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Brazilian (BOVESPA) Consumer Services Industry Analysis

UpdatedSep 15, 2024
DataAggregated Company Financials
Companies9
  • 7D3.6%
  • 3M-8.2%
  • 1Y-35.5%
  • YTD-39.4%

The Consumer Services industry is up 3.6% in the last week, with Yduqs Participações up 14%. However, the industry is down 35% over the past year. Looking forward, earnings are forecast to grow by 48% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 15 Sep 2024R$13.1bR$22.7b-R$252,647,000.0021.8x-51.7x0.6x
Tue, 13 Aug 2024R$13.5bR$22.5b-R$345,124,000.0023.5x-39.2x0.6x
Thu, 11 Jul 2024R$15.0bR$22.4b-R$392,491,000.0024.8x-38.2x0.7x
Sat, 08 Jun 2024R$11.0bR$20.4b-R$452,474,000.0021.5x-24.3x0.5x
Mon, 06 May 2024R$13.5bR$19.9b-R$573,151,000.0030.9x-23.5x0.7x
Wed, 03 Apr 2024R$14.6bR$19.9b-R$573,151,000.0033.6x-25.4x0.7x
Fri, 01 Mar 2024R$15.7bR$19.4b-R$302,558,000.0031.5x-51.9x0.8x
Sun, 28 Jan 2024R$16.1bR$19.4b-R$302,558,000.0030.6x-53.1x0.8x
Tue, 26 Dec 2023R$18.4bR$19.4b-R$302,558,000.0034.5x-60.9x0.9x
Thu, 23 Nov 2023R$16.0bR$19.4b-R$302,557,000.0031.5x-52.9x0.8x
Sat, 21 Oct 2023R$13.6bR$18.9b-R$562,208,000.0038.7x-24.2x0.7x
Mon, 18 Sep 2023R$15.4bR$18.9b-R$562,208,000.0041.7x-27.5x0.8x
Wed, 16 Aug 2023R$16.5bR$18.8b-R$659,345,000.0083.3x-25.1x0.9x
Fri, 14 Jul 2023R$16.2bR$18.4b-R$818,953,000.00246x-19.8x0.9x
Sun, 11 Jun 2023R$15.0bR$18.4b-R$818,953,000.00211.5x-18.3x0.8x
Tue, 09 May 2023R$9.5bR$17.9b-R$971,007,000.00139.5x-9.7x0.5x
Thu, 06 Apr 2023R$7.9bR$17.9b-R$971,007,000.00118.5x-8.1x0.4x
Sat, 04 Mar 2023R$9.0bR$17.5b-R$931,642,000.0022.1x-9.6x0.5x
Mon, 30 Jan 2023R$10.8bR$17.5b-R$931,642,000.0028.1x-11.6x0.6x
Wed, 28 Dec 2022R$10.8bR$17.5b-R$931,642,000.0030.9x-11.6x0.6x
Fri, 25 Nov 2022R$12.1bR$17.2b-R$780,369,000.00177.9x-15.5x0.7x
Sun, 23 Oct 2022R$14.7bR$17.0b-R$711,144,000.0034.5x-20.7x0.9x
Tue, 20 Sep 2022R$14.1bR$17.0b-R$711,144,000.0030.2x-19.8x0.8x
Thu, 18 Aug 2022R$13.9bR$16.9b-R$503,799,000.00107.9x-27.7x0.8x
Sat, 16 Jul 2022R$13.5bR$16.6b-R$239,694,000.0021.6x-56.4x0.8x
Mon, 13 Jun 2022R$13.6bR$16.6b-R$239,694,000.0019.9x-56.8x0.8x
Wed, 11 May 2022R$13.9bR$15.8b-R$51,271,000.0017.3x-271x0.9x
Fri, 08 Apr 2022R$19.2bR$15.8b-R$51,271,000.0024.6x-374.5x1.2x
Sun, 06 Mar 2022R$17.0bR$15.2b-R$1,815,307,000.0017.7x-9.4x1.1x
Tue, 01 Feb 2022R$19.8bR$15.2b-R$1,815,307,000.0023.3x-10.9x1.3x
Thu, 30 Dec 2021R$20.0bR$15.2b-R$1,815,307,000.0028.2x-11x1.3x
Sat, 27 Nov 2021R$19.6bR$15.2b-R$1,805,032,000.0026.2x-10.8x1.3x
Mon, 25 Oct 2021R$21.3bR$14.6b-R$2,542,672,000.0027.1x-8.4x1.5x
Wed, 22 Sep 2021R$22.8bR$12.8b-R$2,634,311,000.0030.3x-8.7x1.8x
Price to Earnings Ratio

-8.7x


Total Market Cap: R$22.8bTotal Earnings: -R$2,634,311,000.00Total Revenue: R$12.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Consumer Services Industry Price to Earnings3Y Average -42.8x202220232024
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 0.87x.
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 Market0.031%
Consumer Discretionary2.17%
Consumer Services3.57%
Education Services3.84%
Specialized Consumer Services-1.35%
Industry PE
  • Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio of 3.1x.
    • Analysts are expecting annual earnings decline of 0 so the market might believe that analysts are underestimating future growth.
Forecasted Growth
  • Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings growth rate of 33% per year.
  • In contrast, the Specialized Consumer Services industry is expected to see its earnings decline by 121% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
YDUQ3 Yduqs ParticipaçõesR$10.9113.5%
+R$380.1m
-46.1%PE21.8x
COGN3 Cogna EducaçãoR$1.475.8%
+R$149.7m
-46.7%PS0.5x
SEER3 Ser EducacionalR$6.8911.0%
+R$87.3m
12.8%PE3135.6x
CSED3 Cruzeiro do Sul EducacionalR$3.632.0%
+R$25.5m
-9.3%PE10x
NINJ3 GetNinjasR$4.740.9%
+R$2.0m
6.5%PE17.6x
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