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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMay 18, 2026
DataAggregated Company Financials
Companies14
  • 7D-3.6%
  • 3M-24.3%
  • 1Y-5.4%
  • YTD-8.3%

Over the last 7 days, the Consumer Durables industry has dropped 3.6%, driven by pullbacks in Cury Construtora e Incorporadora and MRV Engenharia e Participações of 2.9% and 7.0%, respectively. Meanwhile, PDG Realty Empreendimentos e Participações actually outperformed within the industry, gaining 5.1% in the last week. However, the industry is down 5.4% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 May 2026R$45.2bR$58.3bR$4.8b6.2x9.4x0.8x
Wed, 15 Apr 2026R$54.4bR$57.0bR$4.3b8.2x12.5x1x
Fri, 13 Mar 2026R$53.0bR$56.6bR$4.8b7.7x11.1x0.9x
Sun, 08 Feb 2026R$58.0bR$54.9bR$4.3b8.6x13.6x1.1x
Tue, 06 Jan 2026R$49.8bR$54.9bR$4.2b8.5x11.8x0.9x
Thu, 04 Dec 2025R$61.0bR$55.3bR$4.1b9.2x15x1.1x
Sat, 01 Nov 2025R$53.9bR$54.1bR$3.3b8.2x16.1x1x
Mon, 29 Sep 2025R$53.7bR$54.1bR$3.3b8.5x16.1x1x
Wed, 27 Aug 2025R$49.5bR$54.1bR$3.5b7.3x14.3x0.9x
Fri, 25 Jul 2025R$45.0bR$53.1bR$4.1b10.1x11.1x0.8x
Sun, 22 Jun 2025R$47.3bR$53.1bR$4.1b11.2x11.7x0.9x
Tue, 20 May 2025R$46.5bR$53.1bR$4.1b10.2x11.5x0.9x
Thu, 17 Apr 2025R$42.3bR$51.5bR$3.9b8.5x10.8x0.8x
Sat, 15 Mar 2025R$39.3bR$51.1bR$3.4b8.1x11.6x0.8x
Mon, 10 Feb 2025R$37.5bR$50.0bR$3.3b7.6x11.3x0.7x
Wed, 08 Jan 2025R$33.0bR$50.0bR$3.3b8x10x0.7x
Fri, 06 Dec 2024R$37.1bR$50.0bR$3.3b9.2x11.2x0.7x
Sun, 03 Nov 2024R$41.1bR$47.6bR$2.7b9x15.5x0.9x
Tue, 01 Oct 2024R$40.3bR$47.4bR$2.6b8.8x15.8x0.8x
Thu, 29 Aug 2024R$42.0bR$48.4bR$1.8b9.1x23.6x0.9x
Sat, 27 Jul 2024R$38.9bR$45.7bR$1.7b10.6x23.4x0.8x
Mon, 24 Jun 2024R$36.5bR$45.5bR$1.9b9.7x19.6x0.8x
Wed, 22 May 2024R$39.0bR$45.6bR$1.9b10.3x21x0.9x
Fri, 19 Apr 2024R$37.8bR$44.6bR$1.4b10.5x26.3x0.8x
Sun, 17 Mar 2024R$43.1bR$43.5bR$2.5b12.4x17x1x
Tue, 13 Feb 2024R$38.9bR$42.5bR$2.0b12.4x19.7x0.9x
Thu, 11 Jan 2024R$41.2bR$42.5bR$2.0b12.3x20.8x1x
Sat, 09 Dec 2023R$40.4bR$42.5bR$2.0b10.5x20.2x1x
Mon, 06 Nov 2023R$36.9bR$41.8bR$2.3b9.8x16x0.9x
Wed, 04 Oct 2023R$38.1bR$42.0bR$2.5b9.6x15.4x0.9x
Fri, 01 Sep 2023R$42.9bR$42.0bR$2.5b10.3x17.3x1x
Sun, 30 Jul 2023R$43.2bR$40.9bR$2.1b13x21x1.1x
Tue, 27 Jun 2023R$37.4bR$40.9bR$2.1b12.1x18.2x0.9x
Thu, 25 May 2023R$33.1bR$40.8bR$2.0b9.8x16.2x0.8x
Price to Earnings Ratio

16.2x


Total Market Cap: R$33.1bTotal Earnings: R$2.0bTotal Revenue: R$40.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.1x202420252026
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 9.4x which is lower than its 3-year average PE of 16.1x.
  • 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 33% 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-4.03%
Consumer Discretionary-5.84%
Consumer Durables-3.60%
Home Furnishings-2.21%
Homebuilding-3.54%
Household Appliances-3.92%
Housewares and Specialties-7.23%
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 17% over the next 5 years.
  • However this is lower than its past earnings growth rate of 25% 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
PDGR3 PDG Realty Empreendimentos e ParticipaçõesR$1.645.1%
+R$263.0k		-98.5%PS0.04x

Latest News

EVEN3
R$5.48
Even Construtora e Incorporadora
7D
-7.0%
1Y
-15.0%
TRIS3
R$4.17
Trisul
7D
-10.5%
1Y
-25.1%
Analysis Article • May 16

Is Now The Time To Put Trisul (BVMF:TRIS3) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
CURY3
R$30.37
Cury Construtora e Incorporadora
7D
-2.9%
1Y
0.8%
TEND3
R$29.12
Construtora Tenda
7D
-3.6%
1Y
43.6%
MRVE3
R$6.22
MRV Engenharia e Participações
7D
-7.0%
1Y
11.1%
EZTC3
R$12.69
EZTEC Empreendimentos e Participações
7D
-5.4%
1Y
12.8%
DIRR3
R$12.98
Direcional Engenharia
7D
-1.7%
1Y
0.7%
Narrative Update • May 02

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.
CYRE3
R$21.84
Cyrela Brazil Realty Empreendimentos e Participações
7D
-2.2%
1Y
-16.8%
Narrative Update • May 01

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.
PDGR3
R$1.64
PDG Realty Empreendimentos e Participações
7D
5.1%
1Y
-98.5%