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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies15
  • 7D3.3%
  • 3M5.4%
  • 1Y50.7%
  • YTD25.3%

Over the last 7 days, the Consumer Durables industry has risen 3.6%, driven by gains from Cyrela Brazil Realty Empreendimentos e Participações of 4.3%. In the same time, Gafisa was down 9.1%. In the last 12 months, the industry was up 52%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Feb 2026R$61.2bR$54.9bR$4.3b9.6x14.4x1.1x
Mon, 19 Jan 2026R$48.9bR$54.9bR$4.3b7.8x11.5x0.9x
Wed, 17 Dec 2025R$57.2bR$55.3bR$4.1b8.4x14.1x1x
Fri, 14 Nov 2025R$58.2bR$54.8bR$3.7b8.8x15.6x1.1x
Sun, 12 Oct 2025R$50.0bR$54.1bR$3.3b8x14.9x0.9x
Tue, 09 Sep 2025R$53.0bR$54.1bR$3.3b8.2x15.9x1x
Thu, 07 Aug 2025R$47.5bR$53.5bR$4.1b11x11.5x0.9x
Sat, 05 Jul 2025R$48.0bR$53.1bR$4.1b10.9x11.8x0.9x
Mon, 02 Jun 2025R$46.6bR$53.1bR$4.1b10.8x11.5x0.9x
Wed, 30 Apr 2025R$42.6bR$51.5bR$3.9b8.5x10.9x0.8x
Fri, 28 Mar 2025R$41.5bR$52.6bR$4.1b8.2x10.2x0.8x
Sun, 23 Feb 2025R$40.0bR$50.0bR$3.3b8.3x12.1x0.8x
Tue, 21 Jan 2025R$33.8bR$50.0bR$3.3b7.9x10.2x0.7x
Thu, 19 Dec 2024R$35.0bR$50.0bR$3.3b8.1x10.6x0.7x
Sat, 16 Nov 2024R$40.1bR$48.3bR$2.8b8.7x14.5x0.8x
Mon, 14 Oct 2024R$40.3bR$47.4bR$2.6b8.9x15.8x0.9x
Wed, 11 Sep 2024R$41.7bR$48.4bR$1.8b8.9x23.4x0.9x
Fri, 09 Aug 2024R$39.5bR$46.2bR$1.7b10.4x22.9x0.9x
Sun, 07 Jul 2024R$38.9bR$45.5bR$1.9b10.1x20.9x0.9x
Tue, 04 Jun 2024R$37.3bR$45.5bR$1.9b10.2x20x0.8x
Thu, 02 May 2024R$38.1bR$44.6bR$1.4b10.8x26.6x0.9x
Sat, 30 Mar 2024R$42.8bR$44.6bR$1.4b11.5x30.5x1x
Mon, 26 Feb 2024R$40.4bR$42.5bR$2.0b12.8x20.4x1x
Wed, 24 Jan 2024R$39.4bR$42.5bR$2.0b11.8x19.9x0.9x
Fri, 22 Dec 2023R$42.7bR$42.5bR$2.0b11.2x21.4x1x
Sun, 19 Nov 2023R$40.2bR$42.8bR$2.2b10.3x18.4x0.9x
Tue, 17 Oct 2023R$35.8bR$41.8bR$2.3b9.5x15.5x0.9x
Thu, 14 Sep 2023R$42.7bR$42.0bR$2.5b10.8x17.2x1x
Sat, 12 Aug 2023R$45.6bR$41.9bR$2.6b11.2x17.8x1.1x
Mon, 10 Jul 2023R$40.4bR$40.9bR$2.1b12.3x19.6x1x
Wed, 07 Jun 2023R$36.4bR$40.9bR$2.1b11.4x17.7x0.9x
Fri, 05 May 2023R$29.3bR$39.9bR$2.0b9.8x14.3x0.7x
Sun, 02 Apr 2023R$27.9bR$39.9bR$2.0b8.6x13.6x0.7x
Tue, 28 Feb 2023R$28.3bR$38.9bR$1.8b8.6x15.6x0.7x
Price to Earnings Ratio

15.6x


Total Market Cap: R$28.3bTotal Earnings: R$1.8bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.5x202420252026
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 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.1x.
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 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 Market2.01%
Consumer Discretionary2.98%
Consumer Durables3.35%
Homebuilding3.38%
Household Appliances3.21%
Housewares and Specialties2.00%
Home Furnishings-2.90%
Industry PE
  • Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.6x.
    • Analysts are expecting annual earnings growth of 20.2%, which is lower than the prior year's growth of 42.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 20% over the next 5 years.
  • However this is lower than its past earnings growth rate of 43% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 20% 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$31.954.3%
+R$479.9m		42.3%PE6.4x
DIRR3 Direcional EngenhariaR$16.884.3%
+R$358.8m		56.3%PE11.6x
MRVE3 MRV Engenharia e ParticipaçõesR$10.345.6%
+R$309.6m		80.1%PS0.6x
CURY3 Cury Construtora e IncorporadoraR$41.672.1%
+R$268.0m		75.5%PE14.7x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$16.065.3%
+R$224.7m		48.3%PE8.2x

Latest News

DIRR3
R$16.88
Direcional Engenharia
7D
4.3%
1Y
56.3%

DIRR3: Higher Margins And Lower P E Will Support Future Repricing

Analysts have trimmed their price target for Direcional Engenharia from R$38.97 to R$23.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Valuation Changes Fair Value: Trimmed from R$38.97 to R$23.00, a substantial reduction in the estimated share value.
CYRE3
R$31.95
Cyrela Brazil Realty Empreendimentos e Participações
7D
4.3%
1Y
42.3%

CYRE3: Expanded Index Inclusions Will Support Further Upside Potential

Analysts have slightly raised their price target for Cyrela Brazil Realty Empreendimentos e Participações to R$39.27 from R$39.00, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Cyrela Brazil Realty S.A. Empreendimentos e Participações is set to be added to the Brazil IBOVESPA Index, placing the stock in one of the country's key equity benchmarks (Key Developments).
CURY3
R$41.67
Cury Construtora e Incorporadora
7D
2.1%
1Y
75.5%

CURY3: Index Inclusion And Stable Assumptions Will Support Measured Future Multiple

Analysts have slightly lifted their price target for Cury Construtora e Incorporadora to R$44.88 from R$44.19, citing small tweaks in fair value assumptions, discount rate, revenue growth, profit margin and expected future P/E as the main drivers of the change. What's in the News Cury Construtora e Incorporadora S.A. was added as a constituent to the Brazil Valor BM&FBOVESPA Index, signaling its inclusion in a broader Brazilian equity benchmark (Key Developments).
PLPL3
R$16.13
Plano & Plano Desenvolvimento Imobiliário
7D
1.1%
1Y
45.7%

Plano & Plano Desenvolvimento Imobiliário's (BVMF:PLPL3) Returns Have Hit A Wall

Feb 14
Plano & Plano Desenvolvimento Imobiliário's (BVMF:PLPL3) Returns Have Hit A Wall
EZTC3
R$16.06
EZTEC Empreendimentos e Participações
7D
5.3%
1Y
48.3%

EZTC3: Future Shareholder Meeting Will Drive Bullish Repricing Potential

Analysts have trimmed their price target on EZTEC Empreendimentos e Participações from R$25.88 to R$23.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A special and extraordinary shareholders meeting is scheduled for February 27, 2026, at avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo/SP, Brazil.
EVEN3
R$8.53
Even Construtora e Incorporadora
7D
4.0%
1Y
40.1%

EVEN3: Future Upside Will Rely On Stronger Margins And Lower Discount Rate

Analysts have lifted their price target for Even Construtora e Incorporadora to R$10.00, citing slightly stronger assumptions for revenue growth and profit margins, as well as a marginally lower discount rate alongside a modestly reduced future P/E multiple. What's in the News Company schedules a Special and Extraordinary Shareholders Meeting for December 17, 2025, for investors to vote on matters submitted by management.
TEND3
R$33.05
Construtora Tenda
7D
1.3%
1Y
94.6%

Potential Upside For Construtora Tenda S.A. (BVMF:TEND3) Not Without Risk

Feb 04
Potential Upside For Construtora Tenda S.A. (BVMF:TEND3) Not Without Risk
MRVE3
R$10.34
MRV Engenharia e Participações
7D
5.6%
1Y
80.1%

We Think MRV Engenharia e Participações (BVMF:MRVE3) Is Taking Some Risk With Its Debt

Jan 28
We Think MRV Engenharia e Participações (BVMF:MRVE3) Is Taking Some Risk With Its Debt
VIVR3
R$0.61
Viver Incorporadora e Construtora
7D
-3.2%
1Y
-39.0%

Is Viver Incorporadora e Construtora (BVMF:VIVR3) Using Debt Sensibly?

Jan 28
Is Viver Incorporadora e Construtora (BVMF:VIVR3) Using Debt Sensibly?
TCSA3
R$1.50
Tecnisa
7D
-0.7%
1Y
-2.6%
PDGR3
R$2.20
PDG Realty Empreendimentos e Participações
7D
-16.7%
1Y
-99.1%

Improved Revenues Required Before PDG Realty S.A. Empreendimentos e Participações (BVMF:PDGR3) Stock's 134% Jump Looks Justified

Jan 27
Improved Revenues Required Before PDG Realty S.A. Empreendimentos e Participações (BVMF:PDGR3) Stock's 134% Jump Looks Justified
GFSA3
R$2.70
Gafisa
7D
-9.1%
1Y
-87.7%

Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues

Jan 21
Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues
AVLL3
R$0.83
Alphaville
7D
-1.2%
1Y
-61.4%

Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
UCAS3
R$1.34
Unicasa Indústria de Móveis
7D
-2.9%
1Y
-5.0%