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Brazilian (BOVESPA) Education Services Industry Analysis

UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies8
  • 7D-5.5%
  • 3M14.1%
  • 1Y84.0%
  • YTDn/a

Over the last 7 days, the Education Services industry has dropped 5.5%, driven by Cogna Educação declining 8.7%. Over the past 12 months, the industry was up 84%. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 17 Feb 2026R$20.5bR$23.6bR$2.6b10.3x8x0.9x
Thu, 15 Jan 2026R$21.7bR$23.6bR$2.6b9.5x8.5x0.9x
Sat, 13 Dec 2025R$20.2bR$23.6bR$2.6b8.6x7.9x0.9x
Mon, 10 Nov 2025R$20.1bR$23.4bR$2.5b9.3x8.1x0.9x
Wed, 08 Oct 2025R$16.2bR$23.1bR$2.2b8.4x7.2x0.7x
Fri, 05 Sep 2025R$16.7bR$23.1bR$2.2b9.1x7.5x0.7x
Sun, 03 Aug 2025R$15.7bR$22.6bR$2.0b10.1x7.8x0.7x
Tue, 01 Jul 2025R$17.1bR$22.6bR$2.0b11.7x8.5x0.8x
Thu, 29 May 2025R$17.0bR$22.6bR$2.0b11.4x8.5x0.8x
Sat, 26 Apr 2025R$14.3bR$22.2bR$1.7b10.1x8.2x0.6x
Mon, 24 Mar 2025R$12.2bR$22.1bR$1.6b9.8x7.8x0.6x
Wed, 19 Feb 2025R$12.4bR$21.8bR$20.8m16.3x594.7x0.6x
Fri, 17 Jan 2025R$10.0bR$21.8bR$20.8m13.9x482.3x0.5x
Sun, 15 Dec 2024R$9.6bR$21.8bR$20.8m14x463.6x0.4x
Tue, 12 Nov 2024R$11.5bR$21.6b-R$71,244,000.0027.2x-160.8x0.5x
Thu, 10 Oct 2024R$11.2bR$21.6b-R$253,783,000.0030.8x-44.1x0.5x
Sat, 07 Sep 2024R$11.8bR$21.6b-R$340,957,000.0031.9x-34.7x0.5x
Mon, 05 Aug 2024R$12.8bR$21.4b-R$377,153,000.0020.3x-33.9x0.6x
Wed, 03 Jul 2024R$12.9bR$21.4b-R$377,153,000.0019.7x-34.2x0.6x
Fri, 31 May 2024R$10.7bR$19.3b-R$437,607,000.0017.9x-24.6x0.6x
Sun, 28 Apr 2024R$12.3bR$18.8b-R$553,727,000.0022.9x-22.2x0.7x
Tue, 26 Mar 2024R$14.3bR$18.6b-R$470,906,000.0028.7x-30.4x0.8x
Thu, 22 Feb 2024R$14.5bR$18.4b-R$285,376,000.0025.3x-50.7x0.8x
Sat, 20 Jan 2024R$16.1bR$18.4b-R$285,376,000.0026.8x-56.3x0.9x
Mon, 18 Dec 2023R$17.6bR$18.4b-R$285,376,000.0029.1x-61.7x1x
Wed, 15 Nov 2023R$14.7bR$18.0b-R$474,576,000.0036.1x-31x0.8x
Fri, 13 Oct 2023R$14.3bR$17.9b-R$520,466,000.0042.5x-27.5x0.8x
Sun, 10 Sep 2023R$15.1bR$17.9b-R$520,466,000.0042.9x-28.9x0.8x
Tue, 08 Aug 2023R$16.8bR$17.4b-R$753,242,000.00273.1x-22.3x1x
Thu, 06 Jul 2023R$16.1bR$17.4b-R$753,242,000.00255.7x-21.4x0.9x
Sat, 03 Jun 2023R$12.8bR$17.4b-R$753,242,000.00188.4x-17x0.7x
Mon, 01 May 2023R$8.4bR$16.9b-R$904,966,000.00135x-9.2x0.5x
Wed, 29 Mar 2023R$7.7bR$16.9b-R$1,134,144,000.0018.2x-6.8x0.5x
Fri, 24 Feb 2023R$9.3bR$16.6b-R$899,470,000.0022.7x-10.3x0.6x
Price to Earnings Ratio

-10.3x


Total Market Cap: R$9.3bTotal Earnings: -R$899,470,000.00Total Revenue: R$16.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Education Services Industry Price to Earnings3Y Average 35.4x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Education 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 8.0x which is lower than its 3-year average PE of 35.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
  • Total earnings for the Education 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 Comparison

How does Brazilian Education Services compare with similar industries?

BR Market1.82%
Consumer Discretionary0.55%
Consumer Services-5.12%
Education Services-5.51%
Specialized Consumer Services14.45%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
CSED3 Cruzeiro do Sul EducacionalR$6.530.3%
+R$7.3m		72.3%PE9.4x
OBTC3 Oranjebtc - Educação e InvestimentoR$6.561.7%
+R$809.9		n/aPS0.01x

Latest News

VTRU3
R$15.09
Vitru Brasil Empreendimentos Participações e Comércio
7D
-2.0%
1Y
118.4%
COGN3
R$3.46
Cogna Educação
7D
-8.7%
1Y
117.5%

We Think Cogna Educação (BVMF:COGN3) Is Taking Some Risk With Its Debt

Feb 12
We Think Cogna Educação (BVMF:COGN3) Is Taking Some Risk With Its Debt
ANIM3
R$4.69
Ânima Holding
7D
-3.3%
1Y
102.2%
SEER3
R$12.28
Ser Educacional
7D
-1.3%
1Y
125.7%

SEER3: Lower Discount Rate And Higher Margins Will Support Future Upside

Analysts have trimmed their fair value estimate for Ser Educacional from R$19.50 to about R$18.98, reflecting updated views on the discount rate, revenue growth, profit margins, and future P/E assumptions. Valuation Changes Fair value estimate has been adjusted slightly from R$19.50 to about R$18.98 per share.
YDUQ3
R$12.88
Yduqs Participações
7D
-6.1%
1Y
7.0%

YDUQ3: Higher Margin Outlook And Lower P/E Will Shape Fair Future Prospects

Narrative Update on Yduqs Participações Analysts have trimmed their price target on Yduqs Participações by R$1, from R$14.00 to R$13.00. This reflects updated assumptions that include a slightly different discount rate, marginally adjusted revenue growth, higher projected profit margins and a lower future P/E multiple.
CSED3
R$6.53
Cruzeiro do Sul Educacional
7D
0.3%
1Y
72.3%

CSED3: Refined Risk Assumptions And Remote Meeting Plan Will Guide Outlook

Analysts have nudged their price target on Cruzeiro do Sul Educacional slightly higher to reflect updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which they see as better aligning with the company's current risk and earnings profile. What's in the News Cruzeiro do Sul Educacional has scheduled a Special and Extraordinary Shareholders Meeting for December 10, 2025, to be held exclusively remotely via ten meetings in Brazil (Key Developments).
OBTC3
R$6.56
Oranjebtc - Educação e Investimento
7D
1.7%
1Y
n/a