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Brazilian (BOVESPA) Hospitality Industry Analysis
UpdatedJan 04, 2026
DataAggregated Company Financials
Companies5
- 7D-0.8%
- 3M-7.5%
- 1Y35.7%
- YTD0%
The Hospitality is pretty flat in the last 7 days, but CVC Brasil Operadora e Agência de Viagens has stood out, gaining 6.3%. As for the the longer term, the industry is up 36% over the past 12 months. Earnings are forecast to grow by 37% annually.
Industry Valuation and Performance
Has the Brazilian Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 05 Jan 2026 | R$15.5b | R$11.2b | R$431.2m | 12.8x | 35.9x | 1.4x |
| Wed, 03 Dec 2025 | R$18.9b | R$16.2b | R$252.1m | 14.6x | 74.9x | 1.2x |
| Fri, 31 Oct 2025 | R$18.0b | R$15.6b | R$200.3m | 15.3x | 89.8x | 1.2x |
| Sun, 28 Sep 2025 | R$18.9b | R$15.6b | R$200.3m | 16x | 94.2x | 1.2x |
| Tue, 26 Aug 2025 | R$17.5b | R$15.6b | R$200.3m | 14.7x | 87.5x | 1.1x |
| Thu, 24 Jul 2025 | R$16.4b | R$15.0b | R$271.4m | 15.2x | 60.2x | 1.1x |
| Sat, 21 Jun 2025 | R$17.6b | R$15.0b | R$271.4m | 16.7x | 64.7x | 1.2x |
| Mon, 19 May 2025 | R$17.1b | R$15.0b | R$270.5m | 16.7x | 63.4x | 1.1x |
| Wed, 16 Apr 2025 | R$15.1b | R$10.0b | R$407.1m | 16.5x | 37.2x | 1.5x |
| Fri, 14 Mar 2025 | R$13.0b | R$9.7b | R$829.1m | 7.6x | 15.7x | 1.3x |
| Sun, 09 Feb 2025 | R$12.4b | R$9.7b | R$829.1m | 7.2x | 14.9x | 1.3x |
| Tue, 07 Jan 2025 | R$11.2b | R$9.7b | R$829.1m | 6.8x | 13.5x | 1.2x |
| Thu, 05 Dec 2024 | R$12.8b | R$9.7b | R$829.1m | 7x | 15.5x | 1.3x |
| Sat, 02 Nov 2024 | R$14.5b | R$9.3b | R$718.4m | 8.3x | 20.2x | 1.6x |
| Mon, 30 Sep 2024 | R$14.3b | R$9.3b | R$718.4m | 8.5x | 19.9x | 1.5x |
| Wed, 28 Aug 2024 | R$16.4b | R$13.4b | R$621.0m | 9x | 26.4x | 1.2x |
| Fri, 26 Jul 2024 | R$15.1b | R$12.9b | R$605.3m | 7.4x | 24.9x | 1.2x |
| Sun, 23 Jun 2024 | R$15.4b | R$12.9b | R$605.3m | 7.2x | 25.5x | 1.2x |
| Tue, 21 May 2024 | R$16.1b | R$12.9b | R$605.4m | 7.4x | 26.5x | 1.2x |
| Thu, 18 Apr 2024 | R$16.3b | R$12.4b | R$482.5m | 7.7x | 33.8x | 1.3x |
| Sat, 16 Mar 2024 | R$18.3b | R$12.2b | R$698.3m | 4.3x | 26.2x | 1.5x |
| Mon, 12 Feb 2024 | R$18.0b | R$11.9b | R$96.9m | 3.8x | 185.6x | 1.5x |
| Wed, 10 Jan 2024 | R$18.7b | R$11.9b | R$96.9m | 3.9x | 193.3x | 1.6x |
| Fri, 08 Dec 2023 | R$17.7b | R$11.9b | R$96.9m | 4x | 183x | 1.5x |
| Sun, 05 Nov 2023 | R$15.5b | R$11.4b | R$3.2m | 4.7x | 4799.7x | 1.4x |
| Tue, 03 Oct 2023 | R$15.7b | R$11.4b | R$3.2m | 5.2x | 4837.7x | 1.4x |
| Thu, 31 Aug 2023 | R$15.8b | R$11.4b | R$3.2m | 6.2x | 4870.8x | 1.4x |
| Sat, 29 Jul 2023 | R$16.3b | R$11.0b | -R$267,211,000.00 | 13.2x | -60.9x | 1.5x |
| Mon, 26 Jun 2023 | R$15.7b | R$10.9b | -R$268,301,000.00 | 13.1x | -58.5x | 1.4x |
| Wed, 24 May 2023 | R$12.4b | R$10.9b | -R$268,301,000.00 | 10.6x | -46.3x | 1.1x |
| Fri, 21 Apr 2023 | R$10.9b | R$10.3b | -R$449,258,000.00 | 5.8x | -24.4x | 1.1x |
| Sun, 19 Mar 2023 | R$12.5b | R$10.1b | -R$677,408,000.00 | n/a | -18.4x | 1.2x |
| Tue, 14 Feb 2023 | R$12.2b | R$9.7b | -R$932,918,000.00 | n/a | -13.1x | 1.3x |
| Thu, 12 Jan 2023 | R$12.4b | R$9.7b | -R$932,918,000.00 | n/a | -13.3x | 1.3x |
Price to Earnings Ratio
-13.3x
Current Industry PE
- Investors are pessimistic on the Brazilian Hospitality 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 35.9x which is lower than its 3-year average PE of 387x.
- The industry is trading close to its 3-year average PS ratio of 1.3x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 5.0% per year.
- This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.
Industry Trends
Which industries have driven the changes within the Brazilian Consumer Discretionary industry?
| BR Market | -0.58% | |
| Consumer Discretionary | -1.87% | |
| Hospitality | -0.79% | |
| Hotels, Resorts and Cruise Lines | 6.28% | |
| Restaurants | 0.81% | |
| Leisure Facilities | -1.37% | |
Industry PE
- Investors are most optimistic about the Leisure Facilities industry which is trading above its 3-year average PE ratio of 6.1x.
- Analysts are expecting annual earnings growth of 29.8%, which is higher than its past year's earnings decline of 38.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 124% over the next 5 years.
- In contrast, the Leisure Facilities industry is expected to see its earnings grow by 30% 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 | |
|---|---|---|---|---|---|
| CVCB3 CVC Brasil Operadora e Agência de Viagens | R$2.20 | 6.3% +R$67.8m | 46.7% | PS0.8x | |
| RVEE3 Revee | R$2.89 | 44.5% +R$9.1m | n/a | n/a | |
| MEAL3 International Meal Company Alimentação | R$1.25 | 0.8% +R$2.9m | 28.9% | PS0.2x |