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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.1%
  • 3M-18.6%
  • 1Y4.0%
  • YTD-6.1%

Over the last 7 days, the Consumer Durables industry has remained flat, although notably Construtora Tenda gained 5.0%. As for the the longer term, the industry is up 4.0% over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026R$46.1bR$57.0bR$4.3b6.9x10.6x0.8x
Sat, 04 Apr 2026R$52.5bR$57.3bR$4.6b7.5x11.5x0.9x
Mon, 02 Mar 2026R$59.3bR$54.9bR$4.3b9.2x13.9x1.1x
Wed, 28 Jan 2026R$53.1bR$54.9bR$4.3b8.5x12.5x1x
Fri, 26 Dec 2025R$51.8bR$55.3bR$4.1b8.5x12.7x0.9x
Sun, 23 Nov 2025R$58.0bR$55.3bR$3.7b8.7x15.7x1x
Tue, 21 Oct 2025R$51.7bR$54.1bR$3.3b8x15.4x1x
Thu, 18 Sep 2025R$54.7bR$54.1bR$3.3b8.8x16.4x1x
Sat, 16 Aug 2025R$48.3bR$54.4bR$3.6b7.2x13.5x0.9x
Mon, 14 Jul 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Wed, 11 Jun 2025R$48.3bR$53.1bR$4.1b10.9x11.9x0.9x
Fri, 09 May 2025R$45.1bR$51.5bR$3.9b8.9x11.5x0.9x
Sun, 06 Apr 2025R$41.0bR$51.5bR$3.9b8.2x10.5x0.8x
Tue, 04 Mar 2025R$36.4bR$50.4bR$3.2b7.5x11.5x0.7x
Thu, 30 Jan 2025R$35.8bR$50.0bR$3.3b7.9x10.8x0.7x
Sat, 28 Dec 2024R$33.3bR$50.0bR$3.3b8.1x10x0.7x
Mon, 25 Nov 2024R$40.6bR$49.7bR$3.3b9.8x12.3x0.8x
Wed, 23 Oct 2024R$40.6bR$47.4bR$2.6b9.2x15.9x0.9x
Fri, 20 Sep 2024R$42.7bR$47.4bR$2.6b8.9x16.7x0.9x
Sun, 18 Aug 2024R$40.4bR$47.5bR$1.7b9.2x23.3x0.8x
Tue, 16 Jul 2024R$39.2bR$45.5bR$1.9b11.1x21.1x0.9x
Thu, 13 Jun 2024R$37.4bR$45.5bR$1.9b10x20.1x0.8x
Sat, 11 May 2024R$38.7bR$45.1bR$1.5b10.5x25.4x0.9x
Mon, 08 Apr 2024R$41.3bR$44.6bR$1.4b11.5x28.8x0.9x
Wed, 06 Mar 2024R$41.3bR$42.7bR$2.2b12.6x18.7x1x
Fri, 02 Feb 2024R$39.3bR$42.5bR$2.0b12.3x19.9x0.9x
Sun, 31 Dec 2023R$43.8bR$42.5bR$2.0b11.7x21.9x1x
Tue, 28 Nov 2023R$38.3bR$42.5bR$2.0b9.5x19.1x0.9x
Thu, 26 Oct 2023R$34.5bR$41.8bR$2.3b9.1x15x0.8x
Sat, 23 Sep 2023R$39.5bR$42.0bR$2.5b10x15.9x0.9x
Mon, 21 Aug 2023R$44.1bR$42.0bR$2.5b10.3x17.8x1.1x
Wed, 19 Jul 2023R$41.9bR$40.9bR$2.1b12.6x20.4x1x
Fri, 16 Jun 2023R$37.5bR$40.9bR$2.1b11.8x18.2x0.9x
Sun, 14 May 2023R$31.8bR$40.2bR$2.0b10.2x15.7x0.8x
Price to Earnings Ratio

15.7x


Total Market Cap: R$31.8bTotal Earnings: R$2.0bTotal Revenue: R$40.2bTotal 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 10.6x 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 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 Market1.08%
Consumer Discretionary2.32%
Consumer Durables-0.13%
Household Appliances0.92%
Homebuilding-0.27%
Home Furnishings-1.45%
Housewares and Specialties-4.02%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 14.7x.
    • 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
CURY3 Cury Construtora e IncorporadoraR$31.484.7%
+R$437.4m		6.2%PE9.9x
TEND3 Construtora TendaR$31.5512.3%
+R$418.1m		83.9%PE6.3x
DIRR3 Direcional EngenhariaR$13.555.4%
+R$363.3m		7.1%PE8.9x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$14.302.5%
+R$97.1m		32.2%PE7.4x
MRVE3 MRV Engenharia e ParticipaçõesR$7.041.7%
+R$67.5m		14.5%PS0.4x

Latest News

CURY3
R$31.48
Cury Construtora e Incorporadora
7D
4.7%
1Y
6.2%
TEND3
R$31.55
Construtora Tenda
7D
12.3%
1Y
83.9%
EZTC3
R$14.30
EZTEC Empreendimentos e Participações
7D
2.5%
1Y
32.2%

EZTC3: Fair Outlook As Meeting Plans Offset Margin And Growth Shifts

Analysts are keeping their R$13.00 price target for EZTEC Empreendimentos e Participações unchanged, citing updated assumptions that combine slightly higher forecast revenue growth and a marginally lower profit margin with a similar future P/E outlook. What's in the News EZTEC Empreendimentos e Participações has scheduled a Special and Extraordinary Shareholders Meeting for February 27, 2026, in São Paulo, Brazil, at Avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo/SP (Key Developments).
EVEN3
R$5.93
Even Construtora e Incorporadora
7D
-4.8%
1Y
-0.7%

EVEN3: Future Upside Will Rely On Higher Revenue Assumptions

Analysts keep their R$10.00 price target for Even Construtora e Incorporadora unchanged, pointing to slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key reasons for holding the line on valuation. Valuation Changes Fair Value: The fair value estimate remains at R$10.00, indicating no change in the overall valuation outcome.
DIRR3
R$13.55
Direcional Engenharia
7D
5.4%
1Y
7.1%

DIRR3: Steady R$17 Fair Value And Meeting Outlook Will Support Upside

Analysts have kept their R$17.00 price target for Direcional Engenharia steady, with small tweaks to discount rate, revenue growth and profit margin assumptions, as well as a slightly different future P/E input that together underpin the unchanged view. What's in the News A special and extraordinary shareholders meeting for Direcional Engenharia S.A. is scheduled for April 30, 2026.
AVLL3
R$0.95
Alphaville
7D
6.7%
1Y
-58.7%
CYRE3
R$23.20
Cyrela Brazil Realty Empreendimentos e Participações
7D
-1.2%
1Y
-10.8%

CYRE3: Pipeline Execution And Higher Margins Will Support Future Upside

Analysts have lowered their price target for Cyrela Brazil Realty Empreendimentos e Participações from R$47.00 to R$43.00, reflecting updated assumptions on growth, margins and future P/E following recent research, including a downgrade at a major global bank. Analyst Commentary While the recent move in the target price to R$43.00 highlights some caution after the downgrade at JPMorgan, research commentary still points to areas where bullish analysts see room for upside if execution and demand conditions hold up.
TCSA3
R$1.30
Tecnisa
7D
3.2%
1Y
0.8%
PLPL3
R$9.97
Plano & Plano Desenvolvimento Imobiliário
7D
-2.2%
1Y
-19.5%
MRVE3
R$7.04
MRV Engenharia e Participações
7D
1.7%
1Y
14.5%

MRVE3: Upcoming Meeting Will Reinforce Conviction In Undervalued Share Potential

Analysts have maintained their price target for MRV Engenharia e Participações at approximately R$10.65, reflecting unchanged assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A special and extraordinary shareholders meeting is scheduled for April 24, 2026, in Belo Horizonte, Minas Gerais, Brazil, at Avenida Professor Mario Werneck, 621, Estoril (company event notice).
MNDL3
R$17.62
Mundial - Produtos de Consumo
7D
-7.3%
1Y
-2.1%
PDGR3
R$1.58
PDG Realty Empreendimentos e Participações
7D
-1.3%
1Y
-98.8%
UCAS3
R$1.43
Unicasa Indústria de Móveis
7D
6.7%
1Y
-14.9%
TRIS3
R$4.78
Trisul
7D
-1.8%
1Y
-11.2%