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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedNov 27, 2022
DataAggregated Company Financials
Companies15
  • 7D0.2%
  • 3M-7.5%
  • 1Y-21.4%
  • YTD-20.8%

In the last week, Consumer Durables has been flat. Unfortunately though, the industry is down 21% over the past 12 months. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022R$29.4bR$39.0bR$2.0b9.1x15x0.8x
Tue, 25 Oct 2022R$34.3bR$38.6bR$2.6b10.2x13.1x0.9x
Thu, 22 Sep 2022R$35.4bR$38.6bR$2.6b10.3x13.5x0.9x
Sat, 20 Aug 2022R$30.7bR$38.6bR$2.7b8.8x11.4x0.8x
Mon, 18 Jul 2022R$27.2bR$38.5bR$3.3b6.5x8.3x0.7x
Wed, 15 Jun 2022R$25.9bR$38.5bR$3.3b5.8x7.9x0.7x
Fri, 13 May 2022R$28.6bR$38.2bR$3.7b6x7.8x0.7x
Sun, 10 Apr 2022R$33.7bR$38.1bR$3.7b7.7x9.2x0.9x
Tue, 08 Mar 2022R$33.9bR$38.1bR$3.9b7.4x8.7x0.9x
Thu, 03 Feb 2022R$39.1bR$38.1bR$3.9b9.3x10x1x
Sat, 01 Jan 2022R$38.3bR$38.1bR$3.9b9.3x9.8x1x
Mon, 29 Nov 2021R$36.5bR$38.0bR$3.9b8.4x9.4x1x
Wed, 27 Oct 2021R$38.7bR$37.2bR$4.9b7.9x7.9x1x
Fri, 24 Sep 2021R$45.1bR$37.2bR$4.9b9.7x9.2x1.2x
Sun, 22 Aug 2021R$44.2bR$37.2bR$4.9b9.4x9x1.2x
Fri, 09 Jul 2021R$51.6bR$37.2bR$4.9b11.5x10.5x1.4x
Thu, 01 Apr 2021R$52.3bR$34.4bR$4.3b13.7x12.3x1.5x
Sun, 03 Jan 2021R$59.6bR$32.3bR$3.6b16.3x16.4x1.8x
Wed, 07 Oct 2020R$52.3bR$30.6bR$3.4b16x15.2x1.7x
Tue, 30 Jun 2020R$48.6bR$26.9bR$1.7b23.7x28.9x1.8x
Fri, 03 Apr 2020R$36.1bR$27.3bR$1.9b13.8x19.2x1.3x
Mon, 06 Jan 2020R$63.1bR$27.3bR$2.4b20.5x26.3x2.3x
Price to Earnings Ratio

29.3x


Total Market Cap: R$50.8bTotal Earnings: R$1.7bTotal Revenue: R$26.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 15.6x202020212022
Current Industry PE
  • Investors are relatively neutral on the Brazilian Consumer Durables industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 15.6x.
  • The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.75x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 4.2% 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 Market-1.01%
Consumer Discretionary0.15%
Consumer Durables0.17%
Home Furnishings0.42%
Homebuilding0.30%
Consumer Electronics0%
Housewares and Specialties0%
Household Appliances-0.19%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to its 3-year average PE ratio of 14.8x.
    • 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 26% over the next 5 years.
  • This is better than its past earnings decline of 26% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 26% 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 ParticipaƧƵesR$13.821.5%
+R$80.4m
-5.2%PE6.5x
DIRR3 Direcional EngenhariaR$13.973.3%
+R$65.6m
34.2%PE11.8x
EZTC3 EZTEC Empreendimentos e ParticipaƧƵesR$15.321.7%
+R$54.6m
-17.6%PE9.1x
TEND3 Construtora TendaR$4.893.4%
+R$15.5m
-72.6%PS0.2x
PLPL3 Plano & Plano Desenvolvimento ImobiliƔrioR$3.670.8%
+R$5.9m
16.1%PE7x
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