Shareholders Shouldn’t Be Too Comfortable With Cogna Educação's (BVMF:COGN3) Strong Earnings
Nov 14
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Brazilian (BOVESPA) Consumer Services Industry Analysis
UpdatedNov 14, 2025
DataAggregated Company Financials
Companies10
- 7D-0.9%
- 3M12.1%
- 1Y62.3%
- YTD40.4%
Last week, the Consumer Services industry hasn't moved much but Cruzeiro do Sul Educacional is up 18% in that time. As for the the longer term, the industry is up 62% over the past 12 months. Earnings are forecast to grow by 8.7% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 16 Nov 2025 | R$21.3b | R$24.5b | R$2.5b | 11.5x | 8.5x | 0.9x |
| Tue, 14 Oct 2025 | R$16.7b | R$24.2b | R$2.3b | 9.8x | 7.4x | 0.7x |
| Thu, 11 Sep 2025 | R$17.5b | R$24.2b | R$2.3b | 10.7x | 7.7x | 0.7x |
| Sat, 09 Aug 2025 | R$17.4b | R$23.7b | R$2.0b | 11.5x | 8.6x | 0.7x |
| Mon, 07 Jul 2025 | R$17.9b | R$23.7b | R$2.0b | 13.8x | 8.8x | 0.8x |
| Wed, 04 Jun 2025 | R$18.4b | R$23.7b | R$2.0b | 14.1x | 9.1x | 0.8x |
| Fri, 02 May 2025 | R$15.0b | R$23.3b | R$1.8b | 10.3x | 8.6x | 0.6x |
| Sun, 30 Mar 2025 | R$13.5b | R$23.2b | R$1.8b | 10.6x | 7.5x | 0.6x |
| Tue, 25 Feb 2025 | R$12.4b | R$22.9b | R$13.1m | 15.7x | 946.6x | 0.5x |
| Thu, 23 Jan 2025 | R$10.4b | R$22.9b | R$13.1m | 14.5x | 797x | 0.5x |
| Sat, 21 Dec 2024 | R$9.7b | R$22.9b | R$13.1m | 16.3x | 741.8x | 0.4x |
| Mon, 18 Nov 2024 | R$11.8b | R$22.9b | R$10.7m | 16.7x | 1099.2x | 0.5x |
| Wed, 16 Oct 2024 | R$12.0b | R$22.7b | -R$252,595,000.00 | 20.5x | -47.4x | 0.5x |
| Fri, 13 Sep 2024 | R$12.7b | R$22.7b | -R$339,769,000.00 | 20.8x | -37.3x | 0.6x |
| Sun, 11 Aug 2024 | R$13.5b | R$22.5b | -R$337,507,000.00 | 23.5x | -40.1x | 0.6x |
| Tue, 09 Jul 2024 | R$14.8b | R$22.4b | -R$392,415,000.00 | 24.6x | -37.7x | 0.7x |
| Thu, 06 Jun 2024 | R$10.7b | R$20.4b | -R$452,474,000.00 | 22.1x | -23.7x | 0.5x |
| Sat, 04 May 2024 | R$13.2b | R$19.9b | -R$573,151,000.00 | 30.9x | -23x | 0.7x |
| Mon, 01 Apr 2024 | R$14.8b | R$19.9b | -R$573,151,000.00 | 34.6x | -25.8x | 0.7x |
| Wed, 28 Feb 2024 | R$14.9b | R$19.4b | -R$302,558,000.00 | 32x | -49.3x | 0.8x |
| Fri, 26 Jan 2024 | R$16.4b | R$19.4b | -R$302,558,000.00 | 30.8x | -54.3x | 0.8x |
| Sun, 24 Dec 2023 | R$18.4b | R$19.4b | -R$302,558,000.00 | 34.5x | -60.9x | 0.9x |
| Tue, 21 Nov 2023 | R$15.9b | R$19.4b | -R$302,557,000.00 | 31.3x | -52.5x | 0.8x |
| Thu, 19 Oct 2023 | R$13.7b | R$18.9b | -R$562,208,000.00 | 38.1x | -24.3x | 0.7x |
| Sat, 16 Sep 2023 | R$15.9b | R$18.9b | -R$562,208,000.00 | 43.1x | -28.3x | 0.8x |
| Mon, 14 Aug 2023 | R$18.1b | R$18.8b | -R$659,345,000.00 | 87x | -27.5x | 1x |
| Wed, 12 Jul 2023 | R$16.7b | R$18.4b | -R$818,953,000.00 | 250.2x | -20.4x | 0.9x |
| Fri, 09 Jun 2023 | R$14.8b | R$18.4b | -R$818,953,000.00 | 210.6x | -18.1x | 0.8x |
| Sun, 07 May 2023 | R$9.4b | R$17.9b | -R$971,007,000.00 | 141.7x | -9.7x | 0.5x |
| Tue, 04 Apr 2023 | R$7.9b | R$17.9b | -R$971,007,000.00 | 117.9x | -8.1x | 0.4x |
| Thu, 02 Mar 2023 | R$9.0b | R$17.5b | -R$931,642,000.00 | 22.2x | -9.7x | 0.5x |
| Sat, 28 Jan 2023 | R$10.8b | R$17.5b | -R$931,642,000.00 | 28.1x | -11.6x | 0.6x |
| Mon, 26 Dec 2022 | R$11.0b | R$17.4b | -R$909,527,000.00 | 32x | -12.1x | 0.6x |
| Wed, 23 Nov 2022 | R$12.2b | R$17.2b | -R$780,369,000.00 | 170.8x | -15.6x | 0.7x |
Price to Earnings Ratio
-15.6x
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 8.5x which is higher than its 3-year average PE of -20.1x.
- 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 Market | 2.03% | |
| Consumer Discretionary | 2.96% | |
| Consumer Services | -0.90% | |
| Education Services | -0.33% | |
| Specialized Consumer Services | -16.21% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 22.0x.
- 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 33.7x.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 8.7% over the next 5 years.
- In contrast, the Education Services industry is expected to see its earnings grow by 8.7% 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 | |
|---|---|---|---|---|---|
| CSED3 Cruzeiro do Sul Educacional | R$6.60 | 17.9% +R$364.5m | 100.0% | PE11.9x | |
| VTRU3 Vitru Brasil Empreendimentos Participações e Comércio | R$12.56 | 5.1% +R$81.5m | 57.0% | PE4.2x |
