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Brazilian (BOVESPA) Healthcare Services Industry Analysis

UpdatedSep 27, 2025
DataAggregated Company Financials
Companies11
  • 7D-2.1%
  • 3M13.5%
  • 1Y5.6%
  • YTD44.3%

Over the last 7 days, the Healthcare Services industry has dropped 2.9%, driven by a pullback from Rede D'Or São Luiz of 3.4%. In contrast, Qualicorp Consultoria e Corretora de Seguros has gained 8.2%. This takes the industry's 12 month performance to a gain of 4.7%. Looking forward, 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
Sat, 27 Sep 2025R$133.1bR$140.1bR$1.4b13.4x96.7x1x
Mon, 25 Aug 2025R$124.8bR$134.4bR$1.4b12.5x90.8x0.9x
Wed, 23 Jul 2025R$110.5bR$139.7bR$877.7m12.5x125.9x0.8x
Fri, 20 Jun 2025R$119.9bR$139.7bR$877.7m11.7x136.7x0.9x
Sun, 18 May 2025R$122.3bR$139.8bR$871.7m10.9x140.3x0.9x
Tue, 15 Apr 2025R$104.2bR$140.2bR$562.7m10.7x185.1x0.7x
Thu, 13 Mar 2025R$96.4bR$137.3bR$3.1b13.3x30.7x0.7x
Sat, 08 Feb 2025R$100.7bR$136.0bR$2.9b11.8x35x0.7x
Mon, 06 Jan 2025R$91.8bR$136.0bR$2.9b10.6x31.9x0.7x
Wed, 04 Dec 2024R$102.5bR$136.0bR$2.9b12x35.6x0.8x
Fri, 01 Nov 2024R$118.8bR$134.1bR$2.5b12.3x47.5x0.9x
Sun, 29 Sep 2024R$126.2bR$134.1bR$2.5b13x50.5x0.9x
Tue, 27 Aug 2024R$136.4bR$134.1bR$2.5b13.4x54.6x1x
Thu, 25 Jul 2024R$117.7bR$132.6bR$2.3b13.1x50.5x0.9x
Sat, 22 Jun 2024R$111.2bR$132.2bR$2.4b13.2x47.3x0.8x
Mon, 20 May 2024R$130.6bR$132.2bR$2.3b15.9x55.8x1x
Wed, 17 Apr 2024R$109.8bR$129.5bR$1.4b16.7x78.7x0.8x
Fri, 15 Mar 2024R$119.8bR$122.8bR$806.9m19.3x148.4x1x
Sun, 11 Feb 2024R$124.0bR$122.1bR$729.3m23.3x170x1x
Tue, 09 Jan 2024R$137.8bR$124.2bR$902.0m26.4x152.7x1.1x
Thu, 07 Dec 2023R$134.5bR$124.2bR$902.0m26x149.2x1.1x
Sat, 04 Nov 2023R$126.7bR$115.3bR$753.8m23.4x168.1x1.1x
Mon, 02 Oct 2023R$135.7bR$115.3bR$753.8m25.4x180x1.2x
Wed, 30 Aug 2023R$144.3bR$115.3bR$753.8m26.8x191.5x1.3x
Fri, 28 Jul 2023R$163.6bR$106.3bR$737.3m30.2x221.9x1.5x
Sun, 25 Jun 2023R$150.0bR$106.3bR$737.3m30.3x203.5x1.4x
Tue, 23 May 2023R$130.7bR$100.4bR$671.8m23.8x194.6x1.3x
Thu, 20 Apr 2023R$99.9bR$96.0bR$1.2b16.6x82.5x1x
Sat, 18 Mar 2023R$100.0bR$94.3bR$1.6b15.8x62.4x1.1x
Mon, 13 Feb 2023R$133.6bR$88.6bR$2.2b15.1x61.2x1.5x
Wed, 11 Jan 2023R$128.6bR$88.6bR$2.2b15.8x58.9x1.5x
Fri, 09 Dec 2022R$126.4bR$88.6bR$2.2b15x57.9x1.4x
Sun, 06 Nov 2022R$167.0bR$81.3bR$2.6b17.3x63.8x2.1x
Tue, 04 Oct 2022R$163.5bR$81.2bR$2.6b17x62.4x2x
Price to Earnings Ratio

62.4x


Total Market Cap: R$163.5bTotal Earnings: R$2.6bTotal Revenue: R$81.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Healthcare Services Industry Price to Earnings3Y Average 100.7x202320242025
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 95.9x which is lower than its 3-year average PE of 101x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have declined 19% 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-0.56%
Healthcare-2.18%
Healthcare Services-2.13%
Healthcare Distributors6.26%
Healthcare Services0.33%
Healthcare Facilities-2.36%
Managed Healthcare-2.94%
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 44.0%, which is higher than its past year's earnings growth of 10.3% 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 30% per year.
  • In contrast, the Healthcare Facilities industry is expected to see its earnings grow by 19% 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
FLRY3 FleuryR$16.090.8%
+R$65.4m		3.2%PE14.5x
QUAL3 Qualicorp Consultoria e Corretora de SegurosR$2.529.1%
+R$59.1m		9.1%PE82.5x
VVEO3 CM Hospitalar S/AR$1.2912.2%
+R$44.2m		-31.0%PS0.04x
PFRM3 Profarma Distribuidora de Produtos FarmacêuticosR$7.723.9%
+R$35.6m		39.1%PE8x
ONCO3 Oncoclínicas do Brasil Serviços MédicosR$3.011.7%
+R$31.7m		-38.1%PS0.3x

Latest News

FLRY3
R$16.09
Fleury
7D
0.8%
1Y
3.2%

Digital Investments And Demographics Will Transform Diagnostic Medicine

The increase in Fleury’s consensus price target to R$15.97 primarily reflects a modest rise in expected future earnings multiples, as indicated by the higher future P/E, with the fair value updated accordingly. Valuation Changes Summary of Valuation Changes for Fleury The Consensus Analyst Price Target has risen slightly from R$15.27 to R$15.97.
ONCO3
R$3.01
Oncoclínicas do Brasil Serviços Médicos
7D
1.7%
1Y
-38.1%

Debt Reduction And Revenue Diversification Will Secure Future Stability

Despite a notable improvement in net profit margin and a sharply lower future P/E ratio indicating stronger profitability and valuation, the consensus analyst price target for Oncoclínicas do Brasil Serviços Médicos has been revised downward from R$4.49 to R$3.59. What's in the News Special/Extraordinary Shareholders Meetings scheduled for Sep 09, 2025, and Oct 08, 2025, at the company's São Paulo location.
RDOR3
R$41.22
Rede D'Or São Luiz
7D
-2.3%
1Y
30.8%

Brazil's Aging Demographics And IT Upgrades Will Expand Hospital Capacity

The consensus analyst price target for Rede D'Or São Luiz has been raised, reflecting a marginal increase in both future P/E and net profit margin, resulting in a new fair value of R$43.69. Valuation Changes Summary of Valuation Changes for Rede D'Or São Luiz The Consensus Analyst Price Target has risen slightly from R$41.98 to R$43.69.
QUAL3
R$2.52
Qualicorp Consultoria e Corretora de Seguros
7D
9.1%
1Y
9.1%
PFRM3
R$7.72
Profarma Distribuidora de Produtos Farmacêuticos
7D
3.9%
1Y
39.1%
HAPV3
R$36.59
Hapvida Participações e Investimentos
7D
-4.2%
1Y
-39.0%

Urban Clinic Expansion And AI Integration Will Transform Brazilian Healthcare

Hapvida Participações e Investimentos saw a slight increase in its future P/E ratio, reflecting marginally improved growth expectations, which contributed to a minor upward revision in its consensus analyst price target from R$57.93 to R$59.04. Valuation Changes Summary of Valuation Changes for Hapvida Participações e Investimentos The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from R$57.93 to R$59.04.
ODPV3
R$13.12
Odontoprev
7D
-0.8%
1Y
16.2%

Brazil Dental Insurance Expansion Will Harness Exclusive Bradesco Channel

Odontoprev’s consensus price target saw a marginal upward revision to R$12.56, as both revenue growth expectations and forward P/E remained stable. What's in the News Board meeting scheduled to approve Q2 2025 results and interim dividend distribution.
DASA3
R$1.31
Diagnósticos da América
7D
-3.0%
1Y
-51.8%
AALR3
R$6.45
Alliança Saúde e Participações
7D
-0.3%
1Y
-57.0%
MATD3
R$4.51
Hospital Mater Dei
7D
-3.4%
1Y
0.4%

Concerns Surrounding Hospital Mater Dei's (BVMF:MATD3) Performance

Aug 21
Concerns Surrounding Hospital Mater Dei's (BVMF:MATD3) Performance
VVEO3
R$1.29
CM Hospitalar S/A
7D
12.2%
1Y
-31.0%