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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJul 13, 2025
DataAggregated Company Financials
Companies16
  • 7D-3.4%
  • 3M9.8%
  • 1Y18.5%
  • YTD39.9%

The Consumer Durables industry is down 3.0% over the last week with Cyrela Brazil Realty Empreendimentos e Participações the worst performer, down 2.4%. Meanwhile, Tecnisa actually outperformed within the industry, gaining 7.5% in the last week. In the past year, the industry has gained 19%. Looking forward, earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 13 Jul 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Tue, 10 Jun 2025R$48.1bR$53.1bR$4.1b10.9x11.9x0.9x
Thu, 08 May 2025R$43.5bR$51.5bR$3.9b9.1x11.1x0.8x
Sat, 05 Apr 2025R$41.0bR$51.5bR$3.9b8.2x10.5x0.8x
Mon, 03 Mar 2025R$36.4bR$50.4bR$3.2b7.5x11.5x0.7x
Wed, 29 Jan 2025R$36.1bR$50.0bR$3.3b8x10.9x0.7x
Fri, 27 Dec 2024R$33.6bR$50.0bR$3.3b8.2x10.1x0.7x
Sun, 24 Nov 2024R$40.6bR$49.7bR$3.3b9.8x12.3x0.8x
Tue, 22 Oct 2024R$41.0bR$47.4bR$2.6b9.4x16x0.9x
Thu, 19 Sep 2024R$43.7bR$48.4bR$1.8b8.8x24.5x0.9x
Sat, 17 Aug 2024R$40.4bR$47.5bR$1.7b9.2x23.3x0.8x
Mon, 15 Jul 2024R$39.2bR$45.5bR$1.9b10.9x21.1x0.9x
Wed, 12 Jun 2024R$37.1bR$45.5bR$1.9b10.3x20x0.8x
Fri, 10 May 2024R$40.2bR$44.8bR$1.5b10.4x26.8x0.9x
Sun, 07 Apr 2024R$41.3bR$44.6bR$1.4b11.5x28.8x0.9x
Tue, 05 Mar 2024R$41.3bR$42.7bR$2.2b12.7x18.7x1x
Thu, 01 Feb 2024R$38.9bR$42.5bR$2.0b12.1x19.7x0.9x
Sat, 30 Dec 2023R$43.8bR$42.5bR$2.0b11.7x21.9x1x
Mon, 27 Nov 2023R$38.3bR$42.5bR$2.0b9.7x19.2x0.9x
Wed, 25 Oct 2023R$34.9bR$41.8bR$2.3b9.1x15.1x0.8x
Fri, 22 Sep 2023R$40.0bR$42.0bR$2.5b10.1x16.1x1x
Sun, 20 Aug 2023R$44.1bR$42.0bR$2.5b10.3x17.8x1.1x
Tue, 18 Jul 2023R$40.9bR$40.9bR$2.1b12.4x19.9x1x
Thu, 15 Jun 2023R$37.5bR$40.9bR$2.1b11.8x18.2x0.9x
Sat, 13 May 2023R$31.8bR$40.2bR$2.0b10.2x15.7x0.8x
Mon, 10 Apr 2023R$28.1bR$39.9bR$2.0b8.6x13.7x0.7x
Wed, 08 Mar 2023R$27.7bR$38.9bR$1.8b8.3x15.2x0.7x
Fri, 03 Feb 2023R$29.7bR$38.9bR$1.8b8.8x16.4x0.8x
Sun, 01 Jan 2023R$28.7bR$38.9bR$1.8b8.5x15.8x0.7x
Tue, 29 Nov 2022R$29.1bR$36.6bR$2.0b9x14.8x0.8x
Thu, 27 Oct 2022R$32.8bR$38.6bR$2.6b9.9x12.5x0.8x
Sat, 24 Sep 2022R$36.0bR$38.6bR$2.6b10.3x13.7x0.9x
Mon, 22 Aug 2022R$30.7bR$38.6bR$2.7b8.8x11.4x0.8x
Wed, 20 Jul 2022R$27.2bR$38.5bR$3.3b6.5x8.3x0.7x
Price to Earnings Ratio

8.3x


Total Market Cap: R$27.2bTotal Earnings: R$3.3bTotal Revenue: R$38.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.4x202320242025
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 16.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 7.3% per year over the last three years.
  • Revenues for these companies have grown 11% 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-3.71%
Consumer Discretionary-5.90%
Consumer Durables-3.41%
Housewares and Specialties2.63%
Homebuilding-2.54%
Home Furnishings-2.76%
Household Appliances-8.70%
Industry PE
  • Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 19.1x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Household Appliances industry, which is trading below its 3-year average of 15.4x.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 27% over the next 5 years.
  • However this is lower than its past earnings growth rate of 44% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 27% 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
TCSA3 TecnisaR$1.9420.5%
+R$24.3m
-16.0%PS0.3x
GFSA3 GafisaR$19.994.9%
+R$6.3m
-73.2%PS0.1x
MNDL3 Mundial - Produtos de ConsumoR$19.502.6%
+R$5.0m
39.3%PE74.4x