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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies14
  • 7D2.0%
  • 3M4.1%
  • 1Y25.6%
  • YTD8.7%

In the last week, the Consumer Durables industry is up 2.9%, with Direcional Engenharia up 6.4%. This takes the industry's 12 month performance to a gain of 27%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026R$53.5bR$57.0bR$4.3b7.8x12.3x0.9x
Mon, 09 Mar 2026R$55.1bR$54.9bR$4.3b8.7x12.9x1x
Wed, 04 Feb 2026R$56.2bR$54.9bR$4.3b8.8x13.2x1x
Fri, 02 Jan 2026R$51.7bR$54.9bR$4.2b8.5x12.2x0.9x
Sun, 30 Nov 2025R$60.6bR$55.3bR$4.0b9.1x15x1.1x
Tue, 28 Oct 2025R$53.1bR$54.1bR$3.3b8x15.9x1x
Thu, 25 Sep 2025R$54.0bR$54.1bR$3.3b8.6x16.2x1x
Sat, 23 Aug 2025R$48.8bR$54.1bR$3.5b6.9x14.1x0.9x
Mon, 21 Jul 2025R$46.5bR$53.1bR$4.1b10.7x11.5x0.9x
Wed, 18 Jun 2025R$47.8bR$53.1bR$4.1b11.1x11.8x0.9x
Fri, 16 May 2025R$46.0bR$52.6bR$4.0b10.1x11.6x0.9x
Sun, 13 Apr 2025R$41.5bR$51.5bR$3.9b8.4x10.6x0.8x
Tue, 11 Mar 2025R$37.6bR$50.4bR$3.2b8x11.9x0.7x
Thu, 06 Feb 2025R$37.6bR$50.0bR$3.3b7.6x11.3x0.8x
Sat, 04 Jan 2025R$32.7bR$50.0bR$3.3b7.8x9.9x0.7x
Mon, 02 Dec 2024R$36.9bR$50.0bR$3.3b9x11.2x0.7x
Wed, 30 Oct 2024R$41.1bR$47.4bR$2.6b9.1x16.1x0.9x
Fri, 27 Sep 2024R$40.5bR$47.4bR$2.6b8.8x15.9x0.9x
Sun, 25 Aug 2024R$41.7bR$48.4bR$1.8b9x23.4x0.9x
Tue, 23 Jul 2024R$39.9bR$45.7bR$1.7b10.5x24x0.9x
Thu, 20 Jun 2024R$36.6bR$45.5bR$1.9b10x19.7x0.8x
Sat, 18 May 2024R$38.8bR$45.5bR$1.9b10.3x20.8x0.9x
Mon, 15 Apr 2024R$39.9bR$44.6bR$1.4b10.9x27.8x0.9x
Wed, 13 Mar 2024R$42.5bR$42.7bR$2.2b12.3x19.2x1x
Fri, 09 Feb 2024R$39.5bR$42.5bR$2.0b12.3x20x0.9x
Sun, 07 Jan 2024R$40.6bR$42.5bR$2.0b11.8x20.5x1x
Tue, 05 Dec 2023R$40.7bR$42.5bR$2.0b10.3x20.5x1x
Thu, 02 Nov 2023R$34.4bR$41.8bR$2.3b9.2x14.9x0.8x
Sat, 30 Sep 2023R$38.6bR$42.0bR$2.5b9.8x15.6x0.9x
Mon, 28 Aug 2023R$43.4bR$42.0bR$2.5b10.3x17.5x1x
Wed, 26 Jul 2023R$42.3bR$40.9bR$2.1b13x20.6x1x
Fri, 23 Jun 2023R$38.5bR$40.9bR$2.1b11.9x18.7x0.9x
Sun, 21 May 2023R$32.8bR$40.8bR$2.0b9.9x16x0.8x
Tue, 18 Apr 2023R$30.3bR$39.9bR$2.0b10x14.8x0.8x
Price to Earnings Ratio

14.8x


Total Market Cap: R$30.3bTotal Earnings: R$2.0bTotal Revenue: R$39.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 12.4x which is lower than its 3-year average PE of 16.2x.
  • 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 29% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market4.38%
Consumer Discretionary3.07%
Consumer Durables1.95%
Homebuilding2.30%
Home Furnishings0%0
Household Appliances-0.46%
Housewares and Specialties-2.86%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 14.8x.
    • 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 19% 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 19% 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$14.337.2%
+R$498.2m		33.1%PE9.4x
TEND3 Construtora TendaR$33.777.5%
+R$287.2m		132.9%PE8.1x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$15.015.9%
+R$230.2m		23.1%PE7.8x
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$27.811.1%
+R$106.2m		11.6%PE5.1x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$13.912.1%
+R$56.8m		16.3%PE7.8x

Latest News

CYRE3
R$27.81
Cyrela Brazil Realty Empreendimentos e Participações
7D
1.1%
1Y
11.6%
MNDL3
R$17.00
Mundial - Produtos de Consumo
7D
-2.9%
1Y
-8.1%
EZTC3
R$15.01
EZTEC Empreendimentos e Participações
7D
5.9%
1Y
23.1%

EZTC3: Future Shareholder Meeting Will Support Bullish Repricing Narrative

Analysts have updated their view on EZTEC Empreendimentos e Participações, keeping the fair value estimate steady at R$23.00. They adjusted assumptions such as a slightly lower discount rate, a higher revenue growth outlook, a modestly softer profit margin, and a lower future P/E, which collectively frame the latest price target rationale.
AVLL3
R$0.87
Alphaville
7D
24.3%
1Y
-56.5%
EVEN3
R$7.19
Even Construtora e Incorporadora
7D
1.1%
1Y
28.4%

EVEN3: Future Upside Will Rely On Stronger Margins And Lower Discount Rate

Analysts have revised their price target for Even Construtora e Incorporadora to R$10.00, with the change grounded in updated assumptions that combine a higher discount rate and revenue growth outlook with a slightly lower profit margin and a modestly adjusted future P/E multiple. Valuation Changes Fair Value: R$10.00 remains unchanged, indicating that the updated assumptions did not alter the central valuation level.
DIRR3
R$14.33
Direcional Engenharia
7D
7.2%
1Y
33.1%

DIRR3: Higher Discount Rate And Meeting Outlook Will Support Future Upside

Analysts now set a slightly lower price target for Direcional Engenharia at R$17.00, compared with the prior fair value estimate of about R$17.31. The change reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.
TEND3
R$33.77
Construtora Tenda
7D
7.5%
1Y
132.9%
CURY3
R$35.87
Cury Construtora e Incorporadora
7D
-0.6%
1Y
38.3%

CURY3: Index Inclusion And Refined Assumptions Will Support Stronger Future Appeal

Analysts have nudged their price target for Cury Construtora e Incorporadora slightly higher to about R$46.04 from roughly R$45.79, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What's in the News Special and extraordinary shareholders meeting scheduled for April 17, 2026, for Cury Construtora e Incorporadora S.A. (Key Developments) Cury Construtora e Incorporadora S.A. added to the Brazil Valor BM&FBOVESPA Index (Key Developments) Valuation Changes Fair Value: R$45.79 to R$46.04, reflecting a small upward adjustment in the modelled estimate.
GFSA3
R$1.48
Gafisa
7D
-7.5%
1Y
-95.7%
PLPL3
R$13.91
Plano & Plano Desenvolvimento Imobiliário
7D
2.1%
1Y
16.3%
TCSA3
R$1.48
Tecnisa
7D
17.5%
1Y
5.7%
MRVE3
R$7.80
MRV Engenharia e Participações
7D
-1.6%
1Y
58.2%

MRVE3: Upcoming Meetings Will Support Attractive Future Return Potential

Analysts have trimmed their price target on MRV Engenharia e Participações to R$10.72, reflecting updated assumptions for slightly slower revenue growth, a softer profit margin outlook, and a higher future P/E of 9.64x. What's in the News MRV Engenharia e Participações has scheduled a Special and Extraordinary Shareholders Meeting for April 24, 2026, in Belo Horizonte, Minas Gerais, Brazil (company event filing).
TRIS3
R$5.81
Trisul
7D
-0.3%
1Y
20.1%