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Brazilian (BOVESPA) Consumer Durables Industry Analysis
UpdatedMar 31, 2026
DataAggregated Company Financials
Companies15
- 7D-3.8%
- 3M-3.0%
- 1Y19.0%
- YTD2.8%
The Consumer Durables industry is up 1.6% in the last week, with Mundial - Produtos de Consumo up 6.1%. Meanwhile, Direcional Engenharia actually underperformed within the industry, shrinking 7.9% in the last week. This takes the industry's 12 month performance to a gain of 18%. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Mar 2026 | R$50.5b | R$57.3b | R$4.6b | 7.1x | 11x | 0.9x |
| Thu, 26 Feb 2026 | R$60.5b | R$54.9b | R$4.3b | 9.3x | 14.2x | 1.1x |
| Sat, 24 Jan 2026 | R$51.7b | R$54.9b | R$4.3b | 8.2x | 12.1x | 0.9x |
| Mon, 22 Dec 2025 | R$51.5b | R$55.3b | R$4.1b | 8.4x | 12.7x | 0.9x |
| Wed, 19 Nov 2025 | R$59.0b | R$55.3b | R$3.8b | 8.9x | 15.7x | 1.1x |
| Fri, 17 Oct 2025 | R$50.1b | R$54.1b | R$3.3b | 7.8x | 15x | 0.9x |
| Sun, 14 Sep 2025 | R$53.8b | R$54.1b | R$3.3b | 8.7x | 16.2x | 1x |
| Tue, 12 Aug 2025 | R$47.3b | R$53.8b | R$4.4b | 9.2x | 10.9x | 0.9x |
| Thu, 10 Jul 2025 | R$47.4b | R$53.1b | R$4.1b | 10.7x | 11.7x | 0.9x |
| Sat, 07 Jun 2025 | R$48.0b | R$53.1b | R$4.1b | 10.8x | 11.8x | 0.9x |
| Mon, 05 May 2025 | R$43.3b | R$51.5b | R$3.9b | 8.9x | 11.1x | 0.8x |
| Wed, 02 Apr 2025 | R$41.2b | R$51.5b | R$3.9b | 8.3x | 10.6x | 0.8x |
| Fri, 28 Feb 2025 | R$37.2b | R$50.4b | R$3.2b | 7.7x | 11.7x | 0.7x |
| Sun, 26 Jan 2025 | R$34.8b | R$50.0b | R$3.3b | 8.3x | 10.5x | 0.7x |
| Tue, 24 Dec 2024 | R$34.8b | R$50.0b | R$3.3b | 8.2x | 10.5x | 0.7x |
| Thu, 21 Nov 2024 | R$39.8b | R$49.7b | R$3.3b | 9.3x | 12x | 0.8x |
| Sat, 19 Oct 2024 | R$41.0b | R$47.4b | R$2.6b | 9.3x | 16x | 0.9x |
| Mon, 16 Sep 2024 | R$43.9b | R$48.4b | R$1.8b | 9x | 24.7x | 0.9x |
| Wed, 14 Aug 2024 | R$40.5b | R$46.8b | R$1.9b | 10.1x | 21.8x | 0.9x |
| Fri, 12 Jul 2024 | R$40.2b | R$45.5b | R$1.9b | 10.5x | 21.6x | 0.9x |
| Sun, 09 Jun 2024 | R$37.6b | R$45.5b | R$1.9b | 9.9x | 20.2x | 0.8x |
| Tue, 07 May 2024 | R$40.2b | R$44.6b | R$1.4b | 10.6x | 27.8x | 0.9x |
| Thu, 04 Apr 2024 | R$41.7b | R$44.6b | R$1.4b | 11.5x | 29.1x | 0.9x |
| Sat, 02 Mar 2024 | R$41.1b | R$42.5b | R$2.0b | 12.8x | 20.8x | 1x |
| Mon, 29 Jan 2024 | R$39.8b | R$42.5b | R$2.0b | 12.3x | 20.2x | 0.9x |
| Wed, 27 Dec 2023 | R$42.8b | R$42.5b | R$2.0b | 11.3x | 21.5x | 1x |
| Fri, 24 Nov 2023 | R$38.2b | R$42.5b | R$2.0b | 9.9x | 19.2x | 0.9x |
| Sun, 22 Oct 2023 | R$34.0b | R$41.8b | R$2.3b | 8.7x | 14.8x | 0.8x |
| Tue, 19 Sep 2023 | R$41.5b | R$42.0b | R$2.5b | 10.6x | 16.7x | 1x |
| Thu, 17 Aug 2023 | R$44.4b | R$42.0b | R$2.5b | 10.7x | 17.5x | 1.1x |
| Sat, 15 Jul 2023 | R$40.5b | R$40.9b | R$2.1b | 12.3x | 19.7x | 1x |
| Mon, 12 Jun 2023 | R$37.6b | R$40.9b | R$2.1b | 11.6x | 18.3x | 0.9x |
| Wed, 10 May 2023 | R$30.4b | R$40.0b | R$2.1b | 10x | 14.5x | 0.8x |
| Fri, 07 Apr 2023 | R$28.1b | R$39.9b | R$2.0b | 8.6x | 13.7x | 0.7x |
Price to Earnings Ratio
13.7x
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 10.1x which is lower than its 3-year average PE of 16.3x.
- 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 35% 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 Market | -0.19% | |
| Consumer Discretionary | -2.28% | |
| Consumer Durables | -3.78% | |
| Housewares and Specialties | 2.86% | |
| Home Furnishings | -0.67% | |
| Household Appliances | -3.08% | |
| Homebuilding | -3.90% | |
Industry PE
- Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.5x.
- Analysts are expecting annual earnings growth of 19.4%, which is lower than the prior year's growth of 27.9% per year.
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AVLL3 Alphaville | R$0.69 | 4.5% +R$5.9m | -67.6% | PS0.2x | |
| MNDL3 Mundial - Produtos de Consumo | R$18.00 | 2.9% +R$5.0m | -7.2% | PS0.2x | |
| PDGR3 PDG Realty Empreendimentos e Participações | R$1.91 | 15.1% +R$821.9k | -99.0% | PS0.06x |
