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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies13
  • 7D2.3%
  • 3M-5.8%
  • 1Y65.3%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has remained flat. As for the the longer term, the industry is up 64% over the past 12 months. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Dec 2025R$44.6bR$41.2bR$3.4b7.8x13.2x1.1x
Wed, 26 Nov 2025R$52.0bR$41.2bR$3.3b8.3x16x1.3x
Fri, 24 Oct 2025R$45.1bR$39.7bR$2.5b7.5x17.8x1.1x
Sun, 21 Sep 2025R$47.3bR$39.7bR$2.5b8.5x18.7x1.2x
Tue, 19 Aug 2025R$41.6bR$39.7bR$2.9b6.6x14.4x1x
Thu, 17 Jul 2025R$40.4bR$38.8bR$3.3b9.2x12.3x1x
Sat, 14 Jun 2025R$39.4bR$38.8bR$3.3b9.4x12x1x
Mon, 12 May 2025R$38.8bR$37.4bR$3.1b8.8x12.3x1x
Wed, 09 Apr 2025R$34.5bR$37.3bR$3.1b8.5x11.1x0.9x
Fri, 07 Mar 2025R$30.2bR$36.7bR$2.7b7.5x11.1x0.8x
Sun, 02 Feb 2025R$30.9bR$36.3bR$2.9b7.3x10.7x0.8x
Tue, 31 Dec 2024R$27.0bR$36.3bR$2.9b6.3x9.4x0.7x
Thu, 28 Nov 2024R$34.8bR$36.3bR$2.9b8.1x12.1x1x
Sat, 26 Oct 2024R$34.5bR$34.2bR$2.2b9.2x15.5x1x
Mon, 23 Sep 2024R$34.3bR$34.2bR$2.2b8.5x15.4x1x
Wed, 21 Aug 2024R$34.8bR$33.8bR$2.1b8.2x16.2x1x
Fri, 19 Jul 2024R$32.0bR$32.1bR$2.1b8.2x15.5x1x
Sun, 16 Jun 2024R$29.8bR$31.9bR$2.3b7.3x13.2x0.9x
Tue, 14 May 2024R$31.5bR$31.9bR$2.2b7.4x14.3x1x
Thu, 11 Apr 2024R$34.1bR$31.0bR$2.0b9.9x17.4x1.1x
Sat, 09 Mar 2024R$35.0bR$29.7bR$1.7b12.1x20.5x1.2x
Mon, 05 Feb 2024R$32.1bR$29.4bR$1.5b10.7x21.8x1.1x
Wed, 03 Jan 2024R$35.2bR$29.4bR$1.5b11.1x23.8x1.2x
Fri, 01 Dec 2023R$32.8bR$29.4bR$1.5b10x22x1.1x
Sun, 29 Oct 2023R$29.1bR$28.7bR$1.6b9.3x18.3x1x
Tue, 26 Sep 2023R$31.4bR$28.7bR$1.6b9.5x19.8x1.1x
Thu, 24 Aug 2023R$37.9bR$28.7bR$1.6b11.2x23.9x1.3x
Sat, 22 Jul 2023R$34.3bR$27.6bR$1.2b12.6x29.3x1.2x
Mon, 19 Jun 2023R$30.0bR$27.6bR$1.2b12x25.6x1.1x
Wed, 17 May 2023R$24.8bR$27.2bR$1.1b10.3x21.7x0.9x
Fri, 14 Apr 2023R$23.4bR$26.6bR$1.2b10.1x20x0.9x
Sun, 12 Mar 2023R$22.2bR$26.1bR$1.2b9.9x18.8x0.8x
Tue, 07 Feb 2023R$21.1bR$26.2bR$1.7b8.5x12.5x0.8x
Thu, 05 Jan 2023R$20.8bR$26.2bR$1.7b8.3x12.2x0.8x
Price to Earnings Ratio

12.2x


Total Market Cap: R$20.8bTotal Earnings: R$1.7bTotal Revenue: R$26.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 16.6x20242025
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 13.2x 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 26% 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 Market1.21%
Consumer Discretionary2.24%
Consumer Durables2.06%
Homebuilding2.30%
Household Appliances0.64%
Housewares and Specialties-0.67%
Home Furnishings-2.08%
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
DIRR3 Direcional EngenhariaR$14.034.9%
+R$338.0m		58.2%PE9.6x
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$29.632.0%
+R$216.1m		74.8%PE6x
CURY3 Cury Construtora e IncorporadoraR$31.881.9%
+R$172.2m		82.6%PE10.7x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$13.972.6%
+R$71.0m		52.3%PE9x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$13.521.4%
+R$52.7m		58.7%PE6.9x

Latest News

DIRR3
R$14.03
Direcional Engenharia
7D
4.9%
1Y
58.2%

These 4 Measures Indicate That Direcional Engenharia (BVMF:DIRR3) Is Using Debt Reasonably Well

Dec 29
These 4 Measures Indicate That Direcional Engenharia (BVMF:DIRR3) Is Using Debt Reasonably Well
EZTC3
R$13.52
EZTEC Empreendimentos e Participações
7D
1.4%
1Y
58.7%

EZTC3: Future Outlook Will Reflect Stock Split And Modest Margin Pressure

Analysts have modestly raised their price target for EZTEC Empreendimentos e Participações to approximately R$16.33 from about R$15.79. This reflects expectations for slightly stronger revenue growth over the forecast period, which more than offset a marginally lower profit margin and a higher assumed future P/E multiple.
CYRE3
R$29.63
Cyrela Brazil Realty Empreendimentos e Participações
7D
2.0%
1Y
74.8%

We Think Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Is Taking Some Risk With Its Debt

Dec 21
We Think Cyrela Brazil Realty Empreendimentos e Participações (BVMF:CYRE3) Is Taking Some Risk With Its Debt
PLPL3
R$13.97
Plano & Plano Desenvolvimento Imobiliário
7D
2.6%
1Y
52.3%

Is Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) A Risky Investment?

Dec 20
Is Plano & Plano Desenvolvimento Imobiliário (BVMF:PLPL3) A Risky Investment?
CURY3
R$31.88
Cury Construtora e Incorporadora
7D
1.9%
1Y
82.6%

CURY3: Future Margin Expansion Will Drive Stronger Earnings Multiple Upside

Analysts have nudged their price target for Cury Construtora e Incorporadora higher, raising fair value by roughly R$1.33 per share as they factor in slightly stronger expected revenue growth, modestly improved profit margins, and a fuller valuation multiple, despite a largely unchanged discount rate. Valuation Changes Fair Value per Share has risen slightly, increasing from roughly R$42.08 to about R$43.42.
EVEN3
R$7.69
Even Construtora e Incorporadora
7D
3.1%
1Y
43.5%

EVEN3: Future Upside Will Hinge On Higher Earnings Multiple Outlook

Analysts have nudged their fair value estimate for Even Construtora e Incorporadora higher from R$9.00 to R$10.00 per share, citing an improved valuation multiple outlook, even though projections for revenue growth and profit margins are slightly softer under a marginally higher discount rate. What's in the News The company will hold a Special and Extraordinary Shareholders Meeting on December 17, 2025, to address corporate matters relevant to investors (company filing).
TEND3
R$24.21
Construtora Tenda
7D
1.3%
1Y
94.6%
PDGR3
R$1.48
PDG Realty Empreendimentos e Participações
7D
-1.3%
1Y
-99.4%
MRVE3
R$7.69
MRV Engenharia e Participações
7D
1.1%
1Y
44.8%

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

Dec 06
MRV Engenharia e Participações' (BVMF:MRVE3) Returns Have Hit A Wall