Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) Will Want To Turn Around Its Return Trends
Nov 23
Brazilian (BOVESPA) Consumer Durables Industry Analysis
UpdatedNov 27, 2022
DataAggregated Company Financials
Companies15
- 7D0.2%
- 3M-7.5%
- 1Y-21.4%
- YTD-20.8%
In the last week, Consumer Durables has been flat. Unfortunately though, the industry is down 21% over the past 12 months. Earnings are forecast to grow by 26% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 27 Nov 2022 | R$29.4b | R$39.0b | R$2.0b | 9.1x | 15x | 0.8x |
| Tue, 25 Oct 2022 | R$34.3b | R$38.6b | R$2.6b | 10.2x | 13.1x | 0.9x |
| Thu, 22 Sep 2022 | R$35.4b | R$38.6b | R$2.6b | 10.3x | 13.5x | 0.9x |
| Sat, 20 Aug 2022 | R$30.7b | R$38.6b | R$2.7b | 8.8x | 11.4x | 0.8x |
| Mon, 18 Jul 2022 | R$27.2b | R$38.5b | R$3.3b | 6.5x | 8.3x | 0.7x |
| Wed, 15 Jun 2022 | R$25.9b | R$38.5b | R$3.3b | 5.8x | 7.9x | 0.7x |
| Fri, 13 May 2022 | R$28.6b | R$38.2b | R$3.7b | 6x | 7.8x | 0.7x |
| Sun, 10 Apr 2022 | R$33.7b | R$38.1b | R$3.7b | 7.7x | 9.2x | 0.9x |
| Tue, 08 Mar 2022 | R$33.9b | R$38.1b | R$3.9b | 7.4x | 8.7x | 0.9x |
| Thu, 03 Feb 2022 | R$39.1b | R$38.1b | R$3.9b | 9.3x | 10x | 1x |
| Sat, 01 Jan 2022 | R$38.3b | R$38.1b | R$3.9b | 9.3x | 9.8x | 1x |
| Mon, 29 Nov 2021 | R$36.5b | R$38.0b | R$3.9b | 8.4x | 9.4x | 1x |
| Wed, 27 Oct 2021 | R$38.7b | R$37.2b | R$4.9b | 7.9x | 7.9x | 1x |
| Fri, 24 Sep 2021 | R$45.1b | R$37.2b | R$4.9b | 9.7x | 9.2x | 1.2x |
| Sun, 22 Aug 2021 | R$44.2b | R$37.2b | R$4.9b | 9.4x | 9x | 1.2x |
| Fri, 09 Jul 2021 | R$51.6b | R$37.2b | R$4.9b | 11.5x | 10.5x | 1.4x |
| Thu, 01 Apr 2021 | R$52.3b | R$34.4b | R$4.3b | 13.7x | 12.3x | 1.5x |
| Sun, 03 Jan 2021 | R$59.6b | R$32.3b | R$3.6b | 16.3x | 16.4x | 1.8x |
| Wed, 07 Oct 2020 | R$52.3b | R$30.6b | R$3.4b | 16x | 15.2x | 1.7x |
| Tue, 30 Jun 2020 | R$48.6b | R$26.9b | R$1.7b | 23.7x | 28.9x | 1.8x |
| Fri, 03 Apr 2020 | R$36.1b | R$27.3b | R$1.9b | 13.8x | 19.2x | 1.3x |
| Mon, 06 Jan 2020 | R$63.1b | R$27.3b | R$2.4b | 20.5x | 26.3x | 2.3x |
Price to Earnings Ratio
29.3x
Current Industry PE
- Investors are relatively neutral on the Brazilian Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 15.6x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.75x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 4.2% 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 | -1.01% | |
| Consumer Discretionary | 0.15% | |
| Consumer Durables | 0.17% | |
| Home Furnishings | 0.42% | |
| Homebuilding | 0.30% | |
| Consumer Electronics | 0% | |
| Housewares and Specialties | 0% | |
| Household Appliances | -0.19% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry, which is trading close to 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 26% over the next 5 years.
- This is better than its past earnings decline of 26% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 26% 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$13.82 | 1.5% +R$80.4m | -5.2% | PE6.5x | |
| DIRR3 Direcional Engenharia | R$13.97 | 3.3% +R$65.6m | 34.2% | PE11.8x | |
| EZTC3 EZTEC Empreendimentos e Participações | R$15.32 | 1.7% +R$54.6m | -17.6% | PE9.1x | |
| TEND3 Construtora Tenda | R$4.89 | 3.4% +R$15.5m | -72.6% | PS0.2x | |
| PLPL3 Plano & Plano Desenvolvimento Imobiliário | R$3.67 | 0.8% +R$5.9m | 16.1% | PE7x |