Narrative Update • Jun 13

Over the last 7 days, the Drug Retail industry has risen 1.3%, driven by gains from every company within the industry. In the last 12 months, the industry was up 29%. As for the next few years, earnings are expected to grow by 20% per annum.
Has the Brazilian Drug Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | R$35.4b | R$69.4b | R$1.8b | 13.9x | 20x | 0.5x |
| Thu, 14 May 2026 | R$39.3b | R$69.4b | R$1.8b | 13.6x | 22.3x | 0.6x |
| Sat, 11 Apr 2026 | R$48.0b | R$67.3b | R$1.7b | 19x | 28.3x | 0.7x |
| Mon, 09 Mar 2026 | R$48.1b | R$66.4b | R$1.5b | 26x | 31.6x | 0.7x |
| Wed, 04 Feb 2026 | R$50.9b | R$64.4b | R$1.6b | 27.7x | 32.6x | 0.8x |
| Fri, 02 Jan 2026 | R$47.1b | R$64.4b | R$1.6b | 25.8x | 30.1x | 0.7x |
| Sun, 30 Nov 2025 | R$46.8b | R$64.4b | R$1.6b | 24.6x | 30x | 0.7x |
| Tue, 28 Oct 2025 | R$37.7b | R$62.2b | R$1.4b | 19.9x | 26.6x | 0.6x |
| Thu, 25 Sep 2025 | R$35.3b | R$62.2b | R$1.4b | 19.3x | 24.9x | 0.6x |
| Sat, 23 Aug 2025 | R$36.0b | R$62.2b | R$1.4b | 19.5x | 25.4x | 0.6x |
| Mon, 21 Jul 2025 | R$26.9b | R$60.2b | R$1.3b | 16.8x | 20.1x | 0.4x |
| Wed, 18 Jun 2025 | R$27.8b | R$60.2b | R$1.3b | 16.7x | 20.8x | 0.5x |
| Fri, 16 May 2025 | R$29.7b | R$60.1b | R$1.3b | 18x | 22.2x | 0.5x |
| Sun, 13 Apr 2025 | R$40.2b | R$58.6b | R$1.3b | 21.4x | 30.2x | 0.7x |
| Tue, 11 Mar 2025 | R$33.8b | R$57.8b | R$1.5b | 11.4x | 22.7x | 0.6x |
| Thu, 06 Feb 2025 | R$37.7b | R$56.7b | R$1.4b | 11.4x | 26.8x | 0.7x |
| Sat, 04 Jan 2025 | R$40.7b | R$56.7b | R$1.4b | 11.5x | 28.9x | 0.7x |
| Mon, 02 Dec 2024 | R$44.9b | R$56.7b | R$1.4b | 12.9x | 31.9x | 0.8x |
| Wed, 30 Oct 2024 | R$45.4b | R$54.8b | R$1.3b | 16.9x | 36.2x | 0.8x |
| Fri, 27 Sep 2024 | R$48.4b | R$54.8b | R$1.3b | 16.1x | 38.6x | 0.9x |
| Sun, 25 Aug 2024 | R$51.7b | R$54.8b | R$1.3b | 18.9x | 41.3x | 0.9x |
| Tue, 23 Jul 2024 | R$48.3b | R$53.1b | R$1.2b | 29.7x | 39.9x | 0.9x |
| Thu, 20 Jun 2024 | R$45.6b | R$53.1b | R$1.2b | 27.6x | 37.7x | 0.9x |
| Sat, 18 May 2024 | R$50.8b | R$53.1b | R$1.2b | 20.2x | 40.7x | 1x |
| Mon, 15 Apr 2024 | R$48.8b | R$51.4b | R$1.2b | 30.9x | 41.7x | 1x |
| Wed, 13 Mar 2024 | R$49.2b | R$51.2b | R$1.2b | 31.8x | 42.2x | 1x |
| Fri, 09 Feb 2024 | R$47.0b | R$49.8b | R$1.1b | 20.4x | 44.4x | 0.9x |
| Sun, 07 Jan 2024 | R$54.7b | R$49.8b | R$1.1b | 22x | 51.7x | 1.1x |
| Tue, 05 Dec 2023 | R$52.0b | R$49.8b | R$1.1b | 20.5x | 49.1x | 1x |
| Thu, 02 Nov 2023 | R$47.4b | R$49.3b | R$997.0m | 19.1x | 47.5x | 1x |
| Sat, 30 Sep 2023 | R$50.3b | R$48.1b | R$948.8m | 21.1x | 53x | 1x |
| Mon, 28 Aug 2023 | R$50.3b | R$48.1b | R$948.8m | 22.8x | 53x | 1x |
| Wed, 26 Jul 2023 | R$53.0b | R$46.0b | R$1.1b | 23.3x | 49.9x | 1.2x |
| Fri, 23 Jun 2023 | R$53.4b | R$46.0b | R$1.1b | 21.8x | 50.3x | 1.2x |
50.3x
How does Brazilian Drug Retail compare with similar industries?
| BR Market | 1.46% | |
| Consumer Staples | 1.14% | |
| Food and Staples Retail | -1.63% | |
| Drug Retail | 0.29% | |
| Big Box Super Stores | -4.67% | |
| Food Retail | -7.74% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| PNVL3 Dimed Distribuidora de Medicamentos | R$11.10 | 3.2% +R$50.7m | 33.3% | PE12.5x |