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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies13
  • 7D7.6%
  • 3M-9.5%
  • 1Y-4.7%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has risen 9.6%, driven by gains from Cyrela Brazil Realty Empreendimentos e Participações of 9.9%. In the same time, Alphaville was down 9.7%. In contrast, the industry has lost 5.8% in the last 12 months. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

Has the Brazilian Homebuilding Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Feb 2025R$30.8bR$36.3bR$2.9b7.3x10.7x0.8x
Mon, 30 Dec 2024R$27.0bR$36.3bR$2.9b6.3x9.4x0.7x
Wed, 27 Nov 2024R$34.0bR$36.3bR$2.9b8.5x11.8x0.9x
Fri, 25 Oct 2024R$34.0bR$34.2bR$2.2b9.3x15.3x1x
Sun, 22 Sep 2024R$34.3bR$34.2bR$2.2b8.5x15.4x1x
Tue, 20 Aug 2024R$34.4bR$33.8bR$2.1b8x16.1x1x
Thu, 18 Jul 2024R$32.9bR$32.1bR$2.1b8.5x16x1x
Sat, 15 Jun 2024R$29.8bR$31.9bR$2.3b7.3x13.2x0.9x
Mon, 13 May 2024R$31.5bR$31.9bR$2.2b7.5x14.3x1x
Wed, 10 Apr 2024R$35.0bR$31.0bR$2.0b10x17.8x1.1x
Fri, 08 Mar 2024R$34.4bR$29.7bR$1.7b12x20.1x1.2x
Sun, 04 Feb 2024R$32.1bR$29.4bR$1.5b10.7x21.8x1.1x
Tue, 02 Jan 2024R$36.7bR$29.4bR$1.5b11.5x24.9x1.2x
Thu, 30 Nov 2023R$33.4bR$29.0bR$1.5b9.4x22.2x1.1x
Sat, 28 Oct 2023R$29.1bR$28.7bR$1.6b9.3x18.3x1x
Mon, 25 Sep 2023R$32.3bR$28.7bR$1.6b9.8x20.4x1.1x
Wed, 23 Aug 2023R$37.3bR$28.7bR$1.6b11x23.5x1.3x
Fri, 21 Jul 2023R$33.7bR$27.6bR$1.2b12.5x28.8x1.2x
Sun, 18 Jun 2023R$30.0bR$27.6bR$1.2b12x25.6x1.1x
Tue, 16 May 2023R$24.8bR$27.2bR$1.1b10.5x21.7x0.9x
Thu, 13 Apr 2023R$23.1bR$26.6bR$1.2b9.9x19.7x0.9x
Sat, 11 Mar 2023R$22.2bR$26.1bR$1.2b9.9x18.8x0.8x
Mon, 06 Feb 2023R$21.6bR$26.2bR$1.7b8.6x12.8x0.8x
Wed, 04 Jan 2023R$20.4bR$26.2bR$1.7b8x12x0.8x
Fri, 02 Dec 2022R$21.5bR$26.2bR$1.7b9.3x12.7x0.8x
Sun, 30 Oct 2022R$26.4bR$25.4bR$2.1b10.7x12.7x1x
Tue, 27 Sep 2022R$26.4bR$25.4bR$2.1b10.5x12.7x1x
Thu, 25 Aug 2022R$23.5bR$25.4bR$2.0b9.2x11.5x0.9x
Sat, 23 Jul 2022R$20.0bR$25.1bR$2.5b6.5x7.9x0.8x
Mon, 20 Jun 2022R$18.7bR$25.1bR$2.5b6x7.4x0.7x
Wed, 18 May 2022R$21.9bR$25.1bR$2.7b6.5x8x0.9x
Fri, 15 Apr 2022R$23.3bR$24.8bR$2.8b7x8.3x0.9x
Sun, 13 Mar 2022R$22.8bR$24.7bR$2.6b7.2x8.9x0.9x
Tue, 08 Feb 2022R$27.2bR$24.8bR$2.9b8.5x9.3x1.1x
Price to Earnings Ratio

9.3x


Total Market Cap: R$27.2bTotal Earnings: R$2.9bTotal Revenue: R$24.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 15.5x202320242025
Current Industry PE
  • Investors are pessimistic on the Brazilian Homebuilding 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 10.3x which is lower than its 3-year average PE of 15.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 14% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Comparison

How does Brazilian Homebuilding compare with similar industries?

BR Market2.87%
Consumer Discretionary3.46%
Consumer Durables6.44%
Homebuilding7.56%
Housewares and Specialties9.03%
Household Appliances1.21%
Consumer Electronics0%0
Home Furnishings-11.86%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$20.439.3%
+R$621.4m
-9.3%PE5.2x
CURY3 Cury Construtora e IncorporadoraR$21.626.0%
+R$353.7m
18.6%PE9.7x
DIRR3 Direcional EngenhariaR$28.787.5%
+R$350.0m
33.2%PE9x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$12.7011.2%
+R$279.2m
-18.1%PE7.7x
MRVE3 MRV Engenharia e ParticipaçõesR$5.648.9%
+R$258.9m
-25.8%PS0.4x
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