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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJun 10, 2026
DataAggregated Company Financials
Companies14
  • 7D1.0%
  • 3M-17.5%
  • 1Y-11.0%
  • YTD-11.0%

Over the last 7 days, the Consumer Durables industry has dropped 7.3%, driven by a pullback from MRV Engenharia e Participações of 6.1%. The industry has fallen 14% in the last year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Jun 2026R$45.3bR$58.4bR$4.6b6.2x9.9x0.8x
Fri, 08 May 2026R$47.9bR$57.3bR$4.4b6.3x10.8x0.8x
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
Price to Earnings Ratio

18.2x


Total Market Cap: R$37.5bTotal Earnings: R$2.1bTotal Revenue: R$40.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16x202420252026
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 9.6x which is lower than its 3-year average PE of 16.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.90x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 30% 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-0.0039%
Consumer Discretionary0.78%
Consumer Durables0.96%
Household Appliances1.52%
Homebuilding0.88%
Home Furnishings0%0
Housewares and Specialties0%0
Industry PE
  • Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 14.7x.
    • 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 17% 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 17% 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$30.202.5%
+R$231.0m		0.7%PE8.7x
DIRR3 Direcional EngenhariaR$12.853.4%
+R$218.5m		-6.3%PE8x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$12.612.9%
+R$99.8m		18.3%PE6.2x
EVEN3 Even Construtora e IncorporadoraR$5.583.9%
+R$41.1m		-22.3%PE5.1x
TEND3 Construtora TendaR$31.701.0%
+R$36.8m		33.5%PE6.4x

Latest News

CYRE3
R$20.75
Cyrela Brazil Realty Empreendimentos e Participações
7D
-0.5%
1Y
-16.1%
Narrative Update • Jun 07

CYRE3: Higher Future P/E And Margins Will Support Constructive Outlook

Analysts have trimmed their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações to R$29.00 from R$33.00, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E following recent Street research and rating changes. What's in the News Cyrela Brazil Realty Empreendimentos e Participações was removed from the Brazil Small Cap Index, according to recent index constituent changes.
CURY3
R$30.20
Cury Construtora e Incorporadora
7D
2.5%
1Y
0.7%
PLPL3
R$8.48
Plano & Plano Desenvolvimento Imobiliário
7D
-0.8%
1Y
-47.2%
MRVE3
R$5.37
MRV Engenharia e Participações
7D
-6.1%
1Y
-13.2%
DIRR3
R$12.85
Direcional Engenharia
7D
3.4%
1Y
-6.3%
Narrative Update • Jun 01

DIRR3: Higher Profitability And Upcoming Meeting Will Support Future Upside

Analysts have trimmed their price target on Direcional Engenharia from R$17.00 to R$16.50 as updated assumptions reflect different revenue growth and profit margin expectations, along with a revised forward P/E outlook. What's in the News Direcional Engenharia has a Special and Extraordinary Shareholders Meeting scheduled for Apr 30, 2026, which may cover governance, capital structure, or corporate action proposals.
EVEN3
R$5.58
Even Construtora e Incorporadora
7D
3.9%
1Y
-22.3%
Narrative Update • Jun 01

EVEN3: Higher Future P/E Multiple Will Support Stronger Share Pricing

Analysts now see Even Construtora e Incorporadora's fair value at R$8.77 per share versus the prior R$8.99. This reflects updated assumptions for a higher discount rate, slightly different revenue growth expectations, a lower profit margin outlook, and a higher future P/E multiple.
EZTC3
R$12.61
EZTEC Empreendimentos e Participações
7D
2.9%
1Y
18.3%
Narrative Update • Jun 01

EZTC3: Fair Outlook Will Balance Slightly Firmer Margins And Softer Assumptions

Analysts kept their fair value estimate for EZTEC Empreendimentos e Participações steady at R$13.00. They pointed to slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers behind the unchanged price target.
TCSA3
R$1.08
Tecnisa
7D
-2.7%
1Y
-9.2%
TEND3
R$31.70
Construtora Tenda
7D
1.0%
1Y
33.5%
TRIS3
R$4.00
Trisul
7D
-2.7%
1Y
-33.8%
Analysis Article • May 21

We Think Trisul's (BVMF:TRIS3) Solid Earnings Are Understated

The stock was sluggish on the back of Trisul S.A.'s ( BVMF:TRIS3 ) recent earnings report. We have done some analysis...
PDGR3
R$1.47
PDG Realty Empreendimentos e Participações
7D
-2.0%
1Y
-97.6%
GFSA3
R$0.99
Gafisa
7D
1.0%
1Y
-96.1%
AVLL3
R$0.61
Alphaville
7D
-1.6%
1Y
-67.6%