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Brazilian (BOVESPA) Asset Management Industry Analysis

UpdatedApr 13, 2024
DataAggregated Company Financials
  • 7D-2.4%
  • 3M-6.1%
  • 1Y-2.5%
  • YTDn/a

Over the last 7 days, the Asset Management industry has dropped 2.4%, driven by a pullback from Bahema Educação of 7.8%. 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
Sun, 14 Apr 2024R$1.3bR$922.5m-R$7,588,000.006.4x-166.9x1.4x
Tue, 12 Mar 2024R$963.2mR$485.6m-R$725,000.002.8x-1328.6x2x
Thu, 08 Feb 2024R$1.0bR$485.8m-R$3,735,000.003.4x-271.6x2.1x
Sat, 06 Jan 2024R$1.1bR$485.8m-R$3,735,000.004.2x-293.3x2.3x
Mon, 04 Dec 2023R$1.0bR$485.8m-R$3,735,000.003.8x-278.5x2.1x
Wed, 01 Nov 2023R$1.1bR$489.7m-R$2,337,000.003.6x-475.9x2.3x
Fri, 29 Sep 2023R$1.2bR$489.7m-R$2,337,000.003.6x-518.3x2.5x
Sun, 27 Aug 2023R$1.2bR$489.7m-R$2,337,000.004.4x-516.6x2.5x
Tue, 25 Jul 2023R$1.0bR$381.4m-R$98,923,000.004.8x-10.3x2.7x
Thu, 22 Jun 2023R$936.8mR$381.4m-R$98,923,000.004.7x-9.5x2.5x
Sat, 20 May 2023R$947.6mR$381.9m-R$98,635,000.004.6x-9.6x2.5x
Mon, 17 Apr 2023R$936.8mR$378.9m-R$99,219,000.005x-9.4x2.5x
Wed, 15 Mar 2023R$799.2mR$356.0m-R$81,506,000.004.1x-9.8x2.2x
Fri, 10 Feb 2023R$873.4mR$356.3m-R$78,020,000.002.7x-11.2x2.5x
Sun, 08 Jan 2023R$868.5mR$356.3m-R$78,020,000.002.7x-11.1x2.4x
Tue, 06 Dec 2022R$910.9mR$356.3m-R$80,717,000.002x-11.3x2.6x
Thu, 03 Nov 2022R$1.4bR$512.3mR$42.2m3x32.9x2.7x
Sat, 01 Oct 2022R$1.2bR$512.3mR$42.2m2.6x29.2x2.4x
Mon, 29 Aug 2022R$1.2bR$880.5mR$432.9m0.7x2.8x1.4x
Wed, 27 Jul 2022R$1.4bR$2.1bR$1.2b0.5x1.2x0.7x
Fri, 24 Jun 2022R$1.5bR$2.0bR$1.2b0.6x1.3x0.8x
Sun, 22 May 2022R$1.6bR$1.5bR$919.1m0.9x1.8x1.1x
Tue, 19 Apr 2022R$1.9bR$1.5bR$899.5m1.1x2.1x1.3x
Thu, 17 Mar 2022R$1.8bR$1.5bR$689.9m0.6x2.6x1.2x
Sat, 12 Feb 2022R$1.8bR$1.5bR$700.8m0.6x2.5x1.2x
Mon, 10 Jan 2022R$1.4bR$1.6bR$765.2m0.6x1.9x0.9x
Wed, 08 Dec 2021R$1.5bR$1.6bR$770.7m0.7x2x0.9x
Fri, 05 Nov 2021R$1.7bR$856.2mR$190.5m3.4x9x2x
Sun, 03 Oct 2021R$1.7bR$831.4mR$181.4m3.3x9.1x2x
Tue, 31 Aug 2021R$2.0bR$1.1bR$192.0m11.3x10.7x1.9x
Wed, 07 Jul 2021R$2.1bR$1.1bR$192.0m11.9x11.1x1.9x
Price to Earnings Ratio


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 -118.7x202220232024
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-1.03%
Capital Markets-2.92%
Asset Management-2.37%
Financial Exchanges and Data-2.41%
Diversified Capital Markets-3.11%
Investment Banking and Brokerage-3.76%
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
BTAL11 FII Btg Pactual Agro LogisticaR$70.140.2%
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