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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedSep 15, 2025
DataAggregated Company Financials
Companies16
  • 7D0.8%
  • 3M13.2%
  • 1Y22.5%
  • YTD62.8%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Cyrela Brazil Realty Empreendimentos e Participações gained 6.7%. The past year has been better, since the industry has gained 23% in that time. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Sep 2025R$53.8bR$54.1bR$3.3b8.7x16.2x1x
Wed, 13 Aug 2025R$47.9bR$53.8bR$4.4b9x11x0.9x
Fri, 11 Jul 2025R$46.8bR$53.1bR$4.1b10.6x11.5x0.9x
Sun, 08 Jun 2025R$48.0bR$53.1bR$4.1b10.8x11.8x0.9x
Tue, 06 May 2025R$43.1bR$51.5bR$3.9b8.9x11x0.8x
Thu, 03 Apr 2025R$41.5bR$51.5bR$3.9b8.3x10.6x0.8x
Sat, 01 Mar 2025R$37.4bR$50.4bR$3.2b7.5x11.8x0.7x
Mon, 27 Jan 2025R$34.8bR$50.0bR$3.3b8.3x10.5x0.7x
Wed, 25 Dec 2024R$33.6bR$50.0bR$3.3b8.2x10.1x0.7x
Fri, 22 Nov 2024R$39.8bR$49.7bR$3.3b9.5x12x0.8x
Sun, 20 Oct 2024R$41.0bR$47.4bR$2.6b9.3x16x0.9x
Tue, 17 Sep 2024R$43.6bR$48.4bR$1.8b9x24.5x0.9x
Thu, 15 Aug 2024R$40.6bR$47.5bR$1.7b9.2x24.6x0.9x
Sat, 13 Jul 2024R$39.2bR$45.5bR$1.9b10.9x21.1x0.9x
Mon, 10 Jun 2024R$37.6bR$45.5bR$1.9b9.9x20.2x0.8x
Wed, 08 May 2024R$39.7bR$44.6bR$1.4b10.7x27.4x0.9x
Fri, 05 Apr 2024R$41.2bR$44.6bR$1.4b11.5x28.7x0.9x
Sun, 03 Mar 2024R$41.3bR$42.7bR$2.2b12.8x18.7x1x
Tue, 30 Jan 2024R$39.8bR$42.5bR$2.0b12.2x20.2x0.9x
Thu, 28 Dec 2023R$43.4bR$42.5bR$2.0b11.5x21.7x1x
Sat, 25 Nov 2023R$38.7bR$42.5bR$2.0b9.7x19.4x0.9x
Mon, 23 Oct 2023R$34.0bR$41.8bR$2.3b8.7x14.8x0.8x
Wed, 20 Sep 2023R$41.0bR$42.0bR$2.5b10.4x16.5x1x
Fri, 18 Aug 2023R$42.8bR$42.0bR$2.5b10.2x17.3x1x
Sun, 16 Jul 2023R$40.5bR$40.9bR$2.1b12.3x19.7x1x
Tue, 13 Jun 2023R$37.6bR$40.9bR$2.1b11.8x18.3x0.9x
Thu, 11 May 2023R$30.7bR$40.2bR$2.1b10x14.4x0.8x
Sat, 08 Apr 2023R$28.1bR$39.9bR$2.0b8.6x13.7x0.7x
Mon, 06 Mar 2023R$27.2bR$38.9bR$1.8b8.3x14.9x0.7x
Wed, 01 Feb 2023R$30.1bR$38.9bR$1.8b8.9x16.5x0.8x
Fri, 30 Dec 2022R$28.7bR$38.9bR$1.8b8.5x15.8x0.7x
Sun, 27 Nov 2022R$29.4bR$39.0bR$2.0b9.1x15x0.8x
Tue, 25 Oct 2022R$34.3bR$38.6bR$2.6b10.2x13.1x0.9x
Thu, 22 Sep 2022R$35.4bR$38.6bR$2.6b10.3x13.5x0.9x
Price to Earnings Ratio

13.5x


Total Market Cap: R$35.4bTotal Earnings: R$2.6bTotal Revenue: R$38.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the Brazilian Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 16.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.86x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 8.2% 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-0.087%
Consumer Discretionary-1.00%
Consumer Durables0.78%
Homebuilding1.43%
Housewares and Specialties0.80%
Home Furnishings-2.27%
Household Appliances-3.39%
Industry PE
  • Investors are most optimistic about the Homebuilding industry which is trading above its 3-year average PE ratio of 16.2x.
    • Analysts are expecting annual earnings growth of 26.9%, which is lower than the prior year's growth of 45.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 27% over the next 5 years.
  • However this is lower than its past earnings growth rate of 46% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 27% 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$30.346.7%
+R$699.7m		34.8%PE6.6x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$16.789.7%
+R$325.0m		14.1%PE7.4x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$16.688.6%
+R$267.8m		30.7%PE9.5x
TEND3 Construtora TendaR$26.479.0%
+R$267.2m		82.7%PE8.4x
TRIS3 TrisulR$7.057.6%
+R$89.8m		42.7%PE6.3x

Latest News

CYRE3
R$30.34
Cyrela Brazil Realty Empreendimentos e Participações
7D
6.7%
1Y
34.8%

Cyrela Brazil Realty S.A. Empreendimentos e Participações' (BVMF:CYRE3) Shares Lagging The Market But So Is The Business

Sep 15
Cyrela Brazil Realty S.A. Empreendimentos e Participações' (BVMF:CYRE3) Shares Lagging The Market But So Is The Business
TCSA3
R$1.65
Tecnisa
7D
12.2%
1Y
-14.1%

Is Tecnisa (BVMF:TCSA3) Using Debt Sensibly?

Sep 13
Is Tecnisa (BVMF:TCSA3) Using Debt Sensibly?
CURY3
R$33.56
Cury Construtora e Incorporadora
7D
-2.8%
1Y
30.7%

Urban Growth And Broader Eligibility Will Drive Housing Expansion

The upward revision in Cury Construtora e Incorporadora’s fair value primarily reflects an increase in the expected future P/E multiple, with the consensus analyst price target rising from R$35.41 to R$38.64. What's in the News Cury Construtora e Incorporadora S.A. was added to the Brazil IBOVESPA Index.
PLPL3
R$16.68
Plano & Plano Desenvolvimento Imobiliário
7D
8.6%
1Y
30.7%

A Piece Of The Puzzle Missing From Plano & Plano Desenvolvimento Imobiliário S.A.'s (BVMF:PLPL3) 25% Share Price Climb

Sep 12
A Piece Of The Puzzle Missing From Plano & Plano Desenvolvimento Imobiliário S.A.'s (BVMF:PLPL3) 25% Share Price Climb
TEND3
R$26.47
Construtora Tenda
7D
9.0%
1Y
82.7%
EZTC3
R$16.78
EZTEC Empreendimentos e Participações
7D
9.7%
1Y
14.1%

Brazil And São Paulo Demand Will Foster Robust Housing Prospects

The upward revision in fair value for EZTEC Empreendimentos e Participações reflects modest improvements in both revenue growth and net profit margin forecasts, raising the consensus price target from R$16.94 to R$17.35. Valuation Changes Summary of Valuation Changes for EZTEC Empreendimentos e Participações The Consensus Analyst Price Target has risen slightly from R$16.94 to R$17.35.
MRVE3
R$7.56
MRV Engenharia e Participações
7D
-7.0%
1Y
-7.0%
VIVR3
R$1.00
Viver Incorporadora e Construtora
7D
49.3%
1Y
-51.5%
AVLL3
R$1.67
Alphaville
7D
-6.2%
1Y
-51.5%
DIRR3
R$15.55
Direcional Engenharia
7D
-1.8%
1Y
39.9%

Mass Urbanization And Operational Efficiency Will Secure Future Resilience

The consensus price target for Direcional Engenharia has increased to R$17.47, primarily reflecting a higher future P/E multiple, as profitability remains stable. What's in the News Board approved dividends of BRL 346,675,378.00 (BRL 2.00 per share) to be paid to shareholders on July 4, 2025, with a record date of June 27.
TRIS3
R$7.05
Trisul
7D
7.6%
1Y
42.7%
RDNI3
R$2.04
RNI Negócios Imobiliários
7D
-0.5%
1Y
-34.4%
UCAS3
R$1.29
Unicasa Indústria de Móveis
7D
-0.8%
1Y
-42.7%
EVEN3
R$7.85
Even Construtora e Incorporadora
7D
2.6%
1Y
19.7%