.8x | 11.1x | 0.5x |
| Fri, 12 Dec 2025 | R$12.6b | R$26.4b | R$1.1b | 8.1x | 11x | 0.5x |
| Sun, 09 Nov 2025 | R$12.4b | R$26.0b | R$1.1b | 7.8x | 11.3x | 0.5x |
| Tue, 07 Oct 2025 | R$11.5b | R$26.1b | R$1.2b | 6.4x | 9.8x | 0.4x |
| Thu, 04 Sep 2025 | R$12.0b | R$26.1b | R$1.2b | 7.2x | 10.3x | 0.5x |
| Sat, 02 Aug 2025 | R$12.6b | R$25.2b | R$1.1b | 8.6x | 11.7x | 0.5x |
| Mon, 30 Jun 2025 | R$13.2b | R$25.2b | R$1.1b | 8.4x | 12.3x | 0.5x |
| Wed, 28 May 2025 | R$13.2b | R$25.2b | R$1.1b | 8.4x | 12.3x | 0.5x |
| Fri, 25 Apr 2025 | R$13.7b | R$24.1b | R$1.2b | 7.4x | 11.4x | 0.6x |
| Sun, 23 Mar 2025 | R$13.2b | R$23.9b | R$1.2b | 7.4x | 11.3x | 0.6x |
| Tue, 18 Feb 2025 | R$12.0b | R$22.8b | R$1.1b | 10.9x | 11x | 0.5x |
| Thu, 16 Jan 2025 | R$10.9b | R$22.8b | R$1.1b | 10.5x | 9.9x | 0.5x |
| Sat, 14 Dec 2024 | R$11.1b | R$22.8b | R$1.1b | 9.4x | 10.2x | 0.5x |
| Mon, 11 Nov 2024 | R$11.4b | R$22.8b | R$1.1b | 9.2x | 10.4x | 0.5x |
| Wed, 09 Oct 2024 | R$11.2b | R$22.3b | R$1.1b | 16.6x | 10.5x | 0.5x |
| Fri, 06 Sep 2024 | R$11.3b | R$22.3b | R$1.1b | 15.9x | 10.6x | 0.5x |
| Sun, 04 Aug 2024 | R$11.4b | R$22.3b | R$1.3b | 12.8x | 9.1x | 0.5x |
| Tue, 02 Jul 2024 | R$9.5b | R$7.7b | R$1.2b | 9.4x | 8.2x | 1.2x |
| Thu, 30 May 2024 | R$9.0b | R$7.7b | R$1.2b | 8.8x | 7.8x | 1.2x |
| Sat, 27 Apr 2024 | R$9.3b | R$7.7b | R$1.1b | 9.3x | 8.2x | 1.2x |
| Mon, 25 Mar 2024 | R$9.3b | R$7.7b | R$1.1b | 9.4x | 8.3x | 1.2x |
| Wed, 21 Feb 2024 | R$9.0b | R$7.8b | R$1.0b | 9.9x | 8.6x | 1.1x |
| Fri, 19 Jan 2024 | R$8.7b | R$7.8b | R$1.0b | 9.5x | 8.3x | 1.1x |
| Sun, 17 Dec 2023 | R$9.0b | R$7.8b | R$1.0b | 9.9x | 8.7x | 1.2x |
| Tue, 14 Nov 2023 | R$8.3b | R$7.8b | R$1.0b | 10x | 8.2x | 1.1x |
| Thu, 12 Oct 2023 | R$9.4b | R$7.8b | R$1.0b | 10.7x | 9.4x | 1.2x |
| Sat, 09 Sep 2023 | R$10.1b | R$7.8b | R$1.0b | 11x | 10.1x | 1.3x |
| Mon, 07 Aug 2023 | R$9.7b | R$7.5b | R$894.0m | 11.6x | 10.8x | 1.3x |
| Wed, 05 Jul 2023 | R$9.2b | R$7.5b | R$894.0m | 11.1x | 10.3x | 1.2x |
| Fri, 02 Jun 2023 | R$8.5b | R$7.5b | R$894.0m | 10.5x | 9.5x | 1.1x |
9.5x
How does Brazilian Auto Parts and Equipment compare with similar industries?
| BR Market | -0.71% | |
| Consumer Discretionary | 0.036% | |
| Auto Components | -1.76% | |
| Auto Parts and Equipment | -1.76% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FRAS3 Frasle Mobility | R$22.50 | 6.0% +R$352.2m | -14.6% | PE24.6x | |
| LEVE3 MAHLE Metal Leve | R$32.94 | 3.2% +R$139.6m | 3.1% | PE6.7x | |
| MYPK3 Iochpe-Maxion | R$9.10 | 4.1% +R$53.9m | -25.6% | PE14.9x |