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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedApr 22, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.06%
  • 3M3.3%
  • 1Y18.6%
  • YTD8.1%

Last week, the Consumer Durables industry hasn't moved much but Direcional Engenharia is up 3.7% in that time. As for the the longer term, the industry is up 19% over the past 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 23 Apr 2026R$53.3bR$57.0bR$4.3b7.8x12.3x0.9x
Sat, 21 Mar 2026R$49.6bR$57.6bR$5.0b7.3x10x0.9x
Mon, 16 Feb 2026R$59.7bR$54.9bR$4.3b9.5x14x1.1x
Wed, 14 Jan 2026R$50.3bR$54.9bR$4.3b7.9x11.8x0.9x
Fri, 12 Dec 2025R$56.7bR$55.3bR$4.1b8.9x13.9x1x
Sun, 09 Nov 2025R$56.4bR$54.1bR$3.3b8.4x16.9x1x
Tue, 07 Oct 2025R$52.9bR$54.1bR$3.3b8.3x15.8x1x
Thu, 04 Sep 2025R$51.4bR$54.1bR$3.5b7.3x14.9x1x
Sat, 02 Aug 2025R$59.5bR$53.1bR$4.1b12.1x14.7x1.1x
Mon, 30 Jun 2025R$48.0bR$53.1bR$4.1b11.3x11.8x0.9x
Wed, 28 May 2025R$47.2bR$53.1bR$4.1b10.7x11.6x0.9x
Fri, 25 Apr 2025R$44.9bR$51.5bR$3.9b8.6x11.5x0.9x
Sun, 23 Mar 2025R$40.6bR$52.3bR$3.7b8.3x10.9x0.8x
Tue, 18 Feb 2025R$39.1bR$50.0bR$3.3b8.2x11.8x0.8x
Thu, 16 Jan 2025R$32.9bR$50.0bR$3.3b8.1x9.9x0.7x
Sat, 14 Dec 2024R$36.0bR$50.0bR$3.3b8.8x10.8x0.7x
Mon, 11 Nov 2024R$40.7bR$48.2bR$2.9b8.7x14.1x0.8x
Wed, 09 Oct 2024R$41.3bR$47.4bR$2.6b8.8x16.2x0.9x
Fri, 06 Sep 2024R$41.6bR$48.4bR$1.8b9x23.4x0.9x
Sun, 04 Aug 2024R$39.1bR$45.7bR$1.7b10.2x23.5x0.9x
Tue, 02 Jul 2024R$37.3bR$45.5bR$1.9b9.9x20.1x0.8x
Thu, 30 May 2024R$37.5bR$45.5bR$1.9b10.3x20.1x0.8x
Sat, 27 Apr 2024R$39.2bR$44.6bR$1.4b10.4x27.3x0.9x
Mon, 25 Mar 2024R$41.8bR$43.8bR$1.8b12x23.8x1x
Wed, 21 Feb 2024R$40.0bR$42.5bR$2.0b12.8x20.2x0.9x
Fri, 19 Jan 2024R$39.0bR$42.5bR$2.0b11.7x19.7x0.9x
Sun, 17 Dec 2023R$43.0bR$42.5bR$2.0b11.2x21.5x1x
Tue, 14 Nov 2023R$38.6bR$42.0bR$2.3b10.4x17.1x0.9x
Thu, 12 Oct 2023R$36.6bR$42.0bR$2.5b9.5x14.7x0.9x
Sat, 09 Sep 2023R$41.4bR$42.0bR$2.5b10.5x16.7x1x
Mon, 07 Aug 2023R$44.9bR$40.9bR$2.2b13.6x20.8x1.1x
Wed, 05 Jul 2023R$38.7bR$40.9bR$2.1b12.1x18.8x0.9x
Fri, 02 Jun 2023R$34.7bR$40.9bR$2.1b10.8x16.9x0.9x
Sun, 30 Apr 2023R$29.6bR$39.9bR$2.0b9.8x14.4x0.7x
Price to Earnings Ratio

14.4x


Total Market Cap: R$29.6bTotal Earnings: R$2.0bTotal Revenue: R$39.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 12.3x which is lower than its 3-year average PE of 16.2x.
  • 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 29% 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-0.77%
Consumer Discretionary-1.03%
Consumer Durables-0.059%
Home Furnishings1.35%
Homebuilding0.012%
Household Appliances-0.47%
Housewares and Specialties-4.81%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to 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 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?

CompanyLast Price7D1YValuation
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$15.772.2%
+R$94.3m		34.2%PE8.2x
DIRR3 Direcional EngenhariaR$14.431.1%
+R$83.0m		18.5%PE9.5x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$13.061.9%
+R$48.7m		9.4%PE7.3x
AVLL3 AlphavilleR$1.026.3%
+R$11.7m		-48.7%PS0.3x

Latest News

DIRR3
R$14.43
Direcional Engenharia
7D
1.1%
1Y
18.5%
EZTC3
R$15.77
EZTEC Empreendimentos e Participações
7D
2.2%
1Y
34.2%

EZTC3: Extraordinary Meeting And Slower Revenue Outlook Will Pressure Future Upside

Analysts have kept the fair value estimate for EZTEC Empreendimentos e Participações steady at R$13.00, with updated assumptions reflecting a lower projected revenue growth rate, a higher profit margin, and a higher expected future P/E multiple. What's in the News Special and extraordinary shareholders meeting scheduled for February 27, 2026, for EZTEC Empreendimentos e Participações S.A. (Key Developments) Meeting to be held at avenida alcides sangirardi, s/n, 301, usina sp, espaco c.01.01, city and state of Sao Paulo/SP, Sao Paulo, Brazil (Key Developments) Valuation Changes Fair Value: The R$13.00 fair value estimate is unchanged, with updated assumptions supporting the same headline valuation.
EVEN3
R$6.62
Even Construtora e Incorporadora
7D
-4.3%
1Y
9.4%

EVEN3: Higher Assumed Revenue And P/E Will Support Future Upside

Analysts have adjusted their price target on Even Construtora e Incorporadora to R$8.00, reflecting updated views on revenue growth potential, profit margins, the discount rate, and a future P/E assumption of 8.14x, while keeping the fair value estimate unchanged at R$8.00. Valuation Changes Fair Value: R$8.00 remains unchanged, indicating no adjustment to the overall valuation outcome.
CYRE3
R$27.09
Cyrela Brazil Realty Empreendimentos e Participações
7D
-0.6%
1Y
0.5%

CYRE3: Higher Margins And Discount Rate Will Support Constructive Outlook

Analysts have maintained their R$33.00 price target for Cyrela Brazil Realty Empreendimentos e Participações, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that align with the recent downgrade in Street research views. Analyst Commentary Recent Street commentary around Cyrela Brazil Realty Empreendimentos e Participações has turned more cautious, with at least one major house such as JPMorgan moving to a downgrade and other bearish analysts revisiting key assumptions.
CURY3
R$34.13
Cury Construtora e Incorporadora
7D
-0.2%
1Y
22.8%

CURY3: Higher Fair Value And Meeting Agenda Will Shape Bullish Outlook

Analysts have raised their fair value estimate for Cury Construtora e Incorporadora from R$40.00 to R$43.00, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that now feed into their refreshed price target framework. What's in the News Cury Construtora e Incorporadora S.A. has scheduled a Special and Extraordinary Shareholders Meeting for April 17, 2026.
MNDL3
R$17.75
Mundial - Produtos de Consumo
7D
-1.4%
1Y
-6.6%
TEND3
R$32.55
Construtora Tenda
7D
-0.2%
1Y
90.8%
MRVE3
R$7.59
MRV Engenharia e Participações
7D
-0.3%
1Y
22.4%

MRVE3: Upcoming Meetings Will Highlight Undervalued Prospects In The Shares

Analysts have slightly trimmed their price target for MRV Engenharia e Participações to R$10.65 from R$10.72, reflecting updated assumptions that keep revenue growth expectations broadly similar while adjusting profit margin and forward P/E inputs. What's in the News MRV Engenharia e Participações has scheduled a Special and Extraordinary Shareholders Meeting for April 24, 2026, at its headquarters on Avenida Professor Mario Werneck, 621, Estoril, Belo Horizonte, Minas Gerais, Brazil (Key Developments).
AVLL3
R$1.02
Alphaville
7D
6.3%
1Y
-48.7%
PLPL3
R$13.06
Plano & Plano Desenvolvimento Imobiliário
7D
1.9%
1Y
9.4%
TCSA3
R$1.35
Tecnisa
7D
-6.9%
1Y
-2.9%
TRIS3
R$5.58
Trisul
7D
-0.7%
1Y
3.2%