Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies15
  • 7D4.3%
  • 3M6.6%
  • 1Y24.2%
  • YTD6.6%

Over the last 7 days, the Consumer Durables industry has risen 4.3%, driven by gains in Cury Construtora e Incorporadora and Cyrela Brazil Realty Empreendimentos e Participações of 6.4% and 6.1%, respectively. During this same period, the Tecnisa underperformed, falling 5.3%. In the last 12 months, the industry was up 24%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Wed, 12 Apr 2023R$29.5bR$39.9bR$2.0b9.4x14.4x0.7x
Price to Earnings Ratio

14.4x


Total Market Cap: R$29.5bTotal Earnings: R$2.0bTotal Revenue: R$39.9bTotal 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 11.5x 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 0.89x.
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 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 Market3.43%
Consumer Discretionary3.44%
Consumer Durables4.33%
Homebuilding5.23%
Home Furnishings3.45%
Housewares and Specialties0%0
Household Appliances-1.82%
Industry PE
  • Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.5x.
    • Analysts are expecting annual earnings growth of 19.0%, which is lower than the prior year's growth of 27.9% 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 28% 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$36.106.4%
+R$668.5m		42.4%PE11.4x
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$27.526.1%
+R$582.4m		12.7%PE5x
TEND3 Construtora TendaR$31.406.7%
+R$239.9m		129.7%PE7.5x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$14.186.0%
+R$221.9m		19.4%PE7.4x
DIRR3 Direcional EngenhariaR$13.373.1%
+R$207.6m		23.8%PE8.8x

Latest News

PDGR3
R$1.64
PDG Realty Empreendimentos e Participações
7D
-23.0%
1Y
-99.1%
DIRR3
R$13.37
Direcional Engenharia
7D
3.1%
1Y
23.8%

DIRR3: Higher Discount Rate And Meeting Outlook Will Support Future Upside

Analysts now set a slightly lower price target for Direcional Engenharia at R$17.00, compared with the prior fair value estimate of about R$17.31. The change reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E.
CYRE3
R$27.52
Cyrela Brazil Realty Empreendimentos e Participações
7D
6.1%
1Y
12.7%

CYRE3: Expanded Index Inclusions Will Support Future Share Re-Rating Potential

Analysts have trimmed their price target for Cyrela Brazil Realty Empreendimentos e Participações from R$39.19 to R$38.60, reflecting updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Cyrela Brazil Realty Empreendimentos e Participações was added to the Brazil IBRX 50 Index, expanding its presence in a key Brazilian equity benchmark (Key Developments).
TEND3
R$31.40
Construtora Tenda
7D
6.7%
1Y
129.7%
CURY3
R$36.10
Cury Construtora e Incorporadora
7D
6.4%
1Y
42.4%

CURY3: Index Inclusion And Refined Assumptions Will Support Stronger Future Appeal

Analysts have nudged their price target for Cury Construtora e Incorporadora slightly higher to about R$46.04 from roughly R$45.79, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple. What's in the News Special and extraordinary shareholders meeting scheduled for April 17, 2026, for Cury Construtora e Incorporadora S.A. (Key Developments) Cury Construtora e Incorporadora S.A. added to the Brazil Valor BM&FBOVESPA Index (Key Developments) Valuation Changes Fair Value: R$45.79 to R$46.04, reflecting a small upward adjustment in the modelled estimate.
GFSA3
R$1.60
Gafisa
7D
-4.8%
1Y
-96.0%
PLPL3
R$13.63
Plano & Plano Desenvolvimento Imobiliário
7D
4.6%
1Y
17.8%
TCSA3
R$1.26
Tecnisa
7D
-5.3%
1Y
-19.2%
MRVE3
R$7.93
MRV Engenharia e Participações
7D
3.5%
1Y
58.9%

MRVE3: Upcoming Meetings Will Support Attractive Future Return Potential

Analysts have trimmed their price target on MRV Engenharia e Participações to R$10.72, reflecting updated assumptions for slightly slower revenue growth, a softer profit margin outlook, and a higher future P/E of 9.64x. What's in the News MRV Engenharia e Participações has scheduled a Special and Extraordinary Shareholders Meeting for April 24, 2026, in Belo Horizonte, Minas Gerais, Brazil (company event filing).
EZTC3
R$14.18
EZTEC Empreendimentos e Participações
7D
6.0%
1Y
19.4%
TRIS3
R$5.83
Trisul
7D
5.0%
1Y
20.7%