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Brazilian (BOVESPA) Consumer Services Industry Analysis

UpdatedFeb 15, 2026
DataAggregated Company Financials
Companies10
  • 7D-5.1%
  • 3M12.7%
  • 1Y71.9%
  • YTD9.3%

Over the last 7 days, the Consumer Services industry has dropped 5.2%, driven by a pullback from Cogna Educação of 9.2%. On the other hand MPM Corpóreos is actually up 20%. Over the past 12 months, the industry was up 72%. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Feb 2026R$21.0bR$24.7bR$2.5b11.2x8.3x0.9x
Tue, 13 Jan 2026R$22.6bR$24.7bR$2.5b9.8x8.9x0.9x
Thu, 11 Dec 2025R$20.5bR$24.7bR$2.6b8.9x7.9x0.8x
Sat, 08 Nov 2025R$21.0bR$24.2bR$2.3b10.9x9.3x0.9x
Mon, 06 Oct 2025R$17.6bR$24.2bR$2.3b10x7.8x0.7x
Wed, 03 Sep 2025R$16.6bR$24.1bR$2.2b10.1x7.4x0.7x
Fri, 01 Aug 2025R$16.2bR$23.7bR$2.0b11.2x8x0.7x
Sun, 29 Jun 2025R$17.5bR$23.7bR$2.0b13.4x8.6x0.7x
Tue, 27 May 2025R$17.4bR$23.7bR$2.0b12.5x8.6x0.7x
Thu, 24 Apr 2025R$14.4bR$23.3bR$1.8b10.1x8.2x0.6x
Sat, 22 Mar 2025R$12.7bR$23.2bR$1.5b9.8x8.2x0.5x
Mon, 17 Feb 2025R$12.5bR$22.9bR$13.1m16.3x955.8x0.5x
Wed, 15 Jan 2025R$9.6bR$22.8b-R$199,000.0012.8x-48384.8x0.4x
Fri, 13 Dec 2024R$10.9bR$22.9bR$13.1m16.9x831.9x0.5x
Sun, 10 Nov 2024R$12.1bR$22.7b-R$78,509,000.0017x-153.6x0.5x
Tue, 08 Oct 2024R$11.9bR$22.7b-R$252,595,000.0020.3x-46.9x0.5x
Thu, 05 Sep 2024R$12.5bR$22.7b-R$339,769,000.0020.2x-36.7x0.6x
Sat, 03 Aug 2024R$13.4bR$22.4b-R$392,491,000.0023.8x-34.2x0.6x
Mon, 01 Jul 2024R$13.1bR$22.4b-R$392,491,000.0022.7x-33.4x0.6x
Wed, 29 May 2024R$11.8bR$20.2b-R$388,742,000.0024.8x-30.3x0.6x
Fri, 26 Apr 2024R$12.5bR$19.9b-R$573,151,000.0028.9x-21.9x0.6x
Sun, 24 Mar 2024R$15.0bR$19.6b-R$338,285,000.0035.6x-44.3x0.8x
Tue, 20 Feb 2024R$14.6bR$19.4b-R$302,558,000.0029.8x-48.3x0.8x
Thu, 18 Jan 2024R$17.0bR$19.4b-R$302,558,000.0032.2x-56.1x0.9x
Sat, 16 Dec 2023R$18.4bR$19.4b-R$302,557,000.0035x-60.8x0.9x
Mon, 13 Nov 2023R$15.4bR$19.0b-R$525,864,000.0052.2x-29.3x0.8x
Wed, 11 Oct 2023R$14.4bR$18.9b-R$562,208,000.0043.1x-25.6x0.8x
Fri, 08 Sep 2023R$15.5bR$18.9b-R$562,208,000.0042.6x-27.6x0.8x
Sun, 06 Aug 2023R$17.6bR$18.4b-R$808,645,000.00271.3x-21.7x1x
Tue, 04 Jul 2023R$16.5bR$18.4b-R$818,953,000.00246.5x-20.1x0.9x
Thu, 01 Jun 2023R$12.9bR$18.4b-R$818,953,000.00179.6x-15.8x0.7x
Sat, 29 Apr 2023R$8.9bR$17.9b-R$971,007,000.00135x-9.2x0.5x
Mon, 27 Mar 2023R$8.6bR$17.8b-R$1,166,316,000.0017.8x-7.4x0.5x
Wed, 22 Feb 2023R$10.2bR$17.5b-R$931,642,000.0024.5x-10.9x0.6x
Price to Earnings Ratio

-10.9x


Total Market Cap: R$10.2bTotal 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 -18.4x202420252026
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 8.3x which is higher than its 3-year average PE of -18.4x.
  • 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 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 Market1.82%
Consumer Discretionary0.55%
Consumer Services-5.12%
Specialized Consumer Services14.45%
Education Services-5.51%
Industry PE
  • Investors are most optimistic about the Education Services industry even though it's trading below its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 11.9%, which is lower than the prior year's growth of 136.3% per year.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 12% over the next 5 years.
  • In contrast, the Education Services industry is expected to see its earnings grow by 12% 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
ESPA3 MPM CorpóreosR$1.0620.5%
+R$65.1m
47.2%PE33.9x

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