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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJun 03, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.09%
  • 3M-16.0%
  • 1Y-6.6%
  • YTD-6.7%

In the last week, the Consumer Durables industry is up 2.7%, with Cyrela Brazil Realty Empreendimentos e Participações up 0.4%. During this same period, the MRV Engenharia e Participações underperformed, falling 7.0%. In the past year, the industry is down 3.2%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 03 Jun 2026R$46.2bR$58.4bR$4.6b6.5x10x0.8x
Fri, 01 May 2026R$46.2bR$57.0bR$4.3b6.7x10.6x0.8x
Sun, 29 Mar 2026R$50.2bR$57.6bR$5.0b7.3x10.1x0.9x
Tue, 24 Feb 2026R$61.7bR$54.9bR$4.3b9.3x14.5x1.1x
Thu, 22 Jan 2026R$49.6bR$54.9bR$4.3b8x11.7x0.9x
Sat, 20 Dec 2025R$51.9bR$55.3bR$4.1b8.4x12.8x0.9x
Mon, 17 Nov 2025R$59.6bR$54.9bR$3.7b8.8x16.2x1.1x
Wed, 15 Oct 2025R$49.8bR$54.1bR$3.3b7.8x14.9x0.9x
Fri, 12 Sep 2025R$53.6bR$54.1bR$3.3b8.6x16.1x1x
Sun, 10 Aug 2025R$47.5bR$53.8bR$4.4b9.1x10.9x0.9x
Tue, 08 Jul 2025R$47.3bR$53.1bR$4.1b10.7x11.7x0.9x
Thu, 05 Jun 2025R$48.3bR$53.1bR$4.1b11.1x11.9x0.9x
Sat, 03 May 2025R$43.1bR$51.5bR$3.9b8.9x11x0.8x
Mon, 31 Mar 2025R$41.3bR$51.3bR$3.9b8.4x10.5x0.8x
Wed, 26 Feb 2025R$38.5bR$50.4bR$3.2b7.9x12.2x0.8x
Fri, 24 Jan 2025R$34.8bR$50.0bR$3.3b8.1x10.5x0.7x
Sun, 22 Dec 2024R$34.8bR$50.0bR$3.3b8.4x10.5x0.7x
Tue, 19 Nov 2024R$40.1bR$49.6bR$3.3b9.1x12.2x0.8x
Thu, 17 Oct 2024R$41.7bR$47.4bR$2.6b9.4x16.3x0.9x
Sat, 14 Sep 2024R$43.9bR$48.4bR$1.8b9x24.7x0.9x
Mon, 12 Aug 2024R$41.0bR$46.7bR$2.0b10.2x20.9x0.9x
Wed, 10 Jul 2024R$38.6bR$45.5bR$1.9b10.3x20.7x0.8x
Fri, 07 Jun 2024R$38.5bR$45.5bR$1.9b10.3x20.7x0.8x
Sun, 05 May 2024R$40.3bR$44.6bR$1.4b10.6x27.8x0.9x
Tue, 02 Apr 2024R$42.5bR$44.6bR$1.4b11.5x29.6x1x
Thu, 29 Feb 2024R$41.5bR$42.5bR$2.0b12.8x21x1x
Sat, 27 Jan 2024R$40.1bR$42.5bR$2.0b12.3x20.3x0.9x
Mon, 25 Dec 2023R$42.8bR$42.5bR$2.0b11.4x21.5x1x
Wed, 22 Nov 2023R$39.7bR$42.5bR$2.0b10.3x19.9x0.9x
Fri, 20 Oct 2023R$34.0bR$41.8bR$2.3b8.8x14.7x0.8x
Sun, 17 Sep 2023R$41.3bR$42.0bR$2.5b10.6x16.6x1x
Tue, 15 Aug 2023R$44.3bR$42.0bR$2.6b10.8x17.3x1.1x
Thu, 13 Jul 2023R$40.2bR$40.9bR$2.1b12.3x19.6x1x
Sat, 10 Jun 2023R$37.6bR$40.9bR$2.1b11.6x18.3x0.9x
Price to Earnings Ratio

18.3x


Total Market Cap: R$37.6bTotal Earnings: R$2.1bTotal Revenue: R$40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16x202420252026
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 10.0x which is lower than its 3-year average PE of 16.0x.
  • 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 31% 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-1.20%
Consumer Discretionary-2.35%
Consumer Durables-0.088%
Home Furnishings0%0
Housewares and Specialties0%0
Homebuilding-0.065%
Household Appliances-0.25%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above 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 28% 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
TEND3 Construtora TendaR$33.391.5%
+R$60.1m		38.0%PE6.8x
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$22.350.7%
+R$54.9m		-12.1%PE4.1x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$9.311.1%
+R$20.3m		-43.1%PE5.6x
DIRR3 Direcional EngenhariaR$13.350.2%
+R$15.6m		-4.2%PE8.3x
TCSA3 TecnisaR$1.140.9%
+R$736.2k		-5.0%PS0.4x

Latest News

MRVE3
R$5.93
MRV Engenharia e Participações
7D
-0.7%
1Y
0.2%
DIRR3
R$13.35
Direcional Engenharia
7D
0.2%
1Y
-4.2%
Narrative Update • Jun 01

DIRR3: Higher Profitability And Upcoming Meeting Will Support Future Upside

Analysts have trimmed their price target on Direcional Engenharia from R$17.00 to R$16.50 as updated assumptions reflect different revenue growth and profit margin expectations, along with a revised forward P/E outlook. What's in the News Direcional Engenharia has a Special and Extraordinary Shareholders Meeting scheduled for Apr 30, 2026, which may cover governance, capital structure, or corporate action proposals.
EVEN3
R$5.61
Even Construtora e Incorporadora
7D
-4.6%
1Y
-25.5%
Narrative Update • Jun 01

EVEN3: Higher Future P/E Multiple Will Support Stronger Share Pricing

Analysts now see Even Construtora e Incorporadora's fair value at R$8.77 per share versus the prior R$8.99. This reflects updated assumptions for a higher discount rate, slightly different revenue growth expectations, a lower profit margin outlook, and a higher future P/E multiple.
EZTC3
R$13.12
EZTEC Empreendimentos e Participações
7D
-1.3%
1Y
19.9%
Narrative Update • Jun 01

EZTC3: Fair Outlook Will Balance Slightly Firmer Margins And Softer Assumptions

Analysts kept their fair value estimate for EZTEC Empreendimentos e Participações steady at R$13.00. They pointed to slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the unchanged price target.
CURY3
R$31.33
Cury Construtora e Incorporadora
7D
-0.5%
1Y
5.3%
Narrative Update • May 30

CURY3: Future Meeting And Higher P/E Assumptions Will Support Upside Potential

Analysts have slightly reduced their price target for Cury Construtora e Incorporadora to R$45.79 from R$46.38, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E estimates. What's in the News Cury Construtora e Incorporadora has scheduled a Special and Extraordinary Shareholders Meeting for April 17, 2026, giving investors a future date to watch for potential corporate decisions (Key Developments).
CYRE3
R$22.35
Cyrela Brazil Realty Empreendimentos e Participações
7D
0.7%
1Y
-12.1%
Analysis Article • May 26

Do Cyrela Brazil Realty Empreendimentos e Participações' (BVMF:CYRE3) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
TCSA3
R$1.14
Tecnisa
7D
0.9%
1Y
-5.0%
TEND3
R$33.39
Construtora Tenda
7D
1.5%
1Y
38.0%
TRIS3
R$4.33
Trisul
7D
-0.7%
1Y
-28.5%
Analysis Article • May 21

We Think Trisul's (BVMF:TRIS3) Solid Earnings Are Understated

The stock was sluggish on the back of Trisul S.A.'s ( BVMF:TRIS3 ) recent earnings report. We have done some analysis...
PDGR3
R$1.49
PDG Realty Empreendimentos e Participações
7D
1.4%
1Y
-97.6%
GFSA3
R$1.07
Gafisa
7D
-6.1%
1Y
-95.7%
PLPL3
R$9.31
Plano & Plano Desenvolvimento Imobiliário
7D
1.1%
1Y
-43.1%
VIVR3
R$0.31
Viver Incorporadora e Construtora
7D
-11.4%
1Y
-64.8%