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Brazilian (BOVESPA) Asset Management Industry Analysis

UpdatedApr 19, 2024
DataAggregated Company Financials
Companies9
  • 7D0.4%
  • 3M-2.0%
  • 1Y-0.8%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 2.4%, driven by Padtec Holding declining 5.7%. As for the longer term, the industry's performance has been flat for the past year.

Industry Valuation and Performance

Has the Brazilian Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Apr 2024R$1.3bR$922.6mR$66.9m6.4x19.1x1.4x
Sun, 17 Mar 2024R$973.5mR$485.6m-R$725,000.002.8x-1342.8x2x
Tue, 13 Feb 2024R$986.7mR$485.6m-R$725,000.002.9x-1361x2x
Thu, 11 Jan 2024R$1.1bR$485.8m-R$3,735,000.004.2x-291x2.2x
Sat, 09 Dec 2023R$1.0bR$485.8m-R$3,735,000.003.8x-280.2x2.2x
Mon, 06 Nov 2023R$1.1bR$489.7m-R$2,337,000.003.5x-476.9x2.3x
Wed, 04 Oct 2023R$1.2bR$489.7m-R$2,337,000.003.5x-516.1x2.5x
Fri, 01 Sep 2023R$1.2bR$489.7m-R$2,337,000.004.4x-524.3x2.5x
Sun, 30 Jul 2023R$960.9mR$381.4m-R$98,923,000.004.8x-9.7x2.5x
Tue, 27 Jun 2023R$942.1mR$381.4m-R$98,923,000.004.7x-9.5x2.5x
Thu, 25 May 2023R$940.6mR$381.9m-R$98,635,000.004.6x-9.5x2.5x
Sat, 22 Apr 2023R$920.4mR$378.9m-R$99,219,000.003x-9.3x2.4x
Mon, 20 Mar 2023R$892.9mR$356.0m-R$81,506,000.004.1x-11x2.5x
Wed, 15 Feb 2023R$886.1mR$356.0m-R$81,506,000.003.9x-10.9x2.5x
Fri, 13 Jan 2023R$866.0mR$356.3m-R$78,020,000.002.7x-11.1x2.4x
Sun, 11 Dec 2022R$875.7mR$356.3m-R$78,020,000.002x-11.2x2.5x
Tue, 08 Nov 2022R$1.4bR$512.3mR$42.2m2.9x32.2x2.7x
Thu, 06 Oct 2022R$1.3bR$512.3mR$42.2m2.6x30.1x2.5x
Sat, 03 Sep 2022R$1.3bR$900.7mR$445.5m1.5x2.9x1.4x
Mon, 01 Aug 2022R$1.4bR$2.0bR$1.2b0.5x1.2x0.7x
Wed, 29 Jun 2022R$1.5bR$2.0bR$1.2b0.6x1.3x0.7x
Fri, 27 May 2022R$1.6bR$2.0bR$1.1b0.7x1.4x0.8x
Sun, 24 Apr 2022R$1.8bR$1.5bR$907.8m1x2x1.2x
Tue, 22 Mar 2022R$1.8bR$2.0bR$1.1b0.9x1.6x0.9x
Thu, 17 Feb 2022R$1.8bR$1.5bR$695.6m0.6x2.6x1.2x
Sat, 15 Jan 2022R$1.4bR$1.6bR$751.2m0.6x1.9x0.9x
Mon, 13 Dec 2021R$1.5bR$1.6bR$758.0m0.7x2x1x
Wed, 10 Nov 2021R$1.7bR$850.7mR$188.5m3.3x9.1x2x
Fri, 08 Oct 2021R$1.7bR$847.5mR$187.3m3.2x8.8x2x
Sun, 05 Sep 2021R$2.1bR$1.1bR$192.0m11.3x10.8x1.9x
Tue, 03 Aug 2021R$2.1bR$1.1bR$192.0m10.6x10.8x1.9x
Fri, 07 May 2021R$2.3bR$752.2mR$67.1m20.5x34x3x
Price to Earnings Ratio

34x


Total Market Cap: R$2.3bTotal Earnings: R$67.1mTotal Revenue: R$752.2mTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Asset Management Industry Price to Earnings3Y Average -118.8x202220232024
Current Industry PE
  • Investors are pessimistic on the Brazilian Asset Management and Custody Banks industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 2.0x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • Total earnings for the Asset Management and Custody Banks industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 7.0% 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 Asset Management compare with similar industries?

BR Market-1.62%
Financials-2.85%
Capital Markets-5.05%
Asset Management0.41%
Investment Banking and Brokerage-1.76%
Financial Exchanges and Data-4.88%
Diversified Capital Markets-5.16%
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
BAHI3 Bahema EducaçãoR$8.913.8%
+R$8.7m		-9.1%PS0.6x
FAED11 Fundo de Investimento Imobiliário - FII Anhanguera EducacionalR$154.710.9%
+R$886.2k		9.3%n/a
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Latest News

PDTC3

R$2.30

Padtec Holding

7D

-7.3%

1Y

8.5%

Padtec Holding S.A. (BVMF:PDTC3) May Have Run Too Fast Too Soon With Recent 31% Price Plummet

Mar 28
Padtec Holding S.A. (BVMF:PDTC3) May Have Run Too Fast Too Soon With Recent 31% Price Plummet

G2DI33

R$1.91

G2D Investments

7D

-0.5%

1Y

-2.1%

BAHI3

R$8.91

Bahema Educação

7D

3.8%

1Y

-9.1%

Bahema Educação S.A. (BVMF:BAHI3) Doing What It Can To Lift Shares

Mar 19
Bahema Educação S.A. (BVMF:BAHI3) Doing What It Can To Lift Shares

PABY11

R$14.55

Fundo de Investimento Imobiliário Panamby

7D

-2.7%

1Y

22.4%

BTAL11

R$69.60

FII Btg Pactual Agro Logistica

7D

-0.3%

1Y

-22.6%

FAED11

R$154.71

Fundo de Investimento Imobiliário - FII Anhanguera Educacional

7D

0.9%

1Y

9.3%