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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMay 15, 2026
DataAggregated Company Financials
Companies14
  • 7D-1.2%
  • 3M-22.5%
  • 1Y-3.1%
  • YTD-6.0%

Over the last 7 days, the Consumer Durables industry has dropped 1.2%, driven by a pullback from Cury Construtora e Incorporadora of 2.1%. The industry has fallen 3.1% in the last year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 15 May 2026R$46.1bR$57.5bR$4.4b6.4x10.4x0.8x
Sun, 12 Apr 2026R$53.5bR$57.0bR$4.3b7.8x12.3x0.9x
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
Price to Earnings Ratio

16.3x


Total Market Cap: R$33.4bTotal Earnings: R$2.0bTotal Revenue: R$40.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
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 10.4x which is lower than its 3-year average PE of 16.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 29% 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-3.34%
Consumer Discretionary-4.18%
Consumer Durables-1.21%
Household Appliances-0.69%
Homebuilding-1.27%
Home Furnishings-2.94%
Housewares and Specialties-4.61%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 14.7x.
    • 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 18% over the next 5 years.
  • However this is lower than its past earnings growth rate of 25% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 18% 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
DIRR3 Direcional EngenhariaR$13.461.9%
+R$129.7m		4.4%PE8.8x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$10.620.7%
+R$14.2m		-26.1%PE6.4x
PDGR3 PDG Realty Empreendimentos e ParticipaçõesR$1.645.1%
+R$263.0k		-98.5%PS0.04x

Latest News

EVEN3
R$5.60
Even Construtora e Incorporadora
7D
-4.9%
1Y
-13.2%
PLPL3
R$10.62
Plano & Plano Desenvolvimento Imobiliário
7D
0.7%
1Y
-26.1%
EZTC3
R$13.36
EZTEC Empreendimentos e Participações
7D
-0.4%
1Y
18.8%
CURY3
R$30.60
Cury Construtora e Incorporadora
7D
-2.1%
1Y
1.6%
TEND3
R$29.82
Construtora Tenda
7D
-1.3%
1Y
47.0%
DIRR3
R$13.46
Direcional Engenharia
7D
1.9%
1Y
4.4%
Narrative Update • May 02

DIRR3: Steady R$17 Fair Value And Meeting Outlook Will Support Upside

Analysts have kept their R$17.00 price target for Direcional Engenharia steady, with small tweaks to discount rate, revenue growth and profit margin assumptions, as well as a slightly different future P/E input that together underpin the unchanged view. What's in the News A special and extraordinary shareholders meeting for Direcional Engenharia S.A. is scheduled for April 30, 2026.
AVLL3
R$0.79
Alphaville
7D
-9.2%
1Y
-67.8%
CYRE3
R$21.88
Cyrela Brazil Realty Empreendimentos e Participações
7D
-2.0%
1Y
-16.6%
Narrative Update • May 01

CYRE3: Pipeline Execution And Higher Margins Will Support Future Upside

Analysts have lowered their price target for Cyrela Brazil Realty Empreendimentos e Participações from R$47.00 to R$43.00, reflecting updated assumptions on growth, margins and future P/E following recent research, including a downgrade at a major global bank. Analyst Commentary While the recent move in the target price to R$43.00 highlights some caution after the downgrade at JPMorgan, research commentary still points to areas where bullish analysts see room for upside if execution and demand conditions hold up.
MRVE3
R$6.43
MRV Engenharia e Participações
7D
-3.9%
1Y
14.8%
Narrative Update • Apr 27

MRVE3: Upcoming Meeting Will Reinforce Conviction In Undervalued Share Potential

Analysts have maintained their price target for MRV Engenharia e Participações at approximately R$10.65, reflecting unchanged assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A special and extraordinary shareholders meeting is scheduled for April 24, 2026, in Belo Horizonte, Minas Gerais, Brazil, at Avenida Professor Mario Werneck, 621, Estoril (company event notice).
PDGR3
R$1.64
PDG Realty Empreendimentos e Participações
7D
5.1%
1Y
-98.5%
TRIS3
R$4.60
Trisul
7D
-1.3%
1Y
-17.4%