Market Participants Recognise Cruzeiro do Sul Educacional S.A.'s (BVMF:CSED3) Revenues
Aug 10
Brazilian (BOVESPA) Consumer Services Industry Analysis
UpdatedAug 11, 2024
DataAggregated Company Financials
Companies9
- 7D0.03%
- 3M-20.0%
- 1Y-44.3%
- YTD-37.2%
The Consumer Services is pretty flat in the last 7 days, but Cruzeiro do Sul Educacional has stood out, gaining 10%. As for the longer term, the industry has declined 44% in the last year. Earnings are forecast to grow by 40% annually.
Industry Valuation and Performance
Has the Brazilian Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 11 Aug 2024 | R$13.5b | R$22.5b | -R$337,507,000.00 | 23.5x | -40.1x | 0.6x |
| Tue, 09 Jul 2024 | R$14.8b | R$22.4b | -R$392,415,000.00 | 24.6x | -37.7x | 0.7x |
| Thu, 06 Jun 2024 | R$10.7b | R$20.4b | -R$452,474,000.00 | 22.1x | -23.7x | 0.5x |
| Sat, 04 May 2024 | R$13.2b | R$19.9b | -R$573,151,000.00 | 30.9x | -23x | 0.7x |
| Mon, 01 Apr 2024 | R$14.8b | R$19.9b | -R$573,151,000.00 | 34.6x | -25.8x | 0.7x |
| Wed, 28 Feb 2024 | R$14.9b | R$19.4b | -R$302,558,000.00 | 32x | -49.3x | 0.8x |
| Fri, 26 Jan 2024 | R$16.4b | R$19.4b | -R$302,558,000.00 | 30.8x | -54.3x | 0.8x |
| Sun, 24 Dec 2023 | R$18.4b | R$19.4b | -R$302,558,000.00 | 34.5x | -60.9x | 0.9x |
| Tue, 21 Nov 2023 | R$15.9b | R$19.4b | -R$302,557,000.00 | 31.3x | -52.5x | 0.8x |
| Thu, 19 Oct 2023 | R$13.7b | R$18.9b | -R$562,208,000.00 | 38.1x | -24.3x | 0.7x |
| Sat, 16 Sep 2023 | R$15.9b | R$18.9b | -R$562,208,000.00 | 43.1x | -28.3x | 0.8x |
| Mon, 14 Aug 2023 | R$18.1b | R$18.8b | -R$659,345,000.00 | 87x | -27.5x | 1x |
| Wed, 12 Jul 2023 | R$16.7b | R$18.4b | -R$818,953,000.00 | 250.2x | -20.4x | 0.9x |
| Fri, 09 Jun 2023 | R$14.8b | R$18.4b | -R$818,953,000.00 | 210.6x | -18.1x | 0.8x |
| Sun, 07 May 2023 | R$9.4b | R$17.9b | -R$971,007,000.00 | 141.7x | -9.7x | 0.5x |
| Tue, 04 Apr 2023 | R$7.9b | R$17.9b | -R$971,007,000.00 | 117.9x | -8.1x | 0.4x |
| Thu, 02 Mar 2023 | R$9.0b | R$17.5b | -R$931,642,000.00 | 22.2x | -9.7x | 0.5x |
| Sat, 28 Jan 2023 | R$10.8b | R$17.5b | -R$931,642,000.00 | 28.1x | -11.6x | 0.6x |
| Mon, 26 Dec 2022 | R$11.0b | R$17.4b | -R$909,527,000.00 | 32x | -12.1x | 0.6x |
| Wed, 23 Nov 2022 | R$12.2b | R$17.2b | -R$780,369,000.00 | 170.8x | -15.6x | 0.7x |
| Fri, 21 Oct 2022 | R$14.6b | R$17.0b | -R$711,144,000.00 | 33.5x | -20.5x | 0.9x |
| Sun, 18 Sep 2022 | R$12.7b | R$17.0b | -R$711,144,000.00 | 28.2x | -17.9x | 0.8x |
| Tue, 16 Aug 2022 | R$15.2b | R$16.6b | -R$239,694,000.00 | 24.3x | -63.4x | 0.9x |
| Thu, 14 Jul 2022 | R$13.1b | R$16.6b | -R$239,694,000.00 | 20.7x | -54.6x | 0.8x |
| Sat, 11 Jun 2022 | R$13.6b | R$16.6b | -R$239,694,000.00 | 19.9x | -56.8x | 0.8x |
| Mon, 09 May 2022 | R$14.4b | R$15.8b | -R$51,271,000.00 | 18.6x | -280.4x | 0.9x |
| Wed, 06 Apr 2022 | R$19.5b | R$15.8b | -R$51,271,000.00 | 24.1x | -380x | 1.2x |
| Fri, 04 Mar 2022 | R$17.5b | R$15.2b | -R$1,815,307,000.00 | 18.4x | -9.6x | 1.2x |
| Sun, 30 Jan 2022 | R$19.8b | R$15.2b | -R$1,815,307,000.00 | 22.8x | -10.9x | 1.3x |
| Tue, 28 Dec 2021 | R$19.9b | R$15.2b | -R$1,815,307,000.00 | 27.4x | -10.9x | 1.3x |
| Thu, 25 Nov 2021 | R$19.9b | R$15.2b | -R$1,805,032,000.00 | 25.6x | -11x | 1.3x |
| Sat, 23 Oct 2021 | R$21.3b | R$14.6b | -R$2,542,672,000.00 | 27.2x | -8.4x | 1.5x |
| Mon, 20 Sep 2021 | R$22.6b | R$12.8b | -R$2,634,311,000.00 | 29.9x | -8.6x | 1.8x |
| Wed, 18 Aug 2021 | R$23.3b | R$12.8b | -R$2,634,311,000.00 | 30.1x | -8.9x | 1.8x |
Price to Earnings Ratio
-8.9x
Current Industry PE
- Investors are pessimistic on the Brazilian Consumer Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
- The earnings for companies in the Consumer Services industry have improved over the last three years.
- Revenues for these companies have grown 21% per year.
- This means that more sales are being generated by these companies overall, and subsequently losses are decreasing too.
Industry Trends
Which industries have driven the changes within the Brazilian Consumer Discretionary industry?
| BR Market | 3.30% | |
| Consumer Discretionary | 6.70% | |
| Consumer Services | 0.028% | |
| Specialized Consumer Services | 0.44% | |
| Education Services | 0.0086% | |
Industry PE
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 43% over the next 5 years.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings decline by 104% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CSED3 Cruzeiro do Sul Educacional | R$4.32 | 10.2% +R$145.8m | -6.1% | PE12.4x | |
| ANIM3 Ânima Holding | R$3.70 | 4.5% +R$60.4m | -22.9% | PS0.4x | |
| COGN3 Cogna Educação | R$1.52 | 1.3% +R$37.4m | -53.7% | PS0.5x | |
| VTRU3 Vitru Brasil Empreendimentos Participações e Comércio | R$12.29 | 0.7% +R$12.1m | n/a | PE27.5x | |
| ESPA3 MPM Corpóreos | R$1.03 | 3.0% +R$10.8m | -29.9% | PS0.4x |
