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Brazilian (BOVESPA) Education Services Industry Analysis

UpdatedFeb 21, 2026
DataAggregated Company Financials
Companies8
  • 7D4.1%
  • 3M13.5%
  • 1Y95.8%
  • YTDn/a

Over the last 7 days, the Education Services industry has dropped 1.7%, driven by Cogna Educação declining 3.0%. Meanwhile, Ser Educacional actually outperformed within the industry, gaining 5.3% in the last week. In the past year, the industry has gained 91%. 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
Sat, 21 Feb 2026R$21.3bR$23.6bR$2.6b11x8.3x0.9x
Mon, 19 Jan 2026R$21.8bR$23.6bR$2.6b9.2x8.5x0.9x
Wed, 17 Dec 2025R$20.5bR$23.6bR$2.6b8.4x8x0.9x
Fri, 14 Nov 2025R$20.7bR$23.4bR$2.5b9.9x8.4x0.9x
Sun, 12 Oct 2025R$16.0bR$23.1bR$2.2b8.6x7.1x0.7x
Tue, 09 Sep 2025R$16.8bR$23.1bR$2.2b8.8x7.5x0.7x
Thu, 07 Aug 2025R$16.0bR$22.6bR$2.0b10.3x8x0.7x
Sat, 05 Jul 2025R$17.3bR$22.6bR$2.0b11.5x8.6x0.8x
Mon, 02 Jun 2025R$17.4bR$22.6bR$2.0b11.5x8.7x0.8x
Wed, 30 Apr 2025R$14.5bR$22.2bR$1.7b10.3x8.3x0.7x
Fri, 28 Mar 2025R$13.0bR$22.1bR$1.8b9.4x7.2x0.6x
Sun, 23 Feb 2025R$11.9bR$21.8bR$20.8m15.6x571.5x0.5x
Tue, 21 Jan 2025R$9.7bR$21.8bR$20.8m13.6x468.6x0.4x
Thu, 19 Dec 2024R$9.5bR$21.8bR$20.8m12.3x457.8x0.4x
Sat, 16 Nov 2024R$11.3bR$21.7b-R$10,860,000.0017x-1040.9x0.5x
Mon, 14 Oct 2024R$11.3bR$21.6b-R$253,783,000.0031.5x-44.6x0.5x
Wed, 11 Sep 2024R$11.8bR$21.6b-R$340,957,000.0032.1x-34.5x0.5x
Fri, 09 Aug 2024R$13.0bR$21.4b-R$377,153,000.0020.2x-34.4x0.6x
Sun, 07 Jul 2024R$14.2bR$21.3b-R$377,077,000.0022.2x-37.6x0.7x
Tue, 04 Jun 2024R$10.3bR$19.3b-R$437,136,000.0016.8x-23.6x0.5x
Thu, 02 May 2024R$11.8bR$18.8b-R$553,727,000.0021.2x-21.2x0.6x
Sat, 30 Mar 2024R$14.1bR$18.7b-R$576,149,000.0028.5x-24.6x0.8x
Mon, 26 Feb 2024R$14.2bR$18.4b-R$285,376,000.0024.9x-49.7x0.8x
Wed, 24 Jan 2024R$15.9bR$18.4b-R$285,376,000.0026.8x-55.6x0.9x
Fri, 22 Dec 2023R$17.6bR$18.4b-R$285,376,000.0029.8x-61.8x1x
Sun, 19 Nov 2023R$15.3bR$18.4b-R$285,376,000.0024.9x-53.7x0.8x
Tue, 17 Oct 2023R$13.8bR$17.9b-R$520,466,000.0040.7x-26.4x0.8x
Thu, 14 Sep 2023R$15.2bR$17.9b-R$520,466,000.0043.4x-29.2x0.8x
Sat, 12 Aug 2023R$17.4bR$17.8b-R$603,943,000.0087x-28.8x1x
Mon, 10 Jul 2023R$15.8bR$17.4b-R$753,242,000.00249.3x-21x0.9x
Wed, 07 Jun 2023R$13.1bR$17.4b-R$753,242,000.00202.4x-17.4x0.8x
Fri, 05 May 2023R$8.3bR$16.9b-R$904,966,000.00136.7x-9.2x0.5x
Sun, 02 Apr 2023R$7.7bR$16.9b-R$904,966,000.00118.5x-8.5x0.5x
Tue, 28 Feb 2023R$8.9bR$16.6b-R$899,470,000.0021.5x-9.9x0.5x
Price to Earnings Ratio

-9.9x


Total Market Cap: R$8.9bTotal 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 35.5x202420252026
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 35.5x.
  • 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 Market2.01%
Consumer Discretionary2.98%
Consumer Services4.12%
Education Services4.10%
Specialized Consumer Services4.86%
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
COGN3 Cogna EducaçãoR$3.634.9%
+R$374.3m		134.9%PE6x
CSED3 Cruzeiro do Sul EducacionalR$6.997.0%
+R$167.7m		89.9%PE10.1x
YDUQ3 Yduqs ParticipaçõesR$13.464.5%
+R$152.8m		15.9%PE14.5x
ANIM3 Ânima HoldingR$4.996.4%
+R$113.4m		133.2%PE12x
SEER3 Ser EducacionalR$12.874.8%
+R$75.3m		162.7%PE15x

Latest News

YDUQ3
R$13.46
Yduqs Participações
7D
4.5%
1Y
15.9%

YDUQ3: Recalibrated Earnings Profile Will Still Support Future Upside Potential

Analysts have kept their R$23.00 price target for Yduqs Participações unchanged, with adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions recalibrating the risk and earnings profile rather than the headline valuation. Valuation Changes Fair Value: R$23.00 is unchanged, so the headline valuation anchor remains the same.
CSED3
R$6.99
Cruzeiro do Sul Educacional
7D
7.0%
1Y
89.9%

CSED3: Refined Assumptions And Remote Meeting Plan Will Shape Fair Outlook

Analysts have nudged their price target for Cruzeiro do Sul Educacional up from R$6.00 to R$6.50, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the stock's potential value. Valuation Changes Fair Value: Revised from R$6.00 to R$6.50, reflecting a modest 8.3% uplift in the assumed intrinsic value per share.
VTRU3
R$15.65
Vitru Brasil Empreendimentos Participações e Comércio
7D
3.7%
1Y
150.8%

VTRU3: Higher Fair Value And Lower P/E Will Signal Overvaluation

Analysts have lifted their price target on Vitru Brasil Empreendimentos Participações e Comércio from R$12.50 to R$15.00, citing updated assumptions around revenue growth, profit margins and the future P/E multiple as key drivers of the change. Valuation Changes Fair Value: raised from R$12.50 to R$15.00, reflecting a higher implied valuation per share.
COGN3
R$3.63
Cogna Educação
7D
4.9%
1Y
134.9%

COGN3: Higher Future P/E And Stock Split Will Support Undervalued Shares

Analysts now place Cogna Educação's fair value at around R$4.71, a very small move from R$4.70. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.
ANIM3
R$4.99
Ânima Holding
7D
6.4%
1Y
133.2%
SEER3
R$12.87
Ser Educacional
7D
4.8%
1Y
162.7%

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.
OBTC3
R$6.62
Oranjebtc - Educação e Investimento
7D
0.9%
1Y
n/a