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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies15
  • 7D1.3%
  • 3M0.09%
  • 1Y54.7%
  • YTD22.8%

In the last week, the Consumer Durables industry is up 1.3%, with Cyrela Brazil Realty Empreendimentos e Participações up 3.6%. In the last 12 months, the industry was up 55%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 25 Feb 2026R$60.6bR$54.9bR$4.3b9.2x14.2x1.1x
Fri, 23 Jan 2026R$51.1bR$54.9bR$4.3b8.1x12x0.9x
Sun, 21 Dec 2025R$51.5bR$55.3bR$4.1b8.4x12.7x0.9x
Tue, 18 Nov 2025R$59.6bR$55.3bR$3.8b9.8x15.9x1.1x
Thu, 16 Oct 2025R$50.5bR$54.1bR$3.3b7.9x15.1x0.9x
Sat, 13 Sep 2025R$53.8bR$54.1bR$3.3b8.7x16.2x1x
Mon, 11 Aug 2025R$42.8bR$53.8bR$4.4b7.6x9.8x0.8x
Wed, 09 Jul 2025R$47.6bR$53.1bR$4.1b10.8x11.7x0.9x
Fri, 06 Jun 2025R$48.5bR$53.1bR$4.1b11.2x12x0.9x
Sun, 04 May 2025R$43.3bR$51.5bR$3.9b8.9x11.1x0.8x
Tue, 01 Apr 2025R$40.7bR$51.5bR$3.9b8.2x10.4x0.8x
Thu, 27 Feb 2025R$38.2bR$50.4bR$3.2b7.6x12.1x0.8x
Sat, 25 Jan 2025R$34.3bR$50.0bR$3.3b8.3x10.3x0.7x
Mon, 23 Dec 2024R$34.8bR$50.0bR$3.3b8.4x10.5x0.7x
Wed, 20 Nov 2024R$39.4bR$49.7bR$3.3b9.3x11.9x0.8x
Fri, 18 Oct 2024R$41.3bR$47.4bR$2.6b9.5x16.1x0.9x
Sun, 15 Sep 2024R$43.9bR$48.4bR$1.8b9x24.7x0.9x
Tue, 13 Aug 2024R$40.7bR$46.8bR$1.9b10.5x21.8x0.9x
Thu, 11 Jul 2024R$38.6bR$45.5bR$1.9b10.3x20.8x0.8x
Sat, 08 Jun 2024R$38.5bR$45.5bR$1.9b9.9x20.7x0.8x
Mon, 06 May 2024R$40.2bR$44.6bR$1.4b10.6x27.8x0.9x
Wed, 03 Apr 2024R$42.3bR$44.6bR$1.4b11.5x29.5x0.9x
Fri, 01 Mar 2024R$40.8bR$42.5bR$2.0b12.7x20.6x1x
Sun, 28 Jan 2024R$39.8bR$42.5bR$2.0b12.3x20.2x0.9x
Tue, 26 Dec 2023R$42.8bR$42.5bR$2.0b11.4x21.5x1x
Thu, 23 Nov 2023R$39.7bR$42.5bR$2.0b10.3x19.9x0.9x
Sat, 21 Oct 2023R$34.0bR$41.8bR$2.3b8.7x14.8x0.8x
Mon, 18 Sep 2023R$41.3bR$42.0bR$2.5b10.6x16.6x1x
Wed, 16 Aug 2023R$44.4bR$42.0bR$2.6b10.6x17.3x1.1x
Fri, 14 Jul 2023R$41.8bR$40.9bR$2.1b12.4x20.3x1x
Sun, 11 Jun 2023R$37.6bR$40.9bR$2.1b11.6x18.3x0.9x
Tue, 09 May 2023R$30.4bR$39.9bR$2.1b10.2x14.7x0.8x
Thu, 06 Apr 2023R$28.0bR$39.9bR$2.0b8.6x13.7x0.7x
Sat, 04 Mar 2023R$27.2bR$38.9bR$1.8b8.3x14.9x0.7x
Price to Earnings Ratio

14.9x


Total Market Cap: R$27.2bTotal 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 Market2.53%
Consumer Discretionary2.41%
Consumer Durables1.34%
Housewares and Specialties3.94%
Household Appliances2.36%
Home Furnishings1.45%
Homebuilding1.21%
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 20.6%, 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 21% 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 21% 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$31.733.6%
+R$399.3m		45.6%PE6.4x
MRVE3 MRV Engenharia e ParticipaçõesR$10.355.7%
+R$315.2m		102.9%PS0.6x
DIRR3 Direcional EngenhariaR$16.491.9%
+R$156.0m		62.1%PE11.3x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$15.813.7%
+R$155.3m		53.1%PE8.1x
EVEN3 Even Construtora e IncorporadoraR$8.402.4%
+R$39.2m		43.1%PE9.2x

Latest News

VIVR3
R$0.47
Viver Incorporadora e Construtora
7D
-25.4%
1Y
-60.2%
EVEN3
R$8.40
Even Construtora e Incorporadora
7D
2.4%
1Y
43.1%
EZTC3
R$15.81
EZTEC Empreendimentos e Participações
7D
3.7%
1Y
53.1%

EZTC3: Future Returns Will Reflect Stock Split And Stronger Margins

Analysts have lifted their price target for EZTEC Empreendimentos e Participações to R$18.46 from R$16.33, citing updated assumptions for higher revenue growth, stronger profit margins and a lower forward P/E multiple. What's in the News Special and Extraordinary Shareholders Meeting scheduled for February 27, 2026, at Avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo, Brazil (Key Developments).
DIRR3
R$16.49
Direcional Engenharia
7D
1.9%
1Y
62.1%

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$31.73
Cyrela Brazil Realty Empreendimentos e Participações
7D
3.6%
1Y
45.6%

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$39.95
Cury Construtora e Incorporadora
7D
-2.1%
1Y
79.1%

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$16.01
Plano & Plano Desenvolvimento Imobiliário
7D
0.3%
1Y
50.0%

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
TEND3
R$31.20
Construtora Tenda
7D
-4.4%
1Y
93.1%

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$10.35
MRV Engenharia e Participações
7D
5.7%
1Y
102.9%

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
TRIS3
R$7.50
Trisul
7D
1.8%
1Y
68.4%
TCSA3
R$1.68
Tecnisa
7D
11.3%
1Y
13.5%
PDGR3
R$2.23
PDG Realty Empreendimentos e Participações
7D
-15.5%
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$2.41
Gafisa
7D
-18.9%
1Y
-89.3%

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

Jan 21
Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues