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Brazilian (BOVESPA) Consumer Durables Industry Analysis

UpdatedJan 30, 2026
DataAggregated Company Financials
Companies15
  • 7D5.0%
  • 3M-1.7%
  • 1Y42.2%
  • YTD10.0%

The Consumer Durables industry is up 5.0% in the last week, with Cyrela Brazil Realty Empreendimentos e Participações up 10%. This means that the industry has gained 42% over the past year. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

Has the Brazilian Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 31 Jan 2026R$55.2bR$54.9bR$4.3b8.6x13x1x
Mon, 29 Dec 2025R$51.6bR$55.3bR$4.1b8.4x12.7x0.9x
Wed, 26 Nov 2025R$58.8bR$55.3bR$3.9b8.8x15x1.1x
Fri, 24 Oct 2025R$52.2bR$54.1bR$3.3b8.1x15.6x1x
Sun, 21 Sep 2025R$54.6bR$54.1bR$3.3b8.8x16.4x1x
Tue, 19 Aug 2025R$48.4bR$54.1bR$3.7b7.1x13x0.9x
Thu, 17 Jul 2025R$46.9bR$53.1bR$4.1b10.8x11.6x0.9x
Sat, 14 Jun 2025R$46.7bR$53.1bR$4.1b10.5x11.5x0.9x
Mon, 12 May 2025R$45.3bR$51.6bR$3.9b9.1x11.5x0.9x
Wed, 09 Apr 2025R$40.8bR$51.5bR$3.9b8.3x10.4x0.8x
Fri, 07 Mar 2025R$36.3bR$50.4bR$3.2b7.6x11.5x0.7x
Sun, 02 Feb 2025R$37.1bR$50.0bR$3.3b8.1x11.2x0.7x
Tue, 31 Dec 2024R$33.2bR$50.0bR$3.3b7.9x10x0.7x
Thu, 28 Nov 2024R$41.4bR$50.0bR$3.3b9.4x12.5x0.8x
Sat, 26 Oct 2024R$41.1bR$47.4bR$2.6b9.2x16.1x0.9x
Mon, 23 Sep 2024R$41.3bR$47.4bR$2.6b8.8x16.1x0.9x
Wed, 21 Aug 2024R$41.6bR$48.0bR$1.7b9.1x24.6x0.9x
Fri, 19 Jul 2024R$39.1bR$45.8bR$1.7b10.3x23.5x0.9x
Sun, 16 Jun 2024R$36.9bR$45.5bR$1.9b9.9x19.8x0.8x
Tue, 14 May 2024R$38.7bR$45.4bR$1.7b10.4x23.3x0.9x
Thu, 11 Apr 2024R$41.7bR$44.6bR$1.4b11.5x29.1x0.9x
Sat, 09 Mar 2024R$42.0bR$42.7bR$2.2b12.8x19x1x
Mon, 05 Feb 2024R$38.9bR$42.5bR$2.0b12x19.7x0.9x
Wed, 03 Jan 2024R$42.2bR$42.5bR$2.0b12.2x21.4x1x
Fri, 01 Dec 2023R$39.6bR$42.5bR$2.0b10.5x19.9x0.9x
Sun, 29 Oct 2023R$35.8bR$41.8bR$2.3b9.5x15.5x0.9x
Tue, 26 Sep 2023R$38.5bR$42.0bR$2.5b9.6x15.5x0.9x
Thu, 24 Aug 2023R$45.4bR$42.0bR$2.5b10.7x18.3x1.1x
Sat, 22 Jul 2023R$42.1bR$40.9bR$2.1b12.5x20.5x1x
Mon, 19 Jun 2023R$37.5bR$40.9bR$2.1b11.9x18.2x0.9x
Wed, 17 May 2023R$31.8bR$40.4bR$2.0b10.3x15.8x0.8x
Fri, 14 Apr 2023R$30.5bR$39.9bR$2.0b9.9x14.9x0.8x
Sun, 12 Mar 2023R$29.0bR$38.7bR$1.3b9.9x22.3x0.7x
Tue, 07 Feb 2023R$28.3bR$38.9bR$1.8b8.5x15.6x0.7x
Price to Earnings Ratio

15.6x


Total Market Cap: R$28.3bTotal Earnings: R$1.8bTotal Revenue: R$38.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Durables Industry Price to Earnings3Y Average 16.5x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Consumer Durables 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 13.0x which is lower than its 3-year average PE of 16.5x.
  • The 3-year average PS ratio of 0.88x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 33% per year over the last three years.
  • Revenues for these companies have grown 12% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Consumer Discretionary industry?

BR Market4.05%
Consumer Discretionary4.47%
Consumer Durables5.01%
Housewares and Specialties6.93%
Homebuilding5.52%
Home Furnishings3.05%
Household Appliances1.52%
Industry PE
  • Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 16.6x.
    • Analysts are expecting annual earnings growth of 19.3%, which is lower than the prior year's growth of 42.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 43% per year.
  • In contrast, the Homebuilding industry is expected to see its earnings grow by 19% per year over the next few years.

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$29.7010.4%
+R$1.0b		45.7%PE6x
TEND3 Construtora TendaR$27.2010.6%
+R$318.7m		89.3%PE7.9x
CURY3 Cury Construtora e IncorporadoraR$34.232.5%
+R$252.6m		60.0%PE12.1x
EZTC3 EZTEC Empreendimentos e ParticipaçõesR$15.145.7%
+R$227.4m		51.5%PE7.7x
MRVE3 MRV Engenharia e ParticipaçõesR$8.084.0%
+R$174.5m		41.3%PS0.4x

Latest News

MRVE3
R$8.08
MRV Engenharia e Participações
7D
4.0%
1Y
41.3%

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
VIVR3
R$0.61
Viver Incorporadora e Construtora
7D
-1.6%
1Y
-43.5%

Is Viver Incorporadora e Construtora (BVMF:VIVR3) Using Debt Sensibly?

Jan 28
Is Viver Incorporadora e Construtora (BVMF:VIVR3) Using Debt Sensibly?
TRIS3
R$7.13
Trisul
7D
11.4%
1Y
72.6%
EZTC3
R$15.14
EZTEC Empreendimentos e Participações
7D
5.7%
1Y
51.5%
CYRE3
R$29.70
Cyrela Brazil Realty Empreendimentos e Participações
7D
10.4%
1Y
45.7%
CURY3
R$34.23
Cury Construtora e Incorporadora
7D
2.5%
1Y
60.0%

We Think Cury Construtora e Incorporadora (BVMF:CURY3) Can Manage Its Debt With Ease

Jan 26
We Think Cury Construtora e Incorporadora (BVMF:CURY3) Can Manage Its Debt With Ease
EVEN3
R$7.80
Even Construtora e Incorporadora
7D
5.4%
1Y
28.3%

EVEN3: Future Upside Will Rely On Higher Forward P/E Expectations

Analysts have raised their price target for Even Construtora e Incorporadora to R$10.00 from R$10.00, reflecting updated views on the discount rate, revenue growth, profit margins and future P/E that slightly adjust the risk and earnings profile but leave the headline fair value level unchanged. What's in the News Special and Extraordinary Shareholders Meeting scheduled for December 17, 2025, for Even Construtora e Incorporadora S.A. (Key Developments) Meeting to be held at Rua Hungria, nº 1.400, 2º andar, conjunto 22, Bairro Jardim Europa, in the city and state of São Paulo, Brazil (Key Developments) Shareholders will be able to participate digitally via the Zoom platform, adding an online option alongside the physical location (Key Developments) Valuation Changes Fair Value: Maintained at R$10.00 per share, with no change in the headline estimate.
TEND3
R$27.20
Construtora Tenda
7D
10.6%
1Y
89.3%

Return Trends At Construtora Tenda (BVMF:TEND3) Aren't Appealing

Jan 14
Return Trends At Construtora Tenda (BVMF:TEND3) Aren't Appealing
AVLL3
R$0.86
Alphaville
7D
-2.3%
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$15.10
Plano & Plano Desenvolvimento Imobiliário
7D
4.6%
1Y
52.2%

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
RSID3
R$1.70
Rossi Residencial
7D
-4.0%
1Y
-44.1%