Narrative Update • May 19

In the last week, the Healthcare Services industry is flat overall, with Diagnósticos da América standing out by going down 8.3%. Unfortunately though, the industry is down 13% over the past 12 months. As for the next few years, earnings are expected to grow by 26% per annum.
Has the Brazilian Healthcare Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | R$108.3b | R$143.1b | R$679.8m | 13.8x | 159.3x | 0.8x |
| Sat, 18 Apr 2026 | R$122.2b | R$142.9b | R$1.1b | 16.2x | 108x | 0.9x |
| Mon, 16 Mar 2026 | R$111.4b | R$143.8b | R$1.9b | 17.2x | 59.8x | 0.8x |
| Wed, 11 Feb 2026 | R$127.2b | R$141.9b | R$588.8m | 17.9x | 216.1x | 0.9x |
| Fri, 09 Jan 2026 | R$125.9b | R$141.9b | R$588.8m | 17x | 213.8x | 0.9x |
| Sun, 07 Dec 2025 | R$128.4b | R$141.9b | R$588.8m | 16.3x | 218x | 0.9x |
| Tue, 04 Nov 2025 | R$134.1b | R$140.3b | R$1.4b | 12.6x | 97.6x | 1x |
| Thu, 02 Oct 2025 | R$133.8b | R$140.1b | R$1.4b | 13.4x | 97.2x | 1x |
| Sat, 30 Aug 2025 | R$129.5b | R$140.1b | R$1.4b | 12.9x | 94.1x | 0.9x |
| Mon, 28 Jul 2025 | R$111.2b | R$139.7b | R$877.7m | 12.6x | 126.7x | 0.8x |
| Wed, 25 Jun 2025 | R$119.1b | R$139.7b | R$877.7m | 11.4x | 135.7x | 0.9x |
| Fri, 23 May 2025 | R$123.6b | R$139.8b | R$871.7m | 10.8x | 141.8x | 0.9x |
| Sun, 20 Apr 2025 | R$105.2b | R$140.2b | R$562.7m | 10.9x | 186.9x | 0.8x |
| Tue, 18 Mar 2025 | R$103.9b | R$137.3b | R$3.1b | 13.9x | 33.1x | 0.8x |
| Thu, 13 Feb 2025 | R$104.4b | R$136.0b | R$2.9b | 11.7x | 36.3x | 0.8x |
| Sat, 11 Jan 2025 | R$96.1b | R$136.0b | R$2.9b | 10.5x | 33.4x | 0.7x |
| Mon, 09 Dec 2024 | R$101.7b | R$136.0b | R$2.9b | 11.6x | 35.3x | 0.7x |
| Wed, 06 Nov 2024 | R$117.2b | R$134.4b | R$2.5b | 12.7x | 46.5x | 0.9x |
| Fri, 04 Oct 2024 | R$123.3b | R$134.1b | R$2.5b | 12.7x | 49.3x | 0.9x |
| Sun, 01 Sep 2024 | R$130.8b | R$134.1b | R$2.5b | 13.2x | 52.3x | 1x |
| Tue, 30 Jul 2024 | R$120.8b | R$132.6b | R$2.3b | 13.5x | 51.8x | 0.9x |
| Thu, 27 Jun 2024 | R$112.1b | R$132.2b | R$2.4b | 12.9x | 47.7x | 0.8x |
| Sat, 25 May 2024 | R$125.2b | R$132.2b | R$2.3b | 15.6x | 53.5x | 0.9x |
| Mon, 22 Apr 2024 | R$109.5b | R$129.5b | R$1.4b | 15.8x | 78.6x | 0.8x |
| Wed, 20 Mar 2024 | R$120.9b | R$122.8b | R$806.9m | 19.4x | 149.8x | 1x |
| Fri, 16 Feb 2024 | R$119.5b | R$122.1b | R$729.3m | 23.1x | 163.9x | 1x |
| Sun, 14 Jan 2024 | R$140.1b | R$124.2b | R$902.0m | 25.4x | 155.3x | 1.1x |
| Tue, 12 Dec 2023 | R$133.0b | R$124.2b | R$902.0m | 26x | 147.4x | 1.1x |
| Thu, 09 Nov 2023 | R$129.3b | R$115.4b | R$765.5m | 23x | 168.9x | 1.1x |
| Sat, 07 Oct 2023 | R$126.6b | R$115.3b | R$753.8m | 24.6x | 168x | 1.1x |
| Mon, 04 Sep 2023 | R$141.6b | R$115.3b | R$753.8m | 26.3x | 187.8x | 1.2x |
| Wed, 02 Aug 2023 | R$164.0b | R$106.3b | R$737.3m | 30.8x | 222.5x | 1.5x |
| Fri, 30 Jun 2023 | R$148.9b | R$106.3b | R$737.3m | 29.8x | 201.9x | 1.4x |
| Sun, 28 May 2023 | R$134.8b | R$100.4b | R$671.8m | 24.8x | 200.6x | 1.3x |
200.6x
Which industries have driven the changes within the Brazilian Healthcare industry?
| BR Market | -0.69% | |
| Healthcare | -0.55% | |
| Healthcare Services | -0.23% | |
| Healthcare Facilities | 0.62% | |
| Managed Healthcare | -1.96% | |
| Healthcare Services | -2.36% | |
| Healthcare Distributors | -8.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RDOR3 Rede D'Or São Luiz | R$34.99 | 0.7% +R$527.8m | -3.6% | PE16.7x | |
| ONCO3 Oncoclínicas do Brasil Serviços Médicos | R$1.25 | 6.8% +R$89.5m | -73.7% | PS0.3x | |
| HAPV3 Hapvida Participações e Investimentos | R$13.27 | 0.08% +R$4.7m | -68.8% | PS0.2x | |
| QUAL3 Qualicorp Consultoria e Corretora de Seguros | R$1.86 | 0.5% +R$2.8m | -14.3% | PS0.4x |