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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedDec 12, 2025
DataAggregated Company Financials
Companies16
  • 7D-8.7%
  • 3M5.1%
  • 1Y58.3%
  • YTD71.0%

Over the last 7 days, the Consumer Durables industry has dropped 8.7%, driven by a pullback from Cyrela Brazil Realty Empreendimentos e Participações of 14%. In the past year, the industry has gained 58%. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Tue, 28 Mar 2023R$28.0bR$39.2bR$1.4b8.4x20.2x0.7x
Thu, 23 Feb 2023R$28.6bR$38.9bR$1.8b8.3x15.7x0.7x
Sat, 21 Jan 2023R$28.8bR$38.9bR$1.8b8.2x15.8x0.7x
Mon, 19 Dec 2022R$26.7bR$38.9bR$1.8b8.4x14.7x0.7x
Price to Earnings Ratio

14.7x


Total Market Cap: R$26.7bTotal Earnings: R$1.8bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.7x202320242025
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 13.9x which is lower than its 3-year average PE of 16.7x.
  • The 3-year average PS ratio of 0.87x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 31% 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-3.35%
Consumer Discretionary-7.36%
Consumer Durables-8.66%
Home Furnishings0%0
Household Appliances-2.33%
Homebuilding-9.40%
Housewares and Specialties-20.42%
Industry PE
  • Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.6x.
    • Analysts are expecting annual earnings growth of 22.4%, which is lower than the prior year's growth of 42.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 22% over the next 5 years.
  • However this is lower than its past earnings growth rate of 43% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 22% 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
RDNI3 RNI Negócios ImobiliáriosR$2.133.9%
+R$3.4m
-8.6%PS0.2x
RSID3 Rossi ResidencialR$1.503.4%
+R$1.0m
-39.8%PE0.1x
PDGR3 PDG Realty Empreendimentos e ParticipaçõesR$1.6310.1%
+R$493.1k
-99.3%PS0.05x
GFSA3 GafisaR$5.230.4%
+R$223.2k
-80.0%PS0.07x

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