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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedAug 14, 2026
DataAggregated Company Financials
Companies15
  • 7D-0.8%
  • 3M-6.9%
  • 1Y-13.4%
  • YTD-15.4%

Over the last 7 days, the Consumer Durables industry has dropped 4.8%, driven by Direcional Engenharia declining 9.9%. Overall the industry is down 16% in 12 months. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 14 Aug 2026R$43.6bR$59.2bR$4.6b5.5x9.6x0.7x
Sun, 12 Jul 2026R$48.3bR$58.4bR$4.6b6.5x10.6x0.8x
Tue, 09 Jun 2026R$44.2bR$58.4bR$4.6b6.1x9.6x0.8x
Thu, 07 May 2026R$47.9bR$57.3bR$4.4b6.3x10.8x0.8x
Sat, 04 Apr 2026R$52.5bR$57.3bR$4.6b7.5x11.5x0.9x
Mon, 02 Mar 2026R$59.3bR$54.9bR$4.3b9.2x13.9x1.1x
Wed, 28 Jan 2026R$53.1bR$54.9bR$4.3b8.5x12.5x1x
Fri, 26 Dec 2025R$51.8bR$55.3bR$4.1b8.5x12.7x0.9x
Sun, 23 Nov 2025R$58.0bR$55.3bR$3.7b8.7x15.7x1x
Tue, 21 Oct 2025R$51.7bR$54.1bR$3.3b8x15.4x1x
Thu, 18 Sep 2025R$54.7bR$54.1bR$3.3b8.8x16.4x1x
Sat, 16 Aug 2025R$48.3bR$54.4bR$3.6b7.2x13.5x0.9x
Mon, 14 Jul 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Wed, 11 Jun 2025R$48.3bR$53.1bR$4.1b10.9x11.9x0.9x
Fri, 09 May 2025R$45.1bR$51.5bR$3.9b8.9x11.5x0.9x
Sun, 06 Apr 2025R$41.0bR$51.5bR$3.9b8.2x10.5x0.8x
Tue, 04 Mar 2025R$36.4bR$50.4bR$3.2b7.5x11.5x0.7x
Thu, 30 Jan 2025R$35.8bR$50.0bR$3.3b7.9x10.8x0.7x
Sat, 28 Dec 2024R$33.3bR$50.0bR$3.3b8.1x10x0.7x
Mon, 25 Nov 2024R$40.6bR$49.7bR$3.3b9.8x12.3x0.8x
Wed, 23 Oct 2024R$40.6bR$47.4bR$2.6b9.2x15.9x0.9x
Fri, 20 Sep 2024R$42.7bR$47.4bR$2.6b8.9x16.7x0.9x
Sun, 18 Aug 2024R$40.4bR$47.5bR$1.7b9.2x23.3x0.8x
Tue, 16 Jul 2024R$39.2bR$45.5bR$1.9b11.1x21.1x0.9x
Thu, 13 Jun 2024R$37.4bR$45.5bR$1.9b10x20.1x0.8x
Sat, 11 May 2024R$38.7bR$45.1bR$1.5b10.5x25.4x0.9x
Mon, 08 Apr 2024R$41.3bR$44.6bR$1.4b11.5x28.8x0.9x
Wed, 06 Mar 2024R$41.3bR$42.7bR$2.2b12.6x18.7x1x
Fri, 02 Feb 2024R$39.3bR$42.5bR$2.0b12.3x19.9x0.9x
Sun, 31 Dec 2023R$43.8bR$42.5bR$2.0b11.7x21.9x1x
Tue, 28 Nov 2023R$38.3bR$42.5bR$2.0b9.5x19.1x0.9x
Thu, 26 Oct 2023R$34.5bR$41.8bR$2.3b9.1x15x0.8x
Sat, 23 Sep 2023R$39.5bR$42.0bR$2.5b10x15.9x0.9x
Mon, 21 Aug 2023R$44.1bR$42.0bR$2.5b10.3x17.8x1.1x
Price to Earnings Ratio

17.8x


Total Market Cap: R$44.1bTotal Earnings: R$2.5bTotal Revenue: R$42.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 15.4x202420252026
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 9.4x which is lower than its 3-year average PE of 15.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 22% 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-3.22%
Consumer Discretionary-2.41%
Consumer Durables-0.81%
Housewares and Specialties0%0
Household Appliances-0.51%
Homebuilding-0.86%
Home Furnishings-0.87%
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 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 22% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 17% 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
CURY3 Cury Construtora e IncorporadoraR$32.403.3%
+R$320.4m		1.3%PE9.1x
MRVE3 MRV Engenharia e ParticipaçõesR$4.807.6%
+R$191.4m		-33.0%PS0.2x
TEND3 Construtora TendaR$34.101.4%
+R$57.6m		59.3%PE7.2x
TRIS3 TrisulR$4.171.2%
+R$11.7m		-17.0%PE5.1x
TCSA3 TecnisaR$0.721.4%
+R$736.2k		-56.1%PS0.3x

Latest News

CURY3
R$32.40
Cury Construtora e Incorporadora
7D
2.8%
1Y
0.6%
TEND3
R$34.10
Construtora Tenda
7D
3.0%
1Y
59.7%
DIRR3
R$10.59
Direcional Engenharia
7D
-9.9%
1Y
-25.2%
EZTC3
R$10.61
EZTEC Empreendimentos e Participações
7D
-3.7%
1Y
-8.5%
MRVE3
R$4.80
MRV Engenharia e Participações
7D
5.0%
1Y
-33.1%
Narrative Update • Aug 07

MRVE3: Higher Future P/E Assumptions Will Support Stronger Pricing Potential

Analysts have lifted their price target for MRV Engenharia e Participações from R$12.00 to about R$13.78, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that together support this higher valuation estimate. What’s in the News for MRV Engenharia e Participações No recent company specific news for MRV Engenharia e Participações has been identified in the provided sources as of 6 Aug 2026.
PLPL3
R$6.87
Plano & Plano Desenvolvimento Imobiliário
7D
-3.4%
1Y
-47.2%
TCSA3
R$0.72
Tecnisa
7D
-4.0%
1Y
-55.6%
CYRE3
R$21.00
Cyrela Brazil Realty Empreendimentos e Participações
7D
-3.8%
1Y
-16.6%
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$4.42
Even Construtora e Incorporadora
7D
-4.9%
1Y
-38.2%
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.
TRIS3
R$4.17
Trisul
7D
-2.6%
1Y
-16.7%
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...
GFSA3
R$0.22
Gafisa
7D
-8.3%
1Y
-98.5%