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Brazilian (BOVESPA) Homebuilding Industry Analysis

UpdatedFeb 13, 2026
DataAggregated Company Financials
Companies12
  • 7D4.6%
  • 3M-2.2%
  • 1Y58.7%
  • YTDn/a

In the last week, the Homebuilding industry is up 6.9%, with Cury Construtora e Incorporadora up 7.1%. In the last 12 months, the industry was up 60%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 13 Feb 2026R$52.2bR$40.8bR$3.6b9.2x14.6x1.3x
Sun, 11 Jan 2026R$44.5bR$40.8bR$3.6b7.8x12.4x1.1x
Tue, 09 Dec 2025R$50.6bR$41.2bR$3.4b8.2x14.9x1.2x
Thu, 06 Nov 2025R$47.5bR$39.7bR$2.5b8.1x18.7x1.2x
Sat, 04 Oct 2025R$46.5bR$39.7bR$2.5b8.1x18.3x1.2x
Mon, 01 Sep 2025R$44.6bR$39.7bR$2.7b7x16.8x1.1x
Wed, 30 Jul 2025R$38.5bR$38.8bR$3.3b8.7x11.7x1x
Fri, 27 Jun 2025R$40.7bR$38.8bR$3.3b9.6x12.4x1x
Sun, 25 May 2025R$39.0bR$38.8bR$3.3b9.2x11.9x1x
Tue, 22 Apr 2025R$36.7bR$37.3bR$3.1b8.6x11.8x1x
Thu, 20 Mar 2025R$34.7bR$37.5bR$3.0b8.3x11.6x0.9x
Sat, 15 Feb 2025R$31.9bR$36.3bR$2.9b7.5x11.1x0.9x
Mon, 13 Jan 2025R$26.1bR$36.3bR$2.9b6.3x9.1x0.7x
Wed, 11 Dec 2024R$29.6bR$36.3bR$2.9b7x10.3x0.8x
Fri, 08 Nov 2024R$34.8bR$34.5bR$2.3b8.7x15x1x
Sun, 06 Oct 2024R$34.1bR$34.2bR$2.2b8.7x15.3x1x
Tue, 03 Sep 2024R$34.0bR$34.2bR$2.2b8.1x15.2x1x
Thu, 01 Aug 2024R$32.0bR$32.1bR$2.1b8.9x15.5x1x
Sat, 29 Jun 2024R$30.4bR$31.9bR$2.3b7.6x13.5x1x
Mon, 27 May 2024R$30.1bR$31.9bR$2.3b7x13.3x0.9x
Wed, 24 Apr 2024R$30.7bR$31.0bR$2.0b8.5x15.7x1x
Fri, 22 Mar 2024R$35.6bR$30.8bR$2.1b11.4x17.2x1.2x
Sun, 18 Feb 2024R$31.7bR$29.4bR$1.5b11.1x21.5x1.1x
Tue, 16 Jan 2024R$33.1bR$29.4bR$1.5b11.2x22.5x1.1x
Thu, 14 Dec 2023R$33.7bR$29.4bR$1.5b10.4x22.6x1.1x
Sat, 11 Nov 2023R$30.9bR$28.8bR$1.6b10.5x19.2x1.1x
Mon, 09 Oct 2023R$28.9bR$28.7bR$1.6b9x18.2x1x
Wed, 06 Sep 2023R$34.0bR$28.7bR$1.6b10.6x21.4x1.2x
Fri, 04 Aug 2023R$36.2bR$27.6bR$1.2b13.8x30.9x1.3x
Sun, 02 Jul 2023R$31.2bR$27.6bR$1.2b12.4x26.6x1.1x
Tue, 30 May 2023R$27.4bR$27.3bR$1.1b10.9x24.4x1x
Thu, 27 Apr 2023R$21.1bR$26.6bR$1.2b9.2x18.1x0.8x
Sat, 25 Mar 2023R$20.6bR$26.6bR$1.3b8.4x16.3x0.8x
Mon, 20 Feb 2023R$21.4bR$26.2bR$1.7b8.4x12.6x0.8x
Price to Earnings Ratio

12.6x


Total Market Cap: R$21.4bTotal Earnings: R$1.7bTotal Revenue: R$26.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Homebuilding Industry Price to Earnings3Y Average 16.6x202420252026
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 14.4x which is lower than its 3-year average PE of 16.6x.
  • The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Homebuilding industry have grown 28% 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 Market2.81%
Consumer Discretionary0.94%
Consumer Durables3.90%
Homebuilding4.65%
Housewares and Specialties5.26%
Household Appliances-1.49%
Home Furnishings-4.93%
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
CURY3 Cury Construtora e IncorporadoraR$39.427.1%
+R$810.2m		73.8%PE13.9x
MRVE3 MRV Engenharia e ParticipaçõesR$9.8512.7%
+R$624.7m		78.4%PS0.5x
DIRR3 Direcional EngenhariaR$15.857.2%
+R$551.2m		55.1%PE10.9x
TEND3 Construtora TendaR$32.2510.8%
+R$386.1m		108.7%PE9.4x
PLPL3 Plano & Plano Desenvolvimento ImobiliárioR$15.703.1%
+R$95.4m		51.7%PE10.1x

Latest News

DIRR3
R$15.85
Direcional Engenharia
7D
7.2%
1Y
55.1%

Returns At Direcional Engenharia (BVMF:DIRR3) Are On The Way Up

Feb 12
Returns At Direcional Engenharia (BVMF:DIRR3) Are On The Way Up
EZTC3
R$15.34
EZTEC Empreendimentos e Participações
7D
-2.9%
1Y
49.6%

EZTC3: Future Shareholder Meeting Will Drive Bullish Repricing Potential

Analysts have trimmed their price target on EZTEC Empreendimentos e Participações from R$25.88 to R$23.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A special and extraordinary shareholders meeting is scheduled for February 27, 2026, at avenida Alcides Sangirardi, s/n, 301, Usina SP, Espaço C.01.01, city and state of São Paulo/SP, Brazil.
EVEN3
R$8.18
Even Construtora e Incorporadora
7D
5.0%
1Y
38.6%

EVEN3: Future Upside Will Rely On Stronger Margins And Lower Discount Rate

Analysts have lifted their price target for Even Construtora e Incorporadora to R$10.00, citing slightly stronger assumptions for revenue growth and profit margins, as well as a marginally lower discount rate alongside a modestly reduced future P/E multiple. What's in the News Company schedules a Special and Extraordinary Shareholders Meeting for December 17, 2025, for investors to vote on matters submitted by management.
TEND3
R$32.25
Construtora Tenda
7D
10.8%
1Y
108.7%

Potential Upside For Construtora Tenda S.A. (BVMF:TEND3) Not Without Risk

Feb 04
Potential Upside For Construtora Tenda S.A. (BVMF:TEND3) Not Without Risk
CYRE3
R$30.83
Cyrela Brazil Realty Empreendimentos e Participações
7D
-0.9%
1Y
45.8%

CYRE3: Index Additions And Revised Assumptions Will Frame A Balanced Outlook

Analysts have lifted their fair value estimate for Cyrela Brazil Realty Empreendimentos e Participações from R$26.00 to R$32.00, citing updated assumptions around revenue growth, profit margin and future P/E that they believe better reflect the company’s risk profile and earnings potential. What's in the News Cyrela Brazil Realty S.A. Empreendimentos e Participações is being added to the Brazil IBOVESPA Index, which is a key benchmark for Brazilian equities (Key Developments).
CURY3
R$39.42
Cury Construtora e Incorporadora
7D
7.1%
1Y
73.8%

CURY3: Index Inclusion Will Support Higher Future Trading Multiple

Analysts have kept their price target for Cury Construtora e Incorporadora broadly stable, with only a minimal adjustment based on slightly updated assumptions for discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Cury Construtora e Incorporadora S.A. was added to the Brazil Valor BM&FBOVESPA Index, reflecting its inclusion in this local equity benchmark (Key Developments).
MRVE3
R$9.85
MRV Engenharia e Participações
7D
12.7%
1Y
78.4%

We Think MRV Engenharia e Participações (BVMF:MRVE3) Is Taking Some Risk With Its Debt

Jan 28
We Think MRV Engenharia e Participações (BVMF:MRVE3) Is Taking Some Risk With Its Debt
TRIS3
R$7.26
Trisul
7D
2.3%
1Y
77.1%
TCSA3
R$1.50
Tecnisa
7D
-5.7%
1Y
-0.7%
PDGR3
R$2.61
PDG Realty Empreendimentos e Participações
7D
-6.8%
1Y
-99.0%

Improved Revenues Required Before PDG Realty S.A. Empreendimentos e Participações (BVMF:PDGR3) Stock's 134% Jump Looks Justified

Jan 27
Improved Revenues Required Before PDG Realty S.A. Empreendimentos e Participações (BVMF:PDGR3) Stock's 134% Jump Looks Justified
GFSA3
R$3.25
Gafisa
7D
-10.5%
1Y
-85.1%

Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues

Jan 21
Little Excitement Around Gafisa S.A.'s (BVMF:GFSA3) Revenues
AVLL3
R$0.83
Alphaville
7D
-1.2%
1Y
-61.4%

Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher

Jan 13
Alphaville's (BVMF:AVLL3) Returns On Capital Are Heading Higher
PLPL3
R$15.70
Plano & Plano Desenvolvimento Imobiliário
7D
3.1%
1Y
51.7%

Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares

Jan 11
Plano & Plano Desenvolvimento Imobiliário S.A. (BVMF:PLPL3) Doing What It Can To Lift Shares