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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedDec 02, 2023
DataAggregated Company Financials
Companies17
  • 7D5.3%
  • 3M-4.6%
  • 1Y26.6%
  • YTD36.9%

In the last week, the Consumer Durables industry is up 3.3%, with Cyrela Brazil Realty Empreendimentos e ParticipaƧƵes leading the way, up 7.9%. This means that the industry has gained 29% over the past year. Looking forward, earnings are forecast to grow by 38% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 02 Dec 2023R$40.2bR$42.5bR$2.0b10.7x20.2x0.9x
Mon, 30 Oct 2023R$34.9bR$41.8bR$2.3b9.5x15.2x0.8x
Wed, 27 Sep 2023R$38.5bR$42.0bR$2.5b9.6x15.5x0.9x
Fri, 25 Aug 2023R$45.4bR$42.0bR$2.5b10.6x18.3x1.1x
Sun, 23 Jul 2023R$42.1bR$40.9bR$2.1b12.5x20.5x1x
Tue, 20 Jun 2023R$37.9bR$40.9bR$2.1b11.8x18.4x0.9x
Thu, 18 May 2023R$32.2bR$40.5bR$2.0b10.6x16.2x0.8x
Sat, 15 Apr 2023R$30.3bR$39.9bR$2.0b10x14.8x0.8x
Mon, 13 Mar 2023R$29.0bR$38.7bR$1.3b9.9x22.3x0.7x
Wed, 08 Feb 2023R$28.1bR$38.9bR$1.8b8.4x15.5x0.7x
Fri, 06 Jan 2023R$29.0bR$38.9bR$1.8b8.4x15.9x0.7x
Sun, 04 Dec 2022R$30.6bR$39.0bR$2.0b9.5x15.6x0.8x
Tue, 01 Nov 2022R$34.8bR$38.6bR$2.6b10.2x13.3x0.9x
Thu, 29 Sep 2022R$35.8bR$38.6bR$2.6b10.4x13.6x0.9x
Sat, 27 Aug 2022R$31.5bR$38.6bR$2.7b9x11.7x0.8x
Mon, 25 Jul 2022R$27.2bR$38.5bR$3.3b6.4x8.3x0.7x
Wed, 22 Jun 2022R$25.9bR$38.5bR$3.3b6x7.9x0.7x
Fri, 20 May 2022R$29.0bR$38.6bR$3.5b6.4x8.2x0.8x
Sun, 17 Apr 2022R$32.7bR$38.1bR$3.7b7.3x8.9x0.9x
Tue, 15 Mar 2022R$31.8bR$38.0bR$3.6b7.1x8.9x0.8x
Thu, 10 Feb 2022R$37.2bR$38.1bR$3.9b8.5x9.5x1x
Sat, 08 Jan 2022R$35.0bR$38.1bR$3.9b8.2x8.9x0.9x
Mon, 06 Dec 2021R$37.3bR$38.0bR$3.9b9x9.6x1x
Wed, 03 Nov 2021R$37.0bR$37.2bR$4.9b8.3x7.6x1x
Fri, 01 Oct 2021R$41.2bR$37.2bR$4.9b8.7x8.4x1.1x
Sun, 29 Aug 2021R$46.9bR$37.2bR$4.9b9.8x9.6x1.3x
Mon, 05 Jul 2021R$51.6bR$37.2bR$4.9b11.5x10.5x1.4x
Thu, 08 Apr 2021R$52.3bR$34.4bR$4.3b13.7x12.3x1.5x
Sun, 10 Jan 2021R$59.6bR$32.3bR$3.6b16.3x16.4x1.8x
Price to Earnings Ratio

16.7x


Total Market Cap: R$57.4bTotal Earnings: R$3.4bTotal Revenue: R$30.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 13x202120222023
Current Industry PE
  • Investors are optimistic on the Brazilian Consumer Durables industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 19.9x which is higher than its 3-year average PE of 13.0x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 17% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Discretionary industry?

BR Market2.38%
Consumer Discretionary6.99%
Consumer Durables5.30%
Home Furnishings10.85%
Homebuilding6.33%
Household Appliances0.23%
Consumer Electronics0%
Housewares and Specialties-1.88%
Industry PE
  • Investors are most optimistic about the Homebuilding industry which is trading above its 3-year average PE ratio of 13.4x.
    • Analysts are expecting annual earnings growth of 37.8%, which is higher than its past year's earnings growth of 19.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 20% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 38% 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 ParticipaƧƵesR$22.217.9%
+R$611.1m
51.9%PE9.2x
CURY3 Cury Construtora e IncorporadoraR$17.9212.4%
+R$571.1m
56.0%PE12.7x
DIRR3 Direcional EngenhariaR$20.4610.6%
+R$338.5m
33.9%PE10.7x
EZTC3 EZTEC Empreendimentos e ParticipaƧƵesR$18.737.0%
+R$266.1m
21.0%PE21.7x
PLPL3 Plano & Plano Desenvolvimento ImobiliƔrioR$11.693.4%
+R$75.3m
210.9%PE9.5x
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Latest News

CYRE3

R$22.21

Cyrela Brazil Realty Empreendimentos e ParticipaƧƵes

7D

7.9%

1Y

51.9%

TRIS3

R$5.64

Trisul

7D

2.7%

1Y

41.4%

EVEN3

R$7.14

Even Construtora e Incorporadora

7D

5.3%

1Y

28.0%

MNDL3

R$48.00

Mundial - Produtos de Consumo

7D

-1.9%

1Y

36.7%

MRVE3

R$9.59

MRV Engenharia e ParticipaƧƵes

7D

0.4%

1Y

12.7%

PLPL3

R$11.69

Plano & Plano Desenvolvimento ImobiliƔrio

7D

3.4%

1Y

210.9%

RSID3

R$4.16

Rossi Residencial

7D

-0.5%

1Y

74.1%

RDNI3

R$4.52

RNI NegĆ³cios ImobiliĆ”rios

7D

-1.1%

1Y

-27.3%