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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.9%
  • 3M-9.4%
  • 1Y-7.0%
  • YTD-8.7%

Over the last 7 days, the Consumer Durables industry has dropped 1.1%, driven by Direcional Engenharia declining 2.7%. Meanwhile, Gafisa actually outperformed within the industry, gaining 25% in the last week. However, the industry is down 8.6% over the past year. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026R$46.5bR$58.4bR$4.6b6.3x10.2x0.8x
Sun, 17 May 2026R$45.2bR$58.4bR$4.8b6.2x9.3x0.8x
Tue, 14 Apr 2026R$54.0bR$57.0bR$4.3b8.1x12.4x0.9x
Thu, 12 Mar 2026R$55.1bR$56.2bR$4.7b8.1x11.9x1x
Sat, 07 Feb 2026R$56.8bR$54.9bR$4.3b8.6x13.3x1x
Mon, 05 Jan 2026R$48.6bR$54.9bR$4.2b8.2x11.5x0.9x
Wed, 03 Dec 2025R$61.4bR$55.3bR$4.1b9.5x15.1x1.1x
Fri, 31 Oct 2025R$53.9bR$54.1bR$3.3b8.2x16.1x1x
Sun, 28 Sep 2025R$53.7bR$54.1bR$3.3b8.5x16.1x1x
Tue, 26 Aug 2025R$49.4bR$54.1bR$3.5b7.1x14.2x0.9x
Thu, 24 Jul 2025R$46.0bR$53.1bR$4.1b10.5x11.4x0.9x
Sat, 21 Jun 2025R$47.3bR$53.1bR$4.1b11.2x11.7x0.9x
Mon, 19 May 2025R$46.5bR$52.9bR$4.0b10.3x11.7x0.9x
Wed, 16 Apr 2025R$42.5bR$51.5bR$3.9b8.4x10.9x0.8x
Fri, 14 Mar 2025R$37.8bR$51.0bR$3.3b8x11.3x0.7x
Sun, 09 Feb 2025R$37.5bR$50.0bR$3.3b7.6x11.3x0.7x
Tue, 07 Jan 2025R$32.5bR$50.0bR$3.3b8x9.8x0.7x
Thu, 05 Dec 2024R$36.8bR$50.0bR$3.3b8.9x11.1x0.7x
Sat, 02 Nov 2024R$41.3bR$47.6bR$2.7b9x15.6x0.9x
Mon, 30 Sep 2024R$40.3bR$47.4bR$2.6b8.7x15.8x0.9x
Wed, 28 Aug 2024R$42.0bR$48.4bR$1.8b9.2x23.6x0.9x
Fri, 26 Jul 2024R$38.6bR$45.7bR$1.7b10.3x23.2x0.8x
Sun, 23 Jun 2024R$36.5bR$45.5bR$1.9b9.7x19.6x0.8x
Tue, 21 May 2024R$39.0bR$39.0bR$1.9b10.4x21x1x
Thu, 18 Apr 2024R$38.0bR$44.6bR$1.4b10.6x26.5x0.9x
Sat, 16 Mar 2024R$43.1bR$43.5bR$2.5b12.4x17x1x
Mon, 12 Feb 2024R$38.9bR$42.5bR$2.0b12.4x19.7x0.9x
Wed, 10 Jan 2024R$41.2bR$42.5bR$2.0b12x20.8x1x
Fri, 08 Dec 2023R$40.5bR$42.5bR$2.0b10.4x20.3x1x
Sun, 05 Nov 2023R$36.9bR$41.8bR$2.3b9.8x16x0.9x
Tue, 03 Oct 2023R$39.1bR$42.0bR$2.5b9.8x15.8x0.9x
Thu, 31 Aug 2023R$43.3bR$42.0bR$2.5b11x17.5x1x
Sat, 29 Jul 2023R$43.2bR$40.9bR$2.1b13x21x1.1x
Mon, 26 Jun 2023R$37.8bR$40.9bR$2.1b12.3x18.4x0.9x
Price to Earnings Ratio

18.4x


Total Market Cap: R$37.8bTotal Earnings: R$2.1bTotal Revenue: R$40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 15.9x202420252026
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 15.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
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 Market-1.54%
Consumer Discretionary-2.49%
Consumer Durables-0.91%
Household Appliances0%0
Homebuilding-1.02%
Housewares and Specialties-2.65%
Home Furnishings-7.75%
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 28% 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$32.721.9%
+R$187.9m		12.2%PE9.5x
GFSA3 GafisaR$1.4136.9%
+R$9.3m		-94.1%PS0.07x
DIRR3 Direcional EngenhariaR$13.450.07%
+R$5.2m		-4.3%PE8.4x

Latest News

EZTC3
R$12.66
EZTEC Empreendimentos e Participações
7D
-3.6%
1Y
23.5%
EVEN3
R$5.52
Even Construtora e Incorporadora
7D
-2.0%
1Y
-24.7%
Narrative Update • Jun 16

EVEN3: Steady Assumptions And Lower Discount Rate Will Support Share Pricing

Analysts kept their fair value estimate for Even Construtora e Incorporadora broadly unchanged at around R$8.77, with only marginal tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. These adjustments helped to refine their price target rather than shift it meaningfully.
DIRR3
R$13.45
Direcional Engenharia
7D
0.07%
1Y
-4.3%
Narrative Update • Jun 16

DIRR3: Tempered Growth Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target for Direcional Engenharia to around R$19.79 from about R$20.31, reflecting revised assumptions for revenue growth, profit margins and future P/E multiples, while keeping the discount rate broadly similar. What's in the News Direcional Engenharia has a Special or Extraordinary Shareholders Meeting scheduled for Apr 30, 2026.
CURY3
R$32.72
Cury Construtora e Incorporadora
7D
1.9%
1Y
12.2%
Narrative Update • Jun 13

CURY3: Special Shareholder Meeting Will Shape Future Upside Potential

Analysts have trimmed their price target on Cury Construtora e Incorporadora from R$43.00 to R$38.00, citing updated assumptions that now combine slightly lower revenue growth expectations with revised profit margin and future P/E inputs. What's in the News Cury Construtora e Incorporadora has a Special and Extraordinary Shareholders Meeting scheduled for Apr 17, 2026, according to company event disclosures.
CYRE3
R$21.15
Cyrela Brazil Realty Empreendimentos e Participações
7D
-1.0%
1Y
-16.3%
Narrative Update • Jun 07

CYRE3: Higher Future P/E And Margins Will Support Constructive Outlook

Analysts have trimmed their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações to R$29.00 from R$33.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E following recent Street research and rating changes. What's in the News Cyrela Brazil Realty Empreendimentos e Participações was removed from the Brazil Small Cap Index, according to recent index constituent changes.
PLPL3
R$8.05
Plano & Plano Desenvolvimento Imobiliário
7D
-6.0%
1Y
-45.5%
MRVE3
R$4.86
MRV Engenharia e Participações
7D
-6.2%
1Y
-17.1%
TEND3
R$33.55
Construtora Tenda
7D
-1.8%
1Y
41.7%
TRIS3
R$3.94
Trisul
7D
-1.0%
1Y
-34.2%
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$1.41
Gafisa
7D
36.9%
1Y
-94.1%
UCAS3
R$1.19
Unicasa Indústria de Móveis
7D
-7.8%
1Y
-20.1%