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Brazilian (BOVESPA) Consumer Services Industry Analysis
UpdatedMay 16, 2025
DataAggregated Company Financials
Companies9
- 7D4.3%
- 3M55.3%
- 1Y27.2%
- YTD79.3%
The Consumer Services is pretty flat in the last 7 days, but Vitru Brasil Empreendimentos Participações e Comércio has stood out, gaining 16%. As for the the longer term, the industry is up 18% over the past 12 months. As for the next few years, earnings are expected to grow by 6.3% per annum.
Industry Valuation and Performance
Has the Brazilian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 16 May 2025 | R$17.9b | R$23.6b | R$2.0b | 12.5x | 9x | 0.8x |
| Sun, 13 Apr 2025 | R$14.0b | R$23.3b | R$1.8b | 10.8x | 8x | 0.6x |
| Tue, 11 Mar 2025 | R$11.7b | R$22.9b | R$13.1m | 14.9x | 892.3x | 0.5x |
| Thu, 06 Feb 2025 | R$11.2b | R$22.9b | R$13.1m | 14.2x | 852.7x | 0.5x |
| Sat, 04 Jan 2025 | R$9.9b | R$22.9b | R$13.1m | 14.7x | 754.7x | 0.4x |
| Mon, 02 Dec 2024 | R$11.2b | R$22.9b | R$13.1m | 17.1x | 852.5x | 0.5x |
| Wed, 30 Oct 2024 | R$12.5b | R$22.7b | -R$252,595,000.00 | 21.2x | -49.6x | 0.6x |
| Fri, 27 Sep 2024 | R$11.8b | R$22.7b | -R$252,595,000.00 | 18.6x | -46.6x | 0.5x |
| Sun, 25 Aug 2024 | R$13.0b | R$22.6b | -R$309,178,000.00 | 20.6x | -42.2x | 0.6x |
| Tue, 23 Jul 2024 | R$14.2b | R$22.4b | -R$392,491,000.00 | 24.3x | -36.3x | 0.6x |
| Thu, 20 Jun 2024 | R$12.2b | R$20.4b | -R$452,474,000.00 | 21x | -26.9x | 0.6x |
| Sat, 18 May 2024 | R$12.0b | R$20.2b | -R$388,742,000.00 | 24.5x | -30.8x | 0.6x |
| Mon, 15 Apr 2024 | R$12.9b | R$19.9b | -R$573,151,000.00 | 28.5x | -22.6x | 0.7x |
| Wed, 13 Mar 2024 | R$16.5b | R$19.4b | -R$302,558,000.00 | 32.9x | -54.7x | 0.9x |
| Fri, 09 Feb 2024 | R$14.6b | R$19.4b | -R$302,558,000.00 | 29.4x | -48.4x | 0.8x |
| Sun, 07 Jan 2024 | R$17.2b | R$19.4b | -R$302,558,000.00 | 32.2x | -56.9x | 0.9x |
| Tue, 05 Dec 2023 | R$16.7b | R$19.4b | -R$302,557,000.00 | 31x | -55.1x | 0.9x |
| Thu, 02 Nov 2023 | R$13.4b | R$18.9b | -R$562,208,000.00 | 38.4x | -23.8x | 0.7x |
| Sat, 30 Sep 2023 | R$14.7b | R$18.9b | -R$562,208,000.00 | 41.9x | -26.2x | 0.8x |
| Mon, 28 Aug 2023 | R$16.2b | R$18.9b | -R$562,208,000.00 | 43.9x | -28.9x | 0.9x |
| Wed, 26 Jul 2023 | R$17.6b | R$18.4b | -R$818,953,000.00 | 265.8x | -21.5x | 1x |
| Fri, 23 Jun 2023 | R$17.0b | R$18.4b | -R$818,953,000.00 | 248.9x | -20.8x | 0.9x |
| Sun, 21 May 2023 | R$11.9b | R$18.3b | -R$827,741,000.00 | 212.2x | -14.4x | 0.7x |
| Tue, 18 Apr 2023 | R$9.0b | R$17.9b | -R$971,007,000.00 | 133.9x | -9.2x | 0.5x |
| Thu, 16 Mar 2023 | R$10.0b | R$17.5b | -R$931,642,000.00 | 20.5x | -10.7x | 0.6x |
| Sat, 11 Feb 2023 | R$10.3b | R$17.5b | -R$931,642,000.00 | 23.6x | -11x | 0.6x |
| Mon, 09 Jan 2023 | R$10.5b | R$17.5b | -R$931,642,000.00 | 30.1x | -11.3x | 0.6x |
| Wed, 07 Dec 2022 | R$11.4b | R$17.4b | -R$896,643,000.00 | 33.6x | -12.8x | 0.7x |
| Fri, 04 Nov 2022 | R$17.7b | R$17.0b | -R$711,144,000.00 | 39.6x | -24.9x | 1x |
| Sun, 02 Oct 2022 | R$15.5b | R$17.0b | -R$711,144,000.00 | 33.1x | -21.8x | 0.9x |
| Tue, 30 Aug 2022 | R$13.9b | R$16.9b | -R$699,446,000.00 | 40.2x | -19.9x | 0.8x |
| Thu, 28 Jul 2022 | R$13.0b | R$16.6b | -R$239,694,000.00 | 20.9x | -54.2x | 0.8x |
| Sat, 25 Jun 2022 | R$12.9b | R$16.6b | -R$239,694,000.00 | 20.3x | -53.8x | 0.8x |
| Mon, 23 May 2022 | R$15.6b | R$16.5b | -R$219,558,000.00 | 23.6x | -71x | 0.9x |
Price to Earnings Ratio
-71x
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 8.8x which is higher than its 3-year average PE of -28.4x.
- The industry is trading close to its 3-year average PS ratio of 0.70x.
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 13% 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 | 1.92% | |
| Consumer Discretionary | 3.40% | |
| Consumer Services | 4.35% | |
| Education Services | 4.44% | |
| Specialized Consumer Services | 1.10% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry, which is trading close to its 3-year average PE ratio of 19.8x.
- 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 27.6x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 6.3% over the next 5 years.
- In contrast, the Education Services industry is expected to see its earnings grow by 6.3% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VTRU3 Vitru Brasil Empreendimentos Participações e Comércio | R$11.40 | 24.6% +R$300.7m | n/a | PE4.6x | |
| COGN3 Cogna Educação | R$3.11 | 4.7% +R$253.2m | 52.5% | PE5.7x | |
| SEER3 Ser Educacional | R$8.50 | 25.2% +R$216.5m | 77.1% | PE17.9x | |
| CSED3 Cruzeiro do Sul Educacional | R$4.31 | 5.1% +R$76.6m | -2.3% | PE10.9x | |
| ANIM3 Ânima Holding | R$4.29 | 4.1% +R$64.2m | 7.8% | PE13.9x |
