Analysis Article • Jun 27

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.
Has the Brazilian Homebuilding Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | R$43.4b | R$44.8b | R$4.3b | 6x | 10.1x | 1x |
| Wed, 27 May 2026 | R$40.3b | R$44.8b | R$4.3b | 6.1x | 9.3x | 0.9x |
| Fri, 24 Apr 2026 | R$45.1b | R$43.2b | R$3.9b | 7.4x | 11.5x | 1x |
| Sun, 22 Mar 2026 | R$43.0b | R$43.5b | R$4.3b | 7.2x | 10x | 1x |
| Tue, 17 Feb 2026 | R$52.7b | R$40.8b | R$3.6b | 9.2x | 14.7x | 1.3x |
| Thu, 15 Jan 2026 | R$43.1b | R$40.8b | R$3.6b | 7.6x | 12x | 1.1x |
| Sat, 13 Dec 2025 | R$49.8b | R$41.2b | R$3.4b | 8.3x | 14.7x | 1.2x |
| Mon, 10 Nov 2025 | R$49.4b | R$39.7b | R$2.5b | 8.4x | 19.5x | 1.2x |
| Wed, 08 Oct 2025 | R$43.8b | R$39.7b | R$2.5b | 7.6x | 17.2x | 1.1x |
| Fri, 05 Sep 2025 | R$45.0b | R$39.7b | R$2.7b | 7x | 16.9x | 1.1x |
| Sun, 03 Aug 2025 | R$52.8b | R$38.8b | R$3.3b | 9.7x | 16.1x | 1.4x |
| Tue, 01 Jul 2025 | R$41.1b | R$38.8b | R$3.3b | 9.7x | 12.5x | 1.1x |
| Thu, 29 May 2025 | R$39.7b | R$38.8b | R$3.3b | 9.3x | 12.1x | 1x |
| Sat, 26 Apr 2025 | R$37.1b | R$37.3b | R$3.1b | 8.7x | 11.9x | 1x |
| Mon, 24 Mar 2025 | R$34.4b | R$38.6b | R$3.3b | 7.9x | 10.5x | 0.9x |
| Wed, 19 Feb 2025 | R$33.6b | R$36.3b | R$2.9b | 7.8x | 11.7x | 0.9x |
| Fri, 17 Jan 2025 | R$28.1b | R$36.3b | R$2.9b | 6.5x | 9.8x | 0.8x |
| Sun, 15 Dec 2024 | R$28.7b | R$36.3b | R$2.9b | 6.6x | 10x | 0.8x |
| Tue, 12 Nov 2024 | R$34.1b | R$35.0b | R$2.6b | 8.8x | 13.3x | 1x |
| Thu, 10 Oct 2024 | R$34.1b | R$34.2b | R$2.2b | 8.6x | 15.3x | 1x |
| Sat, 07 Sep 2024 | R$34.6b | R$34.2b | R$2.2b | 8.2x | 15.5x | 1x |
| Mon, 05 Aug 2024 | R$32.1b | R$32.2b | R$2.1b | 8.8x | 15.5x | 1x |
| Wed, 03 Jul 2024 | R$30.4b | R$31.9b | R$2.3b | 7.1x | 13.5x | 1x |
| Fri, 31 May 2024 | R$30.1b | R$31.9b | R$2.3b | 7.2x | 13.3x | 0.9x |
| Sun, 28 Apr 2024 | R$31.7b | R$31.0b | R$2.0b | 8.6x | 16.2x | 1x |
| Tue, 26 Mar 2024 | R$34.4b | R$30.7b | R$2.2b | 10.8x | 15.8x | 1.1x |
| Thu, 22 Feb 2024 | R$33.0b | R$29.4b | R$1.5b | 12x | 22.4x | 1.1x |
| Sat, 20 Jan 2024 | R$32.6b | R$29.4b | R$1.5b | 10.8x | 22.1x | 1.1x |
| Mon, 18 Dec 2023 | R$35.4b | R$29.4b | R$1.5b | 10.5x | 23.7x | 1.2x |
| Wed, 15 Nov 2023 | R$32.0b | R$28.9b | R$1.6b | 10.6x | 19.9x | 1.1x |
| Fri, 13 Oct 2023 | R$29.7b | R$28.7b | R$1.6b | 9.2x | 18.7x | 1x |
| Sun, 10 Sep 2023 | R$33.8b | R$28.7b | R$1.6b | 10.6x | 21.3x | 1.2x |
| Tue, 08 Aug 2023 | R$36.9b | R$27.7b | R$1.3b | 13.7x | 29x | 1.3x |
| Thu, 06 Jul 2023 | R$32.1b | R$27.6b | R$1.2b | 12.3x | 27.3x | 1.2x |
27.3x
How does Brazilian Homebuilding compare with similar industries?
| BR Market | 2.81% | |
| Consumer Discretionary | 3.33% | |
| Consumer Durables | 5.15% | |
| Homebuilding | 5.76% | |
| Housewares and Specialties | 3.78% | |
| Household Appliances | 1.00% | |
| Home Furnishings | -1.64% | |
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$23.33 | 6.9% +R$653.6m | -8.9% | PE5.1x | |
| CURY3 Cury Construtora e Incorporadora | R$35.11 | 5.5% +R$566.8m | 20.2% | PE10.2x | |
| TEND3 Construtora Tenda | R$36.85 | 8.4% +R$351.8m | 50.7% | PE7.5x | |
| DIRR3 Direcional Engenharia | R$14.20 | 4.5% +R$317.4m | 0.4% | PE8.8x | |
| MRVE3 MRV Engenharia e Participações | R$5.24 | 6.5% +R$180.1m | -11.5% | PS0.3x |