Narrative Update • Jul 03

All of the companies in the Education Services industry have been up over the last week, with the industry up 1.6%. In contrast, the industry has lost 17% in the last 12 months. Earnings are forecast to grow by 16% annually.
Has the Brazilian Education Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | R$14.5b | R$24.9b | R$2.5b | 6.4x | 5.8x | 0.6x |
| Thu, 04 Jun 2026 | R$14.8b | R$24.9b | R$2.5b | 6.4x | 5.9x | 0.6x |
| Sat, 02 May 2026 | R$19.2b | R$24.2b | R$1.2b | 8.2x | 16.2x | 0.8x |
| Mon, 30 Mar 2026 | R$17.7b | R$24.2b | R$1.6b | 10.9x | 10.7x | 0.7x |
| Wed, 25 Feb 2026 | R$21.1b | R$23.6b | R$2.6b | 11.2x | 8.2x | 0.9x |
| Fri, 23 Jan 2026 | R$23.1b | R$23.6b | R$2.6b | 10.9x | 9x | 1x |
| Sun, 21 Dec 2025 | R$19.6b | R$23.6b | R$2.6b | 8x | 7.6x | 0.8x |
| Tue, 18 Nov 2025 | R$20.2b | R$23.5b | R$2.5b | 8.6x | 7.9x | 0.9x |
| Thu, 16 Oct 2025 | R$16.3b | R$23.1b | R$2.2b | 9.3x | 7.3x | 0.7x |
| Sat, 13 Sep 2025 | R$16.4b | R$23.1b | R$2.2b | 8.9x | 7.3x | 0.7x |
| Mon, 11 Aug 2025 | R$16.4b | R$22.9b | R$2.2b | 9.7x | 7.6x | 0.7x |
| Wed, 09 Jul 2025 | R$16.8b | R$22.6b | R$2.0b | 11.2x | 8.4x | 0.7x |
| Fri, 06 Jun 2025 | R$17.7b | R$22.6b | R$2.0b | 11.4x | 8.8x | 0.8x |
| Sun, 04 May 2025 | R$14.9b | R$22.2b | R$1.7b | 10.1x | 8.5x | 0.7x |
| Tue, 01 Apr 2025 | R$12.7b | R$22.1b | R$1.8b | 9.1x | 7.1x | 0.6x |
| Thu, 27 Feb 2025 | R$11.2b | R$21.8b | R$20.8m | 14.7x | 540.2x | 0.5x |
| Sat, 25 Jan 2025 | R$10.0b | R$21.8b | R$20.8m | 13.6x | 483x | 0.5x |
| Mon, 23 Dec 2024 | R$9.6b | R$21.8b | R$20.8m | 14.2x | 464x | 0.4x |
| Wed, 20 Nov 2024 | R$11.4b | R$21.8b | R$20.8m | 17.3x | 549.1x | 0.5x |
| Fri, 18 Oct 2024 | R$11.5b | R$21.6b | -R$253,783,000.00 | 32.3x | -45.5x | 0.5x |
| Sun, 15 Sep 2024 | R$12.4b | R$21.6b | -R$253,835,000.00 | 32.8x | -48.9x | 0.6x |
| Tue, 13 Aug 2024 | R$12.9b | R$21.4b | -R$341,272,000.00 | 21x | -37.9x | 0.6x |
| Thu, 11 Jul 2024 | R$14.4b | R$21.4b | -R$377,153,000.00 | 22.5x | -38.2x | 0.7x |
| Sat, 08 Jun 2024 | R$10.4b | R$19.3b | -R$437,136,000.00 | 16.6x | -23.7x | 0.5x |
| Mon, 06 May 2024 | R$12.9b | R$18.8b | -R$553,727,000.00 | 23.7x | -23.2x | 0.7x |
| Wed, 03 Apr 2024 | R$13.9b | R$18.8b | -R$553,727,000.00 | 25x | -25.2x | 0.7x |
| Fri, 01 Mar 2024 | R$15.0b | R$18.4b | -R$285,376,000.00 | 26.5x | -52.7x | 0.8x |
| Sun, 28 Jan 2024 | R$15.4b | R$18.4b | -R$285,376,000.00 | 24.8x | -54x | 0.8x |
| Tue, 26 Dec 2023 | R$17.7b | R$18.4b | -R$285,376,000.00 | 29.5x | -62.2x | 1x |
| Thu, 23 Nov 2023 | R$15.3b | R$18.4b | -R$285,376,000.00 | 25.5x | -53.6x | 0.8x |
| Sat, 21 Oct 2023 | R$13.0b | R$17.9b | -R$520,466,000.00 | 38.7x | -24.9x | 0.7x |
| Mon, 18 Sep 2023 | R$14.6b | R$17.9b | -R$520,466,000.00 | 41.7x | -28.1x | 0.8x |
| Wed, 16 Aug 2023 | R$15.8b | R$17.8b | -R$603,943,000.00 | 83.3x | -26.2x | 0.9x |
| Fri, 14 Jul 2023 | R$15.5b | R$17.4b | -R$753,242,000.00 | 246x | -20.5x | 0.9x |
-20.5x
How does Brazilian Education Services compare with similar industries?
| BR Market | -0.0032% | |
| Consumer Discretionary | 0.088% | |
| Consumer Services | 0.53% | |
| Education Services | 0.52% | |
| Specialized Consumer Services | 1.00% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SEER3 Ser Educacional | R$11.88 | 6.9% +R$98.5m | 28.6% | PE6.2x | |
| OBTC3 Oranjebtc - Educação e Investimento | R$6.15 | 3.5% +R$61.1m | n/a | PB1.5x | |
| CSED3 Cruzeiro do Sul Educacional | R$3.90 | 3.7% +R$51.0m | -23.5% | PE5.2x | |
| ANIM3 Ânima Holding | R$2.67 | 1.5% +R$15.1m | -37.0% | PE7.5x | |
| VTRU3 Vitru Educação | R$13.25 | 0.8% +R$14.7m | 47.2% | PE1.6x |