Rede D'Or São Luiz S.A.'s (BVMF:RDOR3) Share Price Matching Investor Opinion
Jan 17
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Brazilian (BOVESPA) Healthcare Services Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies12
- 7D3.7%
- 3M-17.8%
- 1Y-22.6%
- YTD5.2%
In the last week, the Healthcare Services industry is up 1.9%, with Rede D'Or São Luiz up 2.5%. However, the industry is down 25% over the past year. As for the next few years, earnings are expected to grow by 28% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | R$96.7b | R$136.0b | R$2.9b | 10.9x | 33.6x | 0.7x |
| Thu, 19 Dec 2024 | R$97.5b | R$136.0b | R$2.9b | 10.8x | 33.9x | 0.7x |
| Sat, 16 Nov 2024 | R$113.1b | R$136.9b | R$3.7b | 12.2x | 30.9x | 0.8x |
| Mon, 14 Oct 2024 | R$120.7b | R$134.1b | R$2.5b | 12.1x | 48.3x | 0.9x |
| Wed, 11 Sep 2024 | R$135.9b | R$134.1b | R$2.5b | 13.6x | 54.3x | 1x |
| Fri, 09 Aug 2024 | R$125.9b | R$132.6b | R$2.3b | 13.5x | 53.8x | 0.9x |
| Sun, 07 Jul 2024 | R$118.8b | R$132.2b | R$2.4b | 14.1x | 50.6x | 0.9x |
| Tue, 04 Jun 2024 | R$119.3b | R$132.2b | R$2.3b | 14.9x | 51x | 0.9x |
| Thu, 02 May 2024 | R$114.8b | R$129.5b | R$1.4b | 16.7x | 82.4x | 0.9x |
| Sat, 30 Mar 2024 | R$116.0b | R$129.0b | R$1.1b | 19.3x | 109x | 0.9x |
| Mon, 26 Feb 2024 | R$117.5b | R$122.1b | R$729.3m | 22.2x | 161.1x | 1x |
| Wed, 24 Jan 2024 | R$127.8b | R$124.2b | R$902.0m | 23.5x | 141.7x | 1x |
| Fri, 22 Dec 2023 | R$138.1b | R$124.2b | R$902.0m | 26.4x | 153.1x | 1.1x |
| Sun, 19 Nov 2023 | R$135.4b | R$124.2b | R$903.5m | 23.6x | 149.8x | 1.1x |
| Tue, 17 Oct 2023 | R$122.7b | R$115.3b | R$753.8m | 23.8x | 162.7x | 1.1x |
| Thu, 14 Sep 2023 | R$144.9b | R$115.3b | R$753.8m | 25.8x | 192.2x | 1.3x |
| Sat, 12 Aug 2023 | R$154.3b | R$114.3b | R$695.5m | 29x | 221.9x | 1.4x |
| Mon, 10 Jul 2023 | R$151.0b | R$106.3b | R$737.3m | 30.4x | 204.8x | 1.4x |
| Wed, 07 Jun 2023 | R$141.0b | R$106.3b | R$748.7m | 25.9x | 188.4x | 1.3x |
| Fri, 05 May 2023 | R$106.8b | R$96.0b | R$1.2b | 17.4x | 88.2x | 1.1x |
| Sun, 02 Apr 2023 | R$100.7b | R$96.0b | R$1.2b | 17.1x | 83.1x | 1x |
| Tue, 28 Feb 2023 | R$128.4b | R$88.6b | R$2.2b | 14.9x | 58.8x | 1.4x |
| Thu, 26 Jan 2023 | R$137.4b | R$88.6b | R$2.2b | 15.8x | 63x | 1.5x |
| Sat, 24 Dec 2022 | R$132.5b | R$88.6b | R$2.2b | 16.2x | 60.7x | 1.5x |
| Mon, 21 Nov 2022 | R$134.9b | R$88.6b | R$2.2b | 16x | 61.8x | 1.5x |
| Wed, 19 Oct 2022 | R$156.1b | R$81.2b | R$2.6b | 16.7x | 59.6x | 1.9x |
| Fri, 16 Sep 2022 | R$161.8b | R$81.2b | R$2.6b | 15.1x | 61.8x | 2x |
| Sun, 14 Aug 2022 | R$171.5b | R$79.8b | R$2.7b | 13.4x | 64.4x | 2.2x |
| Tue, 12 Jul 2022 | R$142.5b | R$75.4b | R$3.2b | 12.6x | 44.1x | 1.9x |
| Thu, 09 Jun 2022 | R$148.5b | R$75.4b | R$3.2b | 12.4x | 45.9x | 2x |
| Sat, 07 May 2022 | R$170.7b | R$69.9b | R$3.7b | 12.9x | 46.1x | 2.4x |
| Mon, 04 Apr 2022 | R$241.0b | R$68.5b | R$3.6b | 16x | 66.8x | 3.5x |
| Wed, 02 Mar 2022 | R$279.4b | R$79.2b | R$3.8b | 15.6x | 74.5x | 3.5x |
| Fri, 28 Jan 2022 | R$233.2b | R$79.1b | R$3.8b | 17x | 62.2x | 2.9x |
Price to Earnings Ratio
62.2x
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 33.6x which is lower than its 3-year average PE of 91.5x.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 0.71x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have declined 8.4% per year over the last three years.
- Meanwhile revenues for these companies have grown 20% 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 | 2.72% | |
| Healthcare | 3.34% | |
| Healthcare Services | 3.69% | |
| Managed Healthcare | 4.29% | |
| Healthcare Services | 3.91% | |
| Healthcare Facilities | 3.48% | |
| Healthcare Distributors | 1.61% | |
Industry PE
- Investors are most optimistic about the Healthcare Distributors industry which is trading above its 3-year average PE ratio of 14.4x.
- Analysts are expecting annual earnings growth of 68.8%, which is lower than the prior year's growth of 130.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Healthcare Distributors industry, expecting annual earnings growth of 69% over the next 5 years.
- However this is lower than its past earnings growth rate of 131% per year.
- In contrast, the Healthcare Facilities industry is expected to see its earnings grow by 17% 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$27.00 | 3.6% +R$2.1b | 2.0% | PE16.7x | |
| HAPV3 Hapvida Participações e Investimentos | R$2.27 | 5.1% +R$824.4m | -40.1% | PS0.6x | |
| AALR3 Alliança Saúde e Participações | R$11.21 | 15.7% +R$179.7m | 34.3% | PS1.1x | |
| FLRY3 Fleury | R$11.77 | 1.9% +R$119.7m | -27.7% | PE10.4x | |
| ONCO3 Oncoclínicas do Brasil Serviços Médicos | R$2.24 | 8.2% +R$107.6m | -80.5% | PE19.6x |
