Narrative Update • May 02

Over the last 7 days, the Consumer Durables industry has dropped 4.1%, driven by Cury Construtora e Incorporadora declining 5.7%. However, the industry is down 5.7% over the past year. Earnings are forecast to grow by 18% annually.
Has the Brazilian Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | R$44.0b | R$58.6b | R$4.7b | 6.2x | 9.3x | 0.8x |
| Fri, 17 Apr 2026 | R$52.4b | R$57.0b | R$4.3b | 7.8x | 12.1x | 0.9x |
| Sun, 15 Mar 2026 | R$52.2b | R$56.9b | R$4.8b | 7.7x | 10.9x | 0.9x |
| Tue, 10 Feb 2026 | R$58.0b | R$54.9b | R$4.3b | 8.8x | 13.6x | 1.1x |
| Thu, 08 Jan 2026 | R$51.1b | R$54.9b | R$4.3b | 8.2x | 12x | 0.9x |
| Sat, 06 Dec 2025 | R$62.1b | R$55.3b | R$4.1b | 8.8x | 15.3x | 1.1x |
| Mon, 03 Nov 2025 | R$54.4b | R$54.1b | R$3.3b | 8.2x | 16.3x | 1x |
| Wed, 01 Oct 2025 | R$54.5b | R$54.1b | R$3.3b | 8.5x | 16.3x | 1x |
| Fri, 29 Aug 2025 | R$51.4b | R$54.1b | R$3.5b | 7.4x | 14.9x | 1x |
| Sun, 27 Jul 2025 | R$45.4b | R$53.1b | R$4.1b | 10.2x | 11.2x | 0.9x |
| Tue, 24 Jun 2025 | R$47.1b | R$53.1b | R$4.1b | 11.1x | 11.6x | 0.9x |
| Thu, 22 May 2025 | R$45.4b | R$53.1b | R$4.1b | 9.9x | 11.2x | 0.9x |
| Sat, 19 Apr 2025 | R$43.1b | R$51.5b | R$3.9b | 8.6x | 11x | 0.8x |
| Mon, 17 Mar 2025 | R$39.3b | R$51.2b | R$3.4b | 8.1x | 11.5x | 0.8x |
| Wed, 12 Feb 2025 | R$37.8b | R$50.0b | R$3.3b | 7.9x | 11.4x | 0.8x |
| Fri, 10 Jan 2025 | R$32.4b | R$50.0b | R$3.3b | 7.6x | 9.8x | 0.6x |
| Sun, 08 Dec 2024 | R$36.6b | R$50.0b | R$3.3b | 9.3x | 11x | 0.7x |
| Tue, 05 Nov 2024 | R$41.1b | R$47.6b | R$2.7b | 9.3x | 15.5x | 0.9x |
| Thu, 03 Oct 2024 | R$40.8b | R$47.4b | R$2.6b | 8.8x | 16x | 0.9x |
| Sat, 31 Aug 2024 | R$40.7b | R$48.4b | R$1.8b | 9.3x | 22.9x | 0.8x |
| Mon, 29 Jul 2024 | R$38.9b | R$45.7b | R$1.7b | 10.6x | 23.4x | 0.8x |
| Wed, 26 Jun 2024 | R$37.8b | R$45.5b | R$1.9b | 9.9x | 20.3x | 0.8x |
| Fri, 24 May 2024 | R$38.0b | R$45.6b | R$1.9b | 10.3x | 20.4x | 0.8x |
| Sun, 21 Apr 2024 | R$38.0b | R$44.6b | R$1.4b | 10.3x | 26.5x | 0.9x |
| Tue, 19 Mar 2024 | R$41.8b | R$43.5b | R$2.5b | 11.5x | 16.5x | 1x |
| Thu, 15 Feb 2024 | R$38.9b | R$42.5b | R$2.0b | 12.2x | 19.7x | 0.9x |
| Sat, 13 Jan 2024 | R$39.8b | R$42.5b | R$2.0b | 12.1x | 20.1x | 0.9x |
| Mon, 11 Dec 2023 | R$40.5b | R$42.5b | R$2.0b | 10.5x | 20.3x | 1x |
| Wed, 08 Nov 2023 | R$36.5b | R$41.8b | R$2.3b | 10x | 15.8x | 0.9x |
| Fri, 06 Oct 2023 | R$36.3b | R$42.0b | R$2.5b | 9.3x | 14.6x | 0.9x |
| Sun, 03 Sep 2023 | R$42.6b | R$42.0b | R$2.5b | 10.7x | 17.2x | 1x |
| Tue, 01 Aug 2023 | R$43.2b | R$40.9b | R$2.1b | 13.1x | 21x | 1.1x |
| Thu, 29 Jun 2023 | R$36.6b | R$40.9b | R$2.1b | 11.6x | 17.8x | 0.9x |
| Sat, 27 May 2023 | R$34.6b | R$40.8b | R$2.0b | 10.5x | 16.9x | 0.8x |
16.9x
Which industries have driven the changes within the Brazilian Consumer Discretionary industry?
| BR Market | -1.64% | |
| Consumer Discretionary | -2.99% | |
| Consumer Durables | -4.11% | |
| Home Furnishings | 1.53% | |
| Homebuilding | -3.29% | |
| Housewares and Specialties | -4.12% | |
| Household Appliances | -9.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| EVEN3 Even Construtora e Incorporadora | R$5.63 | 1.3% +R$13.7m | -13.4% | PE5.1x | |
| UCAS3 Unicasa Indústria de Móveis | R$1.33 | 1.5% +R$1.3m | -8.3% | PS0.4x | |
| PDGR3 PDG Realty Empreendimentos e Participações | R$1.53 | 6.3% +R$295.9k | -98.5% | PS0.05x |