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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies14
  • 7D-0.1%
  • 3M-18.6%
  • 1Y4.0%
  • YTD-6.1%

Over the last 7 days, the Consumer Durables industry has dropped 3.5%, driven by a pullback from Cyrela Brazil Realty Empreendimentos e Participações of 7.8%. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 May 2026R$46.1bR$57.0bR$4.3b6.9x10.6x0.8x
Fri, 03 Apr 2026R$52.5bR$57.3bR$4.6b7.5x11.5x0.9x
Sun, 01 Mar 2026R$59.3bR$54.9bR$4.3b9.2x13.9x1.1x
Tue, 27 Jan 2026R$52.6bR$54.9bR$4.3b8.5x12.3x1x
Thu, 25 Dec 2025R$51.8bR$55.3bR$4.1b8.5x12.7x0.9x
Sat, 22 Nov 2025R$58.1bR$55.3bR$3.7b8.7x15.7x1x
Mon, 20 Oct 2025R$50.3bR$54.1bR$3.3b7.9x15x0.9x
Wed, 17 Sep 2025R$54.0bR$54.1bR$3.3b8.7x16.2x1x
Fri, 15 Aug 2025R$48.1bR$54.1bR$3.6b8.2x13.2x0.9x
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
Price to Earnings Ratio

15.7x


Total Market Cap: R$31.8bTotal Earnings: R$2.0bTotal Revenue: R$40.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.2x202420252026
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 10.5x which is lower than its 3-year average PE of 16.2x.
  • 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 27% 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 Market1.08%
Consumer Discretionary2.32%
Consumer Durables-0.13%
Household Appliances0.92%
Homebuilding-0.27%
Home Furnishings-1.45%
Housewares and Specialties-4.02%
Industry PE
  • Investors are most optimistic about the Household Appliances industry, which is trading close to 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 19% 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 19% 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
TEND3 Construtora TendaR$28.725.0%
+R$166.0m		75.8%PE6.9x
DIRR3 Direcional EngenhariaR$12.931.3%
+R$88.2m		5.3%PE8.5x
CURY3 Cury Construtora e IncorporadoraR$29.450.4%
+R$40.0m		1.7%PE9.3x
GFSA3 GafisaR$1.399.4%
+R$2.9m		-94.3%PS0.05x
RSID3 Rossi ResidencialR$1.844.5%
+R$1.6m		-11.5%PE0.4x

Latest News

TEND3
R$28.72
Construtora Tenda
7D
5.0%
1Y
75.8%
GFSA3
R$1.39
Gafisa
7D
9.4%
1Y
-94.3%
DIRR3
R$12.93
Direcional Engenharia
7D
1.3%
1Y
5.3%

DIRR3: Steady R$17 Fair Value And Meeting Outlook Will Support Upside

Analysts have kept their R$17.00 price target for Direcional Engenharia steady, with small tweaks to discount rate, revenue growth and profit margin assumptions, as well as a slightly different future P/E input that together underpin the unchanged view. What's in the News A special and extraordinary shareholders meeting for Direcional Engenharia S.A. is scheduled for April 30, 2026.
AVLL3
R$0.90
Alphaville
7D
-7.2%
1Y
-58.9%
CYRE3
R$22.78
Cyrela Brazil Realty Empreendimentos e Participações
7D
-2.6%
1Y
-8.8%

CYRE3: Pipeline Execution And Higher Margins Will Support Future Upside

Analysts have lowered their price target for Cyrela Brazil Realty Empreendimentos e Participações from R$47.00 to R$43.00, reflecting updated assumptions on growth, margins and future P/E following recent research, including a downgrade at a major global bank. Analyst Commentary While the recent move in the target price to R$43.00 highlights some caution after the downgrade at JPMorgan, research commentary still points to areas where bullish analysts see room for upside if execution and demand conditions hold up.
CURY3
R$29.45
Cury Construtora e Incorporadora
7D
0.4%
1Y
1.7%

CURY3: Higher Required Return And Meeting Catalyst Will Support Stronger Future Appeal

Analysts have inched up their price target for Cury Construtora e Incorporadora to R$46.38 from R$46.04, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Cury Construtora e Incorporadora S.A. has a Special and Extraordinary Shareholders Meeting scheduled for April 17, 2026.
TCSA3
R$1.28
Tecnisa
7D
1.6%
1Y
-0.8%
PLPL3
R$10.15
Plano & Plano Desenvolvimento Imobiliário
7D
-0.1%
1Y
-15.0%
MRVE3
R$6.73
MRV Engenharia e Participações
7D
-0.7%
1Y
16.8%

MRVE3: Upcoming Meeting Will Reinforce Conviction In Undervalued Share Potential

Analysts have maintained their price target for MRV Engenharia e Participações at approximately R$10.65, reflecting unchanged assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A special and extraordinary shareholders meeting is scheduled for April 24, 2026, in Belo Horizonte, Minas Gerais, Brazil, at Avenida Professor Mario Werneck, 621, Estoril (company event notice).
EZTC3
R$13.75
EZTEC Empreendimentos e Participações
7D
-1.2%
1Y
34.0%

EZTC3: Extraordinary Meeting And Slower Revenue Outlook Will Pressure Future Upside

Analysts have kept the fair value estimate for EZTEC Empreendimentos e Participações steady at R$13.00, with updated assumptions reflecting a lower projected revenue growth rate, a higher profit margin, and a higher expected future P/E multiple. What's in the News Special and extraordinary shareholders meeting scheduled for February 27, 2026, for EZTEC Empreendimentos e Participações S.A. (Key Developments) Meeting to be held at avenida alcides sangirardi, s/n, 301, usina sp, espaco c.01.01, city and state of Sao Paulo/SP, Sao Paulo, Brazil (Key Developments) Valuation Changes Fair Value: The R$13.00 fair value estimate is unchanged, with updated assumptions supporting the same headline valuation.
EVEN3
R$5.92
Even Construtora e Incorporadora
7D
-5.0%
1Y
4.8%

EVEN3: Higher Assumed Revenue And P/E Will Support Future Upside

Analysts have adjusted their price target on Even Construtora e Incorporadora to R$8.00, reflecting updated views on revenue growth potential, profit margins, the discount rate, and a future P/E assumption of 8.14x, while keeping the fair value estimate unchanged at R$8.00. Valuation Changes Fair Value: R$8.00 remains unchanged, indicating no adjustment to the overall valuation outcome.
MNDL3
R$17.90
Mundial - Produtos de Consumo
7D
-4.0%
1Y
-0.4%
PDGR3
R$1.56
PDG Realty Empreendimentos e Participações
7D
0.6%
1Y
-98.8%
RSID3
R$1.84
Rossi Residencial
7D
4.5%
1Y
-11.5%
TRIS3
R$4.63
Trisul
7D
-3.5%
1Y
-12.0%