Analyst Estimates: Here's What Brokers Think Of Rede D'Or São Luiz S.A. (BVMF:RDOR3) After Its Second-Quarter Report
Aug 10
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Brazilian (BOVESPA) Healthcare Services Industry Analysis
UpdatedAug 11, 2025
DataAggregated Company Financials
Companies11
- 7D9.5%
- 3M7.6%
- 1Y-3.6%
- YTD32.1%
The Healthcare Services industry is up 9.5% in the last week, with Rede D'Or São Luiz up 12%. In contrast, the industry has lost 3.6% in the last 12 months. Earnings are forecast to grow by 27% annually.
Industry Valuation and Performance
Has the Brazilian Healthcare Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 11 Aug 2025 | R$121.5b | R$141.6b | R$897.5m | 12.9x | 135.4x | 0.9x |
| Wed, 09 Jul 2025 | R$116.0b | R$139.7b | R$877.7m | 11.2x | 132.1x | 0.8x |
| Fri, 06 Jun 2025 | R$102.3b | R$110.2b | R$1.6b | 11.3x | 65.7x | 0.9x |
| Sun, 04 May 2025 | R$111.3b | R$137.9b | R$740.0m | 11.4x | 150.4x | 0.8x |
| Tue, 01 Apr 2025 | R$101.0b | R$140.2b | R$2.0b | 10.6x | 50.4x | 0.7x |
| Thu, 27 Feb 2025 | R$102.7b | R$136.0b | R$2.9b | 11x | 35.7x | 0.8x |
| Sat, 25 Jan 2025 | R$99.0b | R$136.0b | R$2.9b | 10.9x | 34.4x | 0.7x |
| Mon, 23 Dec 2024 | R$98.7b | R$136.0b | R$2.9b | 11.2x | 34.3x | 0.7x |
| Wed, 20 Nov 2024 | R$111.0b | R$137.4b | R$3.4b | 15.1x | 32.5x | 0.8x |
| Fri, 18 Oct 2024 | R$120.1b | R$134.1b | R$2.5b | 12.3x | 48x | 0.9x |
| Sun, 15 Sep 2024 | R$140.4b | R$134.1b | R$2.5b | 13.8x | 56.1x | 1x |
| Tue, 13 Aug 2024 | R$125.5b | R$132.3b | R$1.8b | 13.3x | 70.5x | 0.9x |
| Thu, 11 Jul 2024 | R$122.9b | R$132.2b | R$2.4b | 14.2x | 52.3x | 0.9x |
| Sat, 08 Jun 2024 | R$118.3b | R$132.2b | R$2.4b | 14.2x | 50.3x | 0.9x |
| Mon, 06 May 2024 | R$118.4b | R$129.5b | R$1.4b | 16.5x | 84.9x | 0.9x |
| Wed, 03 Apr 2024 | R$115.9b | R$129.5b | R$1.4b | 17.9x | 83.2x | 0.9x |
| Fri, 01 Mar 2024 | R$119.5b | R$122.1b | R$783.4m | 22.4x | 152.6x | 1x |
| Sun, 28 Jan 2024 | R$131.4b | R$124.2b | R$902.0m | 23.2x | 145.7x | 1.1x |
| Tue, 26 Dec 2023 | R$140.8b | R$124.2b | R$902.0m | 27.5x | 156.1x | 1.1x |
| Thu, 23 Nov 2023 | R$134.4b | R$124.2b | R$903.5m | 23.8x | 148.8x | 1.1x |
| Sat, 21 Oct 2023 | R$120.5b | R$115.3b | R$753.8m | 23.1x | 159.8x | 1x |
| Mon, 18 Sep 2023 | R$141.8b | R$115.3b | R$753.8m | 25.6x | 188.2x | 1.2x |
| Wed, 16 Aug 2023 | R$152.3b | R$114.3b | R$692.3m | 27.5x | 220x | 1.3x |
| Fri, 14 Jul 2023 | R$151.2b | R$106.3b | R$737.3m | 31.4x | 205.1x | 1.4x |
| Sun, 11 Jun 2023 | R$145.8b | R$106.3b | R$748.7m | 27.7x | 194.8x | 1.4x |
| Tue, 09 May 2023 | R$111.1b | R$96.2b | R$1.2b | 17.9x | 93x | 1.2x |
| Thu, 06 Apr 2023 | R$99.5b | R$96.0b | R$1.2b | 16.9x | 82.1x | 1x |
| Sat, 04 Mar 2023 | R$105.6b | R$92.5b | R$1.7b | 14.3x | 63.1x | 1.1x |
| Mon, 30 Jan 2023 | R$139.0b | R$88.6b | R$2.2b | 15.2x | 63.7x | 1.6x |
| Wed, 28 Dec 2022 | R$131.3b | R$88.6b | R$2.2b | 15.9x | 60.2x | 1.5x |
| Fri, 25 Nov 2022 | R$133.7b | R$88.6b | R$2.2b | 16.2x | 61.3x | 1.5x |
| Sun, 23 Oct 2022 | R$156.2b | R$81.2b | R$2.6b | 16.6x | 59.7x | 1.9x |
| Tue, 20 Sep 2022 | R$164.0b | R$81.2b | R$2.6b | 15.5x | 62.6x | 2x |
| Thu, 18 Aug 2022 | R$169.6b | R$80.4b | R$2.6b | 14.1x | 65.1x | 2.1x |
Price to Earnings Ratio
65.1x
Current Industry PE
- Investors are optimistic on the Brazilian Healthcare industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 135x which is higher than its 3-year average PE of 99x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have declined 30% per year over the last three years.
- Meanwhile revenues for these companies have grown 21% 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 Trends
Which industries have driven the changes within the Brazilian Healthcare industry?
| BR Market | 2.38% | |
| Healthcare | 6.78% | |
| Healthcare Services | 9.55% | |
| Healthcare Facilities | 11.91% | |
| Managed Healthcare | 7.65% | |
| Healthcare Services | 0.99% | |
| Healthcare Distributors | -0.56% | |
Industry PE
- Investors are most optimistic about the Healthcare Facilities industry even though it's trading below its 3-year average PE ratio of 37.2x.
- Analysts are expecting annual earnings growth of 18.0%, which is lower than the prior year's growth of 27.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare Distributors industry, expecting annual earnings growth of 107% over the next 5 years.
- This is better than its past earnings growth rate of 30% per year.
- In contrast, the Healthcare Facilities industry is expected to see its earnings grow by 18% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RDOR3 Rede D'Or São Luiz | R$36.27 | 11.9% +R$8.5b | 22.2% | PE19.5x | |
| HAPV3 Hapvida Participações e Investimentos | R$35.63 | 9.1% +R$1.5b | -46.4% | PS0.6x | |
| MATD3 Hospital Mater Dei | R$4.66 | 7.4% +R$108.2m | 2.6% | PS0.7x | |
| QUAL3 Qualicorp Consultoria e Corretora de Seguros | R$1.75 | 6.7% +R$30.9m | 8.0% | PE130.7x | |
| FLRY3 Fleury | R$14.35 | 0.3% +R$27.3m | -8.0% | PE12.9x |
