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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies15
  • 7D3.0%
  • 3M-1.5%
  • 1Y49.2%
  • YTD17.5%

The Consumer Durables industry is up 6.1% in the last week, with Direcional Engenharia up 13%. This takes the industry's 12 month performance to a gain of 51%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026R$58.0bR$54.9bR$4.3b8.8x13.6x1.1x
Thu, 08 Jan 2026R$51.1bR$54.9bR$4.3b8.2x12x0.9x
Sat, 06 Dec 2025R$62.1bR$55.3bR$4.1b8.8x15.3x1.1x
Mon, 03 Nov 2025R$54.4bR$54.1bR$3.3b8.2x16.3x1x
Wed, 01 Oct 2025R$54.5bR$54.1bR$3.3b8.5x16.3x1x
Fri, 29 Aug 2025R$51.4bR$54.1bR$3.5b7.4x14.9x1x
Sun, 27 Jul 2025R$45.4bR$53.1bR$4.1b10.2x11.2x0.9x
Tue, 24 Jun 2025R$47.1bR$53.1bR$4.1b11.1x11.6x0.9x
Thu, 22 May 2025R$45.4bR$53.1bR$4.1b9.9x11.2x0.9x
Sat, 19 Apr 2025R$43.1bR$51.5bR$3.9b8.6x11x0.8x
Mon, 17 Mar 2025R$39.3bR$51.2bR$3.4b8.1x11.5x0.8x
Wed, 12 Feb 2025R$37.8bR$50.0bR$3.3b7.9x11.4x0.8x
Fri, 10 Jan 2025R$32.4bR$50.0bR$3.3b7.6x9.8x0.6x
Sun, 08 Dec 2024R$36.6bR$50.0bR$3.3b9.3x11x0.7x
Tue, 05 Nov 2024R$41.1bR$47.6bR$2.7b9.3x15.5x0.9x
Thu, 03 Oct 2024R$40.8bR$47.4bR$2.6b8.8x16x0.9x
Sat, 31 Aug 2024R$40.7bR$48.4bR$1.8b9.3x22.9x0.8x
Mon, 29 Jul 2024R$38.9bR$45.7bR$1.7b10.6x23.4x0.8x
Wed, 26 Jun 2024R$37.8bR$45.5bR$1.9b9.9x20.3x0.8x
Fri, 24 May 2024R$38.0bR$45.6bR$1.9b10.3x20.4x0.8x
Sun, 21 Apr 2024R$38.0bR$44.6bR$1.4b10.3x26.5x0.9x
Tue, 19 Mar 2024R$41.8bR$43.5bR$2.5b11.5x16.5x1x
Thu, 15 Feb 2024R$38.9bR$42.5bR$2.0b12.2x19.7x0.9x
Sat, 13 Jan 2024R$39.8bR$42.5bR$2.0b12.1x20.1x0.9x
Mon, 11 Dec 2023R$40.5bR$42.5bR$2.0b10.5x20.3x1x
Wed, 08 Nov 2023R$36.5bR$41.8bR$2.3b10x15.8x0.9x
Fri, 06 Oct 2023R$36.3bR$42.0bR$2.5b9.3x14.6x0.9x
Sun, 03 Sep 2023R$42.6bR$42.0bR$2.5b10.7x17.2x1x
Tue, 01 Aug 2023R$43.2bR$40.9bR$2.1b13.1x21x1.1x
Thu, 29 Jun 2023R$36.6bR$40.9bR$2.1b11.6x17.8x0.9x
Sat, 27 May 2023R$34.6bR$40.8bR$2.0b10.5x16.9x0.8x
Mon, 24 Apr 2023R$28.6bR$39.9bR$2.0b9.2x14x0.7x
Wed, 22 Mar 2023R$28.2bR$39.1bR$1.3b8.3x21.6x0.7x
Fri, 17 Feb 2023R$28.8bR$38.9bR$1.8b8.3x15.8x0.7x
Price to Earnings Ratio

15.8x


Total Market Cap: R$28.8bTotal 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 13.6x 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 Market1.41%
Consumer Discretionary1.24%
Consumer Durables3.05%
Homebuilding3.76%
Housewares and Specialties-0.50%
Household Appliances-1.89%
Home Furnishings-2.11%
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 19.3%, 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 19% 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 19% 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$38.144.7%
+R$526.8m		67.4%PE13.5x
DIRR3 Direcional EngenhariaR$15.816.3%
+R$488.8m		58.9%PE10.8x
MRVE3 MRV Engenharia e ParticipaçõesR$9.109.9%
+R$461.5m		62.2%PS0.5x
TEND3 Construtora TendaR$29.956.7%
+R$229.2m		96.5%PE8.7x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$15.843.8%
+R$160.9m		57.4%PE8.1x

Latest News

EZTC3
R$15.84
EZTEC Empreendimentos e Participações
7D
3.8%
1Y
57.4%

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$8.00
Even Construtora e Incorporadora
7D
0.3%
1Y
32.5%

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.
DIRR3
R$15.81
Direcional Engenharia
7D
6.3%
1Y
58.9%

DIRR3: Stable Assumptions And Future Margins Are Expected To Unlock Upside

Analysts have made only marginal adjustments to their price target framework for Direcional Engenharia, keeping fair value steady at R$20.31 while slightly refining assumptions around discount rate, revenue growth, profit margin and future P/E, which signals a largely unchanged overall view of the stock. Valuation Changes Fair Value: Fair value remains essentially unchanged at R$20.31 per share.
TEND3
R$29.95
Construtora Tenda
7D
6.7%
1Y
96.5%

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
CYRE3
R$30.79
Cyrela Brazil Realty Empreendimentos e Participações
7D
0.5%
1Y
49.2%

CYRE3: Index Additions And Revised Assumptions Will Frame A Balanced Outlook

Analysts have lifted their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações from R$26.00 to R$32.00, citing updated assumptions around revenue growth, profit margin and future P/E that they believe better reflect the company’s risk profile and earnings potential. What's in the News Cyrela Brazil Realty S.A. Empreendimentos e Participações is being added to the Brazil IBOVESPA Index, which is a key benchmark for Brazilian equities (Key Developments).
CURY3
R$38.14
Cury Construtora e Incorporadora
7D
4.7%
1Y
67.4%

CURY3: Index Inclusion Will Support Higher Future Trading Multiple

Analysts have kept their price target for Cury Construtora e Incorporadora broadly stable, with only a minimal adjustment based on slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Cury Construtora e Incorporadora S.A. was added to the Brazil Valor BM&FBOVESPA Index, reflecting its inclusion in this local equity benchmark (Key Developments).
MNDL3
R$17.90
Mundial - Produtos de Consumo
7D
-0.5%
1Y
5.3%

Insufficient Growth At Mundial S.A. - Produtos de Consumo (BVMF:MNDL3) Hampers Share Price

Jan 31
Insufficient Growth At Mundial S.A. - Produtos de Consumo (BVMF:MNDL3) Hampers Share Price
MRVE3
R$9.10
MRV Engenharia e Participações
7D
9.9%
1Y
62.2%

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$7.02
Trisul
7D
-2.9%
1Y
70.9%
TCSA3
R$1.57
Tecnisa
7D
-3.7%
1Y
6.1%
GFSA3
R$3.54
Gafisa
7D
-12.6%
1Y
-86.2%

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

Jan 21
Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues
AVLL3
R$0.84
Alphaville
7D
-2.3%
1Y
-63.2%

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

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
PLPL3
R$15.12
Plano & Plano Desenvolvimento Imobiliário
7D
-0.5%
1Y
51.0%

Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares

Jan 11
Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares
UCAS3
R$1.39
Unicasa Indústria de Móveis
7D
-2.1%
1Y
-2.8%
RSID3
R$1.65
Rossi Residencial
7D
-2.9%
1Y
-45.5%