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Brazilian (BOVESPA) Consumer Services Industry Analysis

UpdatedDec 31, 2025
DataAggregated Company Financials
Companies10
  • 7D-0.3%
  • 3M4.7%
  • 1Y99.0%
  • YTD38.7%

Over the last 7 days, the Consumer Services industry has dropped 2.4%, driven by a pullback from Cogna Educação of 4.0%. In contrast, Cruzeiro do Sul Educacional has gained 10%. In the past year, the industry has gained 96%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 31 Dec 2025R$20.0bR$24.7bR$2.6b9.4x7.7x0.8x
Fri, 28 Nov 2025R$21.5bR$24.7bR$2.6b10x8.3x0.9x
Sun, 26 Oct 2025R$18.3bR$24.2bR$2.3b10.5x8.1x0.8x
Tue, 23 Sep 2025R$18.1bR$24.2bR$2.3b10.7x8x0.7x
Thu, 21 Aug 2025R$16.4bR$24.1bR$2.2b9.9x7.3x0.7x
Sat, 19 Jul 2025R$16.0bR$23.7bR$2.0b11.4x7.9x0.7x
Mon, 16 Jun 2025R$17.7bR$23.7bR$2.0b13.3x8.7x0.7x
Wed, 14 May 2025R$16.6bR$23.5bR$1.9b11.2x8.7x0.7x
Fri, 11 Apr 2025R$13.8bR$23.3bR$1.8b10.5x7.8x0.6x
Sun, 09 Mar 2025R$11.9bR$22.9bR$13.1m15.3x906.2x0.5x
Tue, 04 Feb 2025R$11.3bR$22.9bR$13.1m14.2x864.4x0.5x
Thu, 02 Jan 2025R$9.9bR$22.9bR$13.1m14.9x758.6x0.4x
Sat, 30 Nov 2024R$11.1bR$22.9bR$13.1m17.1x850.4x0.5x
Mon, 28 Oct 2024R$12.3bR$22.7b-R$252,595,000.0021.3x-48.8x0.5x
Wed, 25 Sep 2024R$11.9bR$22.7b-R$252,595,000.0019.2x-47x0.5x
Fri, 23 Aug 2024R$12.5bR$22.6b-R$309,178,000.0019.3x-40.3x0.6x
Sun, 21 Jul 2024R$14.0bR$22.4b-R$392,491,000.0024.2x-35.6x0.6x
Tue, 18 Jun 2024R$42.1bR$20.4b-R$452,474,000.0020.4x-93x2.1x
Thu, 16 May 2024R$12.4bR$20.2b-R$393,743,000.0026.1x-31.4x0.6x
Sat, 13 Apr 2024R$12.9bR$19.9b-R$573,151,000.0028.5x-22.6x0.7x
Mon, 11 Mar 2024R$16.3bR$19.4b-R$302,558,000.0033x-53.8x0.8x
Wed, 07 Feb 2024R$14.6bR$19.4b-R$302,558,000.0029.4x-48.4x0.8x
Fri, 05 Jan 2024R$17.4bR$19.4b-R$302,558,000.0031.7x-57.4x0.9x
Sun, 03 Dec 2023R$16.7bR$19.4b-R$302,557,000.0032x-55.1x0.9x
Tue, 31 Oct 2023R$13.3bR$18.9b-R$562,208,000.0036.9x-23.6x0.7x
Thu, 28 Sep 2023R$14.1bR$18.9b-R$562,208,000.0039.3x-25.2x0.7x
Sat, 26 Aug 2023R$16.9bR$18.9b-R$562,208,000.0043.9x-30.1x0.9x
Mon, 24 Jul 2023R$17.3bR$18.4b-R$818,953,000.00264.9x-21.1x0.9x
Wed, 21 Jun 2023R$16.7bR$18.4b-R$818,953,000.00242.5x-20.4x0.9x
Fri, 19 May 2023R$11.4bR$18.3b-R$826,283,000.00213.1x-13.8x0.6x
Sun, 16 Apr 2023R$8.9bR$17.9b-R$971,007,000.00130.6x-9.2x0.5x
Tue, 14 Mar 2023R$9.9bR$17.5b-R$931,642,000.0022x-10.7x0.6x
Thu, 09 Feb 2023R$10.6bR$17.5b-R$931,642,000.0025.7x-11.4x0.6x
Sat, 07 Jan 2023R$10.5bR$17.5b-R$931,642,000.0030.1x-11.3x0.6x
Price to Earnings Ratio

-11.3x


Total Market Cap: R$10.5bTotal Earnings: -R$931,642,000.00Total Revenue: R$17.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Services Industry Price to Earnings3Y Average -19.2x20242025
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 7.6x which is higher than its 3-year average PE of -19.2x.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
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 Market0.35%
Consumer Discretionary0.15%
Consumer Services-0.34%
Specialized Consumer Services0.91%
Education Services-0.38%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry even though it's trading below its 3-year average PE ratio of 24.2x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 34.6x.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 11% over the next 5 years.
  • In contrast, the Education Services industry is expected to see its earnings grow by 11% 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
CSED3 Cruzeiro do Sul EducacionalR$6.2210.9%
+R$222.4m		94.4%PE9x
VTRU3 Vitru Brasil Empreendimentos Participações e ComércioR$14.214.5%
+R$81.5m		130.7%PE4x
SEER3 Ser EducacionalR$9.826.3%
+R$74.0m		118.2%PE11.4x
OBTC3 Oranjebtc - Educação e InvestimentoR$9.792.8%
+R$45.5m		n/aPS341.3x
ESPA3 MPM CorpóreosR$1.044.0%
+R$14.5m		40.5%PE33.2x

Latest News

SEER3
R$9.82
Ser Educacional
7D
6.3%
1Y
118.2%

SEER3: Modest Margin Gains Will Still Cap Future Share Price Upside

Analysts have nudged their price target on Ser Educacional slightly higher to reflect modest improvements in projected revenue growth, profit margins and a marginally lower discount rate, while keeping the fair value estimate effectively unchanged at around R$6.07 per share. What's in the News Ser Educacional reported that, between April 1, 2025 and June 6, 2025, it repurchased no additional shares under its ongoing buyback program, spending BRL 0 million in the latest tranche (company filing).
ANIM3
R$3.31
Ânima Holding
7D
-1.8%
1Y
109.5%

Is Ânima Holding (BVMF:ANIM3) Using Too Much Debt?

Dec 23
Is Ânima Holding (BVMF:ANIM3) Using Too Much Debt?
COGN3
R$3.16
Cogna Educação
7D
-4.0%
1Y
218.9%

COGN3: Future Earnings Multiple Will Drive Attractive Upside From Current Levels

Analysts have slightly increased their price target for Cogna Educação to reflect modestly stronger expectations for revenue growth and stable profitability, even as they apply a marginally higher discount rate and future price-to-earnings multiple in their valuation models. Valuation Changes Fair Value Estimate remained unchanged at R$4.10 per share, indicating no revision to the intrinsic value assessment.
ESPA3
R$1.04
MPM Corpóreos
7D
4.0%
1Y
40.5%

MPM Corpóreos (BVMF:ESPA3) Might Have The Makings Of A Multi-Bagger

Dec 18
MPM Corpóreos (BVMF:ESPA3) Might Have The Makings Of A Multi-Bagger
YDUQ3
R$12.17
Yduqs Participações
7D
-3.0%
1Y
42.3%

YDUQ3: Future Margins Will Support Bullish Outlook Despite Higher Required Return

Narrative Update on Yduqs Participações Analysts have modestly raised their price target for Yduqs Participações, reflecting slightly higher projected profit margins and a marginally richer future earnings multiple. They have largely maintained their fair value estimate near R$18.42 per share.
VTRU3
R$14.21
Vitru Brasil Empreendimentos Participações e Comércio
7D
4.5%
1Y
130.7%

VTRU3: Index Inclusion And Margin Expansion Will Support Stronger Future Outlook

Analysts have raised their price target on Vitru Brasil Empreendimentos Participações e Comércio by approximately 19 percent, from R$18.00 to R$21.50. This reflects expectations for slightly stronger revenue growth, improved profit margins, and a modestly higher future earnings multiple.
CSED3
R$6.22
Cruzeiro do Sul Educacional
7D
10.9%
1Y
94.4%

CSED3: Future Earnings Are Expected To Command Higher Market Multiple

Analysts have raised their price target on Cruzeiro do Sul Educacional from R$6.50 to R$8.50, citing a slightly lower discount rate, improved profit margin expectations, and a higher justified future P E multiple, despite marginally softer revenue growth assumptions. What's in the News Cruzeiro do Sul Educacional S.A. has scheduled a Special and Extraordinary Shareholders Meeting for December 10, 2025, to be held exclusively remotely via tele meetings in Brazil (Key Developments).
ARND3
R$0.93
Arandu Investimentos
7D
-7.0%
1Y
-81.5%