Brazilian (BOVESPA) Asset Management Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies9
- 7D4.2%
- 3M-1.2%
- 1Y-10.4%
- YTDn/a
The Asset Management industry is up 2.4% in the last week, with GP Investments up 8.3%. During this same period, the G2D Investments underperformed, falling 6.0%. In the past year, the industry is down 9.2%.
Industry Valuation and Performance
Has the Brazilian Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | R$1.4b | R$692.1m | R$144.2m | 4x | 9.8x | 2x |
| Sun, 23 Jun 2024 | R$1.3b | R$681.0m | R$139.0m | 4x | 9.3x | 1.9x |
| Tue, 21 May 2024 | R$1.3b | R$1.0b | R$130.8m | 4.1x | 9.8x | 1.3x |
| Thu, 18 Apr 2024 | R$1.3b | R$922.6m | R$66.9m | 6x | 18.9x | 1.4x |
| Sat, 16 Mar 2024 | R$973.5m | R$485.6m | -R$725,000.00 | 2.8x | -1342.8x | 2x |
| Mon, 12 Feb 2024 | R$986.7m | R$485.6m | -R$725,000.00 | 2.9x | -1361x | 2x |
| Wed, 10 Jan 2024 | R$1.1b | R$485.8m | -R$3,735,000.00 | 4.1x | -291x | 2.2x |
| Fri, 08 Dec 2023 | R$1.0b | R$485.8m | -R$3,735,000.00 | 3.9x | -279.1x | 2.1x |
| Sun, 05 Nov 2023 | R$1.1b | R$489.7m | -R$2,337,000.00 | 3.5x | -476.9x | 2.3x |
| Tue, 03 Oct 2023 | R$1.2b | R$489.7m | -R$2,337,000.00 | 3.5x | -520.7x | 2.5x |
| Thu, 31 Aug 2023 | R$1.2b | R$489.7m | -R$2,337,000.00 | 4.3x | -513x | 2.4x |
| Sat, 29 Jul 2023 | R$960.9m | R$381.4m | -R$98,923,000.00 | 4.8x | -9.7x | 2.5x |
| Mon, 26 Jun 2023 | R$938.9m | R$381.4m | -R$98,923,000.00 | 4.7x | -9.5x | 2.5x |
| Wed, 24 May 2023 | R$940.6m | R$381.9m | -R$98,635,000.00 | 4.6x | -9.5x | 2.5x |
| Fri, 21 Apr 2023 | R$920.4m | R$378.9m | -R$99,219,000.00 | 3x | -9.3x | 2.4x |
| Sun, 19 Mar 2023 | R$789.4m | R$356.0m | -R$81,506,000.00 | 4.1x | -9.7x | 2.2x |
| Tue, 14 Feb 2023 | R$900.7m | R$356.0m | -R$81,506,000.00 | 3.4x | -11.1x | 2.5x |
| Thu, 12 Jan 2023 | R$872.0m | R$356.3m | -R$78,020,000.00 | 2.7x | -11.2x | 2.4x |
| Sat, 10 Dec 2022 | R$875.7m | R$356.3m | -R$78,020,000.00 | 2x | -11.2x | 2.5x |
| Mon, 07 Nov 2022 | R$1.3b | R$512.3m | R$42.2m | 2.8x | 31.8x | 2.6x |
| Wed, 05 Oct 2022 | R$1.3b | R$512.3m | R$42.2m | 2.7x | 30.3x | 2.5x |
| Fri, 02 Sep 2022 | R$1.3b | R$900.7m | R$445.5m | 1.5x | 2.8x | 1.4x |
| Sun, 31 Jul 2022 | R$1.4b | R$2.0b | R$1.2b | 0.5x | 1.2x | 0.7x |
| Tue, 28 Jun 2022 | R$1.5b | R$2.0b | R$1.2b | 0.6x | 1.3x | 0.7x |
| Thu, 26 May 2022 | R$1.6b | R$2.0b | R$1.1b | 0.7x | 1.4x | 0.8x |
| Sat, 23 Apr 2022 | R$1.8b | R$1.5b | R$907.8m | 1x | 2x | 1.2x |
| Mon, 21 Mar 2022 | R$1.8b | R$2.0b | R$1.1b | 0.8x | 1.6x | 0.9x |
| Wed, 16 Feb 2022 | R$1.8b | R$1.5b | R$699.9m | 0.6x | 2.6x | 1.2x |
| Fri, 14 Jan 2022 | R$1.4b | R$1.6b | R$745.7m | 0.6x | 1.9x | 0.9x |
| Sun, 12 Dec 2021 | R$1.5b | R$1.6b | R$758.0m | 0.7x | 2x | 1x |
| Tue, 09 Nov 2021 | R$1.7b | R$850.7m | R$188.5m | 3.3x | 9.1x | 2x |
| Thu, 07 Oct 2021 | R$1.7b | R$847.6m | R$187.3m | 3.1x | 8.8x | 2x |
| Sat, 04 Sep 2021 | R$2.1b | R$1.1b | R$192.0m | 11.3x | 10.8x | 1.9x |
| Mon, 02 Aug 2021 | R$2.1b | R$1.1b | R$192.0m | 10.5x | 10.9x | 1.9x |
Price to Earnings Ratio
10.9x
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 industry is trading at a PE ratio of 9.6x which is higher than its 3-year average PE of -119x.
- The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have declined 9.1% per year over the last three years,
- Revenues have also declined 14% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does Brazilian Asset Management compare with similar industries?
| BR Market | -1.37% | |
| Financials | -1.09% | |
| Capital Markets | 0.04% | |
| Asset Management | 4.21% | |
| Investment Banking and Brokerage | 12.18% | |
| Diversified Capital Markets | 0.98% | |
| Financial Exchanges and Data | -2.40% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GPIV33 GP Investments | R$3.65 | 13.4% +R$62.8m | -1.4% | PE3.8x | |
| BAHI3 Bahema Educação | R$6.53 | 3.5% +R$5.8m | -27.0% | PS0.5x | |
| CARE11 Brazilian Graveyard Death Care Services Fundo Investimento Imobiliario - Fii | R$1.79 | 6.5% +R$3.9m | -7.7% | n/a | |
| BTAL11 FII Btg Pactual Agro Logistica | R$78.16 | 0.5% +R$2.2m | -14.8% | n/a | |
| FAED11 Fundo de Investimento Imobiliário - FII Anhanguera Educacional | R$153.70 | 0.1% +R$138.5k | -13.6% | n/a |