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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies12
  • 7D5.8%
  • 3M-5.2%
  • 1Y0.8%
  • YTDn/a

Cyrela Brazil Realty Empreendimentos e Participações is up 6.9%, leading the way for the Homebuilding industry, which has gained 5.8%. Meanwhile, Tecnisa actually underperformed within the industry, shrinking 8.5% in the last week. Despite this gain, the industry's performance has been flat over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026R$43.4bR$44.8bR$4.3b6x10.1x1x
Wed, 27 May 2026R$40.3bR$44.8bR$4.3b6.1x9.3x0.9x
Fri, 24 Apr 2026R$45.1bR$43.2bR$3.9b7.4x11.5x1x
Sun, 22 Mar 2026R$43.0bR$43.5bR$4.3b7.2x10x1x
Tue, 17 Feb 2026R$52.7bR$40.8bR$3.6b9.2x14.7x1.3x
Thu, 15 Jan 2026R$43.1bR$40.8bR$3.6b7.6x12x1.1x
Sat, 13 Dec 2025R$49.8bR$41.2bR$3.4b8.3x14.7x1.2x
Mon, 10 Nov 2025R$49.4bR$39.7bR$2.5b8.4x19.5x1.2x
Wed, 08 Oct 2025R$43.8bR$39.7bR$2.5b7.6x17.2x1.1x
Fri, 05 Sep 2025R$45.0bR$39.7bR$2.7b7x16.9x1.1x
Sun, 03 Aug 2025R$52.8bR$38.8bR$3.3b9.7x16.1x1.4x
Tue, 01 Jul 2025R$41.1bR$38.8bR$3.3b9.7x12.5x1.1x
Thu, 29 May 2025R$39.7bR$38.8bR$3.3b9.3x12.1x1x
Sat, 26 Apr 2025R$37.1bR$37.3bR$3.1b8.7x11.9x1x
Mon, 24 Mar 2025R$34.4bR$38.6bR$3.3b7.9x10.5x0.9x
Wed, 19 Feb 2025R$33.6bR$36.3bR$2.9b7.8x11.7x0.9x
Fri, 17 Jan 2025R$28.1bR$36.3bR$2.9b6.5x9.8x0.8x
Sun, 15 Dec 2024R$28.7bR$36.3bR$2.9b6.6x10x0.8x
Tue, 12 Nov 2024R$34.1bR$35.0bR$2.6b8.8x13.3x1x
Thu, 10 Oct 2024R$34.1bR$34.2bR$2.2b8.6x15.3x1x
Sat, 07 Sep 2024R$34.6bR$34.2bR$2.2b8.2x15.5x1x
Mon, 05 Aug 2024R$32.1bR$32.2bR$2.1b8.8x15.5x1x
Wed, 03 Jul 2024R$30.4bR$31.9bR$2.3b7.1x13.5x1x
Fri, 31 May 2024R$30.1bR$31.9bR$2.3b7.2x13.3x0.9x
Sun, 28 Apr 2024R$31.7bR$31.0bR$2.0b8.6x16.2x1x
Tue, 26 Mar 2024R$34.4bR$30.7bR$2.2b10.8x15.8x1.1x
Thu, 22 Feb 2024R$33.0bR$29.4bR$1.5b12x22.4x1.1x
Sat, 20 Jan 2024R$32.6bR$29.4bR$1.5b10.8x22.1x1.1x
Mon, 18 Dec 2023R$35.4bR$29.4bR$1.5b10.5x23.7x1.2x
Wed, 15 Nov 2023R$32.0bR$28.9bR$1.6b10.6x19.9x1.1x
Fri, 13 Oct 2023R$29.7bR$28.7bR$1.6b9.2x18.7x1x
Sun, 10 Sep 2023R$33.8bR$28.7bR$1.6b10.6x21.3x1.2x
Tue, 08 Aug 2023R$36.9bR$27.7bR$1.3b13.7x29x1.3x
Thu, 06 Jul 2023R$32.1bR$27.6bR$1.2b12.3x27.3x1.2x
Price to Earnings Ratio

27.3x


Total Market Cap: R$32.1bTotal Earnings: R$1.2bTotal Revenue: R$27.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 15.6x202420252026
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 10.1x which is lower than its 3-year average PE of 15.6x.
  • 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 54% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market2.81%
Consumer Discretionary3.33%
Consumer Durables5.15%
Homebuilding5.76%
Housewares and Specialties3.78%
Household Appliances1.00%
Home Furnishings-1.64%
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$23.336.9%
+R$653.6m		-8.9%PE5.1x
CURY3 Cury Construtora e IncorporadoraR$35.115.5%
+R$566.8m		20.2%PE10.2x
TEND3 Construtora TendaR$36.858.4%
+R$351.8m		50.7%PE7.5x
DIRR3 Direcional EngenhariaR$14.204.5%
+R$317.4m		0.4%PE8.8x
MRVE3 MRV Engenharia e ParticipaçõesR$5.246.5%
+R$180.1m		-11.5%PS0.3x

Latest News

DIRR3
R$14.20
Direcional Engenharia
7D
4.5%
1Y
0.4%
Analysis Article • Jun 27

With EPS Growth And More, Direcional Engenharia (BVMF:DIRR3) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
PLPL3
R$8.54
Plano & Plano Desenvolvimento Imobiliário
7D
2.9%
1Y
-42.8%
CURY3
R$35.11
Cury Construtora e Incorporadora
7D
5.5%
1Y
20.2%
Narrative Update • Jun 27

nan

Analysts have raised their fair value estimate for Cury Construtora e Incorporadora from R$43.00 to R$52.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Cury Construtora e Incorporadora No recent news items or key developments have been reported for Cury Construtora e Incorporadora in the provided sources.
MRVE3
R$5.24
MRV Engenharia e Participações
7D
6.5%
1Y
-11.5%
Narrative Update • Jun 26

MRVE3: Higher Margin Outlook Will Support Stronger Future Pricing Potential

The analyst price target for MRV Engenharia e Participações has been raised from R$12.00 to R$14.00, with analysts pointing to updated assumptions that include a slightly lower discount rate, revised revenue growth estimates, a higher projected profit margin and a modestly lower future P/E multiple. What's in the News for MRV Engenharia e Participações Analyst coverage has updated key valuation assumptions for MRV Engenharia e Participações, including the discount rate, revenue outlook, profit margins and future P/E multiple used in models.
VIVR3
R$1.67
Viver Incorporadora e Construtora
7D
-6.2%
1Y
-80.8%
CYRE3
R$23.33
Cyrela Brazil Realty Empreendimentos e Participações
7D
6.9%
1Y
-8.9%
Narrative Update • Jun 23

CYRE3: Index Removals And Reset Assumptions Will Support Future Upside

Analysts held their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações steady at R$43.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples following recent Street research, including a downgrade from JPMorgan. What's in the News Cyrela Brazil Realty Empreendimentos e Participações has been removed from the Brazil Small Cap Index, according to recent index constituent changes.
EZTC3
R$13.35
EZTEC Empreendimentos e Participações
7D
4.8%
1Y
26.1%
TCSA3
R$0.86
Tecnisa
7D
-8.5%
1Y
-29.5%
TEND3
R$36.85
Construtora Tenda
7D
8.4%
1Y
50.7%
TRIS3
R$4.36
Trisul
7D
6.1%
1Y
-21.3%
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$1.38
PDG Realty Empreendimentos e Participações
7D
-4.8%
1Y
-97.7%
AVLL3
R$12.95
Alphaville
7D
-0.4%
1Y
-70.1%