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Brazilian (BOVESPA) Ecommerce Industry Analysis
UpdatedAug 12, 2022
DataAggregated Company Financials
Companies5
- 7D-10.9%
- 3M-40.6%
- 1Y-72.0%
- YTD-55.9%
The Ecommerce industry has stayed flat over the last week. As for the longer term, the industry has declined 71% in the last year. As for the next few years, earnings are expected to grow by 48% per annum.
Industry Valuation and Performance
Has the Brazilian Ecommerce Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Aug 2022 | R$13.0b | R$27.7b | R$295.0m | 21x | 44.1x | 0.5x |
| Sun, 10 Jul 2022 | R$15.1b | R$27.7b | R$295.0m | 24.9x | 51.1x | 0.5x |
| Tue, 07 Jun 2022 | R$16.9b | R$27.7b | R$295.0m | 27.6x | 57.4x | 0.6x |
| Thu, 05 May 2022 | R$24.0b | R$23.9b | R$257.0m | 41.7x | 93.6x | 1x |
| Sat, 02 Apr 2022 | R$32.5b | R$23.9b | R$257.0m | 56.6x | 126.4x | 1.4x |
| Mon, 28 Feb 2022 | R$41.6b | R$49.8b | R$868.0m | 35.9x | 47.9x | 0.8x |
| Wed, 26 Jan 2022 | R$45.0b | R$44.0b | R$394.0m | 239x | 114.2x | 1x |
| Fri, 24 Dec 2021 | R$40.2b | R$44.0b | R$394.0m | 208.5x | 102.1x | 0.9x |
| Sun, 21 Nov 2021 | R$43.5b | R$44.0b | R$394.0m | 226.8x | 110.5x | 1x |
| Tue, 19 Oct 2021 | R$50.0b | R$39.2b | R$131.9m | 22.3x | 379.5x | 1.3x |
| Thu, 16 Sep 2021 | R$47.7b | R$39.2b | R$131.9m | 19x | 362x | 1.2x |
| Sat, 14 Aug 2021 | R$54.3b | R$39.2b | R$131.9m | 20.4x | 411.5x | 1.4x |
| Wed, 09 Jun 2021 | R$76.1b | R$34.9b | -R$111,683,000.00 | 130.9x | -681.7x | 2.2x |
| Tue, 02 Mar 2021 | R$95.3b | R$31.7b | R$163.8m | 112.4x | 581.9x | 3x |
| Fri, 04 Dec 2020 | R$81.0b | R$29.8b | R$389.8m | 67.5x | 207.8x | 2.7x |
| Mon, 07 Sep 2020 | R$115.8b | R$27.9b | R$354.6m | 96.8x | 326.6x | 4.2x |
| Sun, 31 May 2020 | R$91.0b | R$26.6b | R$421.4m | 60.8x | 216x | 3.4x |
| Wed, 04 Mar 2020 | R$73.3b | R$25.7b | R$385.8m | 58x | 190.1x | 2.9x |
| Sat, 07 Dec 2019 | R$62.0b | R$24.5b | -R$56,806,000.00 | 85.7x | -1092.1x | 2.5x |
| Tue, 10 Sep 2019 | R$49.1b | R$24.1b | -R$46,852,000.00 | 70.2x | -1048.2x | 2x |
Price to Earnings Ratio
-1048.2x
Current Industry PE
- Investors are optimistic on the Brazilian Internet and Direct Marketing Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.9x which is higher than its 3-year average PE of 32.9x.
- The 3-year average PS ratio of 2.2x is higher than the industry's current PS ratio of 0.49x.
Past Earnings Growth
- Total earnings for the Internet and Direct Marketing Retail industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 4.8% 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 Ecommerce compare with similar industries?
| BR Market | 3.33% | |
| Consumer Discretionary | -3.17% | |
| Online Retail and Ecommerce | -10.88% | |
| Ecommerce | -10.88% | |
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ENJU3 Enjoei | R$1.46 | 7.4% +R$19.8m | -78.8% | PS2.6x | |
| MBLY3 Mobly | R$2.86 | 2.9% +R$8.5m | -76.5% | PS0.4x | |
| NINJ3 GetNinjas | R$3.42 | 3.6% +R$6.0m | -76.3% | PS2.7x |