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Brazilian (BOVESPA) Consumer Durables Industry Analysis
UpdatedAug 27, 2025
DataAggregated Company Financials
Companies16
- 7D5.4%
- 3M6.2%
- 1Y18.1%
- YTD50.1%
Over the last 7 days, the Consumer Durables industry has risen 4.3%, driven by gains in Cyrela Brazil Realty Empreendimentos e Participações and Direcional Engenharia of 6.8% and 7.4%, respectively. During this same period, the Tecnisa underperformed, falling 7.0%. In the last 12 months, the industry was up 18%. As for the next few years, earnings are expected to grow by 29% per annum.
Industry Valuation and Performance
Has the Brazilian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 27 Aug 2025 | R$49.5b | R$54.1b | R$3.5b | 7.3x | 14.3x | 0.9x |
| Fri, 25 Jul 2025 | R$45.0b | R$53.1b | R$4.1b | 10.1x | 11.1x | 0.8x |
| Sun, 22 Jun 2025 | R$47.3b | R$53.1b | R$4.1b | 11.2x | 11.7x | 0.9x |
| Tue, 20 May 2025 | R$46.5b | R$53.1b | R$4.1b | 10.2x | 11.5x | 0.9x |
| Thu, 17 Apr 2025 | R$42.3b | R$51.5b | R$3.9b | 8.5x | 10.8x | 0.8x |
| Sat, 15 Mar 2025 | R$39.3b | R$51.1b | R$3.4b | 8.1x | 11.6x | 0.8x |
| Mon, 10 Feb 2025 | R$37.5b | R$50.0b | R$3.3b | 7.6x | 11.3x | 0.7x |
| Wed, 08 Jan 2025 | R$33.0b | R$50.0b | R$3.3b | 8x | 10x | 0.7x |
| Fri, 06 Dec 2024 | R$37.1b | R$50.0b | R$3.3b | 9.2x | 11.2x | 0.7x |
| Sun, 03 Nov 2024 | R$41.1b | R$47.6b | R$2.7b | 9x | 15.5x | 0.9x |
| Tue, 01 Oct 2024 | R$40.3b | R$47.4b | R$2.6b | 8.8x | 15.8x | 0.8x |
| Thu, 29 Aug 2024 | R$42.0b | R$48.4b | R$1.8b | 9.1x | 23.6x | 0.9x |
| Sat, 27 Jul 2024 | R$38.9b | R$45.7b | R$1.7b | 10.6x | 23.4x | 0.8x |
| Mon, 24 Jun 2024 | R$36.5b | R$45.5b | R$1.9b | 9.7x | 19.6x | 0.8x |
| Wed, 22 May 2024 | R$39.0b | R$45.6b | R$1.9b | 10.3x | 21x | 0.9x |
| Fri, 19 Apr 2024 | R$37.8b | R$44.6b | R$1.4b | 10.5x | 26.3x | 0.8x |
| Sun, 17 Mar 2024 | R$43.1b | R$43.5b | R$2.5b | 12.4x | 17x | 1x |
| Tue, 13 Feb 2024 | R$38.9b | R$42.5b | R$2.0b | 12.4x | 19.7x | 0.9x |
| Thu, 11 Jan 2024 | R$41.2b | R$42.5b | R$2.0b | 12.3x | 20.8x | 1x |
| Sat, 09 Dec 2023 | R$40.4b | R$42.5b | R$2.0b | 10.5x | 20.2x | 1x |
| Mon, 06 Nov 2023 | R$36.9b | R$41.8b | R$2.3b | 9.8x | 16x | 0.9x |
| Wed, 04 Oct 2023 | R$38.1b | R$42.0b | R$2.5b | 9.6x | 15.4x | 0.9x |
| Fri, 01 Sep 2023 | R$42.9b | R$42.0b | R$2.5b | 10.3x | 17.3x | 1x |
| Sun, 30 Jul 2023 | R$43.2b | R$40.9b | R$2.1b | 13x | 21x | 1.1x |
| Tue, 27 Jun 2023 | R$37.4b | R$40.9b | R$2.1b | 12.1x | 18.2x | 0.9x |
| Thu, 25 May 2023 | R$33.1b | R$40.8b | R$2.0b | 9.8x | 16.2x | 0.8x |
| Sat, 22 Apr 2023 | R$28.6b | R$39.9b | R$2.0b | 9.2x | 14x | 0.7x |
| Mon, 20 Mar 2023 | R$29.0b | R$39.1b | R$1.3b | 8.8x | 22.1x | 0.7x |
| Wed, 15 Feb 2023 | R$28.3b | R$38.9b | R$1.8b | 8x | 15.6x | 0.7x |
| Fri, 13 Jan 2023 | R$29.3b | R$38.9b | R$1.8b | 8.5x | 16.1x | 0.8x |
| Sun, 11 Dec 2022 | R$28.4b | R$39.0b | R$2.0b | 9x | 14.5x | 0.7x |
| Tue, 08 Nov 2022 | R$34.9b | R$38.4b | R$2.4b | 10.2x | 14.5x | 0.9x |
| Thu, 06 Oct 2022 | R$37.7b | R$38.6b | R$2.6b | 10.7x | 14.4x | 1x |
| Sat, 03 Sep 2022 | R$34.1b | R$38.6b | R$2.6b | 9.9x | 13x | 0.9x |
Price to Earnings Ratio
13x
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 14.2x which is lower than its 3-year average PE of 16.5x.
- The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 9.8% 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 | 1.78% | |
| Consumer Discretionary | 3.52% | |
| Consumer Durables | 5.41% | |
| Homebuilding | 5.63% | |
| Household Appliances | 4.06% | |
| Housewares and Specialties | 3.64% | |
| Home Furnishings | 0.77% | |
Industry PE
- Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 21.7x.
- 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 29% over the next 5 years.
- However this is lower than its past earnings growth rate of 46% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 29% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CYRE3 Cyrela Brazil Realty Empreendimentos e Participações | R$26.56 | 8.2% +R$739.9m | 17.1% | PE5.8x | |
| CURY3 Cury Construtora e Incorporadora | R$33.34 | 5.0% +R$460.9m | 39.6% | PE12.3x | |
| DIRR3 Direcional Engenharia | R$14.85 | 6.3% +R$457.6m | 49.2% | PE11.2x | |
| PLPL3 Plano & Plano Desenvolvimento Imobiliário | R$13.91 | 7.5% +R$196.8m | 10.8% | PE7.9x | |
| EZTC3 EZTEC Empreendimentos e Participações | R$14.24 | 6.2% +R$181.0m | -4.0% | PE6.3x |
