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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJan 14, 2026
DataAggregated Company Financials
Companies15
  • 7D-2.4%
  • 3M-1.8%
  • 1Y48.3%
  • YTD1.5%

Over the last 7 days, the Consumer Durables industry has dropped 1.8%, driven by a pullback from Direcional Engenharia of 5.2%. In contrast, Plano & Plano Desenvolvimento Imobiliário has gained 6.7%. In the past year, the industry has gained 53%. 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
Thu, 15 Jan 2026R$50.3bR$54.9bR$4.3b7.9x11.8x0.9x
Sat, 13 Dec 2025R$56.7bR$55.3bR$4.1b8.9x13.9x1x
Mon, 10 Nov 2025R$56.4bR$54.1bR$3.3b8.4x16.9x1x
Wed, 08 Oct 2025R$50.9bR$54.1bR$3.3b8.1x15.2x0.9x
Fri, 05 Sep 2025R$52.4bR$54.1bR$3.5b7.5x15.1x1x
Sun, 03 Aug 2025R$59.5bR$53.1bR$4.1b12.1x14.7x1.1x
Tue, 01 Jul 2025R$48.4bR$53.1bR$4.1b10.8x11.9x0.9x
Thu, 29 May 2025R$46.9bR$53.1bR$4.1b10.8x11.6x0.9x
Sat, 26 Apr 2025R$43.7bR$51.5bR$3.9b8.6x11.2x0.8x
Mon, 24 Mar 2025R$40.6bR$52.3bR$3.7b8.3x10.9x0.8x
Wed, 19 Feb 2025R$39.7bR$50.0bR$3.3b8.2x12x0.8x
Fri, 17 Jan 2025R$34.4bR$50.0bR$3.3b8x10.4x0.7x
Sun, 15 Dec 2024R$35.1bR$50.0bR$3.3b8.8x10.6x0.7x
Tue, 12 Nov 2024R$40.7bR$48.2bR$2.9b8.8x14.1x0.8x
Thu, 10 Oct 2024R$40.8bR$47.4bR$2.6b8.7x16x0.9x
Sat, 07 Sep 2024R$41.6bR$48.4bR$1.8b8.9x23.4x0.9x
Mon, 05 Aug 2024R$39.1bR$45.9bR$1.7b10.2x23.3x0.9x
Wed, 03 Jul 2024R$37.5bR$45.5bR$1.9b9.8x20.2x0.8x
Fri, 31 May 2024R$37.3bR$45.5bR$1.9b10.3x20x0.8x
Sun, 28 Apr 2024R$39.2bR$44.6bR$1.4b10.4x27.3x0.9x
Tue, 26 Mar 2024R$41.5bR$43.7bR$1.8b11.7x23.6x1x
Thu, 22 Feb 2024R$40.0bR$42.5bR$2.0b12.8x20.2x0.9x
Sat, 20 Jan 2024R$39.3bR$42.5bR$2.0b12x19.9x0.9x
Mon, 18 Dec 2023R$41.9bR$42.5bR$2.0b11.2x21x1x
Wed, 15 Nov 2023R$38.6bR$42.0bR$2.3b10.5x17.1x0.9x
Fri, 13 Oct 2023R$36.6bR$42.0bR$2.5b9.5x14.7x0.9x
Sun, 10 Sep 2023R$41.4bR$42.0bR$2.5b10.5x16.7x1x
Tue, 08 Aug 2023R$44.9bR$40.9bR$2.2b13.6x20.8x1.1x
Thu, 06 Jul 2023R$39.5bR$40.9bR$2.1b12.3x19.2x1x
Sat, 03 Jun 2023R$36.1bR$40.9bR$2.1b11.1x17.5x0.9x
Mon, 01 May 2023R$29.6bR$39.9bR$2.0b9.8x14.4x0.7x
Wed, 29 Mar 2023R$28.0bR$38.8bR$1.3b8.7x22.2x0.7x
Fri, 24 Feb 2023R$28.6bR$38.9bR$1.8b8.5x15.7x0.7x
Sun, 22 Jan 2023R$28.8bR$38.9bR$1.8b8.2x15.8x0.7x
Price to Earnings Ratio

15.8x


Total Market Cap: R$28.8bTotal Earnings: R$1.8bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.6x202420252026
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 12.1x which is lower than its 3-year average PE of 16.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 33% 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-1.25%
Consumer Discretionary-1.40%
Consumer Durables-2.35%
Home Furnishings1.46%
Household Appliances0%0
Housewares and Specialties-1.68%
Homebuilding-2.71%
Industry PE
  • Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.6x.
    • Analysts are expecting annual earnings growth of 19.7%, which is lower than the prior year's growth of 42.6% 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 43% 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
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$24.922.9%
+R$256.4m		38.9%PE5x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$14.402.9%
+R$113.7m		61.2%PE7.3x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$14.542.0%
+R$58.8m		53.7%PE9.3x
RSID3 Rossi ResidencialR$1.706.3%
+R$2.0m		-38.2%PE0.1x
UCAS3 Unicasa Indústria de MóveisR$1.401.4%
+R$1.3m		-23.5%PS0.4x

Latest News

TEND3
R$23.89
Construtora Tenda
7D
-2.8%
1Y
94.2%

Return Trends At Construtora Tenda (BVMF:TEND3) Aren't Appealing

Jan 14
Return Trends At Construtora Tenda (BVMF:TEND3) Aren't Appealing
AVLL3
R$0.88
Alphaville
7D
-7.4%
1Y
-68.8%

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

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
PLPL3
R$14.54
Plano & Plano Desenvolvimento Imobiliário
7D
2.0%
1Y
53.7%

Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares

Jan 11
Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares
EZTC3
R$14.40
EZTEC Empreendimentos e Participações
7D
2.9%
1Y
61.2%

EZTC3: Weaker Margins And Higher Discount Rate Will Restrain Future Upside

Analysts have trimmed their price target for EZTEC Empreendimentos e Participações from R$13.00 to about R$11.01, citing updated assumptions that include a slightly higher discount rate, a revenue decline of around 0.6% instead of 5.0%, a profit margin near 31.9% versus 35.3%, and a modestly higher future P/E estimate of roughly 10.8x versus 10.2x. What's in the News EZTEC Empreendimentos e Participações S.A. has scheduled a stock split or significant stock dividend with a 1.2715559 to 1 ratio, set for December 10, 2025 (Key Developments).
CURY3
R$31.64
Cury Construtora e Incorporadora
7D
-0.9%
1Y
59.0%

With EPS Growth And More, Cury Construtora e Incorporadora (BVMF:CURY3) Makes An Interesting Case

Jan 10
With EPS Growth And More, Cury Construtora e Incorporadora (BVMF:CURY3) Makes An Interesting Case
EVEN3
R$7.18
Even Construtora e Incorporadora
7D
-4.1%
1Y
24.7%

EVEN3: Future Upside Will Rely On Higher Forward P/E Expectations

Analysts have adjusted their price target for Even Construtora e Incorporadora to reflect updated views on discount rates, revenue growth, profit margins, and a future P/E of 8.54. Together, these factors point to a refined assessment of the stock's valuation in currency terms.
DIRR3
R$13.39
Direcional Engenharia
7D
-1.9%
1Y
54.4%

DIRR3: Future P/E Repricing Will Drive Stronger Equity Upside Potential

Analysts have raised their fair value estimate for Direcional Engenharia from R$5.00 to R$18.00, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind the new price target. Valuation Changes Fair Value: increased from R$5.00 to R$18.00 per share.
CYRE3
R$24.92
Cyrela Brazil Realty Empreendimentos e Participações
7D
2.9%
1Y
38.9%

CYRE3: Index Inclusions And Governance Strength Will Support Further Upside Potential

Analysts have raised their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações from R$37.85 to R$39.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that reshape their overall view of the stock’s risk and earnings profile. What's in the News Cyrela Brazil Realty Empreendimentos e Participações was added to the Brazil IBOVESPA Index, expanding its presence in a major local benchmark index (Key Developments).
TRIS3
R$6.04
Trisul
7D
-1.0%
1Y
61.6%

Here's Why Trisul (BVMF:TRIS3) Has Caught The Eye Of Investors

Dec 20
Here's Why Trisul (BVMF:TRIS3) Has Caught The Eye Of Investors
UCAS3
R$1.40
Unicasa Indústria de Móveis
7D
1.4%
1Y
-23.5%
MRVE3
R$7.62
MRV Engenharia e Participações
7D
-4.9%
1Y
38.0%

MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall

Dec 06
MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall
GFSA3
R$4.49
Gafisa
7D
-8.4%
1Y
-85.8%
RSID3
R$1.70
Rossi Residencial
7D
6.3%
1Y
-38.2%