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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies14
  • 7D2.6%
  • 3M-17.0%
  • 1Y4.2%
  • YTD-2.5%

In the last week, the Consumer Durables industry is up 2.6%, with Cury Construtora e Incorporadora leading the way with a 4.7% gain. This means that the industry has gained 4.2% over the past year. Earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 08 May 2026R$47.9bR$57.3bR$4.4b6.3x10.8x0.8x
Sun, 05 Apr 2026R$52.5bR$57.3bR$4.6b7.5x11.5x0.9x
Tue, 03 Mar 2026R$59.3bR$54.9bR$4.3b9.2x13.9x1.1x
Thu, 29 Jan 2026R$54.6bR$54.9bR$4.3b8.7x12.8x1x
Sat, 27 Dec 2025R$51.8bR$55.3bR$4.1b8.4x12.7x0.9x
Mon, 24 Nov 2025R$58.0bR$55.3bR$3.9b8.7x14.8x1x
Wed, 22 Oct 2025R$51.6bR$54.1bR$3.3b7.9x15.4x1x
Fri, 19 Sep 2025R$54.3bR$54.1bR$3.3b8.8x16.3x1x
Sun, 17 Aug 2025R$48.3bR$54.1bR$3.7b7x13.1x0.9x
Tue, 15 Jul 2025R$46.3bR$53.1bR$4.1b10.5x11.4x0.9x
Thu, 12 Jun 2025R$48.0bR$53.1bR$4.1b10.9x11.8x0.9x
Sat, 10 May 2025R$45.3bR$51.6bR$3.9b9.1x11.5x0.9x
Mon, 07 Apr 2025R$41.0bR$51.5bR$3.9b8.2x10.5x0.8x
Wed, 05 Mar 2025R$36.4bR$50.4bR$3.2b7.5x11.5x0.7x
Fri, 31 Jan 2025R$35.9bR$50.0bR$3.3b8x10.8x0.7x
Sun, 29 Dec 2024R$33.2bR$50.0bR$3.3b8.1x10x0.7x
Tue, 26 Nov 2024R$40.6bR$49.7bR$3.3b9.7x12.3x0.8x
Thu, 24 Oct 2024R$40.5bR$47.4bR$2.6b9.2x15.9x0.9x
Sat, 21 Sep 2024R$41.3bR$47.4bR$2.6b8.8x16.1x0.9x
Mon, 19 Aug 2024R$40.4bR$48.0bR$1.7b9.2x23.9x0.8x
Wed, 17 Jul 2024R$40.0bR$45.5bR$1.9b11.1x21.5x0.9x
Fri, 14 Jun 2024R$36.8bR$45.5bR$1.9b9.9x19.8x0.8x
Sun, 12 May 2024R$38.7bR$45.1bR$1.5b10.5x25.4x0.9x
Tue, 09 Apr 2024R$41.8bR$44.6bR$1.4b11.5x29.2x0.9x
Thu, 07 Mar 2024R$41.8bR$42.7bR$2.2b12.2x18.9x1x
Sat, 03 Feb 2024R$38.9bR$42.5bR$2.0b12x19.7x0.9x
Mon, 01 Jan 2024R$43.8bR$42.5bR$2.0b12.5x22.1x1x
Wed, 29 Nov 2023R$39.0bR$42.5bR$2.0b9.6x19.5x0.9x
Fri, 27 Oct 2023R$34.5bR$41.8bR$2.3b9.5x15x0.8x
Sun, 24 Sep 2023R$39.5bR$42.0bR$2.5b10x15.9x0.9x
Tue, 22 Aug 2023R$44.1bR$42.0bR$2.5b10.3x17.8x1.1x
Thu, 20 Jul 2023R$41.8bR$40.9bR$2.1b12.5x20.4x1x
Sat, 17 Jun 2023R$37.5bR$40.9bR$2.1b11.9x18.2x0.9x
Mon, 15 May 2023R$31.5bR$40.4bR$2.0b10.2x15.6x0.8x
Price to Earnings Ratio

15.6x


Total Market Cap: R$31.5bTotal Earnings: R$2.0bTotal Revenue: R$40.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 10.8x which is lower than its 3-year average PE of 16.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
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 Market0.36%
Consumer Discretionary2.37%
Consumer Durables2.58%
Home Furnishings6.72%
Homebuilding2.88%
Household Appliances0.92%
Housewares and Specialties-7.26%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 14.7x.
    • 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
CURY3 Cury Construtora e IncorporadoraR$31.243.9%
+R$363.5m		5.4%PE9.9x
TEND3 Construtora TendaR$30.227.5%
+R$256.9m		76.1%PE6.1x
DIRR3 Direcional EngenhariaR$13.162.4%
+R$160.9m		4.0%PE8.7x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$14.050.7%
+R$27.7m		29.9%PE7.3x
AVLL3 AlphavilleR$0.923.4%
+R$5.9m		-60.0%PS0.3x

Latest News

CURY3
R$31.24
Cury Construtora e Incorporadora
7D
3.9%
1Y
5.4%
TEND3
R$30.22
Construtora Tenda
7D
7.5%
1Y
76.1%
EZTC3
R$14.05
EZTEC Empreendimentos e Participações
7D
0.7%
1Y
29.9%
Narrative Update • May 05

EZTC3: Fair Outlook As Meeting Plans Offset Margin And Growth Shifts

Analysts are keeping their R$13.00 price target for EZTEC Empreendimentos e Participações unchanged, citing updated assumptions that combine slightly higher forecast revenue growth and a marginally lower profit margin with a similar future P/E outlook. What's in the News EZTEC Empreendimentos e Participações has scheduled a Special and Extraordinary Shareholders Meeting for February 27, 2026, in São Paulo, Brazil, at Avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo/SP (Key Developments).
EVEN3
R$5.91
Even Construtora e Incorporadora
7D
-5.1%
1Y
-1.0%
Narrative Update • May 05

EVEN3: Future Upside Will Rely On Higher Revenue Assumptions

Analysts keep their R$10.00 price target for Even Construtora e Incorporadora unchanged, pointing to slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key reasons for holding the line on valuation. Valuation Changes Fair Value: The fair value estimate remains at R$10.00, indicating no change in the overall valuation outcome.
DIRR3
R$13.16
Direcional Engenharia
7D
2.4%
1Y
4.0%
Narrative Update • May 02

DIRR3: Steady R$17 Fair Value And Meeting Outlook Will Support Upside

Analysts have kept their R$17.00 price target for Direcional Engenharia steady, with small tweaks to discount rate, revenue growth and profit margin assumptions, as well as a slightly different future P/E input that together underpin the unchanged view. What's in the News A special and extraordinary shareholders meeting for Direcional Engenharia S.A. is scheduled for April 30, 2026.
AVLL3
R$0.92
Alphaville
7D
3.4%
1Y
-60.0%
CYRE3
R$22.87
Cyrela Brazil Realty Empreendimentos e Participações
7D
-2.6%
1Y
-12.0%
Narrative Update • May 01

CYRE3: Pipeline Execution And Higher Margins Will Support Future Upside

Analysts have lowered their price target for Cyrela Brazil Realty Empreendimentos e Participações from R$47.00 to R$43.00, reflecting updated assumptions on growth, margins and future P/E following recent research, including a downgrade at a major global bank. Analyst Commentary While the recent move in the target price to R$43.00 highlights some caution after the downgrade at JPMorgan, research commentary still points to areas where bullish analysts see room for upside if execution and demand conditions hold up.
TCSA3
R$1.28
Tecnisa
7D
1.6%
1Y
-0.8%
PLPL3
R$10.05
Plano & Plano Desenvolvimento Imobiliário
7D
-1.4%
1Y
-18.8%
MNDL3
R$17.00
Mundial - Produtos de Consumo
7D
-10.5%
1Y
-5.5%
VIVR3
R$0.39
Viver Incorporadora e Construtora
7D
2.6%
1Y
-58.5%
UCAS3
R$1.32
Unicasa Indústria de Móveis
7D
-1.5%
1Y
-21.4%
RSID3
R$1.82
Rossi Residencial
7D
4.0%
1Y
-16.1%
TRIS3
R$4.67
Trisul
7D
-4.1%
1Y
-13.3%