Narrative Update • Aug 14

Over the last 7 days, the Education Services industry has dropped 1.8%, driven by a pullback from Cogna Educação of 6.8%. In contrast, Oranjebtc - Educação e Investimento has gained 13%. Overall the industry is down 12% in 12 months. Earnings are forecast to grow by 11% annually.
Has the Brazilian Education Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | R$13.3b | R$25.1b | R$2.6b | 5.2x | 5.2x | 0.5x |
| Sun, 19 Jul 2026 | R$14.2b | R$24.9b | R$2.5b | 6.3x | 5.6x | 0.6x |
| Tue, 16 Jun 2026 | R$14.6b | R$24.9b | R$2.5b | 6.4x | 5.8x | 0.6x |
| Thu, 14 May 2026 | R$17.9b | R$24.9b | R$1.9b | 7.4x | 9.3x | 0.7x |
| Sat, 11 Apr 2026 | R$18.8b | R$24.2b | R$1.2b | 9x | 15.9x | 0.8x |
| Mon, 09 Mar 2026 | R$18.9b | R$23.6b | R$2.6b | 9.6x | 7.4x | 0.8x |
| Wed, 04 Feb 2026 | R$23.9b | R$23.6b | R$2.6b | 10.8x | 9.3x | 1x |
| Fri, 02 Jan 2026 | R$19.6b | R$23.6b | R$2.6b | 8.5x | 7.7x | 0.8x |
| Sun, 30 Nov 2025 | R$20.9b | R$23.6b | R$2.6b | 9.1x | 8.2x | 0.9x |
| Tue, 28 Oct 2025 | R$17.6b | R$23.1b | R$2.2b | 9.7x | 7.9x | 0.8x |
| Thu, 25 Sep 2025 | R$17.5b | R$23.1b | R$2.2b | 9.4x | 7.8x | 0.8x |
| Sat, 23 Aug 2025 | R$15.8b | R$23.0b | R$2.2b | 8.3x | 7.2x | 0.7x |
| Mon, 21 Jul 2025 | R$15.4b | R$22.6b | R$2.0b | 10.1x | 7.7x | 0.7x |
| Wed, 18 Jun 2025 | R$17.8b | R$22.6b | R$2.0b | 11.9x | 8.9x | 0.8x |
| Fri, 16 May 2025 | R$17.4b | R$22.5b | R$2.0b | 12x | 8.9x | 0.8x |
| Sun, 13 Apr 2025 | R$13.5b | R$22.2b | R$1.7b | 9.3x | 7.8x | 0.6x |
| Tue, 11 Mar 2025 | R$11.2b | R$21.8b | R$20.8m | 14.5x | 538.2x | 0.5x |
| Thu, 06 Feb 2025 | R$10.7b | R$21.8b | R$20.8m | 14x | 512.4x | 0.5x |
| Sat, 04 Jan 2025 | R$9.4b | R$21.8b | R$20.8m | 12.9x | 450.6x | 0.4x |
| Mon, 02 Dec 2024 | R$10.6b | R$21.8b | R$20.8m | 14.9x | 510x | 0.5x |
| Wed, 30 Oct 2024 | R$12.0b | R$21.6b | -R$253,783,000.00 | 32.5x | -47.1x | 0.6x |
| Fri, 27 Sep 2024 | R$11.2b | R$21.6b | -R$253,783,000.00 | 30x | -44x | 0.5x |
| Sun, 25 Aug 2024 | R$12.4b | R$21.5b | -R$310,366,000.00 | 21.7x | -40x | 0.6x |
| Tue, 23 Jul 2024 | R$13.6b | R$21.4b | -R$377,153,000.00 | 21.7x | -36.2x | 0.6x |
| Thu, 20 Jun 2024 | R$11.5b | R$19.3b | -R$437,136,000.00 | 15.6x | -26.4x | 0.6x |
| Sat, 18 May 2024 | R$11.3b | R$19.1b | -R$373,404,000.00 | 18.6x | -30.3x | 0.6x |
| Mon, 15 Apr 2024 | R$12.3b | R$18.8b | -R$553,727,000.00 | 21.7x | -22.3x | 0.7x |
| Wed, 13 Mar 2024 | R$15.9b | R$18.4b | -R$285,376,000.00 | 27.3x | -55.7x | 0.9x |
| Fri, 09 Feb 2024 | R$14.0b | R$18.4b | -R$285,376,000.00 | 23.7x | -49.1x | 0.8x |
| Sun, 07 Jan 2024 | R$16.6b | R$18.4b | -R$285,376,000.00 | 27.4x | -58x | 0.9x |
| Tue, 05 Dec 2023 | R$16.0b | R$18.4b | -R$285,376,000.00 | 24.9x | -55.9x | 0.9x |
| Thu, 02 Nov 2023 | R$12.8b | R$17.9b | -R$520,466,000.00 | 38.4x | -24.6x | 0.7x |
| Sat, 30 Sep 2023 | R$14.0b | R$17.9b | -R$520,466,000.00 | 41.9x | -26.8x | 0.8x |
| Mon, 28 Aug 2023 | R$15.5b | R$17.9b | -R$520,466,000.00 | 43.9x | -29.7x | 0.9x |
-29.7x
How does Brazilian Education Services compare with similar industries?
| BR Market | 0.24% | |
| Consumer Discretionary | 0.79% | |
| Consumer Services | -0.94% | |
| Education Services | -0.96% | |
| Specialized Consumer Services | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OBTC3 Oranjebtc - Educação e Investimento | R$7.00 | 11.1% +R$203.4m | n/a | PB1.6x | |
| YDUQ3 Yduqs Participações | R$7.44 | 1.6% +R$30.5m | -42.3% | PE16.7x | |
| ANIM3 Ânima Holding | R$2.23 | 3.2% +R$26.5m | -29.7% | PE5.5x | |
| VTRU3 Vitru Educação | R$12.71 | 0.08% +R$1.3m | 22.8% | PE1.6x |