We Think Cruzeiro do Sul Educacional's (BVMF:CSED3) Robust Earnings Are Conservative
Nov 21
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Brazilian (BOVESPA) Consumer Services Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies9
- 7D1.4%
- 3M-7.7%
- 1Y-41.7%
- YTD-43.3%
Over the last 7 days, the Consumer Services industry has dropped 1.2%, driven by Yduqs Participações declining 0.9%. On the other hand Cruzeiro do Sul Educacional is actually up 10%. Overall the industry is down 41% in 12 months. Looking forward, earnings are forecast to grow by 45% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | R$12.1b | R$22.9b | R$13.5m | 17x | 894.1x | 0.5x |
| Sat, 19 Oct 2024 | R$12.0b | R$22.7b | -R$252,595,000.00 | 20.4x | -47.3x | 0.5x |
| Mon, 16 Sep 2024 | R$13.1b | R$22.7b | -R$252,647,000.00 | 21.8x | -51.7x | 0.6x |
| Wed, 14 Aug 2024 | R$13.1b | R$22.5b | -R$336,866,000.00 | 22.8x | -39x | 0.6x |
| Fri, 12 Jul 2024 | R$14.9b | R$22.4b | -R$392,491,000.00 | 24.6x | -38x | 0.7x |
| Sun, 09 Jun 2024 | R$10.7b | R$20.4b | -R$452,474,000.00 | 21.5x | -23.7x | 0.5x |
| Tue, 07 May 2024 | R$13.5b | R$19.9b | -R$573,151,000.00 | 31.3x | -23.5x | 0.7x |
| Thu, 04 Apr 2024 | R$13.9b | R$19.9b | -R$573,151,000.00 | 32.2x | -24.3x | 0.7x |
| Sat, 02 Mar 2024 | R$15.7b | R$19.4b | -R$302,558,000.00 | 31.8x | -51.9x | 0.8x |
| Mon, 29 Jan 2024 | R$16.1b | R$19.4b | -R$302,558,000.00 | 30.6x | -53.1x | 0.8x |
| Wed, 27 Dec 2023 | R$18.4b | R$19.4b | -R$302,558,000.00 | 34.7x | -60.9x | 0.9x |
| Fri, 24 Nov 2023 | R$15.7b | R$19.4b | -R$302,557,000.00 | 30.3x | -51.9x | 0.8x |
| Sun, 22 Oct 2023 | R$13.6b | R$18.9b | -R$562,208,000.00 | 38.7x | -24.2x | 0.7x |
| Tue, 19 Sep 2023 | R$15.8b | R$18.9b | -R$562,208,000.00 | 43x | -28.1x | 0.8x |
| Thu, 17 Aug 2023 | R$16.5b | R$18.9b | -R$595,656,000.00 | 83.9x | -27.8x | 0.9x |
| Sat, 15 Jul 2023 | R$15.8b | R$18.4b | -R$818,953,000.00 | 239.4x | -19.3x | 0.9x |
| Mon, 12 Jun 2023 | R$15.0b | R$18.4b | -R$818,953,000.00 | 211.5x | -18.3x | 0.8x |
| Wed, 10 May 2023 | R$9.5b | R$17.9b | -R$969,428,000.00 | 138.9x | -9.8x | 0.5x |
| Fri, 07 Apr 2023 | R$7.8b | R$17.9b | -R$971,007,000.00 | 111.7x | -8x | 0.4x |
| Sun, 05 Mar 2023 | R$9.0b | R$17.5b | -R$931,642,000.00 | 22.1x | -9.6x | 0.5x |
| Tue, 31 Jan 2023 | R$10.7b | R$17.5b | -R$931,642,000.00 | 26.9x | -11.5x | 0.6x |
| Thu, 29 Dec 2022 | R$11.2b | R$17.5b | -R$931,642,000.00 | 31.2x | -12x | 0.6x |
| Sat, 26 Nov 2022 | R$11.9b | R$17.2b | -R$780,369,000.00 | 168.6x | -15.3x | 0.7x |
| Mon, 24 Oct 2022 | R$14.7b | R$17.0b | -R$711,144,000.00 | 34.5x | -20.7x | 0.9x |
| Wed, 21 Sep 2022 | R$14.1b | R$17.0b | -R$711,144,000.00 | 30.2x | -19.9x | 0.8x |
| Fri, 19 Aug 2022 | R$13.5b | R$16.9b | -R$601,952,000.00 | 116.5x | -22.4x | 0.8x |
| Sun, 17 Jul 2022 | R$13.5b | R$16.6b | -R$239,694,000.00 | 21.6x | -56.4x | 0.8x |
| Tue, 14 Jun 2022 | R$12.7b | R$16.6b | -R$239,694,000.00 | 18.8x | -53.2x | 0.8x |
| Thu, 12 May 2022 | R$13.7b | R$15.8b | -R$51,271,000.00 | 17.4x | -268.2x | 0.9x |
| Sat, 09 Apr 2022 | R$18.7b | R$15.8b | -R$51,271,000.00 | 24.1x | -364.7x | 1.2x |
| Mon, 07 Mar 2022 | R$17.0b | R$15.2b | -R$1,815,307,000.00 | 17.7x | -9.4x | 1.1x |
| Wed, 02 Feb 2022 | R$20.5b | R$15.2b | -R$1,815,307,000.00 | 24.3x | -11.3x | 1.4x |
| Fri, 31 Dec 2021 | R$20.0b | R$15.2b | -R$1,815,307,000.00 | 29.6x | -11x | 1.3x |
| Sun, 28 Nov 2021 | R$19.6b | R$15.2b | -R$1,805,032,000.00 | 26.2x | -10.9x | 1.3x |
Price to Earnings Ratio
-10.9x
Current Industry PE
- Investors are optimistic on the Brazilian Consumer Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 886x which is higher than its 3-year average PE of -42.9x.
- The industry is trading close to its 3-year average PS ratio of 0.80x.
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 15% 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 | 0.30% | |
| Consumer Discretionary | 0.19% | |
| Consumer Services | 1.38% | |
| Education Services | 1.56% | |
| Specialized Consumer Services | -2.19% | |
Industry PE
- Investors are most optimistic about the Education Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 48.7%, which is higher than its past year's earnings growth of 9.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 49% over the next 5 years.
- This is better than its past earnings growth rate of 9.4% per year.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings decline by 121% 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$3.64 | 10.3% +R$123.9m | -12.9% | PE8.2x | |
| SEER3 Ser Educacional | R$7.28 | 10.3% +R$86.1m | 12.2% | PE26.5x | |
| VTRU3 Vitru Brasil Empreendimentos Participações e Comércio | R$8.45 | 5.6% +R$60.4m | n/a | PE20.5x | |
| COGN3 Cogna Educação | R$1.37 | 1.5% +R$37.5m | -54.5% | PS0.4x | |
| ANIM3 Ânima Holding | R$2.38 | 2.6% +R$22.7m | -38.2% | PS0.2x |