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Brazilian (BOVESPA) Healthcare Services Industry Analysis

UpdatedJul 14, 2026
DataAggregated Company Financials
Companies11
  • 7D2.1%
  • 3M-9.7%
  • 1Y1.4%
  • YTD-3.8%

In the last week, the Healthcare Services industry is up 2.1%, with Rede D'Or São Luiz up 2.1%. In the same time, Oncoclínicas do Brasil Serviços Médicos was down 32%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 30% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 14 Jul 2026R$144.2bR$143.1bR$686.6m13.8x209.9x1x
Thu, 11 Jun 2026R$131.1bR$143.1bR$686.6m15.5x190.9x0.9x
Sat, 09 May 2026R$116.9bR$144.3bR$1.1b15.8x110.5x0.8x
Mon, 06 Apr 2026R$119.1bR$143.1bR$1.9b15.6x61.3x0.8x
Wed, 04 Mar 2026R$122.1bR$143.4bR$836.3m16.5x146x0.9x
Fri, 30 Jan 2026R$132.7bR$141.9bR$588.8m18.2x225.3x0.9x
Sun, 28 Dec 2025R$126.4bR$141.9bR$588.8m17.1x214.7x0.9x
Tue, 25 Nov 2025R$130.4bR$141.9bR$598.4m16.5x217.9x0.9x
Thu, 23 Oct 2025R$131.5bR$140.1bR$1.4b12.7x95.5x0.9x
Sat, 20 Sep 2025R$136.0bR$140.1bR$1.4b13.4x98.8x1x
Mon, 18 Aug 2025R$125.6bR$134.4bR$1.4b12.5x91.7x0.9x
Wed, 16 Jul 2025R$113.2bR$139.7bR$877.7m11.1x128.9x0.8x
Fri, 13 Jun 2025R$119.3bR$139.7bR$877.7m11.2x135.9x0.9x
Sun, 11 May 2025R$113.8bR$139.2bR$1.0b11x112.8x0.8x
Tue, 08 Apr 2025R$99.1bR$140.2bR$1.9b10.8x51.2x0.7x
Thu, 06 Mar 2025R$98.5bR$136.1bR$2.9b13.7x33.9x0.7x
Sat, 01 Feb 2025R$102.3bR$136.0bR$2.9b11.5x35.5x0.8x
Mon, 30 Dec 2024R$93.6bR$136.0bR$2.9b10.9x32.5x0.7x
Wed, 27 Nov 2024R$111.7bR$137.4bR$3.5b15.3x32.2x0.8x
Fri, 25 Oct 2024R$119.0bR$134.1bR$2.5b12.4x47.6x0.9x
Sun, 22 Sep 2024R$131.8bR$134.1bR$2.5b13.4x52.7x1x
Tue, 20 Aug 2024R$132.8bR$134.1bR$2.5b13.5x53.2x1x
Thu, 18 Jul 2024R$123.6bR$132.6bR$2.3b13.8x53x0.9x
Sat, 15 Jun 2024R$114.2bR$132.2bR$2.4b13.8x48.6x0.9x
Mon, 13 May 2024R$126.6bR$131.5bR$2.0b15.7x64.3x1x
Wed, 10 Apr 2024R$118.3bR$129.5bR$1.4b18.5x84.9x0.9x
Fri, 08 Mar 2024R$118.4bR$122.2bR$756.6m21.9x156.4x1x
Sun, 04 Feb 2024R$127.1bR$124.2bR$902.0m20.8x140.9x1x
Tue, 02 Jan 2024R$142.4bR$124.2bR$902.0m27x157.9x1.1x
Thu, 30 Nov 2023R$136.2bR$124.2bR$903.5m24.4x150.8x1.1x
Sat, 28 Oct 2023R$120.8bR$115.3bR$753.8m22.4x160.3x1x
Mon, 25 Sep 2023R$134.1bR$115.3bR$753.8m25.6x177.9x1.2x
Wed, 23 Aug 2023R$147.4bR$115.3bR$753.8m27.3x195.6x1.3x
Fri, 21 Jul 2023R$151.9bR$106.3bR$737.3m30.9x206.1x1.4x
Price to Earnings Ratio

206.1x


Total Market Cap: R$151.9bTotal Earnings: R$737.3mTotal Revenue: R$106.3bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Healthcare Services Industry Price to Earnings3Y Average 117.1x202420252026
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 210x which is higher than its 3-year average PE of 117x.
  • The industry is trading close to its 3-year average PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Healthcare industry have declined 2.3% per year over the last three years.
  • Meanwhile revenues for these companies have grown 10% 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 Market2.32%
Healthcare1.95%
Healthcare Services2.14%
Managed Healthcare2.81%
Healthcare Facilities2.17%
Healthcare Services-0.033%
Healthcare Distributors-3.17%
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 43.4%, which is higher than its past year's earnings decline of 8.0% per year.
Forecasted Growth
  • Analysts are most optimistic on the Healthcare Services industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings growth rate of 1.2% per year.
  • In contrast, the Healthcare Distributors industry is expected to see its earnings grow by 5.5% 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$35.562.1%
+R$1.6b		5.6%PE16.9x
SAUD3 BradsaúdeR$15.252.8%
+R$1.2b		33.1%PE78.9x
FLRY3 FleuryR$16.153.7%
+R$315.3m		26.5%PE13.8x
HAPV3 Hapvida Participações e InvestimentosR$10.462.6%
+R$128.3m		-68.9%PS0.2x
MATD3 Hospital Mater DeiR$4.915.8%
+R$89.6m		9.6%PE13.2x

Latest News

MATD3
R$4.91
Hospital Mater Dei
7D
5.8%
1Y
9.6%
Narrative Update • Jul 10

nan

Analysts have revised their price target for Hospital Mater Dei higher to reflect updated fair value assumptions of R$6.30, along with refreshed views on the discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Hospital Mater Dei No recent news stories or key developments for Hospital Mater Dei were provided in the available sources.
DASA3
R$2.56
Diagnósticos da América
7D
2.0%
1Y
103.2%
Narrative Update • Jul 10

DASA3: Index Inclusion Will Support Re Rated P/E Multiple

Analysts have lifted their price target for Diagnósticos da América to R$4.16 from R$2.91, citing updated assumptions for revenue growth and profit margins, as well as a higher assumed future P/E multiple. What's in the News Diagnósticos da América S.A. was added to the Brazil Small Cap Index, according to a key index constituent update.
SAUD3
R$15.25
Bradsaúde
7D
2.8%
1Y
33.1%
Narrative Update • Jul 08

SAUD3: Index Inclusion Will Support Higher Future Earnings Multiple

Analysts have revised their price target on Bradsaúde from R$18.00 to R$19.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Bradsaúde Bradsaúde scheduled a board meeting for May 4, 2026, at 12:00 Coordinated Universal Time to consider approval of Odontoprev S.A.'s first quarter 2026 results.
RDOR3
R$35.56
Rede D'Or São Luiz
7D
2.1%
1Y
5.6%
HAPV3
R$10.46
Hapvida Participações e Investimentos
7D
2.6%
1Y
-68.9%
Narrative Update • Jul 03

HAPV3: Margin Recovery And Execution Risks Will Shape Future Share Upside

The updated fair value estimate for Hapvida Participações e Investimentos rises from R$7.00 to R$10.00, as analysts take into account a higher discount rate, slightly lower revenue growth and a modestly lower future P/E, while still looking for margin recovery following recent research that includes both an upgrade with a R$19 price target and a downgrade from other firms. Analyst Commentary Recent research on Hapvida Participações e Investimentos highlights a split in views, with some firms turning more constructive on the stock while others stay cautious.
QUAL3
R$1.66
Qualicorp Consultoria e Corretora de Seguros
7D
2.5%
1Y
-6.7%
ONCO3
R$0.76
Oncoclínicas do Brasil Serviços Médicos
7D
-31.5%
1Y
-85.8%
FLRY3
R$16.15
Fleury
7D
3.7%
1Y
26.5%
Narrative Update • Jun 19

FLRY3: Fair View Will Reflect Updated Assumptions And Support Bullish Outlook

Analysts have trimmed their R$ fair value estimate for Fleury slightly to about R$17.35, from roughly R$17.45, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News for Fleury No recent Fleury company news items were identified in the provided sources.
VVEO3
R$0.57
CM Hospitalar S/A
7D
-9.5%
1Y
-50.9%
AALR3
R$3.20
Alliança Saúde e Participações
7D
1.9%
1Y
-38.5%
PFRM3
R$6.62
Profarma Distribuidora de Produtos Farmacêuticos
7D
-1.6%
1Y
-20.0%