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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedDec 22, 2025
DataAggregated Company Financials
Companies16
  • 7D-10.0%
  • 3M-4.9%
  • 1Y51.6%
  • YTD55.9%

Over the last 7 days, the Consumer Durables industry has dropped 10%, driven by a pullback from Direcional Engenharia of 21%. Over the past 12 months, the industry was up 48%. 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
Mon, 22 Dec 2025R$51.5bR$55.3bR$4.1b8.4x12.7x0.9x
Wed, 19 Nov 2025R$59.0bR$55.3bR$3.8b8.9x15.7x1.1x
Fri, 17 Oct 2025R$50.1bR$54.1bR$3.3b7.8x15x0.9x
Sun, 14 Sep 2025R$53.8bR$54.1bR$3.3b8.7x16.2x1x
Tue, 12 Aug 2025R$47.3bR$53.8bR$4.4b9.2x10.9x0.9x
Thu, 10 Jul 2025R$47.4bR$53.1bR$4.1b10.7x11.7x0.9x
Sat, 07 Jun 2025R$48.0bR$53.1bR$4.1b10.8x11.8x0.9x
Mon, 05 May 2025R$43.3bR$51.5bR$3.9b8.9x11.1x0.8x
Wed, 02 Apr 2025R$41.2bR$51.5bR$3.9b8.3x10.6x0.8x
Fri, 28 Feb 2025R$37.2bR$50.4bR$3.2b7.7x11.7x0.7x
Sun, 26 Jan 2025R$34.8bR$50.0bR$3.3b8.3x10.5x0.7x
Tue, 24 Dec 2024R$34.8bR$50.0bR$3.3b8.2x10.5x0.7x
Thu, 21 Nov 2024R$39.8bR$49.7bR$3.3b9.3x12x0.8x
Sat, 19 Oct 2024R$41.0bR$47.4bR$2.6b9.3x16x0.9x
Mon, 16 Sep 2024R$43.9bR$48.4bR$1.8b9x24.7x0.9x
Wed, 14 Aug 2024R$40.5bR$46.8bR$1.9b10.1x21.8x0.9x
Fri, 12 Jul 2024R$40.2bR$45.5bR$1.9b10.5x21.6x0.9x
Sun, 09 Jun 2024R$37.6bR$45.5bR$1.9b9.9x20.2x0.8x
Tue, 07 May 2024R$40.2bR$44.6bR$1.4b10.6x27.8x0.9x
Thu, 04 Apr 2024R$41.7bR$44.6bR$1.4b11.5x29.1x0.9x
Sat, 02 Mar 2024R$41.1bR$42.5bR$2.0b12.8x20.8x1x
Mon, 29 Jan 2024R$39.8bR$42.5bR$2.0b12.3x20.2x0.9x
Wed, 27 Dec 2023R$42.8bR$42.5bR$2.0b11.3x21.5x1x
Fri, 24 Nov 2023R$38.2bR$42.5bR$2.0b9.9x19.2x0.9x
Sun, 22 Oct 2023R$34.0bR$41.8bR$2.3b8.7x14.8x0.8x
Tue, 19 Sep 2023R$41.5bR$42.0bR$2.5b10.6x16.7x1x
Thu, 17 Aug 2023R$44.4bR$42.0bR$2.5b10.7x17.5x1.1x
Sat, 15 Jul 2023R$40.5bR$40.9bR$2.1b12.3x19.7x1x
Mon, 12 Jun 2023R$37.6bR$40.9bR$2.1b11.6x18.3x0.9x
Wed, 10 May 2023R$30.4bR$40.0bR$2.1b10x14.5x0.8x
Fri, 07 Apr 2023R$28.1bR$39.9bR$2.0b8.6x13.7x0.7x
Sun, 05 Mar 2023R$27.2bR$38.9bR$1.8b8.3x14.9x0.7x
Tue, 31 Jan 2023R$29.4bR$38.9bR$1.8b8.6x16.1x0.8x
Thu, 29 Dec 2022R$28.7bR$38.9bR$1.8b8.4x15.8x0.7x
Price to Earnings Ratio

15.8x


Total Market Cap: R$28.7bTotal Earnings: R$1.8bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.7x202320242025
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 12.7x which is lower than its 3-year average PE of 16.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 31% 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-2.73%
Consumer Discretionary-6.15%
Consumer Durables-10.01%
Housewares and Specialties2.50%
Household Appliances1.74%
Home Furnishings-2.65%
Homebuilding-11.59%
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 20.4%, which is lower than the prior year's growth of 42.6% 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 43% 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
MNDL3 Mundial - Produtos de ConsumoR$16.412.5%
+R$4.0m		-4.6%PS0.2x
RSID3 Rossi ResidencialR$1.6810.5%
+R$3.2m		-31.4%PE0.1x
RDNI3 RNI Negócios ImobiliáriosR$2.140.5%
+R$422.0k		-2.7%PS0.2x
PDGR3 PDG Realty Empreendimentos e ParticipaçõesR$1.531.3%
+R$65.7k		-99.4%PS0.05x

Latest News

CYRE3
R$29.77
Cyrela Brazil Realty Empreendimentos e Participações
7D
-9.9%
1Y
71.9%

We Think Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Is Taking Some Risk With Its Debt

Dec 21
We Think Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Is Taking Some Risk With Its Debt
DIRR3
R$13.83
Direcional Engenharia
7D
-21.0%
1Y
52.3%

DIRR3: Future Cash Flows Likely To Support Attractive Upside Returns

Analysts have raised their price target on Direcional Engenharia from R$19.58 to approximately R$20.39, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples. Valuation Changes Fair Value: Estimated fair value per share has risen slightly from R$19.58 to about R$20.39.
PLPL3
R$13.91
Plano & Plano Desenvolvimento Imobiliário
7D
-11.1%
1Y
44.1%

Is Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) A Risky Investment?

Dec 20
Is Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) A Risky Investment?
TRIS3
R$6.23
Trisul
7D
-9.6%
1Y
86.6%

Here's Why Trisul (BVMF:TRIS3) Has Caught The Eye Of Investors

Dec 20
Here's Why Trisul (BVMF:TRIS3) Has Caught The Eye Of Investors
CURY3
R$32.17
Cury Construtora e Incorporadora
7D
-12.0%
1Y
75.8%

CURY3: Future Margin Expansion Will Drive Stronger Earnings Multiple Upside

Analysts have nudged their price target for Cury Construtora e Incorporadora higher, raising fair value by roughly R$1.33 per share as they factor in slightly stronger expected revenue growth, modestly improved profit margins, and a fuller valuation multiple, despite a largely unchanged discount rate. Valuation Changes Fair Value per Share has risen slightly, increasing from roughly R$42.08 to about R$43.42.
TEND3
R$23.89
Construtora Tenda
7D
-6.7%
1Y
89.8%
MNDL3
R$16.41
Mundial - Produtos de Consumo
7D
2.5%
1Y
-4.6%

Mundial - Produtos de Consumo (BVMF:MNDL3) Use Of Debt Could Be Considered Risky

Dec 12
Mundial - Produtos de Consumo (BVMF:MNDL3) Use Of Debt Could Be Considered Risky
EZTC3
R$13.65
EZTEC Empreendimentos e Participações
7D
-10.9%
1Y
55.1%

EZTC3: Future Outlook Will Balance Fair Value With Slight Margin Pressure

Analysts have trimmed their price target on EZTEC Empreendimentos e Participações to approximately R$15.80 from about R$19.55, reflecting slightly lower profit margin expectations that more than offset modestly stronger projected revenue growth and a marginally higher future P/E multiple. What's in the News Approved a 1.2715559-for-1 stock split or significant stock dividend effective December 10, 2025, which may increase share liquidity for investors (Key Developments) Valuation Changes The fair value estimate was reduced significantly from around R$19.55 to about R$15.79 per share, implying a lower intrinsic valuation.
PDGR3
R$1.53
PDG Realty Empreendimentos e Participações
7D
1.3%
1Y
-99.4%
MRVE3
R$7.81
MRV Engenharia e Participações
7D
-6.4%
1Y
48.5%

MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall

Dec 06
MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall
RDNI3
R$2.14
RNI Negócios Imobiliários
7D
0.5%
1Y
-2.7%
RSID3
R$1.68
Rossi Residencial
7D
10.5%
1Y
-31.4%