Boa Safra Sementes (BVMF:SOJA3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
Boa Safra Sementes S.A.'s ( BVMF:SOJA3 ) robust earnings report didn't manage to move the market for its stock. We did...
Has the Brazilian Consumer Staples Sector valuation changed over the past few years?
|Mon, 29 Nov 2021||R$570.0b||R$818.6b||R$51.8b||13.2x|
|Wed, 27 Oct 2021||R$597.5b||R$777.2b||R$45.4b||15.9x|
|Fri, 24 Sep 2021||R$611.4b||R$776.9b||R$45.5b||17.1x|
|Sun, 22 Aug 2021||R$648.3b||R$776.9b||R$45.5b||17.5x|
|Fri, 09 Jul 2021||R$642.6b||R$773.0b||R$45.1b||17.3x|
|Thu, 01 Apr 2021||R$595.1b||R$735.8b||R$41.3b||14.1x|
|Sun, 03 Jan 2021||R$567.3b||R$662.2b||R$28.0b||14.7x|
|Wed, 07 Oct 2020||R$474.4b||R$547.7b||R$18.1b||14.1x|
|Tue, 30 Jun 2020||R$476.3b||R$478.1b||R$13.9b||18.5x|
|Fri, 03 Apr 2020||R$403.7b||R$453.9b||R$13.1b||16.9x|
|Mon, 06 Jan 2020||R$577.2b||R$433.0b||R$22.6b||23.5x|
|Thu, 10 Oct 2019||R$581.1b||R$488.9b||R$19.8b||25x|
|Wed, 03 Jul 2019||R$513.6b||R$479.1b||R$18.1b||22.8x|
|Sat, 06 Apr 2019||R$465.3b||R$460.6b||R$13.6b||21.8x|
|Tue, 08 Jan 2019||R$420.7b||R$443.8b||R$12.6b||19.1x|
Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 13.2x which is lower than its 3-year average PE of 18.8x. It appears they believe that earnings will not grow as fast as they have historically.
Past Earnings Growth: The earnings for companies in the Consumer Staples industry have grown 66% per year over the last three years, and revenues for these companies have grown 25% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Which industries have driven the changes within the Brazilian Consumer Staples sector?
|Food and Staples Retail||-3.61%|
Industry PE: Investors are most optimistic about the Personal Products industry even though it's trading below its 3-year average PE ratio of 163x. This is likely because analysts are expecting annual earnings growth of 58% and investors are willing to pay a premium for that growth. Meanwhile, investors are most pessimistic about the Food industry, which is trading close to its 3-year average of 12.9x.
Forecasted Growth: Analysts are most optimistic on the Personal Products industry, expecting annual earnings growth of 58% over the next 5 years. Meanwhile, the Food industry is expected to see its earnings decline by 3.6% per year over the next few years.
Which companies have driven the market over the last 7 days?
|PCAR3 Companhia Brasileira de Distribuição||1.3%+R$78.1m||-66.7%||PE4.6x|
|SOJA3 Boa Safra Sementes||2.5%+R$44.5m||n/a||PE13.2x|
|PNVL3 Dimed Distribuidora de Medicamentos||1.5%+R$27.3m||-41.2%||PE22.8x|
|AGRO3 BrasilAgro - Companhia Brasileira de Propriedades Agrícolas||0.4%+R$10.9m||-7.4%||PE6.6x|
Boa Safra Sementes
Natura &Co Holding
Marfrig Global Foods
Dimed Distribuidora de Medicamentos
Companhia Brasileira de Distribuição