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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedJan 22, 2026
DataAggregated Company Financials
Companies12
  • 7D2.6%
  • 3M-4.3%
  • 1Y49.8%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 2.4%, driven by MRV Engenharia e Participações declining 8.3%. Over the past 12 months, the industry was up 49%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 22 Jan 2026R$42.8bR$40.8bR$3.6b7.6x11.9x1x
Sat, 20 Dec 2025R$45.0bR$41.2bR$3.4b7.7x13.3x1.1x
Mon, 17 Nov 2025R$52.7bR$40.5bR$2.9b9.3x18.3x1.3x
Wed, 15 Oct 2025R$42.8bR$39.7bR$2.5b7.3x16.8x1.1x
Fri, 12 Sep 2025R$46.4bR$39.7bR$2.5b8.4x18.4x1.2x
Sun, 10 Aug 2025R$40.7bR$39.4bR$3.6b7.2x11.4x1x
Tue, 08 Jul 2025R$40.4bR$38.8bR$3.3b9.4x12.3x1x
Thu, 05 Jun 2025R$41.1bR$38.8bR$3.3b10x12.5x1.1x
Sat, 03 May 2025R$36.7bR$37.3bR$3.1b8.5x11.8x1x
Mon, 31 Mar 2025R$34.9bR$37.2bR$3.1b8.5x11.2x0.9x
Wed, 26 Feb 2025R$32.3bR$36.7bR$2.7b7.6x11.8x0.9x
Fri, 24 Jan 2025R$28.6bR$36.3bR$2.9b6.6x9.9x0.8x
Sun, 22 Dec 2024R$28.6bR$36.3bR$2.9b6.6x9.9x0.8x
Tue, 19 Nov 2024R$33.6bR$35.9bR$2.8b8.5x11.8x0.9x
Thu, 17 Oct 2024R$35.0bR$34.2bR$2.2b9.4x15.7x1x
Sat, 14 Sep 2024R$36.2bR$34.2bR$2.2b8.4x16.2x1.1x
Mon, 12 Aug 2024R$34.0bR$33.0bR$2.4b8.5x14.4x1x
Wed, 10 Jul 2024R$31.5bR$31.9bR$2.3b7.4x13.9x1x
Fri, 07 Jun 2024R$31.3bR$31.9bR$2.3b7.6x13.9x1x
Sun, 05 May 2024R$32.9bR$31.0bR$2.0b8.9x16.7x1.1x
Tue, 02 Apr 2024R$35.2bR$31.0bR$2.0b10x17.9x1.1x
Thu, 29 Feb 2024R$34.6bR$29.4bR$1.5b11.8x23.4x1.2x
Sat, 27 Jan 2024R$33.4bR$29.4bR$1.5b11.1x22.6x1.1x
Mon, 25 Dec 2023R$35.8bR$29.4bR$1.5b10.7x24x1.2x
Wed, 22 Nov 2023R$33.0bR$29.4bR$1.5b10.1x22.2x1.1x
Fri, 20 Oct 2023R$27.2bR$28.7bR$1.6b8.6x17.1x0.9x
Sun, 17 Sep 2023R$34.0bR$28.7bR$1.6b10.8x21.4x1.2x
Tue, 15 Aug 2023R$36.5bR$28.7bR$1.7b11.3x21.7x1.3x
Thu, 13 Jul 2023R$32.7bR$27.6bR$1.2b12.4x28x1.2x
Sat, 10 Jun 2023R$30.2bR$27.6bR$1.2b12x25.7x1.1x
Mon, 08 May 2023R$23.4bR$26.7bR$1.2b10.1x19.6x0.9x
Wed, 05 Apr 2023R$20.9bR$26.6bR$1.2b8.9x17.9x0.8x
Fri, 03 Mar 2023R$20.2bR$26.2bR$1.7b8x11.9x0.8x
Sun, 29 Jan 2023R$22.3bR$26.2bR$1.7b8.9x13.2x0.9x
Price to Earnings Ratio

13.2x


Total Market Cap: R$22.3bTotal Earnings: R$1.7bTotal Revenue: R$26.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 16.6x202420252026
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 11.7x which is lower than its 3-year average PE of 16.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 16% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Brazilian Homebuilding compare with similar industries?

BR Market3.38%
Consumer Discretionary2.26%
Consumer Durables2.27%
Homebuilding2.58%
Housewares and Specialties8.44%
Household Appliances0.22%
Home Furnishings-5.00%
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$26.496.3%
+R$575.1m		42.0%PE5.3x
CURY3 Cury Construtora e IncorporadoraR$33.365.4%
+R$529.8m		65.5%PE11.8x
TEND3 Construtora TendaR$24.372.0%
+R$58.8m		94.3%PE7.1x
TRIS3 TrisulR$6.263.6%
+R$51.4m		58.0%PE6.9x
GFSA3 GafisaR$4.05-9.8%
R$49.2m		-84.5%PS0.1x

Latest News

CYRE3
R$26.49
Cyrela Brazil Realty Empreendimentos e Participações
7D
6.3%
1Y
42.0%

Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Might Have The Makings Of A Multi-Bagger

Jan 22
Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Might Have The Makings Of A Multi-Bagger
TRIS3
R$6.26
Trisul
7D
3.6%
1Y
58.0%
GFSA3
R$4.05
Gafisa
7D
-9.8%
1Y
-84.5%

Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues

Jan 21
Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues
EZTC3
R$14.11
EZTEC Empreendimentos e Participações
7D
-2.0%
1Y
54.9%
CURY3
R$33.36
Cury Construtora e Incorporadora
7D
5.4%
1Y
65.5%

CURY3: Index Inclusion And Margin Outlook Will Support Stronger Future Multiple

Analysts have trimmed their fair value estimate for Cury Construtora e Incorporadora by a small amount to reflect a slightly higher discount rate and modest tweaks to long term revenue growth, profit margin and future P/E assumptions. What's in the News Cury Construtora e Incorporadora S.A. was added to the Brazil Valor BM&FBOVESPA Index, increasing its visibility among index-linked investors (Key Developments).
DIRR3
R$13.46
Direcional Engenharia
7D
0.5%
1Y
53.0%
TEND3
R$24.37
Construtora Tenda
7D
2.0%
1Y
94.3%

Return Trends At Construtora Tenda (BVMF:TEND3) Aren't Appealing

Jan 14
Return Trends At Construtora Tenda (BVMF:TEND3) Aren't Appealing
AVLL3
R$0.86
Alphaville
7D
-2.3%
1Y
-65.6%

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

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
PLPL3
R$14.30
Plano & Plano Desenvolvimento Imobiliário
7D
-1.7%
1Y
52.5%

Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares

Jan 11
Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares
EVEN3
R$7.25
Even Construtora e Incorporadora
7D
1.0%
1Y
26.1%

EVEN3: Future Upside Will Rely On Higher Forward P/E Expectations

Analysts have adjusted their price target for Even Construtora e Incorporadora to reflect updated views on discount rates, revenue growth, profit margins, and a future P/E of 8.54. Together, these factors point to a refined assessment of the stock's valuation in currency terms.
TCSA3
R$1.23
Tecnisa
7D
-3.1%
1Y
-15.2%

Tecnisa S.A.'s (BVMF:TCSA3) Share Price Not Quite Adding Up

Jan 08
Tecnisa S.A.'s (BVMF:TCSA3) Share Price Not Quite Adding Up
PDGR3
R$1.31
PDG Realty Empreendimentos e Participações
7D
-1.5%
1Y
-99.5%
MRVE3
R$7.61
MRV Engenharia e Participações
7D
-0.1%
1Y
39.9%

MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall

Dec 06
MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall
RSID3
R$1.86
Rossi Residencial
7D
9.4%
1Y
-36.1%