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

Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedNov 23, 2025
DataAggregated Company Financials
Companies16
  • 7D-2.6%
  • 3M17.0%
  • 1Y43.2%
  • YTD74.7%

Over the last 7 days, the Consumer Durables industry has dropped 2.7%, driven by Cyrela Brazil Realty Empreendimentos e Participações declining 3.3%. On the other hand Unicasa Indústria de Móveis is actually up 6.6%. In the past year, the industry has gained 43%. Looking forward, earnings are forecast to grow by 23% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Nov 2025R$58.0bR$55.3bR$3.7b8.7x15.7x1x
Tue, 21 Oct 2025R$51.7bR$54.1bR$3.3b8x15.4x1x
Thu, 18 Sep 2025R$54.7bR$54.1bR$3.3b8.8x16.4x1x
Sat, 16 Aug 2025R$48.3bR$54.4bR$3.6b7.2x13.5x0.9x
Mon, 14 Jul 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Wed, 11 Jun 2025R$48.3bR$53.1bR$4.1b10.9x11.9x0.9x
Fri, 09 May 2025R$45.1bR$51.5bR$3.9b8.9x11.5x0.9x
Sun, 06 Apr 2025R$41.0bR$51.5bR$3.9b8.2x10.5x0.8x
Tue, 04 Mar 2025R$36.4bR$50.4bR$3.2b7.5x11.5x0.7x
Thu, 30 Jan 2025R$35.8bR$50.0bR$3.3b7.9x10.8x0.7x
Sat, 28 Dec 2024R$33.3bR$50.0bR$3.3b8.1x10x0.7x
Mon, 25 Nov 2024R$40.6bR$49.7bR$3.3b9.8x12.3x0.8x
Wed, 23 Oct 2024R$40.6bR$47.4bR$2.6b9.2x15.9x0.9x
Fri, 20 Sep 2024R$42.7bR$47.4bR$2.6b8.9x16.7x0.9x
Sun, 18 Aug 2024R$40.4bR$47.5bR$1.7b9.2x23.3x0.8x
Tue, 16 Jul 2024R$39.2bR$45.5bR$1.9b11.1x21.1x0.9x
Thu, 13 Jun 2024R$37.4bR$45.5bR$1.9b10x20.1x0.8x
Sat, 11 May 2024R$38.7bR$45.1bR$1.5b10.5x25.4x0.9x
Mon, 08 Apr 2024R$41.3bR$44.6bR$1.4b11.5x28.8x0.9x
Wed, 06 Mar 2024R$41.3bR$42.7bR$2.2b12.6x18.7x1x
Fri, 02 Feb 2024R$39.3bR$42.5bR$2.0b12.3x19.9x0.9x
Sun, 31 Dec 2023R$43.8bR$42.5bR$2.0b11.7x21.9x1x
Tue, 28 Nov 2023R$38.3bR$42.5bR$2.0b9.5x19.1x0.9x
Thu, 26 Oct 2023R$34.5bR$41.8bR$2.3b9.1x15x0.8x
Sat, 23 Sep 2023R$39.5bR$42.0bR$2.5b10x15.9x0.9x
Mon, 21 Aug 2023R$44.1bR$42.0bR$2.5b10.3x17.8x1.1x
Wed, 19 Jul 2023R$41.9bR$40.9bR$2.1b12.6x20.4x1x
Fri, 16 Jun 2023R$37.5bR$40.9bR$2.1b11.8x18.2x0.9x
Sun, 14 May 2023R$31.8bR$40.2bR$2.0b10.2x15.7x0.8x
Tue, 11 Apr 2023R$27.9bR$39.9bR$2.0b8.7x13.6x0.7x
Thu, 09 Mar 2023R$28.6bR$38.9bR$1.8b8.7x15.7x0.7x
Sat, 04 Feb 2023R$28.9bR$38.9bR$1.8b8.6x15.9x0.7x
Mon, 02 Jan 2023R$28.7bR$38.9bR$1.8b8.5x15.8x0.7x
Wed, 30 Nov 2022R$29.0bR$39.0bR$2.0b9.4x14.8x0.7x
Price to Earnings Ratio

14.8x


Total Market Cap: R$29.0bTotal Earnings: R$2.0bTotal Revenue: R$39.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.7x202320242025
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 16.7x.
  • The 3-year average PS ratio of 0.86x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 23% 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 Market-1.96%
Consumer Discretionary-2.08%
Consumer Durables-2.65%
Home Furnishings6.56%
Housewares and Specialties2.74%
Household Appliances-0.87%
Homebuilding-2.91%
Industry PE
  • Investors are most optimistic about the Homebuilding industry, which is trading close to its 3-year average PE ratio of 16.5x.
    • Analysts are expecting annual earnings growth of 22.9%, 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 23% 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 23% 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
UCAS3 Unicasa Indústria de MóveisR$1.306.6%
+R$5.3m		-38.1%PS0.4x
MNDL3 Mundial - Produtos de ConsumoR$18.392.7%
+R$4.9m		6.3%PS0.2x

Latest News

CURY3
R$37.59
Cury Construtora e Incorporadora
7D
-0.5%
1Y
65.2%

Cury Construtora e Incorporadora's (BVMF:CURY3) Profits Appear To Have Quality Issues

Nov 22
Cury Construtora e Incorporadora's (BVMF:CURY3) Profits Appear To Have Quality Issues
CYRE3
R$34.10
Cyrela Brazil Realty Empreendimentos e Participações
7D
-3.3%
1Y
61.7%

Cyrela Brazil Realty Empreendimentos e Participações' (BVMF:CYRE3) Earnings May Just Be The Starting Point

Nov 21
Cyrela Brazil Realty Empreendimentos e Participações' (BVMF:CYRE3) Earnings May Just Be The Starting Point
MNDL3
R$18.39
Mundial - Produtos de Consumo
7D
2.7%
1Y
6.3%
EVEN3
R$7.88
Even Construtora e Incorporadora
7D
-12.2%
1Y
31.8%

Solid Earnings May Not Tell The Whole Story For Even Construtora e Incorporadora (BVMF:EVEN3)

Nov 19
Solid Earnings May Not Tell The Whole Story For Even Construtora e Incorporadora (BVMF:EVEN3)
DIRR3
R$18.25
Direcional Engenharia
7D
-2.1%
1Y
73.6%

Direcional Engenharia (BVMF:DIRR3) Strong Profits May Be Masking Some Underlying Issues

Nov 19
Direcional Engenharia (BVMF:DIRR3) Strong Profits May Be Masking Some Underlying Issues
UCAS3
R$1.30
Unicasa Indústria de Móveis
7D
6.6%
1Y
-38.1%
TRIS3
R$8.06
Trisul
7D
-7.8%
1Y
46.0%
EZTC3
R$18.99
EZTEC Empreendimentos e Participações
7D
-4.6%
1Y
34.8%
PLPL3
R$14.78
Plano & Plano Desenvolvimento Imobiliário
7D
-7.7%
1Y
12.0%
TEND3
R$24.85
Construtora Tenda
7D
-0.8%
1Y
51.4%