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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedSep 28, 2025
DataAggregated Company Financials
Companies13
  • 7D-1.7%
  • 3M12.8%
  • 1Y38.9%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has dropped 1.7%, driven by MRV Engenharia e Participações declining 7.5%. Over the past 12 months, the industry was up 39%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 28 Sep 2025R$46.5bR$39.7bR$2.5b8.4x18.4x1.2x
Tue, 26 Aug 2025R$42.6bR$39.7bR$2.7b6.5x16.1x1.1x
Thu, 24 Jul 2025R$39.5bR$38.8bR$3.3b8.9x12.1x1x
Sat, 21 Jun 2025R$40.2bR$38.8bR$3.3b9.6x12.3x1x
Mon, 19 May 2025R$39.6bR$38.5bR$3.2b9x12.4x1x
Wed, 16 Apr 2025R$35.9bR$37.3bR$3.1b8.4x11.5x1x
Fri, 14 Mar 2025R$31.8bR$37.4bR$2.9b7.8x11x0.9x
Sun, 09 Feb 2025R$31.1bR$36.3bR$2.9b7.1x10.8x0.9x
Tue, 07 Jan 2025R$26.2bR$36.3bR$2.9b6.4x9.1x0.7x
Thu, 05 Dec 2024R$29.7bR$36.3bR$2.9b7x10.3x0.8x
Sat, 02 Nov 2024R$34.6bR$34.5bR$2.3b9x14.9x1x
Mon, 30 Sep 2024R$33.3bR$34.2bR$2.2b8.1x14.9x1x
Wed, 28 Aug 2024R$35.1bR$34.2bR$2.2b8.6x15.7x1x
Fri, 26 Jul 2024R$31.7bR$32.1bR$2.1b8.4x15.4x1x
Sun, 23 Jun 2024R$29.5bR$31.9bR$2.3b7x13x0.9x
Tue, 21 May 2024R$31.7bR$25.3bR$2.3b7.4x14x1.3x
Thu, 18 Apr 2024R$30.7bR$31.0bR$2.0b8.6x15.6x1x
Sat, 16 Mar 2024R$35.9bR$30.5bR$2.0b11.4x17.7x1.2x
Mon, 12 Feb 2024R$32.0bR$29.4bR$1.5b11x21.7x1.1x
Wed, 10 Jan 2024R$34.1bR$29.4bR$1.5b10.9x23.1x1.2x
Fri, 08 Dec 2023R$32.8bR$29.4bR$1.5b10x22x1.1x
Sun, 05 Nov 2023R$30.3bR$28.7bR$1.6b9.9x19.1x1.1x
Tue, 03 Oct 2023R$32.0bR$28.7bR$1.6b9.3x20.1x1.1x
Thu, 31 Aug 2023R$35.9bR$28.7bR$1.6b11x22.6x1.3x
Sat, 29 Jul 2023R$35.2bR$27.6bR$1.2b13x30.1x1.3x
Mon, 26 Jun 2023R$30.4bR$27.6bR$1.2b12.4x25.8x1.1x
Wed, 24 May 2023R$26.1bR$27.5bR$1.2b10.6x22.4x0.9x
Fri, 21 Apr 2023R$21.6bR$26.6bR$1.2b9.2x18.5x0.8x
Sun, 19 Mar 2023R$22.2bR$26.5bR$1.2b8.8x18.7x0.8x
Tue, 14 Feb 2023R$21.7bR$26.2bR$1.7b8.1x12.8x0.8x
Thu, 12 Jan 2023R$22.2bR$26.2bR$1.7b8.8x13.1x0.8x
Sat, 10 Dec 2022R$20.8bR$26.2bR$1.7b9x12.3x0.8x
Mon, 07 Nov 2022R$27.7bR$25.3bR$1.9b11.2x14.9x1.1x
Wed, 05 Oct 2022R$29.3bR$25.4bR$2.1b11.4x14.1x1.2x
Price to Earnings Ratio

14.1x


Total Market Cap: R$29.3bTotal Earnings: R$2.1bTotal Revenue: R$25.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 16.3x202320242025
Current Industry PE
  • Investors are optimistic on the Brazilian Homebuilding industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 18.4x which is higher than its 3-year average PE of 16.3x.
  • The 3-year average PS ratio of 1.00x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have grown 6.8% 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-0.56%
Consumer Discretionary-3.05%
Consumer Durables-1.94%
Homebuilding-1.69%
Housewares and Specialties0%0
Home Furnishings-2.29%
Household Appliances-3.69%
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$15.811.7%
+R$140.4m		54.7%PE11.9x

Latest News

CYRE3
R$30.39
Cyrela Brazil Realty Empreendimentos e Participações
7D
-0.9%
1Y
46.8%

Easing Brazil Rates And Digital Sales Will Unlock Opportunity

The consensus analyst price target for Cyrela Brazil Realty Empreendimentos e Participações has increased, primarily reflecting improved revenue growth expectations and a modestly higher future P/E multiple, raising fair value from R$33.38 to R$34.58. Valuation Changes Summary of Valuation Changes for Cyrela Brazil Realty Empreendimentos e Participações The Consensus Analyst Price Target has risen slightly from R$33.38 to R$34.58.
MRVE3
R$7.31
MRV Engenharia e Participações
7D
-7.5%
1Y
-0.4%

Brazil Housing Shortages And US Expansion Will Secure Resilience

Despite a significant rise in MRV's future P/E and a notable decline in net profit margin, analysts have raised the fair value estimate, with the consensus price target increasing from R$9.52 to R$10.05. What's in the News Company expects an increase in sales and recovery of gross margin in the second half of 2025, returning net income to guidance.
DIRR3
R$15.81
Direcional Engenharia
7D
1.7%
1Y
54.7%

Mass Urbanization And Operational Efficiency Will Secure Future Resilience

Direcional Engenharia’s consensus price target was revised upward to R$18.80, primarily reflecting stronger revenue growth forecasts and a slight improvement in net profit margin. What's in the News Direcional Engenharia was added to the Brazil Valor BM&FBOVESPA Index.
TEND3
R$26.40
Construtora Tenda
7D
-1.9%
1Y
112.9%

Construtora Tenda S.A.'s (BVMF:TEND3) Shares Leap 30% Yet They're Still Not Telling The Full Story

Sep 18
Construtora Tenda S.A.'s (BVMF:TEND3) Shares Leap 30% Yet They're Still Not Telling The Full Story
PLPL3
R$16.87
Plano & Plano Desenvolvimento Imobiliário
7D
-5.4%
1Y
38.6%
CURY3
R$33.30
Cury Construtora e Incorporadora
7D
-0.2%
1Y
46.7%

Urban Growth And Broader Eligibility Will Drive Housing Expansion

The upward revision in Cury Construtora e Incorporadora’s fair value primarily reflects an increase in the expected future P/E multiple, with the consensus analyst price target rising from R$35.41 to R$38.64. What's in the News Cury Construtora e Incorporadora S.A. was added to the Brazil IBOVESPA Index.
EZTC3
R$16.41
EZTEC Empreendimentos e Participações
7D
-4.1%
1Y
21.8%

Brazil And São Paulo Demand Will Foster Robust Housing Prospects

The upward revision in fair value for EZTEC Empreendimentos e Participações reflects modest improvements in both revenue growth and net profit margin forecasts, raising the consensus price target from R$16.94 to R$17.35. Valuation Changes Summary of Valuation Changes for EZTEC Empreendimentos e Participações The Consensus Analyst Price Target has risen slightly from R$16.94 to R$17.35.
GFSA3
R$10.29
Gafisa
7D
-12.1%
1Y
-77.7%
EVEN3
R$7.82
Even Construtora e Incorporadora
7D
-2.5%
1Y
23.3%