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Brazilian (BOVESPA) Consumer Services Industry Analysis

UpdatedJul 26, 2024
DataAggregated Company Financials
Companies9
  • 7D-4.4%
  • 3M-22.9%
  • 1Y-42.8%
  • YTD-37.4%

Over the last 7 days, the Consumer Services industry has dropped 4.4%, driven by declines in Yduqs Participações and Cogna Educação of 6.7% and 6.0%, respectively. However, the industry is down 43% over the past year. Earnings are forecast to grow by 52% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jul 2024R$13.5bR$22.4b-R$392,491,000.0023.7x-34.3x0.6x
Sun, 23 Jun 2024R$12.1bR$20.4b-R$452,474,000.0020.5x-26.7x0.6x
Tue, 21 May 2024R$11.9bR$20.2b-R$388,742,000.0023.8x-30.6x0.6x
Thu, 18 Apr 2024R$11.7bR$19.9b-R$573,151,000.0026.9x-20.4x0.6x
Sat, 16 Mar 2024R$15.2bR$19.6b-R$338,285,000.0036.6x-45x0.8x
Mon, 12 Feb 2024R$14.3bR$19.4b-R$302,558,000.0029x-47.1x0.7x
Wed, 10 Jan 2024R$17.4bR$19.4b-R$302,558,000.0032.7x-57.5x0.9x
Fri, 08 Dec 2023R$16.4bR$19.4b-R$302,557,000.0032.8x-54.4x0.8x
Sun, 05 Nov 2023R$14.6bR$18.9b-R$562,208,000.0040.8x-25.9x0.8x
Tue, 03 Oct 2023R$15.0bR$18.9b-R$562,208,000.0041.6x-26.7x0.8x
Thu, 31 Aug 2023R$16.2bR$18.9b-R$562,208,000.0043.7x-28.8x0.9x
Sat, 29 Jul 2023R$17.4bR$18.4b-R$818,953,000.00268.1x-21.2x0.9x
Mon, 26 Jun 2023R$15.9bR$18.4b-R$818,953,000.00232x-19.4x0.9x
Wed, 24 May 2023R$12.2bR$18.3b-R$827,741,000.00220.3x-14.8x0.7x
Fri, 21 Apr 2023R$8.4bR$17.9b-R$971,007,000.00127.8x-8.7x0.5x
Sun, 19 Mar 2023R$10.0bR$17.5b-R$942,516,000.0020.5x-10.6x0.6x
Tue, 14 Feb 2023R$10.3bR$17.5b-R$931,642,000.0023.7x-11x0.6x
Thu, 12 Jan 2023R$11.0bR$17.5b-R$931,642,000.0030.5x-11.8x0.6x
Sat, 10 Dec 2022R$10.8bR$17.4b-R$907,686,000.0031.4x-11.9x0.6x
Mon, 07 Nov 2022R$17.4bR$17.0b-R$711,144,000.0037.6x-24.5x1x
Wed, 05 Oct 2022R$15.8bR$17.0b-R$711,144,000.0033.3x-22.2x0.9x
Fri, 02 Sep 2022R$13.8bR$16.9b-R$699,446,000.0033.2x-19.7x0.8x
Sun, 31 Jul 2022R$12.6bR$16.6b-R$239,694,000.0020.2x-52.7x0.8x
Tue, 28 Jun 2022R$12.8bR$16.6b-R$239,694,000.0019.7x-53.2x0.8x
Thu, 26 May 2022R$15.6bR$16.5b-R$219,558,000.0023.9x-71.2x0.9x
Sat, 23 Apr 2022R$15.8bR$15.8b-R$51,271,000.0021x-308.4x1x
Mon, 21 Mar 2022R$16.1bR$15.3b-R$1,787,016,000.0017.7x-9x1.1x
Wed, 16 Feb 2022R$19.4bR$15.2b-R$1,815,307,000.0020.6x-10.7x1.3x
Fri, 14 Jan 2022R$17.3bR$15.2b-R$1,815,307,000.0022.9x-9.5x1.1x
Sun, 12 Dec 2021R$22.9bR$15.2b-R$1,815,307,000.0029.4x-12.6x1.5x
Tue, 09 Nov 2021R$20.8bR$14.6b-R$2,542,672,000.0026.2x-8.2x1.4x
Thu, 07 Oct 2021R$20.2bR$12.8b-R$2,634,311,000.0026.6x-7.7x1.6x
Sat, 04 Sep 2021R$23.2bR$12.8b-R$2,634,311,000.0030.8x-8.8x1.8x
Mon, 02 Aug 2021R$26.6bR$12.8b-R$2,634,311,000.0033.8x-10.1x2.1x
Price to Earnings Ratio

-10.1x


Total Market Cap: R$26.6bTotal Earnings: -R$2,634,311,000.00Total Revenue: R$12.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Services Industry Price to Earnings3Y Average -41.6x202220232024
Current Industry PE
  • Investors are pessimistic on the Brazilian Consumer Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Services industry have improved over the last three years.
  • Revenues for these companies have grown 20% per year.
  • This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.

Industry Trends

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

BR Market-1.37%
Consumer Discretionary-2.39%
Consumer Services-4.41%
Specialized Consumer Services-2.95%
Education Services-4.48%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 55% over the next 5 years.
    • In contrast, the Specialized Consumer Services industry is expected to see its earnings decline by 104% 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
    NINJ3 GetNinjasR$4.701.5%
    +R$3.6m
    33.5%PE27.5x
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