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Brazilian (BOVESPA) Homebuilding Industry Analysis
UpdatedFeb 16, 2025
DataAggregated Company Financials
Companies13
- 7D5.6%
- 3M0.7%
- 1Y3.9%
- YTDn/a
Over the last 7 days, the Homebuilding industry has remained flat, although notably Cyrela Brazil Realty Empreendimentos e Participações gained 6.6%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 26% annually.
Industry Valuation and Performance
Has the Brazilian Homebuilding Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Feb 2025 | R$32.9b | R$36.3b | R$2.9b | 7.5x | 11.4x | 0.9x |
| Tue, 14 Jan 2025 | R$26.1b | R$36.3b | R$2.9b | 6.3x | 9.1x | 0.7x |
| Thu, 12 Dec 2024 | R$30.2b | R$36.3b | R$2.9b | 7.2x | 10.5x | 0.8x |
| Sat, 09 Nov 2024 | R$34.3b | R$34.6b | R$2.5b | 8.7x | 14x | 1x |
| Mon, 07 Oct 2024 | R$34.1b | R$34.2b | R$2.2b | 8.7x | 15.3x | 1x |
| Wed, 04 Sep 2024 | R$33.9b | R$34.2b | R$2.2b | 8.1x | 15.2x | 1x |
| Fri, 02 Aug 2024 | R$31.8b | R$32.1b | R$2.1b | 8.8x | 15.4x | 1x |
| Sun, 30 Jun 2024 | R$30.4b | R$31.9b | R$2.3b | 7.6x | 13.5x | 1x |
| Tue, 28 May 2024 | R$30.1b | R$31.9b | R$2.3b | 7.3x | 13.3x | 0.9x |
| Thu, 25 Apr 2024 | R$30.8b | R$31.0b | R$2.0b | 8.5x | 15.7x | 1x |
| Sat, 23 Mar 2024 | R$34.9b | R$31.3b | R$2.1b | 10.9x | 16.4x | 1.1x |
| Mon, 19 Feb 2024 | R$31.7b | R$29.4b | R$1.5b | 11.1x | 21.5x | 1.1x |
| Wed, 17 Jan 2024 | R$33.1b | R$29.4b | R$1.5b | 11x | 22.5x | 1.1x |
| Fri, 15 Dec 2023 | R$35.3b | R$29.4b | R$1.5b | 10.7x | 23.7x | 1.2x |
| Sun, 12 Nov 2023 | R$31.5b | R$28.8b | R$1.6b | 10.5x | 19.6x | 1.1x |
| Tue, 10 Oct 2023 | R$29.3b | R$28.7b | R$1.6b | 9x | 18.5x | 1x |
| Thu, 07 Sep 2023 | R$34.0b | R$28.7b | R$1.6b | 10.4x | 21.4x | 1.2x |
| Sat, 05 Aug 2023 | R$36.9b | R$27.7b | R$1.3b | 13.7x | 29x | 1.3x |
| Mon, 03 Jul 2023 | R$31.2b | R$27.6b | R$1.2b | 12.4x | 26.6x | 1.1x |
| Wed, 31 May 2023 | R$27.2b | R$27.6b | R$1.2b | 10.7x | 23.2x | 1x |
| Fri, 28 Apr 2023 | R$22.1b | R$26.6b | R$1.2b | 9.6x | 18.9x | 0.8x |
| Sun, 26 Mar 2023 | R$20.9b | R$26.6b | R$1.3b | 8.4x | 16.6x | 0.8x |
| Tue, 21 Feb 2023 | R$21.4b | R$26.2b | R$1.7b | 8.4x | 12.6x | 0.8x |
| Thu, 19 Jan 2023 | R$21.7b | R$26.2b | R$1.7b | 8.7x | 12.8x | 0.8x |
| Sat, 17 Dec 2022 | R$19.5b | R$26.2b | R$1.7b | 8.4x | 11.5x | 0.7x |
| Mon, 14 Nov 2022 | R$22.9b | R$25.8b | R$1.7b | 9.9x | 13.5x | 0.9x |
| Wed, 12 Oct 2022 | R$28.0b | R$25.4b | R$2.1b | 11.3x | 13.5x | 1.1x |
| Fri, 09 Sep 2022 | R$25.3b | R$25.4b | R$2.1b | 9.9x | 12.2x | 1x |
| Sun, 07 Aug 2022 | R$23.8b | R$25.1b | R$2.5b | 7.8x | 9.4x | 0.9x |
| Tue, 05 Jul 2022 | R$18.4b | R$25.1b | R$2.5b | 5.6x | 7.2x | 0.7x |
| Thu, 02 Jun 2022 | R$20.7b | R$25.1b | R$2.5b | 6.8x | 8.2x | 0.8x |
| Sat, 30 Apr 2022 | R$22.0b | R$24.8b | R$2.8b | 6.4x | 7.8x | 0.9x |
| Mon, 28 Mar 2022 | R$27.8b | R$25.1b | R$2.5b | 7.7x | 11.2x | 1.1x |
| Wed, 23 Feb 2022 | R$26.5b | R$24.8b | R$2.9b | 8.3x | 9.1x | 1.1x |
Price to Earnings Ratio
9.1x
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 11.0x 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 Market | 2.63% | |
| Consumer Discretionary | 4.11% | |
| Consumer Durables | 4.67% | |
| Homebuilding | 5.64% | |
| Housewares and Specialties | 3.33% | |
| Consumer Electronics | 0% | 0 |
| Household Appliances | -0.24% | |
| Home Furnishings | -2.04% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CYRE3 Cyrela Brazil Realty Empreendimentos e Participações | R$21.83 | 6.6% +R$484.9m | -0.9% | PE5.6x | |
| CURY3 Cury Construtora e Incorporadora | R$23.24 | 4.0% +R$258.0m | 29.3% | PE10.5x | |
| DIRR3 Direcional Engenharia | R$31.16 | 4.8% +R$247.8m | 41.0% | PE9.7x | |
| MRVE3 MRV Engenharia e Participações | R$5.80 | 6.4% +R$197.0m | -20.5% | PS0.4x | |
| PLPL3 Plano & Plano Desenvolvimento Imobiliário | R$10.85 | 9.8% +R$192.6m | -10.3% | PE6.3x |
