Narrative Update • May 04

The Auto Parts and Equipment industry is up 3.9% in the last week, with MAHLE Metal Leve up 4.6%. However, the industry is down 9.1% over the past year. Looking forward, earnings are forecast to grow by 19% 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 |
|---|---|---|---|---|---|---|
| Sun, 10 May 2026 | R$12.3b | R$26.3b | R$983.9m | 14.8x | 12.5x | 0.5x |
| Tue, 07 Apr 2026 | R$12.2b | R$26.3b | R$983.9m | 13.9x | 12.4x | 0.5x |
| Thu, 05 Mar 2026 | R$13.0b | R$26.0b | R$1.0b | 14.9x | 12.5x | 0.5x |
| Sat, 31 Jan 2026 | R$13.2b | R$26.4b | R$1.1b | 8.2x | 11.5x | 0.5x |
| Mon, 29 Dec 2025 | R$12.8b | R$26.4b | R$1.1b | 8x | 11.2x | 0.5x |
| Wed, 26 Nov 2025 | R$12.9b | R$26.4b | R$1.1b | 7.6x | 11.3x | 0.5x |
| Fri, 24 Oct 2025 | R$11.7b | R$26.1b | R$1.2b | 6.5x | 10x | 0.4x |
| Sun, 21 Sep 2025 | R$12.0b | R$26.1b | R$1.2b | 7x | 10.3x | 0.5x |
| Tue, 19 Aug 2025 | R$12.1b | R$26.2b | R$1.2b | 7.2x | 10.4x | 0.5x |
| Thu, 17 Jul 2025 | R$12.7b | R$25.2b | R$1.1b | 8.5x | 11.8x | 0.5x |
| Sat, 14 Jun 2025 | R$13.3b | R$25.2b | R$1.1b | 8.5x | 12.3x | 0.5x |
| Mon, 12 May 2025 | R$13.1b | R$24.6b | R$1.2b | 7.1x | 11.2x | 0.5x |
| Wed, 09 Apr 2025 | R$12.8b | R$24.1b | R$1.2b | 6.8x | 10.6x | 0.5x |
| Fri, 07 Mar 2025 | R$12.2b | R$23.2b | R$1.2b | 7.4x | 10.4x | 0.5x |
| Sun, 02 Feb 2025 | R$11.7b | R$22.8b | R$1.1b | 10.8x | 10.6x | 0.5x |
| Tue, 31 Dec 2024 | R$10.9b | R$22.8b | R$1.1b | 8.9x | 10x | 0.5x |
| Thu, 28 Nov 2024 | R$11.2b | R$22.8b | R$1.1b | 9.3x | 10.2x | 0.5x |
| Sat, 26 Oct 2024 | R$11.7b | R$22.3b | R$1.1b | 17.6x | 10.9x | 0.5x |
| Mon, 23 Sep 2024 | R$11.3b | R$22.3b | R$1.1b | 16x | 10.6x | 0.5x |
| Wed, 21 Aug 2024 | R$11.0b | R$22.3b | R$1.1b | 14.7x | 10.2x | 0.5x |
| Fri, 19 Jul 2024 | R$11.7b | R$22.3b | R$1.3b | 13.7x | 9.3x | 0.5x |
| Sun, 16 Jun 2024 | R$8.7b | R$7.7b | R$1.2b | 8.5x | 7.5x | 1.1x |
| Tue, 14 May 2024 | R$9.2b | R$7.7b | R$1.2b | 9.1x | 8x | 1.2x |
| Thu, 11 Apr 2024 | R$9.5b | R$7.7b | R$1.1b | 9.5x | 8.5x | 1.2x |
| Sat, 09 Mar 2024 | R$9.4b | R$7.8b | R$1.0b | 10.3x | 9x | 1.2x |
| Mon, 05 Feb 2024 | R$8.4b | R$7.8b | R$1.0b | 9.3x | 8.1x | 1.1x |
| Wed, 03 Jan 2024 | R$8.8b | R$7.8b | R$1.0b | 9.8x | 8.4x | 1.1x |
| Fri, 01 Dec 2023 | R$8.3b | R$7.8b | R$1.0b | 9.3x | 7.9x | 1.1x |
| Sun, 29 Oct 2023 | R$9.2b | R$7.8b | R$1.0b | 10.4x | 9.2x | 1.2x |
| Tue, 26 Sep 2023 | R$10.5b | R$7.8b | R$1.0b | 11.6x | 10.5x | 1.4x |
| Thu, 24 Aug 2023 | R$9.7b | R$7.8b | R$1.0b | 10.6x | 9.7x | 1.3x |
| Sat, 22 Jul 2023 | R$9.3b | R$7.5b | R$894.0m | 11.2x | 10.5x | 1.2x |
| Mon, 19 Jun 2023 | R$9.1b | R$7.5b | R$894.0m | 10.9x | 10.1x | 1.2x |
| Wed, 17 May 2023 | R$7.6b | R$7.5b | R$894.0m | 9.4x | 8.5x | 1x |
8.5x
How does Brazilian Auto Parts and Equipment compare with similar industries?
| BR Market | -1.57% | |
| Consumer Discretionary | 1.42% | |
| Auto Components | 2.13% | |
| Auto Parts and Equipment | 2.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| FRAS3 Frasle Mobility | R$22.20 | 2.7% +R$160.9m | -18.5% | PE22.2x | |
| LEVE3 MAHLE Metal Leve | R$34.43 | 1.1% +R$51.5m | 18.8% | PE7.7x | |
| MYPK3 Iochpe-Maxion | R$9.74 | 3.1% +R$43.4m | -20.0% | PE16x |