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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies16
  • 7D-1.5%
  • 3M-5.8%
  • 1Y53.1%
  • YTD54.0%

In the last week, the Consumer Durables industry is up 2.1%, with Direcional Engenharia up 4.9%. This means that the industry has gained 55% over the past year. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Dec 2025R$51.0bR$55.3bR$4.1b8.3x12.5x0.9x
Thu, 27 Nov 2025R$59.1bR$55.3bR$3.9b9.1x15.1x1.1x
Sat, 25 Oct 2025R$52.6bR$54.1bR$3.3b8x15.7x1x
Mon, 22 Sep 2025R$54.6bR$54.1bR$3.3b8.8x16.4x1x
Wed, 20 Aug 2025R$47.5bR$51.4bR$4.6b6.9x10.2x0.9x
Fri, 18 Jul 2025R$47.3bR$53.1bR$4.1b11x11.7x0.9x
Sun, 15 Jun 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Tue, 13 May 2025R$44.5bR$51.9bR$3.8b8.9x11.9x0.9x
Thu, 10 Apr 2025R$41.7bR$51.5bR$3.9b8.4x10.7x0.8x
Sat, 08 Mar 2025R$37.0bR$50.4bR$3.2b7.9x11.7x0.7x
Mon, 03 Feb 2025R$37.1bR$50.0bR$3.3b8.1x11.2x0.7x
Wed, 01 Jan 2025R$32.9bR$50.0bR$3.3b7.9x9.9x0.7x
Fri, 29 Nov 2024R$39.4bR$50.0bR$3.3b8.7x11.9x0.8x
Sun, 27 Oct 2024R$41.0bR$47.4bR$2.6b9.2x16x0.9x
Tue, 24 Sep 2024R$41.3bR$47.4bR$2.6b8.8x16.1x0.9x
Thu, 22 Aug 2024R$41.6bR$48.4bR$1.8b9.2x23.4x0.9x
Sat, 20 Jul 2024R$39.2bR$45.7bR$1.7b10.4x23.6x0.9x
Mon, 17 Jun 2024R$36.9bR$45.5bR$1.9b9.9x19.8x0.8x
Wed, 15 May 2024R$38.5bR$45.5bR$1.7b10.2x23x0.8x
Fri, 12 Apr 2024R$41.8bR$44.6bR$1.4b11x29.2x0.9x
Sun, 10 Mar 2024R$42.0bR$42.7bR$2.2b12.8x19x1x
Tue, 06 Feb 2024R$38.5bR$42.5bR$2.0b12x19.5x0.9x
Thu, 04 Jan 2024R$41.5bR$42.5bR$2.0b11.9x21x1x
Sat, 02 Dec 2023R$40.2bR$42.5bR$2.0b10.7x20.2x0.9x
Mon, 30 Oct 2023R$34.9bR$41.8bR$2.3b9.5x15.2x0.8x
Wed, 27 Sep 2023R$38.5bR$42.0bR$2.5b9.6x15.5x0.9x
Fri, 25 Aug 2023R$45.4bR$42.0bR$2.5b10.6x18.3x1.1x
Sun, 23 Jul 2023R$42.1bR$40.9bR$2.1b12.5x20.5x1x
Tue, 20 Jun 2023R$37.9bR$40.9bR$2.1b11.8x18.4x0.9x
Thu, 18 May 2023R$32.2bR$40.5bR$2.0b10.6x16.2x0.8x
Sat, 15 Apr 2023R$30.3bR$39.9bR$2.0b10x14.8x0.8x
Mon, 13 Mar 2023R$29.0bR$38.7bR$1.3b9.9x22.3x0.7x
Wed, 08 Feb 2023R$28.1bR$38.9bR$1.8b8.4x15.5x0.7x
Fri, 06 Jan 2023R$29.0bR$38.9bR$1.8b8.4x15.9x0.7x
Price to Earnings Ratio

15.9x


Total Market Cap: R$29.0bTotal Earnings: R$1.8bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.6x20242025
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 12.7x which is lower than its 3-year average PE of 16.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.87x.
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 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 Market0.13%
Consumer Discretionary-0.068%
Consumer Durables-1.50%
Household Appliances1.29%
Homebuilding-1.88%
Housewares and Specialties-4.13%
Home Furnishings-8.28%
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 20.4%, 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
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$13.942.3%
+R$64.9m		52.0%PE8.9x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$13.471.1%
+R$38.8m		58.2%PE6.9x
AVLL3 AlphavilleR$0.941.1%
+R$2.0m		-65.4%PS0.3x
GFSA3 GafisaR$5.202.0%
+R$1.1m		-78.0%PS0.07x

Latest News

DIRR3
R$13.83
Direcional Engenharia
7D
-1.3%
1Y
56.0%

These 4 Measures Indicate That Direcional Engenharia (BVMF:DIRR3) Is Using Debt Reasonably Well

Dec 29
These 4 Measures Indicate That Direcional Engenharia (BVMF:DIRR3) Is Using Debt Reasonably Well
EZTC3
R$13.47
EZTEC Empreendimentos e Participações
7D
1.1%
1Y
58.2%

EZTC3: Future Outlook Will Reflect Stock Split And Modest Margin Pressure

Analysts have modestly raised their price target for EZTEC Empreendimentos e Participações to approximately R$16.33 from about R$15.79. This reflects expectations for slightly stronger revenue growth over the forecast period, which more than offset a marginally lower profit margin and a higher assumed future P/E multiple.
CYRE3
R$28.99
Cyrela Brazil Realty Empreendimentos e Participações
7D
-1.9%
1Y
71.0%

We Think Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Is Taking Some Risk With Its Debt

Dec 21
We Think Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Is Taking Some Risk With Its Debt
PLPL3
R$13.94
Plano & Plano Desenvolvimento Imobiliário
7D
2.3%
1Y
52.0%

Is Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) A Risky Investment?

Dec 20
Is Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) A Risky Investment?
TRIS3
R$6.12
Trisul
7D
-7.1%
1Y
80.4%

Here's Why Trisul (BVMF:TRIS3) Has Caught The Eye Of Investors

Dec 20
Here's Why Trisul (BVMF:TRIS3) Has Caught The Eye Of Investors
CURY3
R$31.43
Cury Construtora e Incorporadora
7D
-2.4%
1Y
80.0%

CURY3: Future Margin Expansion Will Drive Stronger Earnings Multiple Upside

Analysts have nudged their price target for Cury Construtora e Incorporadora higher, raising fair value by roughly R$1.33 per share as they factor in slightly stronger expected revenue growth, modestly improved profit margins, and a fuller valuation multiple, despite a largely unchanged discount rate. Valuation Changes Fair Value per Share has risen slightly, increasing from roughly R$42.08 to about R$43.42.
EVEN3
R$7.60
Even Construtora e Incorporadora
7D
-2.1%
1Y
41.8%

EVEN3: Future Upside Will Hinge On Higher Earnings Multiple Outlook

Analysts have nudged their fair value estimate for Even Construtora e Incorporadora higher from R$9.00 to R$10.00 per share, citing an improved valuation multiple outlook, even though projections for revenue growth and profit margins are slightly softer under a marginally higher discount rate. What's in the News The company will hold a Special and Extraordinary Shareholders Meeting on December 17, 2025, to address corporate matters relevant to investors (company filing).
MNDL3
R$16.00
Mundial - Produtos de Consumo
7D
-4.1%
1Y
-5.7%

Mundial - Produtos de Consumo (BVMF:MNDL3) Use Of Debt Could Be Considered Risky

Dec 12
Mundial - Produtos de Consumo (BVMF:MNDL3) Use Of Debt Could Be Considered Risky
UCAS3
R$1.33
Unicasa Indústria de Móveis
7D
-8.3%
1Y
-30.0%
MRVE3
R$7.69
MRV Engenharia e Participações
7D
-0.6%
1Y
44.8%

MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall

Dec 06
MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall
AVLL3
R$0.94
Alphaville
7D
1.1%
1Y
-65.4%
GFSA3
R$5.20
Gafisa
7D
2.0%
1Y
-78.0%