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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedMar 30, 2026
DataAggregated Company Financials
Companies12
  • 7D1.8%
  • 3M-1.6%
  • 1Y21.3%
  • YTDn/a

Over the last 7 days, the Homebuilding industry has risen 1.8%, and Cyrela Brazil Realty Empreendimentos e Participações contributed the most with a gain of 3.5%. In the last 12 months, the industry was up 21%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Mar 2026R$43.7bR$43.5bR$4.3b7.2x10.2x1x
Wed, 25 Feb 2026R$53.5bR$40.8bR$3.6b9.1x14.9x1.3x
Fri, 23 Jan 2026R$44.2bR$40.8bR$3.6b7.7x12.3x1.1x
Sun, 21 Dec 2025R$44.6bR$41.2bR$3.4b7.7x13.2x1.1x
Tue, 18 Nov 2025R$52.7bR$41.2bR$3.1b9.1x17.2x1.3x
Thu, 16 Oct 2025R$43.4bR$39.7bR$2.5b7.5x17.1x1.1x
Sat, 13 Sep 2025R$46.7bR$39.7bR$2.5b8.4x18.5x1.2x
Mon, 11 Aug 2025R$36.0bR$39.4bR$3.6b6.7x10x0.9x
Wed, 09 Jul 2025R$40.8bR$38.8bR$3.3b9.5x12.4x1.1x
Fri, 06 Jun 2025R$41.3bR$38.8bR$3.3b10.1x12.6x1.1x
Sun, 04 May 2025R$36.7bR$37.3bR$3.1b8.5x11.8x1x
Tue, 01 Apr 2025R$34.4bR$37.3bR$3.1b8.4x11.1x0.9x
Thu, 27 Feb 2025R$32.0bR$36.7bR$2.7b7.4x11.7x0.9x
Sat, 25 Jan 2025R$28.1bR$36.3bR$2.9b6.7x9.8x0.8x
Mon, 23 Dec 2024R$28.6bR$36.3bR$2.9b6.6x9.9x0.8x
Wed, 20 Nov 2024R$32.9bR$36.1bR$2.9b8.1x11.4x0.9x
Fri, 18 Oct 2024R$34.6bR$34.2bR$2.2b9.5x15.5x1x
Sun, 15 Sep 2024R$36.2bR$34.2bR$2.2b8.4x16.2x1.1x
Tue, 13 Aug 2024R$33.8bR$33.1bR$2.3b8.3x14.9x1x
Thu, 11 Jul 2024R$31.6bR$31.9bR$2.3b7.5x14x1x
Sat, 08 Jun 2024R$31.3bR$31.9bR$2.3b7.2x13.9x1x
Mon, 06 May 2024R$32.9bR$31.0bR$2.0b8.9x16.6x1.1x
Wed, 03 Apr 2024R$35.1bR$31.0bR$2.0b10.2x17.9x1.1x
Fri, 01 Mar 2024R$33.9bR$29.4bR$1.5b12.1x23x1.2x
Sun, 28 Jan 2024R$33.1bR$29.4bR$1.5b11.1x22.4x1.1x
Tue, 26 Dec 2023R$35.8bR$29.4bR$1.5b10.7x24x1.2x
Thu, 23 Nov 2023R$33.0bR$29.4bR$1.5b10.1x22.2x1.1x
Sat, 21 Oct 2023R$27.2bR$28.7bR$1.6b8.7x17.1x0.9x
Mon, 18 Sep 2023R$34.0bR$28.7bR$1.6b10.8x21.4x1.2x
Wed, 16 Aug 2023R$36.7bR$28.7bR$1.7b11.2x21.8x1.3x
Fri, 14 Jul 2023R$33.6bR$27.6bR$1.2b12.4x28.7x1.2x
Sun, 11 Jun 2023R$30.2bR$27.6bR$1.2b12x25.7x1.1x
Tue, 09 May 2023R$23.4bR$26.7bR$1.2b10.2x19.6x0.9x
Thu, 06 Apr 2023R$21.1bR$26.6bR$1.2b8.8x18x0.8x
Price to Earnings Ratio

18x


Total Market Cap: R$21.1bTotal Earnings: R$1.2bTotal Revenue: R$26.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 16.5x202420252026
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 10.2x which is lower than its 3-year average PE of 16.5x.
  • 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 54% per year over the last three years.
  • Revenues for these companies have grown 18% 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 Market2.50%
Consumer Discretionary2.82%
Consumer Durables1.61%
Homebuilding1.83%
Housewares and Specialties6.06%
Household Appliances0%0
Home Furnishings-1.36%
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
CYRE3 Cyrela Brazil Realty Empreendimentos e ParticipaçõesR$25.933.5%
+R$322.4m		6.7%PE4.7x
MRVE3 MRV Engenharia e ParticipaçõesR$7.667.0%
+R$281.4m		47.3%PS0.4x
CURY3 Cury Construtora e IncorporadoraR$33.932.6%
+R$268.0m		36.9%PE10.7x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$13.381.3%
+R$47.2m		10.5%PE6.9x
TEND3 Construtora TendaR$29.421.0%
+R$35.1m		104.9%PE7.1x

Latest News

MRVE3
R$7.66
MRV Engenharia e Participações
7D
7.0%
1Y
47.3%

MRVE3: Upcoming Meetings Will Support Attractive Future Return Potential

Analysts have trimmed their price target on MRV Engenharia e Participações to R$10.72, reflecting updated assumptions for slightly slower revenue growth, a softer profit margin outlook, and a higher future P/E of 9.64x. What's in the News MRV Engenharia e Participações has scheduled a Special and Extraordinary Shareholders Meeting for April 24, 2026, in Belo Horizonte, Minas Gerais, Brazil (company event filing).
TCSA3
R$1.33
Tecnisa
7D
5.6%
1Y
-8.9%
PLPL3
R$13.03
Plano & Plano Desenvolvimento Imobiliário
7D
0.7%
1Y
7.2%
EZTC3
R$13.38
EZTEC Empreendimentos e Participações
7D
1.3%
1Y
10.5%
TEND3
R$29.42
Construtora Tenda
7D
1.0%
1Y
104.9%
CYRE3
R$25.93
Cyrela Brazil Realty Empreendimentos e Participações
7D
3.5%
1Y
6.7%
DIRR3
R$12.97
Direcional Engenharia
7D
-3.3%
1Y
22.4%

DIRR3: Higher Discount Rate Will Still Support Future Equity Upside

Analysts now see a slightly lower fair value for Direcional Engenharia, with the price target moving from R$17.43 to R$17.31. This reflects updated assumptions around discount rates, revenue growth and future P/E expectations.
CURY3
R$33.93
Cury Construtora e Incorporadora
7D
2.6%
1Y
36.9%
TRIS3
R$5.55
Trisul
7D
2.8%
1Y
15.3%
GFSA3
R$1.68
Gafisa
7D
-4.0%
1Y
-96.0%
VIVR3
R$0.39
Viver Incorporadora e Construtora
7D
-2.5%
1Y
-61.0%