Narrative Update • Jul 04

In the last week, the Leisure Facilities industry is up 3.6%, with Smartfit Escola de Ginástica e Dança up 3.8%. In the past year, the industry is down 14%. Earnings are forecast to grow by 23% annually.
Has the Brazilian Leisure Facilities Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 07 Jul 2026 | R$12.6b | R$8.2b | R$751.8m | 3.9x | 16.8x | 1.5x |
| Thu, 04 Jun 2026 | R$11.4b | R$8.2b | R$751.8m | 4.1x | 15.2x | 1.4x |
| Sat, 02 May 2026 | R$10.9b | R$7.8b | R$689.9m | 5.2x | 15.7x | 1.4x |
| Mon, 30 Mar 2026 | R$11.6b | R$7.9b | R$721.1m | 10.2x | 16.1x | 1.5x |
| Wed, 25 Feb 2026 | R$12.6b | R$7.5b | R$671.2m | 12.1x | 18.8x | 1.7x |
| Fri, 23 Jan 2026 | R$13.1b | R$7.5b | R$671.2m | 12.3x | 19.5x | 1.7x |
| Sun, 21 Dec 2025 | R$14.1b | R$7.5b | R$671.3m | 13x | 21x | 1.9x |
| Tue, 18 Nov 2025 | R$14.9b | R$7.5b | R$692.6m | 13.2x | 21.5x | 2x |
| Thu, 16 Oct 2025 | R$15.5b | R$7.1b | R$634.3m | 15.4x | 24.4x | 2.2x |
| Sat, 13 Sep 2025 | R$15.7b | R$7.1b | R$634.3m | 15.6x | 24.8x | 2.2x |
| Mon, 11 Aug 2025 | R$14.5b | R$7.1b | R$645.6m | 14.4x | 22.5x | 2x |
| Wed, 09 Jul 2025 | R$14.1b | R$6.7b | R$578.9m | 16.1x | 24.4x | 2.1x |
| Fri, 06 Jun 2025 | R$15.4b | R$6.7b | R$578.9m | 17.7x | 26.5x | 2.3x |
| Sun, 04 May 2025 | R$14.8b | R$6.3b | R$586.7m | 17.8x | 25.2x | 2.3x |
| Tue, 01 Apr 2025 | R$12.6b | R$6.3b | R$586.7m | 15.3x | 21.4x | 2x |
| Thu, 27 Feb 2025 | R$11.2b | R$5.9b | R$1.0b | 7.1x | 10.7x | 1.9x |
| Sat, 25 Jan 2025 | R$11.2b | R$5.9b | R$1.0b | 7.2x | 10.7x | 1.9x |
| Mon, 23 Dec 2024 | R$11.0b | R$5.9b | R$1.0b | 7x | 10.5x | 1.9x |
| Wed, 20 Nov 2024 | R$11.8b | R$5.9b | R$1.0b | 7.6x | 11.2x | 2x |
| Fri, 18 Oct 2024 | R$14.0b | R$5.5b | R$1.0b | 9.1x | 13.9x | 2.6x |
| Sun, 15 Sep 2024 | R$13.9b | R$5.5b | R$1.0b | 9x | 13.8x | 2.5x |
| Tue, 13 Aug 2024 | R$13.6b | R$5.5b | R$986.2m | 9x | 13.8x | 2.5x |
| Thu, 11 Jul 2024 | R$13.7b | R$5.2b | R$1.2b | 7.8x | 11.9x | 2.7x |
| Sat, 08 Jun 2024 | R$13.7b | R$5.2b | R$1.2b | 7.3x | 11.8x | 2.6x |
| Mon, 06 May 2024 | R$15.1b | R$4.9b | R$1.1b | 8.3x | 13.5x | 3.1x |
| Wed, 03 Apr 2024 | R$15.6b | R$4.9b | R$1.1b | 8.4x | 13.9x | 3.2x |
| Fri, 01 Mar 2024 | R$14.4b | R$4.5b | R$549.7m | 16.5x | 26.3x | 3.2x |
| Sun, 28 Jan 2024 | R$14.8b | R$4.5b | R$549.7m | 16.9x | 26.9x | 3.3x |
| Tue, 26 Dec 2023 | R$15.2b | R$4.5b | R$549.7m | 17.3x | 27.7x | 3.4x |
| Thu, 23 Nov 2023 | R$13.4b | R$4.5b | R$549.7m | 15.3x | 24.3x | 3x |
| Sat, 21 Oct 2023 | R$11.5b | R$4.1b | R$474.9m | 15.1x | 24.1x | 2.8x |
| Mon, 18 Sep 2023 | R$12.5b | R$4.1b | R$474.9m | 16.5x | 26.3x | 3x |
| Wed, 16 Aug 2023 | R$13.0b | R$4.1b | R$474.9m | 17.3x | 27.4x | 3.2x |
| Fri, 14 Jul 2023 | R$13.0b | R$3.6b | R$148.9m | 77.7x | 87.5x | 3.6x |
87.5x
How does Brazilian Leisure Facilities compare with similar industries?
| BR Market | 0.27% | |
| Consumer Discretionary | 0.69% | |
| Hospitality | 2.82% | |
| Leisure Facilities | 3.63% | |
| Restaurants | -5.21% | |
| Hotels, Resorts and Cruise Lines | -6.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SMFT3 Smartfit Escola de Ginástica e Dança | R$19.86 | 2.0% +R$240.3m | -14.4% | PE17.7x | |
| RVEE3 Revee | R$1.02 | 18.6% +R$1.6m | n/a | PE0.9x |