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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMar 25, 2026
DataAggregated Company Financials
Companies15
  • 7D0.6%
  • 3M0.6%
  • 1Y24.4%
  • YTD6.9%

The Consumer Durables industry has stayed flat over the last week. The past year has been better, since the industry has gained 26% in that time. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Mar 2026R$52.5bR$57.6bR$5.0b7.7x10.5x0.9x
Fri, 20 Feb 2026R$60.4bR$54.9bR$4.3b9.9x14.2x1.1x
Sun, 18 Jan 2026R$48.9bR$54.9bR$4.3b7.8x11.5x0.9x
Tue, 16 Dec 2025R$57.4bR$55.3bR$4.1b8.8x14.1x1x
Thu, 13 Nov 2025R$58.2bR$54.4bR$3.6b8.6x16.2x1.1x
Sat, 11 Oct 2025R$50.0bR$54.1bR$3.3b8x14.9x0.9x
Mon, 08 Sep 2025R$53.5bR$54.1bR$3.3b8.3x16.1x1x
Wed, 06 Aug 2025R$45.7bR$53.1bR$4.1b10.4x11.3x0.9x
Fri, 04 Jul 2025R$47.8bR$53.1bR$4.1b10.8x11.8x0.9x
Sun, 01 Jun 2025R$46.6bR$53.1bR$4.1b10.8x11.5x0.9x
Tue, 29 Apr 2025R$43.5bR$51.5bR$3.9b8.8x11.1x0.8x
Thu, 27 Mar 2025R$41.3bR$52.3bR$3.7b8.4x11.1x0.8x
Sat, 22 Feb 2025R$40.0bR$50.0bR$3.3b8.3x12.1x0.8x
Mon, 20 Jan 2025R$33.8bR$50.0bR$3.3b7.9x10.2x0.7x
Wed, 18 Dec 2024R$34.7bR$50.0bR$3.3b8.5x10.5x0.7x
Fri, 15 Nov 2024R$40.9bR$48.3bR$2.8b8.7x14.7x0.8x
Sun, 13 Oct 2024R$40.3bR$47.4bR$2.6b8.9x15.8x0.9x
Tue, 10 Sep 2024R$41.7bR$48.4bR$1.8b9x23.4x0.9x
Thu, 08 Aug 2024R$39.4bR$46.2bR$1.7b10.4x22.8x0.9x
Sat, 06 Jul 2024R$38.9bR$45.5bR$1.9b10.1x20.9x0.9x
Mon, 03 Jun 2024R$36.9bR$45.5bR$1.9b10.1x19.8x0.8x
Wed, 01 May 2024R$38.1bR$44.6bR$1.4b10.8x26.6x0.9x
Fri, 29 Mar 2024R$42.8bR$44.7bR$1.6b11.9x26.5x1x
Sun, 25 Feb 2024R$40.4bR$42.5bR$2.0b12.8x20.4x1x
Tue, 23 Jan 2024R$39.4bR$42.5bR$2.0b11.9x19.9x0.9x
Thu, 21 Dec 2023R$42.6bR$42.5bR$2.0b11.1x21.4x1x
Sat, 18 Nov 2023R$40.2bR$42.8bR$2.2b10.3x18.4x0.9x
Mon, 16 Oct 2023R$35.5bR$41.8bR$2.3b9.3x15.4x0.9x
Wed, 13 Sep 2023R$42.2bR$42.0bR$2.5b11x17x1x
Fri, 11 Aug 2023R$44.8bR$41.0bR$2.2b13.3x20.1x1.1x
Sun, 09 Jul 2023R$40.4bR$40.9bR$2.1b12.3x19.6x1x
Tue, 06 Jun 2023R$36.1bR$40.9bR$2.1b11x17.5x0.9x
Thu, 04 May 2023R$28.6bR$39.9bR$2.0b9.5x14x0.7x
Sat, 01 Apr 2023R$27.9bR$39.9bR$2.0b8.6x13.6x0.7x
Price to Earnings Ratio

13.6x


Total Market Cap: R$27.9bTotal Earnings: R$2.0bTotal Revenue: R$39.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.3x202420252026
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 10.5x which is lower than its 3-year average PE of 16.3x.
  • 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 62% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market1.22%
Consumer Discretionary2.95%
Consumer Durables0.59%
Housewares and Specialties2.94%
Homebuilding0.61%
Household Appliances0.44%
Home Furnishings-1.32%
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 27.9% 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 28% 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
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$13.892.8%
+R$105.4m		13.9%PE7.2x
CURY3 Cury Construtora e IncorporadoraR$35.550.9%
+R$95.5m		45.0%PE11.2x
MRVE3 MRV Engenharia e ParticipaçõesR$7.742.0%
+R$84.4m		47.4%PS0.4x
TEND3 Construtora TendaR$30.901.5%
+R$54.5m		114.7%PE7.4x
DIRR3 Direcional EngenhariaR$13.990.6%
+R$46.7m		29.9%PE9.2x

Latest News

MNDL3
R$17.50
Mundial - Produtos de Consumo
7D
2.9%
1Y
-5.4%
TEND3
R$30.90
Construtora Tenda
7D
1.5%
1Y
114.7%
EZTC3
R$13.89
EZTEC Empreendimentos e Participações
7D
2.8%
1Y
13.9%

EZTC3: Higher Margins And Extraordinary Meeting Will Shape Balanced Future Upside

Analysts have raised their price target for EZTEC Empreendimentos e Participações from R$11.01 to R$13.00, citing updated assumptions of higher revenue growth, stronger profit margins and a lower future P/E multiple. What's in the News Special/extraordinary shareholders meeting scheduled for February 27, 2026, for EZTEC Empreendimentos e Participações S.A. (Key Developments) Meeting to be held at Avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo/SP, São Paulo, Brazil (Key Developments) Event classification as a special/extraordinary shareholders meeting signals that formal shareholder decisions are expected on that date, subject to the published agenda (Key Developments) Valuation Changes Fair Value: updated from R$11.01 to R$13.00, indicating a higher assessed value per share.
EVEN3
R$7.09
Even Construtora e Incorporadora
7D
1.4%
1Y
6.5%

EVEN3: Higher Future P/E Multiple Will Support Stronger Share Pricing

Analysts have raised their price target for Even Construtora e Incorporadora from R$7.79 to R$8.99, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: R$7.79 to R$8.99, indicating a higher central estimate for the shares.
RSID3
R$1.76
Rossi Residencial
7D
15.0%
1Y
-41.5%
CYRE3
R$27.21
Cyrela Brazil Realty Empreendimentos e Participações
7D
-0.3%
1Y
13.4%
DIRR3
R$13.99
Direcional Engenharia
7D
0.6%
1Y
29.9%

DIRR3: Higher Discount Rate Will Still Support Future Equity Upside

Analysts now see a slightly lower fair value for Direcional Engenharia, with the price target moving from R$17.43 to R$17.31. This reflects updated assumptions around discount rates, revenue growth and future P/E expectations.
CURY3
R$35.55
Cury Construtora e Incorporadora
7D
0.9%
1Y
45.0%
TRIS3
R$5.68
Trisul
7D
-0.7%
1Y
17.2%
PLPL3
R$13.80
Plano & Plano Desenvolvimento Imobiliário
7D
-2.8%
1Y
15.4%
MRVE3
R$7.74
MRV Engenharia e Participações
7D
2.0%
1Y
47.4%

MRVE3: Analyst Day Update Will Support Attractive Future Return Potential

Analysts have nudged their price target for MRV Engenharia e Participações slightly higher to R$10.72 from R$10.72, linking the fine tuning to updated assumptions for revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News MRV Engenharia e Participações held an Analyst/Investor Day, providing the market with a focused update on the business and its outlook for shareholders and analysts (Key Developments).
TCSA3
R$1.27
Tecnisa
7D
-3.8%
1Y
-15.9%
GFSA3
R$1.79
Gafisa
7D
-3.2%
1Y
-95.0%
VIVR3
R$0.39
Viver Incorporadora e Construtora
7D
-9.3%
1Y
-60.6%
AVLL3
R$0.66
Alphaville
7D
-1.5%
1Y
-68.3%

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

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
UCAS3
R$1.49
Unicasa Indústria de Móveis
7D
-1.3%
1Y
-2.6%