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Brazilian (BOVESPA) Consumer Services Industry Analysis

UpdatedJul 02, 2026
DataAggregated Company Financials
Companies11
  • 7D1.5%
  • 3M-23.7%
  • 1Y-20.7%
  • YTD-22.3%

In the last week, the Consumer Services industry is up 1.5%, with Ser Educacional up 6.8%. In contrast, the industry has lost 21% in the last 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 02 Jul 2026R$15.0bR$26.1bR$2.1b6.8x7.2x0.6x
Sat, 30 May 2026R$15.8bR$26.1bR$2.0b7.4x7.9x0.6x
Mon, 27 Apr 2026R$20.5bR$25.4bR$692.6m9.5x29.6x0.8x
Wed, 25 Mar 2026R$18.3bR$24.9bR$1.6b12.3x11.2x0.7x
Fri, 20 Feb 2026R$21.5bR$24.7bR$2.5b12x8.5x0.9x
Sun, 18 Jan 2026R$22.2bR$24.7bR$2.5b9.6x8.7x0.9x
Tue, 16 Dec 2025R$21.0bR$24.7bR$2.6b10x8.1x0.8x
Thu, 13 Nov 2025R$21.5bR$24.5bR$2.5b11.6x8.6x0.9x
Sat, 11 Oct 2025R$16.6bR$24.2bR$2.3b9.6x7.3x0.7x
Mon, 08 Sep 2025R$17.7bR$24.2bR$2.3b11.3x7.8x0.7x
Wed, 06 Aug 2025R$16.7bR$23.7bR$2.0b11.3x8.2x0.7x
Fri, 04 Jul 2025R$18.0bR$23.7bR$2.0b14x8.8x0.8x
Sun, 01 Jun 2025R$18.0bR$23.7bR$2.0b13.4x8.9x0.8x
Tue, 29 Apr 2025R$15.0bR$23.3bR$1.8b10.6x8.5x0.6x
Thu, 27 Mar 2025R$13.0bR$23.3bR$1.8b10.4x7.2x0.6x
Sat, 22 Feb 2025R$12.4bR$22.9bR$13.1m16.1x946.6x0.5x
Mon, 20 Jan 2025R$10.3bR$22.9bR$13.1m15.3x783.3x0.4x
Wed, 18 Dec 2024R$9.9bR$22.9bR$13.1m15.5x752.7x0.4x
Fri, 15 Nov 2024R$12.1bR$22.8b-R$18,125,000.0016.7x-667.6x0.5x
Sun, 13 Oct 2024R$11.9bR$22.7b-R$252,595,000.0020.6x-47.1x0.5x
Tue, 10 Sep 2024R$12.4bR$22.7b-R$339,769,000.0019.2x-36.5x0.5x
Thu, 08 Aug 2024R$13.7bR$22.4b-R$392,491,000.0024.2x-34.9x0.6x
Sat, 06 Jul 2024R$14.8bR$22.4b-R$392,491,000.0024.5x-37.7x0.7x
Mon, 03 Jun 2024R$11.1bR$20.4b-R$452,474,000.0022.9x-24.5x0.5x
Wed, 01 May 2024R$12.3bR$19.9b-R$573,151,000.0027.9x-21.5x0.6x
Fri, 29 Mar 2024R$14.8bR$19.8b-R$596,272,000.0034.6x-24.8x0.7x
Sun, 25 Feb 2024R$14.8bR$19.4b-R$302,558,000.0030.3x-48.9x0.8x
Tue, 23 Jan 2024R$16.5bR$19.4b-R$302,558,000.0032.3x-54.5x0.8x
Thu, 21 Dec 2023R$18.4bR$19.4b-R$302,558,000.0035.2x-60.9x0.9x
Sat, 18 Nov 2023R$16.1bR$19.4b-R$302,557,000.0031.3x-53.1x0.8x
Mon, 16 Oct 2023R$14.5bR$18.9b-R$562,208,000.0040.9x-25.7x0.8x
Wed, 13 Sep 2023R$15.9bR$18.9b-R$562,208,000.0043x-28.3x0.8x
Fri, 11 Aug 2023R$17.5bR$18.6b-R$754,985,000.00274.1x-23.2x0.9x
Sun, 09 Jul 2023R$16.8bR$18.4b-R$818,953,000.00249.3x-20.5x0.9x
Price to Earnings Ratio

-20.5x


Total Market Cap: R$16.8bTotal Earnings: -R$818,953,000.00Total Revenue: R$18.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Services Industry Price to Earnings3Y Average -15x202420252026
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 at a PE ratio of 7.2x which is higher than its 3-year average PE of -15.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
  • Total earnings for the Consumer Services industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 12% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

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

BR Market-0.27%
Consumer Discretionary0.16%
Consumer Services1.52%
Specialized Consumer Services7.39%
Education Services1.41%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 38.2x.
    • Analysts are expecting annual earnings growth of 16.0%, which is lower than the prior year's growth of 28.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 16% over the next 5 years.
  • However this is lower than its past earnings growth rate of 28% per year.
  • In contrast, the Education Services industry is expected to see its earnings grow by 16% 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
OBTC3 Oranjebtc - Educação e InvestimentoR$6.277.2%
+R$122.1m		n/aPB1.5x
SEER3 Ser EducacionalR$11.695.8%
+R$81.9m		23.2%PE6.1x
CSED3 Cruzeiro do Sul EducacionalR$3.885.4%
+R$72.9m		-23.5%PE5.2x
VTRU3 Vitru EducaçãoR$13.583.3%
+R$58.8m		47.0%PE1.6x
YDUQ3 Yduqs ParticipaçõesR$8.921.9%
+R$44.5m		-46.1%PE19.7x

Latest News

CSED3
R$3.88
Cruzeiro do Sul Educacional
7D
5.4%
1Y
-23.5%
Narrative Update • Jun 30

CSED3: Updated Assumptions Will Support Bullish Outlook Into 2026

Analysts have reduced their price target for Cruzeiro do Sul Educacional to R$4.50 from R$6.50, citing updated assumptions that include a higher discount rate, more cautious revenue growth expectations, lower projected profit margins, and a reduced future P/E estimate. What's in the News for Cruzeiro do Sul Educacional No recent company specific news items for Cruzeiro do Sul Educacional were identified in the provided sources.
ESPA3
R$7.05
MPM Corpóreos
7D
10.0%
1Y
-37.1%
COGN3
R$2.30
Cogna Educação
7D
0.9%
1Y
-13.4%
Narrative Update • Jun 26

COGN3: Dividend Payout And Solid Margins Will Support Future Share Repricing

The latest Narrative Update on Cogna Educação reflects a revised analyst price target of R$4.03 from R$4.48, with analysts pointing to updated assumptions for the discount rate, expected revenue growth, profit margins and future P/E multiples as key drivers of the change. What’s in the News for Cogna Educação Cogna Educação scheduled a Special and Extraordinary Shareholders Meeting for May 8, 2026, as disclosed in company event filings.
YDUQ3
R$8.92
Yduqs Participações
7D
1.9%
1Y
-46.1%
Narrative Update • Jun 22

YDUQ3: Higher Discount Rate And Stable Fair Value Will Support Upside

Analysts kept their R$23.00 price target for Yduqs Participações unchanged, citing updated assumptions that reflect a slightly higher discount rate and revenue growth outlook, along with modestly lower profit margin expectations and a marginally higher future P/E. What’s in the News for Yduqs Participações Yduqs Participações S.A. has been removed from the Brazil Valor BM&FBOVESPA Index, according to a recent index constituent update (Key Developments).
SEER3
R$11.69
Ser Educacional
7D
5.8%
1Y
23.2%
Narrative Update • Jun 18

SEER3: Higher Future P/E Assumptions Should Support Stronger Share Price

Analysts have lifted their price target for Ser Educacional stock from around R$15.33 to roughly R$16.61, citing revised assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for Ser Educacional Ser Educacional has scheduled a special and extraordinary shareholders meeting for April 27, 2026, to address company matters requiring shareholder approval.
VTRU3
R$13.58
Vitru Educação
7D
3.3%
1Y
47.0%
Narrative Update • Jun 16

VTRU3: Index Inclusion And Future P/E Repricing Will Support Shares

Analysts now set a lower price target for Vitru Educação at R$22.00, down from R$24.00. This change reflects updates to their assumptions on discount rate, revenue growth, profit margins and future P/E expectations.
BIED3
R$7.95
Bioma Educação
7D
2.8%
1Y
103.8%
OBTC3
R$6.27
Oranjebtc - Educação e Investimento
7D
7.2%
1Y
n/a