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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJul 15, 2026
DataAggregated Company Financials
Companies15
  • 7D4.8%
  • 3M-12.4%
  • 1Y-3.6%
  • YTD-6.7%

Cyrela Brazil Realty Empreendimentos e Participações is up 7.8%, leading the way for the Consumer Durables industry, which has gained 4.8%. In the past year, the industry is down 3.6%. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 15 Jul 2026R$47.5bR$58.4bR$4.6b6.3x10.4x0.8x
Fri, 12 Jun 2026R$46.6bR$58.4bR$4.6b6.4x10.2x0.8x
Sun, 10 May 2026R$46.7bR$57.3bR$4.4b6.1x10.5x0.8x
Tue, 07 Apr 2026R$52.2bR$57.3bR$4.6b7.5x11.4x0.9x
Thu, 05 Mar 2026R$56.1bR$54.9bR$4.3b8.7x13.2x1x
Sat, 31 Jan 2026R$54.3bR$54.9bR$4.3b8.7x12.8x1x
Mon, 29 Dec 2025R$51.6bR$55.3bR$4.1b8.4x12.7x0.9x
Wed, 26 Nov 2025R$58.8bR$55.3bR$3.9b8.8x15x1.1x
Fri, 24 Oct 2025R$52.2bR$54.1bR$3.3b8.1x15.6x1x
Sun, 21 Sep 2025R$54.6bR$54.1bR$3.3b8.8x16.4x1x
Tue, 19 Aug 2025R$48.4bR$54.1bR$3.7b7.1x13x0.9x
Thu, 17 Jul 2025R$46.9bR$53.1bR$4.1b10.8x11.6x0.9x
Sat, 14 Jun 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Mon, 12 May 2025R$45.3bR$51.6bR$3.9b9.1x11.5x0.9x
Wed, 09 Apr 2025R$40.8bR$51.5bR$3.9b8.3x10.4x0.8x
Fri, 07 Mar 2025R$36.3bR$50.4bR$3.2b7.6x11.5x0.7x
Sun, 02 Feb 2025R$37.1bR$50.0bR$3.3b8.1x11.2x0.7x
Tue, 31 Dec 2024R$33.2bR$50.0bR$3.3b7.9x10x0.7x
Thu, 28 Nov 2024R$41.4bR$50.0bR$3.3b9.4x12.5x0.8x
Sat, 26 Oct 2024R$41.1bR$47.4bR$2.6b9.2x16.1x0.9x
Mon, 23 Sep 2024R$41.3bR$47.4bR$2.6b8.8x16.1x0.9x
Wed, 21 Aug 2024R$41.6bR$48.0bR$1.7b9.1x24.6x0.9x
Fri, 19 Jul 2024R$39.1bR$45.8bR$1.7b10.3x23.5x0.9x
Sun, 16 Jun 2024R$36.9bR$45.5bR$1.9b9.9x19.8x0.8x
Tue, 14 May 2024R$38.7bR$45.4bR$1.7b10.4x23.3x0.9x
Thu, 11 Apr 2024R$41.7bR$44.6bR$1.4b11.5x29.1x0.9x
Sat, 09 Mar 2024R$42.0bR$42.7bR$2.2b12.8x19x1x
Mon, 05 Feb 2024R$38.9bR$42.5bR$2.0b12x19.7x0.9x
Wed, 03 Jan 2024R$42.2bR$42.5bR$2.0b12.2x21.4x1x
Fri, 01 Dec 2023R$39.6bR$42.5bR$2.0b10.5x19.9x0.9x
Sun, 29 Oct 2023R$35.8bR$41.8bR$2.3b9.5x15.5x0.9x
Tue, 26 Sep 2023R$38.5bR$42.0bR$2.5b9.6x15.5x0.9x
Thu, 24 Aug 2023R$45.4bR$42.0bR$2.5b10.7x18.3x1.1x
Sat, 22 Jul 2023R$42.1bR$40.9bR$2.1b12.5x20.5x1x
Price to Earnings Ratio

20.5x


Total Market Cap: R$42.1bTotal Earnings: R$2.1bTotal Revenue: R$40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 15.7x202420252026
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 15.7x.
  • 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 30% 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 Market3.37%
Consumer Discretionary4.89%
Consumer Durables4.81%
Home Furnishings7.02%
Homebuilding5.22%
Housewares and Specialties2.78%
Household Appliances2.02%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above 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 18% 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 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
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$22.967.8%
+R$723.4m		-13.8%PE5.1x
CURY3 Cury Construtora e IncorporadoraR$33.597.2%
+R$696.2m		13.3%PE9.7x
DIRR3 Direcional EngenhariaR$12.993.3%
+R$213.3m		-4.4%PE8.1x
TEND3 Construtora TendaR$34.604.2%
+R$169.2m		48.3%PE7x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$8.307.0%
+R$109.6m		-41.5%PE5x

Latest News

TEND3
R$34.60
Construtora Tenda
7D
4.2%
1Y
48.3%
CYRE3
R$22.96
Cyrela Brazil Realty Empreendimentos e Participações
7D
7.8%
1Y
-13.8%
Narrative Update • Jul 07

CYRE3: Higher Margin Outlook Will Support Future Share Re-Rating Potential

The analyst price target for Cyrela Brazil Realty Empreendimentos e Participações has been revised from R$38.60 to about R$35.83, as analysts incorporate updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Cyrela Brazil Realty Empreendimentos e Participações Cyrela Brazil Realty Empreendimentos e Participações removed from the Brazil IBRX Index, according to recent index constituent changes.
EVEN3
R$5.75
Even Construtora e Incorporadora
7D
9.1%
1Y
-21.6%
Narrative Update • Jun 30

EVEN3: Higher Assumed Revenue And P/E Will Support Future Upside

Analysts now cite a lower fair value estimate for Even Construtora e Incorporadora at about R$6.20 per share, compared with the prior R$8.00, reflecting updated assumptions around discount rate, revenue growth, profit margins and future P/E levels. What's in the News for Even Construtora e Incorporadora No recent company specific news items or key developments were identified in the provided sources for Even Construtora e Incorporadora as of 24 Jun 2026.
DIRR3
R$12.99
Direcional Engenharia
7D
3.3%
1Y
-4.4%
Analysis Article • Jun 27

With EPS Growth And More, Direcional Engenharia (BVMF:DIRR3) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
PLPL3
R$8.30
Plano & Plano Desenvolvimento Imobiliário
7D
7.0%
1Y
-41.5%
CURY3
R$33.59
Cury Construtora e Incorporadora
7D
7.2%
1Y
13.3%
Narrative Update • Jun 27

nan

Analysts have raised their fair value estimate for Cury Construtora e Incorporadora from R$43.00 to R$52.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Cury Construtora e Incorporadora No recent news items or key developments have been reported for Cury Construtora e Incorporadora in the provided sources.
EZTC3
R$12.73
EZTEC Empreendimentos e Participações
7D
2.7%
1Y
19.5%
TCSA3
R$0.74
Tecnisa
7D
-1.3%
1Y
-59.3%
TRIS3
R$4.19
Trisul
7D
-3.2%
1Y
-16.8%
Analysis Article • May 21

We Think Trisul's (BVMF:TRIS3) Solid Earnings Are Understated

The stock was sluggish on the back of Trisul S.A.'s ( BVMF:TRIS3 ) recent earnings report. We have done some analysis...
PDGR3
R$1.23
PDG Realty Empreendimentos e Participações
7D
-3.9%
1Y
-97.3%
GFSA3
R$0.56
Gafisa
7D
-15.2%
1Y
-96.9%
UCAS3
R$1.22
Unicasa Indústria de Móveis
7D
7.0%
1Y
-10.3%
AVLL3
R$11.98
Alphaville
7D
-0.8%
1Y
-71.5%