Narrative Update • Aug 07
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Brazilian (BOVESPA) Homebuilding Industry Analysis
UpdatedAug 13, 2026
DataAggregated Company Financials
Companies12
- 7D-5.3%
- 3M-10.4%
- 1Y-16.3%
- YTDn/a
Over the last 7 days, the Homebuilding industry has dropped 5.3%, driven by pullbacks in Direcional Engenharia and Cyrela Brazil Realty Empreendimentos e Participações of 11% and 6.1%, respectively. Overall the industry is down 16% in 12 months. Looking forward, earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | R$36.4b | R$45.0b | R$4.2b | 5.2x | 8.6x | 0.8x |
| Sat, 11 Jul 2026 | R$42.1b | R$44.8b | R$4.3b | 6x | 9.8x | 0.9x |
| Mon, 08 Jun 2026 | R$37.9b | R$44.8b | R$4.3b | 5.6x | 8.8x | 0.8x |
| Wed, 06 May 2026 | R$39.6b | R$43.2b | R$3.9b | 6.3x | 10.1x | 0.9x |
| Fri, 03 Apr 2026 | R$46.0b | R$43.2b | R$3.9b | 7.4x | 11.8x | 1.1x |
| Sun, 01 Mar 2026 | R$52.3b | R$40.8b | R$3.6b | 9x | 14.6x | 1.3x |
| Tue, 27 Jan 2026 | R$45.6b | R$40.8b | R$3.6b | 8.1x | 12.7x | 1.1x |
| Thu, 25 Dec 2025 | R$44.8b | R$41.2b | R$3.4b | 7.9x | 13.2x | 1.1x |
| Sat, 22 Nov 2025 | R$51.2b | R$41.2b | R$3.0b | 8.1x | 17x | 1.2x |
| Mon, 20 Oct 2025 | R$43.3b | R$39.7b | R$2.5b | 7.4x | 17x | 1.1x |
| Wed, 17 Sep 2025 | R$46.8b | R$39.7b | R$2.5b | 8.5x | 18.6x | 1.2x |
| Fri, 15 Aug 2025 | R$41.4b | R$39.7b | R$2.8b | 7x | 14.6x | 1x |
| Sun, 13 Jul 2025 | R$40.0b | R$38.8b | R$3.3b | 9.3x | 12.2x | 1x |
| Tue, 10 Jun 2025 | R$40.9b | R$38.8b | R$3.3b | 9.9x | 12.5x | 1.1x |
| Thu, 08 May 2025 | R$37.1b | R$37.3b | R$3.1b | 8.6x | 11.9x | 1x |
| Sat, 05 Apr 2025 | R$34.7b | R$37.3b | R$3.1b | 8.5x | 11.2x | 0.9x |
| Mon, 03 Mar 2025 | R$30.2b | R$36.7b | R$2.7b | 7.2x | 11.1x | 0.8x |
| Wed, 29 Jan 2025 | R$29.9b | R$36.3b | R$2.9b | 7x | 10.4x | 0.8x |
| Fri, 27 Dec 2024 | R$27.3b | R$36.3b | R$2.9b | 6.3x | 9.5x | 0.8x |
| Sun, 24 Nov 2024 | R$33.9b | R$36.1b | R$2.9b | 8.1x | 11.8x | 0.9x |
| Tue, 22 Oct 2024 | R$34.3b | R$34.2b | R$2.2b | 9.4x | 15.4x | 1x |
| Thu, 19 Sep 2024 | R$36.6b | R$34.2b | R$2.2b | 8.8x | 16.4x | 1.1x |
| Sat, 17 Aug 2024 | R$33.6b | R$33.8b | R$2.1b | 7.9x | 15.7x | 1x |
| Mon, 15 Jul 2024 | R$32.1b | R$31.9b | R$2.3b | 7.6x | 14.2x | 1x |
| Wed, 12 Jun 2024 | R$30.0b | R$31.9b | R$2.3b | 7.1x | 13.3x | 0.9x |
| Fri, 10 May 2024 | R$32.9b | R$31.2b | R$2.0b | 8.5x | 16.2x | 1.1x |
| Sun, 07 Apr 2024 | R$34.0b | R$31.0b | R$2.0b | 9.8x | 17.3x | 1.1x |
| Tue, 05 Mar 2024 | R$34.5b | R$29.7b | R$1.7b | 11.8x | 20.2x | 1.2x |
| Thu, 01 Feb 2024 | R$32.2b | R$29.4b | R$1.5b | 10.9x | 21.8x | 1.1x |
| Sat, 30 Dec 2023 | R$36.7b | R$29.4b | R$1.5b | 11.2x | 24.6x | 1.2x |
| Mon, 27 Nov 2023 | R$31.6b | R$29.4b | R$1.5b | 9.5x | 21.2x | 1.1x |
| Wed, 25 Oct 2023 | R$28.1b | R$28.7b | R$1.6b | 9x | 17.7x | 1x |
| Fri, 22 Sep 2023 | R$33.0b | R$28.7b | R$1.6b | 10.1x | 20.8x | 1.1x |
| Sun, 20 Aug 2023 | R$36.5b | R$28.7b | R$1.6b | 10.8x | 23x | 1.3x |
Price to Earnings Ratio
23x
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 8.6x which is lower than its 3-year average PE of 14.8x.
- The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.81x.
Past Earnings Growth
- The earnings for companies in the Homebuilding industry have grown 39% 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 Market | -4.77% | |
| Consumer Discretionary | -6.09% | |
| Consumer Durables | -4.79% | |
| Homebuilding | -5.34% | |
| Home Furnishings | 0.87% | |
| Housewares and Specialties | 0% | 0 |
| Household Appliances | -1.27% | |
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 | |
|---|---|---|---|---|---|
| TEND3 Construtora Tenda | R$33.43 | 1.0% +R$40.5m | 56.6% | PE7.1x |
