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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies15
  • 7D5.1%
  • 3M-5.6%
  • 1Y-2.2%
  • YTD-2.7%

Cyrela Brazil Realty Empreendimentos e Participações is up 6.9%, leading the way for the Consumer Durables industry, which has gained 5.1%. In the same time, Tecnisa was down 8.5%. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026R$49.6bR$58.4bR$4.6b6.6x10.9x0.8x
Wed, 27 May 2026R$46.5bR$58.4bR$4.6b6.5x10.1x0.8x
Fri, 24 Apr 2026R$51.7bR$57.0bR$4.3b7.6x11.9x0.9x
Sun, 22 Mar 2026R$49.6bR$57.6bR$5.0b7.3x10x0.9x
Tue, 17 Feb 2026R$59.7bR$54.9bR$4.3b9.5x14x1.1x
Thu, 15 Jan 2026R$50.0bR$54.9bR$4.3b7.9x11.7x0.9x
Sat, 13 Dec 2025R$56.7bR$55.3bR$4.1b8.9x13.9x1x
Mon, 10 Nov 2025R$56.4bR$54.1bR$3.3b8.4x16.9x1x
Wed, 08 Oct 2025R$50.9bR$54.1bR$3.3b8.1x15.2x0.9x
Fri, 05 Sep 2025R$52.4bR$54.1bR$3.5b7.5x15.1x1x
Sun, 03 Aug 2025R$59.5bR$53.1bR$4.1b12.1x14.7x1.1x
Tue, 01 Jul 2025R$48.4bR$53.1bR$4.1b10.8x11.9x0.9x
Thu, 29 May 2025R$46.9bR$53.1bR$4.1b10.8x11.6x0.9x
Sat, 26 Apr 2025R$43.7bR$51.5bR$3.9b8.6x11.2x0.8x
Mon, 24 Mar 2025R$40.6bR$52.3bR$3.7b8.3x10.9x0.8x
Wed, 19 Feb 2025R$39.7bR$50.0bR$3.3b8.2x12x0.8x
Fri, 17 Jan 2025R$34.4bR$50.0bR$3.3b8x10.4x0.7x
Sun, 15 Dec 2024R$35.1bR$50.0bR$3.3b8.8x10.6x0.7x
Tue, 12 Nov 2024R$40.7bR$48.2bR$2.9b8.8x14.1x0.8x
Thu, 10 Oct 2024R$40.8bR$47.4bR$2.6b8.7x16x0.9x
Sat, 07 Sep 2024R$41.6bR$48.4bR$1.8b8.9x23.4x0.9x
Mon, 05 Aug 2024R$39.1bR$45.9bR$1.7b10.2x23.3x0.9x
Wed, 03 Jul 2024R$37.5bR$45.5bR$1.9b9.8x20.2x0.8x
Fri, 31 May 2024R$37.3bR$45.5bR$1.9b10.3x20x0.8x
Sun, 28 Apr 2024R$39.2bR$44.6bR$1.4b10.4x27.3x0.9x
Tue, 26 Mar 2024R$41.5bR$43.7bR$1.8b11.7x23.6x1x
Thu, 22 Feb 2024R$40.0bR$42.5bR$2.0b12.8x20.2x0.9x
Sat, 20 Jan 2024R$39.3bR$42.5bR$2.0b12x19.9x0.9x
Mon, 18 Dec 2023R$41.9bR$42.5bR$2.0b11.2x21x1x
Wed, 15 Nov 2023R$38.6bR$42.0bR$2.3b10.5x17.1x0.9x
Fri, 13 Oct 2023R$36.6bR$42.0bR$2.5b9.5x14.7x0.9x
Sun, 10 Sep 2023R$41.4bR$42.0bR$2.5b10.5x16.7x1x
Tue, 08 Aug 2023R$44.9bR$40.9bR$2.2b13.6x20.8x1.1x
Thu, 06 Jul 2023R$39.5bR$40.9bR$2.1b12.3x19.2x1x
Price to Earnings Ratio

19.2x


Total Market Cap: R$39.5bTotal Earnings: R$2.1bTotal Revenue: R$40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 15.8x202420252026
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 10.9x which is lower than its 3-year average PE of 15.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 30% 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 Market2.81%
Consumer Discretionary3.33%
Consumer Durables5.15%
Homebuilding5.76%
Housewares and Specialties3.78%
Household Appliances1.00%
Home Furnishings-1.64%
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 14.8x.
    • 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 18% 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 18% 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
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$23.337.7%
+R$727.7m		-10.7%PE5.1x
CURY3 Cury Construtora e IncorporadoraR$35.113.7%
+R$382.0m		18.9%PE10.2x
TEND3 Construtora TendaR$36.857.1%
+R$300.3m		51.0%PE7.5x
DIRR3 Direcional EngenhariaR$14.203.4%
+R$244.6m		4.4%PE8.8x
MRVE3 MRV Engenharia e ParticipaçõesR$5.245.9%
+R$163.2m		-17.7%PS0.3x

Latest News

DIRR3
R$14.20
Direcional Engenharia
7D
3.4%
1Y
4.4%
Analysis Article • Jun 27

With EPS Growth And More, Direcional Engenharia (BVMF:DIRR3) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
CURY3
R$35.11
Cury Construtora e Incorporadora
7D
3.7%
1Y
18.9%
Narrative Update • Jun 27

nan

Analysts have raised their fair value estimate for Cury Construtora e Incorporadora from R$43.00 to R$52.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Cury Construtora e Incorporadora No recent news items or key developments have been reported for Cury Construtora e Incorporadora in the provided sources.
MRVE3
R$5.24
MRV Engenharia e Participações
7D
5.9%
1Y
-17.7%
Narrative Update • Jun 26

MRVE3: Higher Margin Outlook Will Support Stronger Future Pricing Potential

The analyst price target for MRV Engenharia e Participações has been raised from R$12.00 to R$14.00, with analysts pointing to updated assumptions that include a slightly lower discount rate, revised revenue growth estimates, a higher projected profit margin and a modestly lower future P/E multiple. What's in the News for MRV Engenharia e Participações Analyst coverage has updated key valuation assumptions for MRV Engenharia e Participações, including the discount rate, revenue outlook, profit margins and future P/E multiple used in models.
VIVR3
R$1.67
Viver Incorporadora e Construtora
7D
-7.2%
1Y
-80.8%
CYRE3
R$23.33
Cyrela Brazil Realty Empreendimentos e Participações
7D
7.7%
1Y
-10.7%
Narrative Update • Jun 23

CYRE3: Index Removals And Reset Assumptions Will Support Future Upside

Analysts held their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações steady at R$43.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples following recent Street research, including a downgrade from JPMorgan. What's in the News Cyrela Brazil Realty Empreendimentos e Participações has been removed from the Brazil Small Cap Index, according to recent index constituent changes.
EZTC3
R$13.35
EZTEC Empreendimentos e Participações
7D
3.2%
1Y
21.9%
EVEN3
R$5.77
Even Construtora e Incorporadora
7D
2.9%
1Y
-22.7%
Narrative Update • Jun 16

EVEN3: Steady Assumptions And Lower Discount Rate Will Support Share Pricing

Analysts kept their fair value estimate for Even Construtora e Incorporadora broadly unchanged at around R$8.77, with only marginal tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E. These adjustments helped to refine their price target rather than shift it meaningfully.
TCSA3
R$0.86
Tecnisa
7D
-9.5%
1Y
-50.0%
TEND3
R$36.85
Construtora Tenda
7D
7.1%
1Y
51.0%
TRIS3
R$4.36
Trisul
7D
8.2%
1Y
-21.3%
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$1.38
PDG Realty Empreendimentos e Participações
7D
-0.7%
1Y
-97.6%
AVLL3
R$12.95
Alphaville
7D
-0.2%
1Y
-69.9%