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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies15
  • 7D4.0%
  • 3M-10.1%
  • 1Y-10.9%
  • YTD-14.5%

The Consumer Durables industry is up 1.5% in the last week, with Cury Construtora e Incorporadora up 4.5%. Meanwhile, Plano & Plano Desenvolvimento Imobiliário actually underperformed within the industry, shrinking 5.5% in the last week. In contrast, the industry has lost 7.0% in the last 12 months. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the Brazilian Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Aug 2026R$44.3bR$58.4bR$4.6b5.5x9.7x0.8x
Fri, 03 Jul 2026R$49.3bR$58.4bR$4.6b6.5x10.8x0.8x
Sun, 31 May 2026R$46.2bR$58.4bR$4.6b6.5x10x0.8x
Tue, 28 Apr 2026R$47.9bR$57.0bR$4.3b6.8x11x0.8x
Thu, 26 Mar 2026R$52.5bR$57.6bR$5.0b8x10.5x0.9x
Sat, 21 Feb 2026R$61.2bR$54.9bR$4.3b9.6x14.4x1.1x
Mon, 19 Jan 2026R$48.9bR$54.9bR$4.3b7.8x11.5x0.9x
Wed, 17 Dec 2025R$57.2bR$55.3bR$4.1b8.4x14.1x1x
Fri, 14 Nov 2025R$58.2bR$54.8bR$3.7b8.8x15.6x1.1x
Sun, 12 Oct 2025R$50.0bR$54.1bR$3.3b8x14.9x0.9x
Tue, 09 Sep 2025R$53.0bR$54.1bR$3.3b8.2x15.9x1x
Thu, 07 Aug 2025R$47.5bR$53.5bR$4.1b11x11.5x0.9x
Sat, 05 Jul 2025R$48.0bR$53.1bR$4.1b10.9x11.8x0.9x
Mon, 02 Jun 2025R$46.6bR$53.1bR$4.1b10.8x11.5x0.9x
Wed, 30 Apr 2025R$42.6bR$51.5bR$3.9b8.5x10.9x0.8x
Fri, 28 Mar 2025R$41.5bR$52.6bR$4.1b8.2x10.2x0.8x
Sun, 23 Feb 2025R$40.0bR$50.0bR$3.3b8.3x12.1x0.8x
Tue, 21 Jan 2025R$33.8bR$50.0bR$3.3b7.9x10.2x0.7x
Thu, 19 Dec 2024R$35.0bR$50.0bR$3.3b8.1x10.6x0.7x
Sat, 16 Nov 2024R$40.1bR$48.3bR$2.8b8.7x14.5x0.8x
Mon, 14 Oct 2024R$40.3bR$47.4bR$2.6b8.9x15.8x0.9x
Wed, 11 Sep 2024R$41.7bR$48.4bR$1.8b8.9x23.4x0.9x
Fri, 09 Aug 2024R$39.5bR$46.2bR$1.7b10.4x22.9x0.9x
Sun, 07 Jul 2024R$38.9bR$45.5bR$1.9b10.1x20.9x0.9x
Tue, 04 Jun 2024R$37.3bR$45.5bR$1.9b10.2x20x0.8x
Thu, 02 May 2024R$38.1bR$44.6bR$1.4b10.8x26.6x0.9x
Sat, 30 Mar 2024R$42.8bR$44.6bR$1.4b11.5x30.5x1x
Mon, 26 Feb 2024R$40.4bR$42.5bR$2.0b12.8x20.4x1x
Wed, 24 Jan 2024R$39.4bR$42.5bR$2.0b11.8x19.9x0.9x
Fri, 22 Dec 2023R$42.7bR$42.5bR$2.0b11.2x21.4x1x
Sun, 19 Nov 2023R$40.2bR$42.8bR$2.2b10.3x18.4x0.9x
Tue, 17 Oct 2023R$35.8bR$41.8bR$2.3b9.5x15.5x0.9x
Thu, 14 Sep 2023R$42.7bR$42.0bR$2.5b10.8x17.2x1x
Sat, 12 Aug 2023R$45.6bR$41.9bR$2.6b11.2x17.8x1.1x
Price to Earnings Ratio

17.8x


Total Market Cap: R$45.6bTotal Earnings: R$2.6bTotal Revenue: R$41.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 15.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 9.7x which is lower than its 3-year average PE of 15.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 27% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

BR Market2.07%
Consumer Discretionary2.80%
Consumer Durables4.00%
Homebuilding4.88%
Home Furnishings1.80%
Household Appliances-1.00%
Housewares and Specialties-7.36%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 14.8x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% per year.
  • In contrast, the Homebuilding 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
CURY3 Cury Construtora e IncorporadoraR$31.7510.1%
+R$893.3m		-1.6%PE9.2x
TEND3 Construtora TendaR$31.869.5%
+R$339.5m		37.7%PE6.5x
DIRR3 Direcional EngenhariaR$11.695.4%
+R$312.2m		-15.0%PE7.3x
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$21.352.8%
+R$252.7m		-13.7%PE4.7x
MRVE3 MRV Engenharia e ParticipaçõesR$4.620.7%
+R$16.9m		-27.5%PS0.2x

Latest News

CURY3
R$31.75
Cury Construtora e Incorporadora
7D
10.1%
1Y
-1.6%
Narrative Update • Aug 02

CURY3: Upcoming Debenture Issuance Will Support Future Upside Potential

Analysts kept their R$38.00 price target for Cury Construtora e Incorporadora unchanged, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News for Cury Construtora e Incorporadora Cury Construtora e Incorporadora scheduled a board meeting for Jun 15, 2026, at 13:00 Coordinated Universal Time.
MNDL3
R$17.11
Mundial - Produtos de Consumo
7D
-7.4%
1Y
-6.1%
MRVE3
R$4.62
MRV Engenharia e Participações
7D
0.7%
1Y
-27.5%
Narrative Update • Jul 24

MRVE3: Higher Margin Outlook Will Support Stronger Future Pricing Potential

Analysts have adjusted their price target on MRV Engenharia e Participações to R$12.00 from R$14.00, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple, while keeping the discount rate unchanged. What's in the News There are no recent primary news stories available for MRV Engenharia e Participações based on the provided sources.
TCSA3
R$0.78
Tecnisa
7D
20.0%
1Y
-51.6%
DIRR3
R$11.69
Direcional Engenharia
7D
5.4%
1Y
-15.0%
TEND3
R$31.86
Construtora Tenda
7D
9.5%
1Y
37.7%
CYRE3
R$21.35
Cyrela Brazil Realty Empreendimentos e Participações
7D
2.8%
1Y
-13.7%
Narrative Update • Jul 07

CYRE3: Higher Margin Outlook Will Support Future Share Re-Rating Potential

The analyst price target for Cyrela Brazil Realty Empreendimentos e Participações has been revised from R$38.60 to about R$35.83, as analysts incorporate updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Cyrela Brazil Realty Empreendimentos e Participações Cyrela Brazil Realty Empreendimentos e Participações removed from the Brazil IBRX Index, according to recent index constituent changes.
EVEN3
R$4.73
Even Construtora e Incorporadora
7D
-0.6%
1Y
-32.0%
Narrative Update • Jun 30

EVEN3: Higher Assumed Revenue And P/E Will Support Future Upside

Analysts now cite a lower fair value estimate for Even Construtora e Incorporadora at about R$6.20 per share, compared with the prior R$8.00, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E levels. What's in the News for Even Construtora e Incorporadora No recent company specific news items or key developments were identified in the provided sources for Even Construtora e Incorporadora as of 24 Jun 2026.
PLPL3
R$7.00
Plano & Plano Desenvolvimento Imobiliário
7D
-3.0%
1Y
-46.8%
VIVR3
R$1.62
Viver Incorporadora e Construtora
7D
-3.0%
1Y
-80.2%
EZTC3
R$11.14
EZTEC Empreendimentos e Participações
7D
0.5%
1Y
-0.8%
TRIS3
R$4.20
Trisul
7D
-0.7%
1Y
-14.1%
Analysis Article • May 21

We Think Trisul's (BVMF:TRIS3) Solid Earnings Are Understated

The stock was sluggish on the back of Trisul S.A.'s ( BVMF:TRIS3 ) recent earnings report. We have done some analysis...
GFSA3
R$0.25
Gafisa
7D
-16.7%
1Y
-98.4%
UCAS3
R$1.13
Unicasa Indústria de Móveis
7D
1.8%
1Y
-16.9%
AVLL3
R$10.50
Alphaville
7D
-3.1%
1Y
-75.3%