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Brazilian (BOVESPA) Healthcare Sector Analysis

UpdatedAug 30, 2026
DataAggregated Company Financials
Companies14
  • 7D2.0%
  • 3M0.8%
  • 1Y-12.0%
  • YTD-5.5%

In the last week, the Healthcare industry is up 2.0%, with Rede D'Or São Luiz up 3.5%. However, the industry is down 12% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 30 Aug 2026R$157.5bR$158.9bR$8.2b10.3x19.3x1x
Tue, 28 Jul 2026R$158.5bR$155.3bR$2.9b11.7x54.9x1x
Thu, 25 Jun 2026R$156.9bR$155.3bR$2.9b13x54.4x1x
Sat, 23 May 2026R$157.5bR$154.4bR$2.4b13.4x65.8x1x
Mon, 20 Apr 2026R$142.6bR$154.0bR$2.9b13.6x49.9x0.9x
Wed, 18 Mar 2026R$131.7bR$154.1bR$3.2b13.2x41.2x0.9x
Fri, 13 Feb 2026R$147.1bR$152.1bR$1.8b13.5x79.7x1x
Sun, 11 Jan 2026R$145.3bR$152.1bR$1.8b12.3x78.7x1x
Tue, 09 Dec 2025R$149.5bR$152.1bR$1.8b12.1x81x1x
Thu, 06 Nov 2025R$153.2bR$150.5bR$2.6b10.9x59.5x1x
Sat, 04 Oct 2025R$153.4bR$149.9bR$2.5b11.6x61.4x1x
Mon, 01 Sep 2025R$150.5bR$149.9bR$2.5b12x60.3x1x
Wed, 30 Jul 2025R$132.0bR$149.5bR$2.0b11.6x64.7x0.9x
Fri, 27 Jun 2025R$140.7bR$149.5bR$2.0b11.2x69x0.9x
Sun, 25 May 2025R$146.0bR$149.6bR$2.0b10.6x71.6x1x
Tue, 22 Apr 2025R$122.6bR$150.7bR$2.2b10.4x55.5x0.8x
Thu, 20 Mar 2025R$121.6bR$148.9bR$5.0b11.3x24.5x0.8x
Sat, 15 Feb 2025R$118.3bR$146.7bR$4.7b11.6x25.4x0.8x
Mon, 13 Jan 2025R$110.7bR$146.7bR$4.7b10.5x23.7x0.8x
Wed, 11 Dec 2024R$117.0bR$146.7bR$4.7b11.8x25.1x0.8x
Fri, 08 Nov 2024R$136.6bR$144.7bR$4.4b12.4x31.1x0.9x
Sun, 06 Oct 2024R$145.9bR$144.9bR$4.4b11x33.1x1x
Tue, 03 Sep 2024R$153.0bR$144.9bR$4.4b11.5x34.8x1.1x
Thu, 01 Aug 2024R$140.6bR$143.3bR$4.2b11.4x33.8x1x
Sat, 29 Jun 2024R$137.9bR$142.9bR$4.2b11.4x33x1x
Mon, 27 May 2024R$148.3bR$142.9bR$4.2b11.7x35.5x1x
Wed, 24 Apr 2024R$133.8bR$140.0bR$3.2b11.6x42.2x1x
Fri, 22 Mar 2024R$151.1bR$133.3bR$2.6b15.3x58.8x1.1x
Sun, 18 Feb 2024R$145.3bR$132.9bR$2.7b15.7x53.6x1.1x
Tue, 16 Jan 2024R$166.5bR$135.0bR$2.9b19.9x57.8x1.2x
Thu, 14 Dec 2023R$160.7bR$135.0bR$2.9b20.5x55.7x1.2x
Sat, 11 Nov 2023R$153.2bR$133.7bR$2.6b22.3x57.8x1.1x
Mon, 09 Oct 2023R$153.4bR$126.1bR$2.7b18.3x55.8x1.2x
Wed, 06 Sep 2023R$170.5bR$126.1bR$2.7b20x62x1.4x
Price to Earnings Ratio

62x


Total Market Cap: R$170.5bTotal Earnings: R$2.7bTotal Revenue: R$126.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Healthcare Sector Price to Earnings3Y Average 50x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Healthcare 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 19.3x which is lower than its 3-year average PE of 50.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have grown 44% per year over the last three years.
  • Revenues for these companies have grown 8.0% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

BR Market2.27%
Healthcare1.99%
Healthcare Services2.19%
Pharma0.79%
Biotech-0.11%
Medical Equipment-6.31%
Industry PE
  • Investors are most optimistic about the Healthcare Services industry even though it's trading below its 3-year average PE ratio of 113x.
    • Analysts are expecting annual earnings growth of 21.6%, which is lower than the prior year's growth of 24.1% per year.
  • Investors are most pessimistic about the Pharma industry, which is trading below its 3-year average of 12.9x.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare Services industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Pharma industry is expected to see its earnings grow by 15% 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$35.443.5%
+R$2.6b		-10.0%PE16x
SAUD3 BradsaúdeR$14.030.8%
+R$321.6m		6.6%PE38.9x
HYPE3 HyperaR$21.360.9%
+R$133.8m		-12.5%PE8.6x
FLRY3 FleuryR$18.871.0%
+R$103.3m		26.7%PE14.6x
ONCO3 Oncoclínicas do Brasil Serviços MédicosR$1.247.8%
+R$101.0m		-54.1%PS0.3x

Latest News

RDOR3
R$35.44
Rede D'Or São Luiz
7D
3.5%
1Y
-10.0%
Narrative Update • Aug 25

RDOR3: Higher P/E Assumptions Will Support Resilient Profitability Outlook

Analysts have raised their price target on Rede D'Or São Luiz from R$55.50 to R$58.00 as they update their assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Rede D'Or São Luiz Analysts updated their valuation models for Rede D'Or São Luiz, which included new assumptions for revenue trends, profit margins and P/E expectations, and this resulted in a revised price target of R$58.00.
DASA3
R$2.50
Diagnósticos da América
7D
-3.1%
1Y
88.0%
Narrative Update • Aug 22

DASA3: Remote Shareholder Meeting Will Support Re Rated P/E Multiple

Analysts have trimmed their price target for Diagnósticos da América to R$3.78 from R$4.16, citing model updates that reflect adjusted discount rates, revised assumptions for revenue growth and profit margins, and a lower future P/E. What’s in the News for Diagnósticos da América Diagnósticos da América has scheduled a Special and Extraordinary Shareholders Meeting for 23 August 2026.
BIOM3
R$6.34
Biomm
7D
-3.9%
1Y
-3.5%
BLAU3
R$9.10
Blau Farmacêutica
7D
1.6%
1Y
-8.5%
SAUD3
R$14.03
Bradsaúde
7D
0.8%
1Y
6.6%
Narrative Update • Aug 18

SAUD3: Board Decision On Interest On Equity Will Shape Shareholder Returns

Analysts have lifted their price target for Bradsaúde from R$11.00 to R$13.58, citing updated assumptions that combine a higher implied revenue growth outlook with a lower projected profit margin and a slightly adjusted forward P/E multiple. What’s in the News for Bradsaúde Bradsaúde scheduled a board meeting for Jun 25, 2026, to review and approve the payment of interest on equity.
HAPV3
R$6.49
Hapvida Participações e Investimentos
7D
-0.8%
1Y
-84.4%
Narrative Update • Aug 18

HAPV3: Higher Required Return Will Support Improved Margin Outlook

Analysts have raised their fair value estimate for Hapvida Participações e Investimentos from R$10.00 to R$11.00, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the main drivers of the new price target. What’s in the News for Hapvida Participações e Investimentos No recent company specific news for Hapvida Participações e Investimentos is available from the listed primary or secondary sources as of 17 Aug 2026.
ONCO3
R$1.24
Oncoclínicas do Brasil Serviços Médicos
7D
7.8%
1Y
-54.1%
QUAL3
R$1.54
Qualicorp Consultoria e Corretora de Seguros
7D
-4.3%
1Y
-17.6%
Narrative Update • Aug 14

QUAL3: Higher Required Return Will Support Future Upside Potential

Analysts have lowered their price target for Qualicorp Consultoria e Corretora de Seguros to R$2.57 from R$2.94, reflecting updated assumptions for higher discount rates, adjusted revenue growth expectations, slightly different profit margins, and a revised future P/E estimate. What’s in the News for Qualicorp Consultoria e Corretora de Seguros There are currently no recent news stories disclosed for Qualicorp Consultoria e Corretora de Seguros in the provided sources.
FLRY3
R$18.87
Fleury
7D
1.0%
1Y
26.7%
AALR3
R$3.15
Alliança Saúde e Participações
7D
4.7%
1Y
-50.2%
OFSA3
R$25.25
Ouro Fino Saúde Animal Participações
7D
-0.4%
1Y
17.2%
HYPE3
R$21.36
Hypera
7D
0.9%
1Y
-12.5%
PFRM3
R$7.50
Profarma Distribuidora de Produtos Farmacêuticos
7D
5.9%
1Y
-15.3%
Analysis Article • Aug 06

Profarma Distribuidora de Produtos Farmacêuticos (BVMF:PFRM3) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Unsurprisingly, Profarma Distribuidora de Produtos Farmacêuticos S.A.'s ( BVMF:PFRM3 ) stock price was strong on the...