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Brazilian (BOVESPA) Healthcare Sector Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies16
  • 7D3.5%
  • 3M-5.1%
  • 1Y-8.3%
  • YTD-9.0%

The Healthcare industry is up 3.5% in the last week, with Rede D'Or São Luiz up 4.2%. In the past year, the industry is down 8.3%. As for the next few years, earnings are expected to grow by 26% per annum.

Sector Valuation and Performance

Has the Brazilian Healthcare Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 15 Jun 2026R$155.8bR$155.3bR$2.9b13x53.1x1x
Wed, 13 May 2026R$132.9bR$156.9bR$3.2b11.9x41x0.8x
Fri, 10 Apr 2026R$144.1bR$154.2bR$3.7b13.4x39.3x0.9x
Sun, 08 Mar 2026R$136.4bR$153.7bR$2.1b13.8x65.2x0.9x
Tue, 03 Feb 2026R$148.7bR$152.1bR$1.8b13.4x80.6x1x
Thu, 01 Jan 2026R$144.5bR$152.1bR$1.8b12.1x78.3x0.9x
Sat, 29 Nov 2025R$154.7bR$152.1bR$1.9b12.8x83.2x1x
Mon, 27 Oct 2025R$151.4bR$149.9bR$2.5b11.5x60.7x1x
Wed, 24 Sep 2025R$155.4bR$149.9bR$2.5b12x62.2x1x
Fri, 22 Aug 2025R$142.0bR$144.3bR$2.5b12x56.6x1x
Sun, 20 Jul 2025R$131.7bR$149.5bR$2.0b11x64.6x0.9x
Tue, 17 Jun 2025R$142.9bR$149.5bR$2.0b10.9x70.1x1x
Thu, 15 May 2025R$138.4bR$149.5bR$2.1b10.8x66.7x0.9x
Sat, 12 Apr 2025R$119.8bR$150.7bR$2.2b10.5x54x0.8x
Mon, 10 Mar 2025R$118.2bR$146.8bR$4.7b11.1x25.2x0.8x
Wed, 05 Feb 2025R$118.0bR$146.7bR$4.7b11.4x25.3x0.8x
Fri, 03 Jan 2025R$110.2bR$146.7bR$4.7b10.8x23.6x0.8x
Sun, 01 Dec 2024R$119.4bR$146.7bR$4.7b11.7x25.6x0.8x
Tue, 29 Oct 2024R$138.6bR$144.9bR$4.4b11.3x31.5x1x
Thu, 26 Sep 2024R$149.1bR$144.9bR$4.4b11.3x33.9x1x
Sat, 24 Aug 2024R$160.9bR$144.9bR$4.4b12x36.6x1.1x
Mon, 22 Jul 2024R$142.2bR$143.3bR$4.2b11.6x34.1x1x
Wed, 19 Jun 2024R$133.6bR$142.9bR$4.2b11.3x31.9x0.9x
Fri, 17 May 2024R$153.4bR$142.8bR$4.2b12.1x36.3x1.1x
Sun, 14 Apr 2024R$137.1bR$140.0bR$3.2b12.1x43.2x1x
Tue, 12 Mar 2024R$144.9bR$133.5bR$2.8b14.7x52.5x1.1x
Thu, 08 Feb 2024R$151.0bR$132.9bR$2.7b18.2x55.7x1.1x
Sat, 06 Jan 2024R$160.9bR$135.0bR$2.9b20.2x55.8x1.2x
Mon, 04 Dec 2023R$162.7bR$135.0bR$2.9b20.2x56.4x1.2x
Wed, 01 Nov 2023R$138.3bR$126.2bR$2.8b17.5x49.8x1.1x
Fri, 29 Sep 2023R$160.4bR$126.1bR$2.7b19x58.4x1.3x
Sun, 27 Aug 2023R$177.8bR$126.1bR$2.7b20.3x64.7x1.4x
Tue, 25 Jul 2023R$193.4bR$116.7bR$2.8b16.5x68.6x1.7x
Thu, 22 Jun 2023R$184.4bR$116.7bR$2.8b16.5x65.1x1.6x
Price to Earnings Ratio

65.1x


Total Market Cap: R$184.4bTotal Earnings: R$2.8bTotal Revenue: R$116.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Healthcare Sector Price to Earnings3Y Average 51.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Brazilian Healthcare 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 PE ratio of 51.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 10.0% 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 and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Brazilian Healthcare sector?

BR Market1.46%
Healthcare3.55%
Healthcare Services3.87%
Pharma2.01%
Biotech-1.09%
Medical Equipment-4.76%
Industry PE
  • Investors are most optimistic about the Healthcare Services industry which is trading above its 3-year average PE ratio of 117x.
    • Analysts are expecting annual earnings growth of 27.3%, which is higher than its past year's earnings growth of 0.5% per year.
  • Investors are most pessimistic about the Pharma industry, which is trading below its 3-year average of 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare Services industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 0.5% per year.
  • In contrast, the Biotech industry is expected to see its earnings grow by 10% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
RDOR3 Rede D'Or São LuizR$34.084.2%
+R$3.0b		-4.1%PE16.2x
SAUD3 BradsaúdeR$13.154.6%
+R$1.7b		17.1%PE68x
HYPE3 HyperaR$21.494.2%
+R$612.0m		-24.4%PE9x
FLRY3 FleuryR$15.183.9%
+R$309.9m		14.7%PE13x
HAPV3 Hapvida Participações e InvestimentosR$11.404.7%
+R$242.3m		-70.9%PS0.2x

Latest News

SAUD3
R$13.15
Bradsaúde
7D
4.6%
1Y
17.1%
Narrative Update • Jun 06

SAUD3: Index Inclusion And Revised Assumptions Will Support Positive Repricing

Analysts have adjusted their price target for Bradsaúde from R$15.12 to R$15.71, reflecting updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News Board meeting for Bradsaúde parent company Odontoprev S.A. scheduled for May 4, 2026, at 12:00 Coordinated Universal Time to consider approval of the company’s first quarter 2026 results.
BLAU3
R$9.92
Blau Farmacêutica
7D
-1.5%
1Y
-7.8%
Narrative Update • Jun 05

BLAU3: Upcoming Board Review Of 2025 Results Will Support A More Optimistic Outlook

Analysts have trimmed their price target for Blau Farmacêutica to R$16.99 from R$17.51, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What's in the News Board meeting scheduled for Mar 17, 2026, at 13:00 UTC to review and deliberate on the financial statements and explanatory notes for the fiscal year ended Dec 31, 2025.
HAPV3
R$11.40
Hapvida Participações e Investimentos
7D
4.7%
1Y
-70.9%
Narrative Update • Jun 04

HAPV3: Contract Repricing And Margin Recovery Will Support Bullish Reset

Analysts have slightly reduced the fair value estimate for Hapvida Participações e Investimentos to about R$18.82 from R$19.00. This reflects updated assumptions for discount rates, growth, margins, and future P/E in light of mixed recent ratings changes and expectations around contract repricing.
FLRY3
R$15.18
Fleury
7D
3.9%
1Y
14.7%
Narrative Update • Jun 04

FLRY3: Special Meeting Will Clarify Fairly Balanced Return And Margin Outlook

Analysts have nudged their price target on Fleury slightly higher, with fair value moving from about R$14.40 to roughly R$14.52 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What's in the News Fleury S.A. has scheduled a Special and Extraordinary Shareholders Meeting for Apr 13, 2026, to be held exclusively in Brazil, according to the company’s event announcement.
AALR3
R$3.30
Alliança Saúde e Participações
7D
10.0%
1Y
-34.0%
RDOR3
R$34.08
Rede D'Or São Luiz
7D
4.2%
1Y
-4.1%
Narrative Update • Jun 01

RDOR3: Equity Interest Distribution Will Support Repricing After Sustainability Index Exit

Analysts have trimmed their price target on Rede D'Or São Luiz to R$48.75 from R$49.71, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Rede D'Or São Luiz was removed from the Brazil Corporate Sustainability Index, signaling a change in how the stock is classified for investors focused on sustainability indices.
DASA3
R$2.82
Diagnósticos da América
7D
6.0%
1Y
89.3%
OFSA3
R$29.35
Ouro Fino Saúde Animal Participações
7D
3.7%
1Y
17.4%
HYPE3
R$21.49
Hypera
7D
4.2%
1Y
-24.4%
Analysis Article • May 07

Hypera's (BVMF:HYPE3) Solid Profits Have Weak Fundamentals

Hypera S.A.'s ( BVMF:HYPE3 ) robust earnings report didn't manage to move the market for its stock. We did some...