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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMar 10, 2026
DataAggregated Company Financials
Companies15
  • 7D-3.0%
  • 3M-5.0%
  • 1Y42.6%
  • YTD10.5%

Over the last 7 days, the Consumer Durables industry has dropped 3.0%, driven by pullbacks in MRV Engenharia e Participações and Cyrela Brazil Realty Empreendimentos e Participações of 10% and 4.9%, respectively. In contrast, Construtora Tenda has gained 5.8%. Over the past 12 months, the industry was up 43%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Mar 2026R$54.5bR$55.3bR$4.3b8.3x12.6x1x
Thu, 05 Feb 2026R$56.9bR$54.9bR$4.3b8.4x13.4x1x
Sat, 03 Jan 2026R$51.7bR$54.9bR$4.2b8.2x12.2x0.9x
Mon, 01 Dec 2025R$60.6bR$55.3bR$4.0b9.1x15x1.1x
Wed, 29 Oct 2025R$53.0bR$54.1bR$3.3b8x15.8x1x
Fri, 26 Sep 2025R$53.0bR$54.1bR$3.3b8.5x15.9x1x
Sun, 24 Aug 2025R$48.9bR$54.1bR$3.5b7.1x14.1x0.9x
Tue, 22 Jul 2025R$46.3bR$53.1bR$4.1b10.7x11.4x0.9x
Thu, 19 Jun 2025R$47.7bR$53.1bR$4.1b11.3x11.8x0.9x
Sat, 17 May 2025R$46.5bR$52.9bR$4.0b10.3x11.7x0.9x
Mon, 14 Apr 2025R$41.5bR$51.5bR$3.9b8.4x10.6x0.8x
Wed, 12 Mar 2025R$37.1bR$50.7bR$3.3b7.9x11.4x0.7x
Fri, 07 Feb 2025R$37.2bR$50.0bR$3.3b7.7x11.2x0.7x
Sun, 05 Jan 2025R$32.5bR$50.0bR$3.3b7.8x9.8x0.7x
Tue, 03 Dec 2024R$36.9bR$50.0bR$3.3b8.8x11.2x0.7x
Thu, 31 Oct 2024R$41.4bR$47.4bR$2.6b9.3x16.2x0.9x
Sat, 28 Sep 2024R$40.3bR$47.4bR$2.6b8.7x15.8x0.9x
Mon, 26 Aug 2024R$41.7bR$48.4bR$1.8b9x23.4x0.9x
Wed, 24 Jul 2024R$39.3bR$45.7bR$1.7b10.9x23.6x0.9x
Fri, 21 Jun 2024R$36.6bR$45.5bR$1.9b10x19.7x0.8x
Sun, 19 May 2024R$38.8bR$45.5bR$1.9b10.3x20.8x0.9x
Tue, 16 Apr 2024R$38.2bR$44.6bR$1.4b10.8x26.7x0.9x
Thu, 14 Mar 2024R$42.5bR$43.1bR$2.3b12.6x18.5x1x
Sat, 10 Feb 2024R$38.9bR$42.5bR$2.0b12.4x19.7x0.9x
Mon, 08 Jan 2024R$40.6bR$42.5bR$2.0b11.8x20.5x1x
Wed, 06 Dec 2023R$40.0bR$42.5bR$2.0b10.4x20.1x0.9x
Fri, 03 Nov 2023R$34.7bR$41.8bR$2.3b9.2x15x0.8x
Sun, 01 Oct 2023R$38.7bR$42.0bR$2.5b9.8x15.6x0.9x
Tue, 29 Aug 2023R$43.4bR$42.0bR$2.5b10.3x17.5x1x
Thu, 27 Jul 2023R$43.3bR$40.9bR$2.1b12.8x21x1.1x
Sat, 24 Jun 2023R$37.3bR$40.9bR$2.1b12.3x18.1x0.9x
Mon, 22 May 2023R$33.4bR$40.8bR$2.0b9.9x16.3x0.8x
Wed, 19 Apr 2023R$29.7bR$39.9bR$2.0b9.9x14.5x0.7x
Fri, 17 Mar 2023R$30.2bR$38.9bR$1.3b10.2x22.9x0.8x
Price to Earnings Ratio

22.9x


Total Market Cap: R$30.2bTotal Earnings: R$1.3bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.5x202420252026
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 12.6x which is lower than its 3-year average PE of 16.5x.
  • 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 49% 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 Market-1.06%
Consumer Discretionary-0.99%
Consumer Durables-3.02%
Household Appliances-2.35%
Housewares and Specialties-2.36%
Homebuilding-3.11%
Home Furnishings-8.44%
Industry PE
  • Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.7x.
    • Analysts are expecting annual earnings growth of 19.9%, which is lower than the prior year's growth of 35.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 20% over the next 5 years.
  • However this is lower than its past earnings growth rate of 36% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 20% 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
TEND3 Construtora TendaR$30.065.8%
+R$202.3m		114.6%PE7.3x
GFSA3 GafisaR$2.002.6%
+R$1.2m		-91.8%PS0.06x

Latest News

MRVE3
R$8.57
MRV Engenharia e Participações
7D
-10.1%
1Y
85.5%
TRIS3
R$6.80
Trisul
7D
-4.8%
1Y
49.8%
EZTC3
R$14.55
EZTEC Empreendimentos e Participações
7D
-2.8%
1Y
40.4%

EZTC3: Future Returns Will Reflect Lower Risk And Supportive Meeting Outlook

Analysts have moved their fair value estimate for EZTEC Empreendimentos e Participações from about R$18.46 to around R$18.88, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E levels. What's in the News EZTEC Empreendimentos e Participações has scheduled a Special and Extraordinary Shareholders Meeting for February 27, 2026, in São Paulo, Brazil, at Avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo/SP (Key Developments).
TEND3
R$30.06
Construtora Tenda
7D
5.8%
1Y
114.6%
EVEN3
R$7.53
Even Construtora e Incorporadora
7D
-2.8%
1Y
22.4%

EVEN3: Higher Assumed Margins And P/E Will Shape Measured Future Returns

Analysts have lifted their price target for Even Construtora e Incorporadora to R$8.00, up from R$6.50, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: revised from R$6.50 to R$8.00, indicating a higher assessed equity value per share based on the updated assumptions.
DIRR3
R$15.10
Direcional Engenharia
7D
-0.9%
1Y
55.8%

DIRR3: Future P/E Reset Will Support Stronger Equity Upside Potential

Analysts have trimmed their price target on Direcional Engenharia from R$18.00 to about R$17.43, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. Valuation Changes Fair Value: trimmed from R$18.00 to about R$17.43 per share, reflecting slightly updated assumptions.
GFSA3
R$2.00
Gafisa
7D
2.6%
1Y
-91.8%
CYRE3
R$27.80
Cyrela Brazil Realty Empreendimentos e Participações
7D
-4.9%
1Y
28.9%

CYRE3: Index Inclusions And Revised Assumptions Will Support A Constructive Outlook

Analysts have nudged their price target for Cyrela Brazil Realty Empreendimentos e Participações up by R$1, from R$32.00 to R$33.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E. What's in the News Cyrela Brazil Realty S.A. Empreendimentos e Participações has been added to the Brazil IBRX 50 Index, putting the stock alongside 50 of the most traded names in the local market (Key Developments).
CURY3
R$35.59
Cury Construtora e Incorporadora
7D
-2.9%
1Y
65.6%

CURY3: Index Inclusion And Revised Assumptions Will Shape A Balanced Outlook

Analysts have raised their price target on Cury Construtora e Incorporadora from around R$25.00 to R$40.00, citing updated assumptions that reflect different views on discount rates, revenue growth, profit margins and future P/E levels. What's in the News Cury Construtora e Incorporadora S.A. was added to the Brazil Valor BM&FBOVESPA Index, which may increase the stock's visibility among index-tracking funds and institutional investors (Key Developments).
AVLL3
R$0.72
Alphaville
7D
-11.1%
1Y
-65.6%

Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher