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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedMay 14, 2026
DataAggregated Company Financials
Companies11
  • 7D-3.7%
  • 3M-25.6%
  • 1Y-1.7%
  • YTDn/a

In the last week, the Homebuilding industry is down 4.2% with MRV Engenharia e Participações down the most at 10%. Meanwhile, Plano & Plano Desenvolvimento Imobiliário actually outperformed within the industry, gaining 6.2% in the last week. 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 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 14 May 2026R$39.2bR$43.6bR$4.0b6.1x9.7x0.9x
Sat, 11 Apr 2026R$47.1bR$43.2bR$3.9b7.8x12x1.1x
Mon, 09 Mar 2026R$48.1bR$40.8bR$3.6b8.5x13.4x1.2x
Wed, 04 Feb 2026R$49.1bR$40.8bR$3.6b8.6x13.7x1.2x
Fri, 02 Jan 2026R$44.7bR$40.8bR$3.5b7.8x12.6x1.1x
Sun, 30 Nov 2025R$53.7bR$41.2bR$3.4b8.6x15.9x1.3x
Tue, 28 Oct 2025R$46.0bR$39.7bR$2.5b7.5x18.1x1.2x
Thu, 25 Sep 2025R$46.9bR$39.7bR$2.5b8.5x18.5x1.2x
Sat, 23 Aug 2025R$42.0bR$39.7bR$2.7b6.3x15.8x1.1x
Mon, 21 Jul 2025R$40.0bR$38.8bR$3.3b9.1x12.2x1x
Wed, 18 Jun 2025R$40.6bR$38.8bR$3.3b9.7x12.4x1x
Fri, 16 May 2025R$39.0bR$38.4bR$3.2b8.9x12.3x1x
Sun, 13 Apr 2025R$35.2bR$37.3bR$3.1b8.6x11.3x0.9x
Tue, 11 Mar 2025R$31.5bR$36.7bR$2.7b7.7x11.6x0.9x
Thu, 06 Feb 2025R$31.2bR$36.3bR$2.9b7.2x10.9x0.9x
Sat, 04 Jan 2025R$26.5bR$36.3bR$2.9b6.3x9.2x0.7x
Mon, 02 Dec 2024R$30.3bR$36.3bR$2.9b7.4x10.5x0.8x
Wed, 30 Oct 2024R$34.4bR$34.2bR$2.2b9.1x15.4x1x
Fri, 27 Sep 2024R$33.6bR$34.2bR$2.2b8.3x15x1x
Sun, 25 Aug 2024R$34.9bR$34.2bR$2.2b8.2x15.6x1x
Tue, 23 Jul 2024R$32.9bR$32.1bR$2.1b8.7x16x1x
Thu, 20 Jun 2024R$29.6bR$31.9bR$2.3b7.2x13.1x0.9x
Sat, 18 May 2024R$31.4bR$31.9bR$2.3b7.4x13.9x1x
Mon, 15 Apr 2024R$32.4bR$31.0bR$2.0b9.4x16.5x1x
Wed, 13 Mar 2024R$35.6bR$29.7bR$1.7b12.1x20.8x1.2x
Fri, 09 Feb 2024R$32.6bR$29.4bR$1.5b11x22.1x1.1x
Sun, 07 Jan 2024R$33.5bR$29.4bR$1.5b10.8x22.7x1.1x
Tue, 05 Dec 2023R$33.9bR$29.4bR$1.5b10x22.8x1.2x
Thu, 02 Nov 2023R$27.8bR$28.7bR$1.6b9.1x17.5x1x
Sat, 30 Sep 2023R$31.5bR$28.7bR$1.6b9.7x19.8x1.1x
Mon, 28 Aug 2023R$36.1bR$28.7bR$1.6b10.7x22.7x1.3x
Wed, 26 Jul 2023R$34.5bR$27.6bR$1.2b13.4x29.5x1.3x
Fri, 23 Jun 2023R$31.0bR$27.6bR$1.2b12x26.3x1.1x
Sun, 21 May 2023R$25.7bR$27.5bR$1.2b10.5x22.1x0.9x
Price to Earnings Ratio

22.1x


Total Market Cap: R$25.7bTotal Earnings: R$1.2bTotal Revenue: R$27.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 16.2x202420252026
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 9.9x which is lower than its 3-year average PE of 16.2x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have grown 51% per year over the last three years.
  • Revenues for these companies have grown 17% 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 Market-3.60%
Consumer Discretionary-5.75%
Consumer Durables-3.18%
Homebuilding-3.74%
Household Appliances0.46%
Home Furnishings-0.76%
Housewares and Specialties-2.94%
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
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$10.565.1%
+R$103.5m		-26.9%PE6.4x

Latest News

PLPL3
R$10.56
Plano & Plano Desenvolvimento Imobiliário
7D
5.1%
1Y
-26.9%
EZTC3
R$13.03
EZTEC Empreendimentos e Participações
7D
-7.3%
1Y
20.9%
CURY3
R$30.57
Cury Construtora e Incorporadora
7D
-2.1%
1Y
2.8%
TEND3
R$29.09
Construtora Tenda
7D
-3.7%
1Y
40.7%
EVEN3
R$5.56
Even Construtora e Incorporadora
7D
-5.9%
1Y
-12.6%
Narrative Update • May 05

EVEN3: Future Upside Will Rely On Higher Revenue Assumptions

Analysts keep their R$10.00 price target for Even Construtora e Incorporadora unchanged, pointing to slightly updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key reasons for holding the line on valuation. Valuation Changes Fair Value: The fair value estimate remains at R$10.00, indicating no change in the overall valuation outcome.
DIRR3
R$13.09
Direcional Engenharia
7D
-0.5%
1Y
2.9%
Narrative Update • May 02

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.
CYRE3
R$21.80
Cyrela Brazil Realty Empreendimentos e Participações
7D
-4.7%
1Y
-14.4%
Narrative Update • May 01

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.
MRVE3
R$6.13
MRV Engenharia e Participações
7D
-11.4%
1Y
11.7%
Narrative Update • Apr 27

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).
TRIS3
R$4.47
Trisul
7D
-4.3%
1Y
-18.5%