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Brazilian (BOVESPA) Automotive Retail Industry Analysis

UpdatedFeb 23, 2026
DataAggregated Company Financials
Companies5
  • 7D2.8%
  • 3M23.0%
  • 1Y42.4%
  • YTDn/a

In the last week, the Automotive Retail industry is up 2.8%, with Cosan up 6.7%. This takes the industry's 12 month performance to a gain of 42%. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

Has the Brazilian Automotive Retail Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 23 Feb 2026R$96.8bR$365.4b-R$8,632,527,000.0016x-11.2x0.3x
Wed, 21 Jan 2026R$84.7bR$604.2b-R$17,925,235,000.0013x-4.7x0.1x
Fri, 19 Dec 2025R$83.2bR$604.2b-R$17,925,235,000.0012.2x-4.6x0.1x
Sun, 16 Nov 2025R$73.6bR$604.2b-R$17,957,458,000.0011.8x-4.1x0.1x
Tue, 14 Oct 2025R$69.4bR$614.4b-R$10,611,237,000.006.2x-6.5x0.1x
Thu, 11 Sep 2025R$40.9bR$432.7b-R$1,534,864,000.004.8x-26.6x0.09x
Sat, 09 Aug 2025R$37.2bR$432.8bR$1.9b3.9x19.3x0.09x
Mon, 07 Jul 2025R$43.4bR$432.8bR$1.9b4.1x22.5x0.1x
Wed, 04 Jun 2025R$43.8bR$432.8bR$1.9b3.7x22.7x0.1x
Fri, 02 May 2025R$40.1bR$423.5bR$3.8b3.3x10.7x0.09x
Sun, 30 Mar 2025R$39.9bR$423.5bR$3.8b3.2x10.6x0.09x
Tue, 25 Feb 2025R$38.0bR$424.5bR$6.6b3.2x5.8x0.09x
Thu, 23 Jan 2025R$39.6bR$416.1bR$10.0b4.3x4x0.1x
Sat, 21 Dec 2024R$43.4bR$414.9bR$9.9b4.8x4.4x0.1x
Mon, 18 Nov 2024R$49.8bR$414.6bR$9.9b17.6x5x0.1x
Wed, 16 Oct 2024R$57.1bR$397.9bR$7.1b18.7x8x0.1x
Fri, 13 Sep 2024R$60.3bR$397.9bR$7.1b19.2x8.5x0.2x
Sun, 11 Aug 2024R$61.7bR$389.2bR$6.7b33.1x9.2x0.2x
Tue, 09 Jul 2024R$55.5bR$384.2bR$6.0b10.3x9.3x0.1x
Thu, 06 Jun 2024R$50.5bR$384.2bR$6.0b10.7x8.4x0.1x
Sat, 04 May 2024R$59.3bR$385.1bR$8.8b7.1x6.8x0.2x
Mon, 01 Apr 2024R$28.0bR$163.4bR$4.8b6.9x5.9x0.2x
Wed, 28 Feb 2024R$29.0bR$164.8bR$2.1b8.8x14x0.2x
Fri, 26 Jan 2024R$26.2bR$164.8bR$2.1b8.2x12.6x0.2x
Sun, 24 Dec 2023R$25.3bR$164.8bR$2.1b9.1x12.2x0.2x
Tue, 21 Nov 2023R$24.1bR$165.5bR$2.1b7.2x11.4x0.1x
Thu, 19 Oct 2023R$21.5bR$173.2bR$795.4m16.3x27x0.1x
Sat, 16 Sep 2023R$21.8bR$173.2bR$795.4m16.6x27.4x0.1x
Mon, 14 Aug 2023R$18.7bR$183.2bR$1.4b8.6x13.8x0.1x
Wed, 12 Jul 2023R$20.5bR$183.2bR$1.4b9.1x15.1x0.1x
Fri, 09 Jun 2023R$19.6bR$183.2bR$1.4b9.1x14.5x0.1x
Sun, 07 May 2023R$15.6bR$182.5bR$1.6b6.5x9.7x0.09x
Tue, 04 Apr 2023R$15.8bR$182.5bR$1.6b6.3x9.9x0.09x
Thu, 02 Mar 2023R$16.1bR$176.6bR$2.0b5.4x7.9x0.09x
Price to Earnings Ratio

7.9x


Total Market Cap: R$16.1bTotal Earnings: R$2.0bTotal Revenue: R$176.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Automotive Retail Industry Price to Earnings3Y Average 8.2x202420252026
Current Industry PE
  • Investors are optimistic on the Brazilian Automotive Retail industry, and appear confident in long term growth rates.
  • The industry is trading close to its 3-year average PS ratio of 0.12x.
Past Earnings Growth
  • Total earnings for the Automotive Retail industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 27% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Brazilian Automotive Retail compare with similar industries?

BR Market2.02%
Consumer Discretionary3.00%
Specialty Stores2.64%
Automotive Retail2.78%
Home Improvement Retail4.28%
Specialty Stores3.53%
Apparel Retail1.60%
Home Furnishing Retail-2.48%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
CSAN3 CosanR$6.536.7%
+R$1.6b		-10.4%PS0.6x
UGPA3 Ultrapar ParticipaçõesR$27.783.0%
+R$854.8m		69.4%PE9.9x
VBBR3 Vibra EnergiaR$31.830.3%
+R$127.8m		93.9%PE22.1x
AMOB3 Automob ParticipaçõesR$13.302.2%
+R$10.6m		2.3%n/a

Latest News

UGPA3
R$27.78
Ultrapar Participações
7D
3.0%
1Y
69.4%

UGPA3: Neutral Stance And Governance Framework Will Shape Future Earnings Re Rating

Analysts have raised their price target on Ultrapar Participações from R$25.16 to R$27.34, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E, even as some recent research has shifted to a more cautious Neutral stance. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as consistent with updated assumptions around discount rates and future P/E, which they view as better aligned with the company’s current risk profile.
VBBR3
R$31.83
Vibra Energia
7D
0.3%
1Y
93.9%

VBBR3: Goldman Upgrade And Refined Assumptions Will Support Stronger Bullish Re Rating

Narrative Update: Vibra Energia Analyst Price Target Shift Analysts have nudged their fair value estimate for Vibra Energia to R$36.20 from R$36.00, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent Street research includes an upgrade from Goldman Sachs, which adds to a generally constructive tone around Vibra Energia.
CSAN3
R$6.53
Cosan
7D
6.7%
1Y
-10.4%

CSAN3: Leadership Changes Will Support Future Upside Through Refined P/E Expectations

Analysts have increased their fair value estimate for Cosan to US$16.14 from US$16.06, citing updated assumptions on the discount rate, revenue growth, profit margins and future P/E multiples as the key drivers behind the change. What's in the News Cosan announced that Chief Financial and Investor Relations Officer Rodrigo Araujo Alves has resigned from his position, with the change effective December 5, 2025 (Key Developments).
AMOB3
R$13.30
Automob Participações
7D
2.2%
1Y
2.3%
EPAR3
R$3.62
Embpar Participacoes
7D
-1.1%
1Y
-28.0%