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Brazilian (BOVESPA) Healthcare Services Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies11
  • 7D6.9%
  • 3M-2.4%
  • 1Y29.7%
  • YTD5.1%

Over the last 7 days, the Healthcare Services industry has dropped 1.0%, driven by a pullback from Diagnósticos da América of 13%. Over the past 12 months, the industry was up 22%. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

Has the Brazilian Healthcare Services Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026R$124.2bR$141.9bR$588.8m18.2x211x0.9x
Sun, 21 Dec 2025R$125.2bR$141.9bR$588.8m16.9x212.7x0.9x
Tue, 18 Nov 2025R$134.0bR$133.9bR$2.5b16.3x54.4x1x
Thu, 16 Oct 2025R$128.8bR$140.1bR$1.4b13.2x93.6x0.9x
Sat, 13 Sep 2025R$129.8bR$140.1bR$1.4b13.4x94.3x0.9x
Mon, 11 Aug 2025R$121.5bR$141.6bR$897.5m12.9x135.4x0.9x
Wed, 09 Jul 2025R$116.0bR$139.7bR$877.7m11.2x132.1x0.8x
Fri, 06 Jun 2025R$102.3bR$110.2bR$1.6b11.3x65.7x0.9x
Sun, 04 May 2025R$111.3bR$137.9bR$740.0m11.4x150.4x0.8x
Tue, 01 Apr 2025R$101.0bR$140.2bR$2.0b10.6x50.4x0.7x
Thu, 27 Feb 2025R$102.7bR$136.0bR$2.9b11x35.7x0.8x
Sat, 25 Jan 2025R$99.0bR$136.0bR$2.9b10.9x34.4x0.7x
Mon, 23 Dec 2024R$98.7bR$136.0bR$2.9b11.2x34.3x0.7x
Wed, 20 Nov 2024R$111.0bR$137.4bR$3.4b15.1x32.5x0.8x
Fri, 18 Oct 2024R$120.1bR$134.1bR$2.5b12.3x48x0.9x
Sun, 15 Sep 2024R$140.4bR$134.1bR$2.5b13.8x56.1x1x
Tue, 13 Aug 2024R$125.5bR$132.3bR$1.8b13.3x70.5x0.9x
Thu, 11 Jul 2024R$122.9bR$132.2bR$2.4b14.2x52.3x0.9x
Sat, 08 Jun 2024R$118.3bR$132.2bR$2.4b14.2x50.3x0.9x
Mon, 06 May 2024R$118.4bR$129.5bR$1.4b16.5x84.9x0.9x
Wed, 03 Apr 2024R$115.9bR$129.5bR$1.4b17.9x83.2x0.9x
Fri, 01 Mar 2024R$119.5bR$122.1bR$783.4m22.4x152.6x1x
Sun, 28 Jan 2024R$131.4bR$124.2bR$902.0m23.2x145.7x1.1x
Tue, 26 Dec 2023R$140.8bR$124.2bR$902.0m27.5x156.1x1.1x
Thu, 23 Nov 2023R$134.4bR$124.2bR$903.5m23.8x148.8x1.1x
Sat, 21 Oct 2023R$120.5bR$115.3bR$753.8m23.1x159.8x1x
Mon, 18 Sep 2023R$141.8bR$115.3bR$753.8m25.6x188.2x1.2x
Wed, 16 Aug 2023R$152.3bR$114.3bR$692.3m27.5x220x1.3x
Fri, 14 Jul 2023R$151.2bR$106.3bR$737.3m31.4x205.1x1.4x
Sun, 11 Jun 2023R$145.8bR$106.3bR$748.7m27.7x194.8x1.4x
Tue, 09 May 2023R$111.1bR$96.2bR$1.2b17.9x93x1.2x
Thu, 06 Apr 2023R$99.5bR$96.0bR$1.2b16.9x82.1x1x
Sat, 04 Mar 2023R$105.6bR$92.5bR$1.7b14.3x63.1x1.1x
Mon, 30 Jan 2023R$139.0bR$88.6bR$2.2b15.2x63.7x1.6x
Price to Earnings Ratio

63.7x


Total Market Cap: R$139.0bTotal Earnings: R$2.2bTotal Revenue: R$88.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Healthcare Services Industry Price to Earnings3Y Average 111.4x202420252026
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 207x which is higher than its 3-year average PE of 111x.
  • The industry is trading close to its 3-year average PS ratio of 1.00x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have declined 35% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% 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 Market5.48%
Healthcare6.60%
Healthcare Services6.88%
Healthcare Services7.45%
Healthcare Facilities7.13%
Healthcare Distributors5.59%
Managed Healthcare4.66%
Industry PE
  • Investors are most optimistic about the Managed Healthcare industry which is trading above its 3-year average PE ratio.
    • Analysts are expecting annual earnings growth of 28.9%, which is higher than its past year's earnings growth of 6.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare Distributors industry, expecting annual earnings growth of 106% over the next 5 years.
  • This is better than its past earnings growth rate of 7.7% per year.
  • In contrast, the Healthcare Facilities industry is expected to see its earnings grow by 20% 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$43.217.2%
+R$6.4b		56.0%PE21.5x
DASA3 Diagnósticos da AméricaR$4.2912.6%
+R$599.9m		131.9%PS0.4x
FLRY3 FleuryR$16.474.7%
+R$403.3m		44.0%PE15x
ODPV3 OdontoprevR$11.305.7%
+R$332.5m		7.9%PE10.7x
ONCO3 Oncoclínicas do Brasil Serviços MédicosR$2.6111.1%
+R$289.6m		19.2%PS0.5x

Latest News

ONCO3
R$2.61
Oncoclínicas do Brasil Serviços Médicos
7D
11.1%
1Y
19.2%

ONCO3: Higher Discount Rate And Lower P/E Will Restrain Future Returns

Analysts have trimmed their price target on Oncoclínicas do Brasil Serviços Médicos, citing a slightly higher discount rate and modestly lower revenue growth assumptions, partly offset by improved profit margin expectations and a lower assumed future P/E multiple. What's in the News Oncoclínicas do Brasil Serviços Médicos scheduled a Special and Extraordinary Shareholders Meeting for January 7, 2026, in São Paulo, Brazil, at rua augusta 1.562, 12 andar, Consolação (Key Developments).
DASA3
R$4.29
Diagnósticos da América
7D
12.6%
1Y
131.9%
MATD3
R$5.44
Hospital Mater Dei
7D
5.4%
1Y
52.4%
RDOR3
R$43.21
Rede D'Or São Luiz
7D
7.2%
1Y
56.0%

RDOR3: Higher Forward P/E Will Support Future Repricing Of Earnings Power

Analysts have nudged their price target for Rede D'Or São Luiz higher to R$49.86 from R$49.19, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value Estimate is now R$49.86, up modestly from R$49.19.
FLRY3
R$16.47
Fleury
7D
4.7%
1Y
44.0%

FLRY3: Fair View Will Balance Investor Day Outlook And Governance Decisions

Analysts have adjusted their price target for Fleury to roughly $16.67 per share, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Fleury has scheduled its 2025 Investor Day, giving you a set date to hear management discuss the business, capital allocation, and long term priorities in more depth (Key Developments).
HAPV3
R$13.79
Hapvida Participações e Investimentos
7D
4.1%
1Y
-59.9%

HAPV3: Index Reclassification And Earnings Multiple Will Support Future Upside

Analysts have trimmed their price target on Hapvida Participações e Investimentos to R$18.50 from R$21.00, citing revised fair value assumptions that include adjustments to discount rates, revenue growth expectations, profit margins and future P/E estimates. What's in the News Hapvida Participações e Investimentos S.A. was added to the Brazil Small Cap Index, reflecting its current classification within Brazilian equity indices (Key Developments).
VVEO3
R$1.55
CM Hospitalar S/A
7D
12.3%
1Y
-14.4%
ODPV3
R$11.30
Odontoprev
7D
5.7%
1Y
7.9%

Some Confidence Is Lacking In Odontoprev S.A.'s (BVMF:ODPV3) P/E

Dec 19
Some Confidence Is Lacking In Odontoprev S.A.'s (BVMF:ODPV3) P/E
AALR3
R$4.20
Alliança Saúde e Participações
7D
-4.3%
1Y
-63.8%