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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMar 19, 2026
DataAggregated Company Financials
Companies15
  • 7D-1.3%
  • 3M0.4%
  • 1Y25.2%
  • YTD6.3%

Over the last 7 days, the Consumer Durables industry has dropped 4.2%, driven by declines in Cury Construtora e Incorporadora and MRV Engenharia e Participações of 5.5% and 12%, respectively. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 19 Mar 2026R$52.3bR$56.9bR$4.8b7.7x10.9x0.9x
Sat, 14 Feb 2026R$59.0bR$54.9bR$4.3b9.5x13.9x1.1x
Mon, 12 Jan 2026R$51.3bR$54.9bR$4.3b8.2x12.1x0.9x
Wed, 10 Dec 2025R$57.3bR$55.3bR$4.1b8.5x14.1x1x
Fri, 07 Nov 2025R$55.1bR$54.1bR$3.3b8x16.5x1x
Sun, 05 Oct 2025R$53.7bR$54.1bR$3.3b8.4x16.1x1x
Tue, 02 Sep 2025R$50.9bR$54.1bR$3.5b7.4x14.7x0.9x
Thu, 31 Jul 2025R$40.9bR$53.1bR$4.1b8.5x10.1x0.8x
Sat, 28 Jun 2025R$48.0bR$53.1bR$4.1b11.3x11.8x0.9x
Mon, 26 May 2025R$46.2bR$53.1bR$4.1b10.5x11.4x0.9x
Wed, 23 Apr 2025R$44.0bR$51.5bR$3.9b8.7x11.2x0.9x
Fri, 21 Mar 2025R$40.7bR$48.8bR$3.1b8.6x13.1x0.8x
Sun, 16 Feb 2025R$39.1bR$50.0bR$3.3b8.1x11.8x0.8x
Tue, 14 Jan 2025R$32.3bR$50.0bR$3.3b7.5x9.8x0.6x
Thu, 12 Dec 2024R$36.9bR$50.0bR$3.3b9.4x11.1x0.7x
Sat, 09 Nov 2024R$41.0bR$47.8bR$2.8b8.7x14.7x0.9x
Mon, 07 Oct 2024R$41.1bR$47.4bR$2.6b8.7x16.1x0.9x
Wed, 04 Sep 2024R$40.9bR$48.4bR$1.8b9.1x23x0.8x
Fri, 02 Aug 2024R$38.8bR$45.7bR$1.7b10.3x23.3x0.8x
Sun, 30 Jun 2024R$37.4bR$45.5bR$1.9b9.8x20.1x0.8x
Tue, 28 May 2024R$37.4bR$45.6bR$1.9b10.2x20.1x0.8x
Thu, 25 Apr 2024R$38.3bR$44.6bR$1.4b10.5x26.7x0.9x
Sat, 23 Mar 2024R$42.0bR$44.3bR$2.6b11.8x16x0.9x
Mon, 19 Feb 2024R$38.6bR$42.5bR$2.0b12.3x19.5x0.9x
Wed, 17 Jan 2024R$39.9bR$42.5bR$2.0b12x20.2x0.9x
Fri, 15 Dec 2023R$42.3bR$42.5bR$2.0b11.3x21.2x1x
Sun, 12 Nov 2023R$38.1bR$41.9bR$2.3b10.5x16.9x0.9x
Tue, 10 Oct 2023R$36.2bR$42.0bR$2.5b9.5x14.6x0.9x
Thu, 07 Sep 2023R$41.4bR$42.0bR$2.5b10.4x16.7x1x
Sat, 05 Aug 2023R$44.9bR$40.9bR$2.2b13.6x20.8x1.1x
Mon, 03 Jul 2023R$38.6bR$40.9bR$2.1b12.3x18.8x0.9x
Wed, 31 May 2023R$34.3bR$40.9bR$2.1b10.4x16.6x0.8x
Fri, 28 Apr 2023R$29.0bR$39.9bR$2.0b9.6x14.2x0.7x
Sun, 26 Mar 2023R$27.7bR$39.2bR$1.4b8.4x20x0.7x
Price to Earnings Ratio

20x


Total Market Cap: R$27.7bTotal Earnings: R$1.4bTotal Revenue: R$39.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.4x202420252026
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 11.0x 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 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 51% 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-0.087%
Consumer Discretionary-1.19%
Consumer Durables-1.33%
Home Furnishings4.14%
Household Appliances-0.22%
Homebuilding-1.48%
Housewares and Specialties-3.95%
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 19.9%, which is lower than the prior year's growth of 31.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 20% over the next 5 years.
  • However this is lower than its past earnings growth rate of 31% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 20% 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
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$14.203.5%
+R$97.4m		22.3%PE8x
TEND3 Construtora TendaR$30.451.0%
+R$35.5m		110.9%PE7.4x
UCAS3 Unicasa Indústria de MóveisR$1.512.7%
+R$2.6m		-1.3%PS0.4x
RSID3 Rossi ResidencialR$1.532.0%
+R$600.8k		-46.9%PE0.1x

Latest News

CURY3
R$35.24
Cury Construtora e Incorporadora
7D
-2.7%
1Y
45.5%
TRIS3
R$5.72
Trisul
7D
-7.3%
1Y
13.2%
EZTC3
R$13.51
EZTEC Empreendimentos e Participações
7D
-3.6%
1Y
11.0%
PLPL3
R$14.20
Plano & Plano Desenvolvimento Imobiliário
7D
4.5%
1Y
19.7%
MRVE3
R$7.59
MRV Engenharia e Participações
7D
-6.5%
1Y
44.6%

MRVE3: Analyst Day Update Will Support Attractive Future Return Potential

Analysts have nudged their price target for MRV Engenharia e Participações slightly higher to R$10.72 from R$10.72, linking the fine tuning to updated assumptions for revenue growth, profit margins and a modestly lower future P/E multiple. What's in the News MRV Engenharia e Participações held an Analyst/Investor Day, providing the market with a focused update on the business and its outlook for shareholders and analysts (Key Developments).
CYRE3
R$27.30
Cyrela Brazil Realty Empreendimentos e Participações
7D
-0.8%
1Y
14.5%
DIRR3
R$13.90
Direcional Engenharia
7D
-0.5%
1Y
31.6%
TEND3
R$30.45
Construtora Tenda
7D
4.7%
1Y
113.5%
EVEN3
R$6.99
Even Construtora e Incorporadora
7D
-0.9%
1Y
4.5%

EVEN3: Higher Assumed Margins And P/E Will Shape Measured Future Returns

Analysts have lifted their price target for Even Construtora e Incorporadora to R$8.00, up from R$6.50, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair Value: revised from R$6.50 to R$8.00, indicating a higher assessed equity value per share based on the updated assumptions.
AVLL3
R$0.67
Alphaville
7D
-6.9%
1Y
-66.7%

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

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
UCAS3
R$1.51
Unicasa Indústria de Móveis
7D
4.1%
1Y
0.7%