Narrative Update • May 18

Over the last 7 days, the Education Services industry has dropped 4.5%, driven by a pullback from Oranjebtc - Educação e Investimento of 3.4%. However, the industry is down 7.9% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 22 May 2026 | R$15.8b | R$24.9b | R$2.5b | 6.8x | 6.3x | 0.6x |
| Sun, 19 Apr 2026 | R$19.3b | R$24.2b | R$1.2b | 9.3x | 16.3x | 0.8x |
| Tue, 17 Mar 2026 | R$17.8b | R$23.6b | R$1.9b | 10.1x | 9.6x | 0.8x |
| Thu, 12 Feb 2026 | R$21.1b | R$23.6b | R$2.6b | 10.6x | 8.2x | 0.9x |
| Sat, 10 Jan 2026 | R$21.8b | R$23.6b | R$2.6b | 9.7x | 8.5x | 0.9x |
| Mon, 08 Dec 2025 | R$19.9b | R$23.6b | R$2.6b | 8.3x | 7.8x | 0.8x |
| Wed, 05 Nov 2025 | R$20.5b | R$23.1b | R$2.2b | 9.7x | 9.2x | 0.9x |
| Fri, 03 Oct 2025 | R$16.7b | R$23.1b | R$2.2b | 8.8x | 7.4x | 0.7x |
| Sun, 31 Aug 2025 | R$16.0b | R$23.0b | R$2.2b | 8.7x | 7.3x | 0.7x |
| Tue, 29 Jul 2025 | R$15.0b | R$22.6b | R$2.0b | 9.6x | 7.5x | 0.7x |
| Thu, 26 Jun 2025 | R$17.1b | R$22.6b | R$2.0b | 11.7x | 8.5x | 0.8x |
| Sat, 24 May 2025 | R$17.0b | R$22.6b | R$2.0b | 11.2x | 8.5x | 0.8x |
| Mon, 21 Apr 2025 | R$14.3b | R$22.2b | R$1.7b | 9.8x | 8.2x | 0.6x |
| Wed, 19 Mar 2025 | R$12.2b | R$22.2b | R$1.4b | 10.1x | 8.6x | 0.6x |
| Fri, 14 Feb 2025 | R$11.5b | R$21.8b | R$20.8m | 15.7x | 552.5x | 0.5x |
| Sun, 12 Jan 2025 | R$9.6b | R$21.8b | R$20.8m | 13.3x | 461x | 0.4x |
| Tue, 10 Dec 2024 | R$9.8b | R$21.8b | R$20.8m | 13.9x | 470.6x | 0.4x |
| Thu, 07 Nov 2024 | R$12.2b | R$21.6b | -R$253,783,000.00 | 32.5x | -48x | 0.6x |
| Sat, 05 Oct 2024 | R$11.3b | R$21.6b | -R$253,783,000.00 | 31.2x | -44.4x | 0.5x |
| Mon, 02 Sep 2024 | R$12.0b | R$21.6b | -R$340,957,000.00 | 33x | -35.2x | 0.6x |
| Wed, 31 Jul 2024 | R$12.8b | R$21.4b | -R$377,153,000.00 | 20.4x | -33.8x | 0.6x |
| Fri, 28 Jun 2024 | R$11.3b | R$19.3b | -R$437,136,000.00 | 16x | -25.9x | 0.6x |
| Sun, 26 May 2024 | R$11.3b | R$19.1b | -R$373,404,000.00 | 19.2x | -30.2x | 0.6x |
| Tue, 23 Apr 2024 | R$11.1b | R$18.8b | -R$553,727,000.00 | 20.1x | -20x | 0.6x |
| Thu, 21 Mar 2024 | R$14.8b | R$18.5b | -R$321,103,000.00 | 29.6x | -45.9x | 0.8x |
| Sat, 17 Feb 2024 | R$13.7b | R$18.4b | -R$285,376,000.00 | 24.5x | -47.8x | 0.7x |
| Mon, 15 Jan 2024 | R$16.7b | R$18.4b | -R$285,376,000.00 | 27.6x | -58.6x | 0.9x |
| Wed, 13 Dec 2023 | R$16.3b | R$18.4b | -R$285,376,000.00 | 27.8x | -57.2x | 0.9x |
| Fri, 10 Nov 2023 | R$13.8b | R$17.9b | -R$520,466,000.00 | 40.6x | -26.6x | 0.8x |
| Sun, 08 Oct 2023 | R$13.5b | R$17.9b | -R$520,466,000.00 | 40.1x | -25.9x | 0.8x |
| Tue, 05 Sep 2023 | R$15.2b | R$17.9b | -R$520,466,000.00 | 42.9x | -29.3x | 0.9x |
| Thu, 03 Aug 2023 | R$16.9b | R$17.4b | -R$753,242,000.00 | 277.6x | -22.4x | 1x |
| Sat, 01 Jul 2023 | R$15.5b | R$17.4b | -R$753,242,000.00 | 244.3x | -20.5x | 0.9x |
| Mon, 29 May 2023 | R$12.1b | R$17.3b | -R$761,821,000.00 | 231x | -15.8x | 0.7x |
-15.8x
How does Brazilian Education Services compare with similar industries?
| BR Market | 0.21% | |
| Consumer Discretionary | 1.58% | |
| Consumer Services | -0.17% | |
| Education Services | -0.20% | |
| Specialized Consumer Services | 1.31% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CSED3 Cruzeiro do Sul Educacional | R$4.37 | 7.1% +R$105.7m | -14.6% | PE5.9x | |
| VTRU3 Vitru Educação | R$13.89 | 3.7% +R$65.5m | 46.4% | PE1.7x | |
| YDUQ3 Yduqs Participações | R$9.73 | 1.8% +R$44.5m | -37.4% | PE21.5x | |
| SEER3 Ser Educacional | R$11.99 | 2.6% +R$38.3m | 19.9% | PE6.2x | |
| ANIM3 Ânima Holding | R$3.32 | 0.3% +R$3.8m | -15.9% | PE9.3x |