Narrative Update • Jun 25

Over the last 7 days, the Auto Parts and Equipment industry has risen 1.7%, driven by gains from Frasle Mobility of 2.9%. In contrast, the industry has lost 8.2% in the last 12 months. As for the next few years, earnings are expected to grow by 20% per annum.
Has the Brazilian Auto Parts and Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | R$11.6b | R$26.0b | R$1.0b | 15.3x | 11.5x | 0.4x |
| Tue, 09 Jun 2026 | R$11.7b | R$26.0b | R$1.0b | 14.6x | 11.6x | 0.5x |
| Thu, 07 May 2026 | R$12.5b | R$26.3b | R$983.9m | 15.4x | 12.7x | 0.5x |
| Sat, 04 Apr 2026 | R$12.3b | R$26.3b | R$983.9m | 14.1x | 12.5x | 0.5x |
| Mon, 02 Mar 2026 | R$13.3b | R$26.4b | R$1.1b | 8.4x | 11.6x | 0.5x |
| Wed, 28 Jan 2026 | R$13.2b | R$26.4b | R$1.1b | 8x | 11.6x | 0.5x |
| Fri, 26 Dec 2025 | R$12.3b | R$26.4b | R$1.1b | 7.9x | 10.8x | 0.5x |
| Sun, 23 Nov 2025 | R$12.7b | R$26.4b | R$1.1b | 7.7x | 11.1x | 0.5x |
| Tue, 21 Oct 2025 | R$11.7b | R$26.1b | R$1.2b | 6.4x | 10x | 0.4x |
| Thu, 18 Sep 2025 | R$12.0b | R$26.1b | R$1.2b | 7.2x | 10.3x | 0.5x |
| Sat, 16 Aug 2025 | R$12.0b | R$26.2b | R$1.2b | 7.3x | 10.2x | 0.5x |
| Mon, 14 Jul 2025 | R$12.5b | R$25.2b | R$1.1b | 8.5x | 11.6x | 0.5x |
| Wed, 11 Jun 2025 | R$13.2b | R$25.2b | R$1.1b | 8.3x | 12.3x | 0.5x |
| Fri, 09 May 2025 | R$13.5b | R$24.6b | R$1.2b | 7.1x | 11.5x | 0.5x |
| Sun, 06 Apr 2025 | R$12.9b | R$24.1b | R$1.2b | 6.9x | 10.7x | 0.5x |
| Tue, 04 Mar 2025 | R$12.0b | R$23.2b | R$1.2b | 7.2x | 10.2x | 0.5x |
| Thu, 30 Jan 2025 | R$11.5b | R$22.8b | R$1.1b | 10.8x | 10.5x | 0.5x |
| Sat, 28 Dec 2024 | R$10.8b | R$22.8b | R$1.1b | 9x | 9.9x | 0.5x |
| Mon, 25 Nov 2024 | R$11.0b | R$22.8b | R$1.1b | 9.1x | 10.1x | 0.5x |
| Wed, 23 Oct 2024 | R$11.6b | R$22.3b | R$1.1b | 17.6x | 10.8x | 0.5x |
| Fri, 20 Sep 2024 | R$11.5b | R$22.3b | R$1.1b | 16.3x | 10.7x | 0.5x |
| Sun, 18 Aug 2024 | R$10.9b | R$22.3b | R$1.1b | 14.4x | 10.2x | 0.5x |
| Tue, 16 Jul 2024 | R$11.9b | R$22.3b | R$1.3b | 13.7x | 9.5x | 0.5x |
| Thu, 13 Jun 2024 | R$8.8b | R$7.7b | R$1.2b | 8.5x | 7.6x | 1.1x |
| Sat, 11 May 2024 | R$9.2b | R$7.7b | R$1.2b | 9x | 8x | 1.2x |
| Mon, 08 Apr 2024 | R$9.3b | R$7.7b | R$1.1b | 9.3x | 8.2x | 1.2x |
| Wed, 06 Mar 2024 | R$9.3b | R$7.8b | R$1.0b | 10.3x | 8.9x | 1.2x |
| Fri, 02 Feb 2024 | R$8.5b | R$7.8b | R$1.0b | 9.4x | 8.2x | 1.1x |
| Sun, 31 Dec 2023 | R$9.1b | R$7.8b | R$1.0b | 10.1x | 8.7x | 1.2x |
| Tue, 28 Nov 2023 | R$8.4b | R$7.8b | R$1.0b | 9.4x | 8x | 1.1x |
| Thu, 26 Oct 2023 | R$9.2b | R$7.8b | R$1.0b | 10.4x | 9.2x | 1.2x |
| Sat, 23 Sep 2023 | R$10.6b | R$7.8b | R$1.0b | 11.6x | 10.6x | 1.4x |
| Mon, 21 Aug 2023 | R$9.5b | R$7.8b | R$1.0b | 10.4x | 9.5x | 1.2x |
| Wed, 19 Jul 2023 | R$9.4b | R$7.5b | R$894.0m | 11.4x | 10.6x | 1.3x |
10.6x
How does Brazilian Auto Parts and Equipment compare with similar industries?
| 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 |