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Brazilian (BOVESPA) Asset Management Industry Analysis
UpdatedApr 19, 2025
DataAggregated Company Financials
Companies10
- 7D1.5%
- 3M-1.5%
- 1Y-12.2%
- YTDn/a
In the last week, the Asset Management industry is up 1.5%, with FII Btg Pactual Agro Logistica up 4.0%. However, the industry is down 12% over the past year.
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 |
|---|---|---|---|---|---|---|
| Sun, 20 Apr 2025 | R$747.3m | R$372.8m | -R$60,702,000.00 | 4.2x | -12.3x | 2x |
| Tue, 18 Mar 2025 | R$1.2b | R$985.9m | R$340.6m | 308.2x | 3.6x | 1.3x |
| Thu, 13 Feb 2025 | R$1.2b | R$993.9m | R$344.9m | 360.4x | 3.5x | 1.2x |
| Sat, 11 Jan 2025 | R$1.3b | R$1.0b | R$364.8m | 3.8x | 3.6x | 1.3x |
| Mon, 09 Dec 2024 | R$1.3b | R$2.9b | R$1.5b | 2.1x | 0.8x | 0.4x |
| Wed, 06 Nov 2024 | R$1.3b | R$547.5m | R$162.5m | 3.4x | 7.8x | 2.3x |
| Fri, 04 Oct 2024 | R$1.4b | R$556.7m | R$165.5m | 4.1x | 8.6x | 2.6x |
| Sun, 01 Sep 2024 | R$1.4b | R$561.9m | R$170.3m | 3.9x | 8.5x | 2.6x |
| Tue, 30 Jul 2024 | R$1.4b | R$690.8m | R$143.6m | 4x | 9.4x | 2x |
| Thu, 27 Jun 2024 | R$1.3b | R$685.1m | R$140.9m | 4x | 9.2x | 1.9x |
| Sat, 25 May 2024 | R$1.1b | R$666.4m | R$132.2m | 3.3x | 8.5x | 1.7x |
| Mon, 22 Apr 2024 | R$1.3b | R$922.6m | R$66.9m | 6.5x | 19.1x | 1.4x |
| Wed, 20 Mar 2024 | R$1.0b | R$485.6m | -R$725,000.00 | 2.8x | -1401.4x | 2.1x |
| Fri, 16 Feb 2024 | R$976.1m | R$485.6m | -R$725,000.00 | 2.8x | -1346.4x | 2x |
| Sun, 14 Jan 2024 | R$1.1b | R$485.8m | -R$3,735,000.00 | 4.3x | -298.7x | 2.3x |
| Tue, 12 Dec 2023 | R$1.0b | R$485.8m | -R$3,735,000.00 | 3.8x | -277.7x | 2.1x |
| Thu, 09 Nov 2023 | R$1.1b | R$489.7m | -R$2,337,000.00 | 3.6x | -478.2x | 2.3x |
| Sat, 07 Oct 2023 | R$1.2b | R$489.7m | -R$2,337,000.00 | 3.6x | -507.8x | 2.4x |
| Mon, 04 Sep 2023 | R$1.2b | R$489.7m | -R$2,337,000.00 | 4.3x | -528.8x | 2.5x |
| Wed, 02 Aug 2023 | R$983.7m | R$381.4m | -R$98,923,000.00 | 4.8x | -9.9x | 2.6x |
| Fri, 30 Jun 2023 | R$949.8m | R$381.4m | -R$98,923,000.00 | 4.7x | -9.6x | 2.5x |
| Sun, 28 May 2023 | R$927.3m | R$381.9m | -R$98,635,000.00 | 4.6x | -9.4x | 2.4x |
| Tue, 25 Apr 2023 | R$916.2m | R$378.9m | -R$99,219,000.00 | 3x | -9.2x | 2.4x |
| Thu, 23 Mar 2023 | R$872.8m | R$356.0m | -R$81,506,000.00 | 4.1x | -10.7x | 2.5x |
| Sat, 18 Feb 2023 | R$888.1m | R$356.0m | -R$81,506,000.00 | 4.4x | -10.9x | 2.5x |
| Mon, 16 Jan 2023 | R$866.0m | R$356.3m | -R$78,020,000.00 | 2.7x | -11.1x | 2.4x |
| Wed, 14 Dec 2022 | R$860.0m | R$356.3m | -R$78,020,000.00 | 2x | -11x | 2.4x |
| Fri, 11 Nov 2022 | R$1.3b | R$512.3m | R$42.2m | 2.7x | 30.8x | 2.5x |
| Sun, 09 Oct 2022 | R$1.3b | R$512.3m | R$42.2m | 2.7x | 31.5x | 2.6x |
| Tue, 06 Sep 2022 | R$1.3b | R$900.7m | R$445.5m | 1.5x | 2.9x | 1.4x |
| Thu, 04 Aug 2022 | R$1.4b | R$2.1b | R$1.2b | 0.5x | 1.2x | 0.7x |
| Sat, 02 Jul 2022 | R$1.5b | R$2.1b | R$1.2b | 0.6x | 1.3x | 0.7x |
| Mon, 30 May 2022 | R$1.7b | R$2.0b | R$1.1b | 0.7x | 1.5x | 0.9x |
| Wed, 27 Apr 2022 | R$1.8b | R$1.5b | R$929.8m | 1x | 1.9x | 1.2x |
Price to Earnings Ratio
1.9x
Current Industry PE
- Investors are relatively neutral on the Brazilian Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
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.
- Revenues have also declined 37% per year, which is driving profits down.
Industry Comparison
How does Brazilian Asset Management compare with similar industries?
| BR Market | 1.53% | |
| Financials | 2.04% | |
| Capital Markets | 3.03% | |
| Asset Management | 1.48% | |
| Diversified Capital Markets | 3.46% | |
| Financial Exchanges and Data | 1.98% | |
| Investment Banking and Brokerage | -5.26% | |
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 | |
|---|---|---|---|---|---|
| BTAL11 FII Btg Pactual Agro Logistica | R$76.00 | 4.0% +R$17.4m | 9.7% | n/a | |
| CARE11 Brazilian Graveyard Death Care Services Fundo Investimento Imobiliario - Fii | R$1.35 | 3.8% +R$1.8m | -31.5% | n/a | |
| FAED11 Fundo de Investimento Imobiliário - FII Anhanguera Educacional | R$134.95 | 1.5% +R$1.4m | -12.4% | n/a | |
| GPIV33 GP Investments | R$3.90 | 0.3% +R$1.3m | 1.3% | PB0.4x | |
| G2DI33 G2D Investments | R$1.55 | 0.6% +R$1.2m | -19.3% | PB0.2x |