Narrative Update • Aug 25

In the last week, the Healthcare Services industry is up 2.1%, with Rede D'Or São Luiz up 3.1%. In contrast, the industry has lost 12% in the last 12 months. Earnings are forecast to grow by 22% annually.
Has the Brazilian Healthcare Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | R$137.9b | R$146.3b | R$5.9b | 14.5x | 23.4x | 0.9x |
| Mon, 27 Jul 2026 | R$137.7b | R$143.1b | R$686.6m | 13.9x | 200.5x | 1x |
| Wed, 24 Jun 2026 | R$137.6b | R$143.1b | R$686.6m | 16.4x | 200.4x | 1x |
| Fri, 22 May 2026 | R$138.7b | R$143.1b | R$679.8m | 15.2x | 204x | 1x |
| Sun, 19 Apr 2026 | R$122.2b | R$142.9b | R$1.1b | 16.2x | 108x | 0.9x |
| Tue, 17 Mar 2026 | R$111.4b | R$143.8b | R$1.9b | 17.2x | 59.8x | 0.8x |
| Thu, 12 Feb 2026 | R$125.2b | R$141.9b | R$588.8m | 18.3x | 212.6x | 0.9x |
| Sat, 10 Jan 2026 | R$124.7b | R$141.9b | R$588.8m | 17.3x | 211.7x | 0.9x |
| Mon, 08 Dec 2025 | R$128.4b | R$141.9b | R$588.8m | 16.3x | 218x | 0.9x |
| Wed, 05 Nov 2025 | R$132.9b | R$140.3b | R$1.4b | 12.5x | 96.8x | 0.9x |
| Fri, 03 Oct 2025 | R$133.5b | R$140.1b | R$1.4b | 13.4x | 97x | 1x |
| Sun, 31 Aug 2025 | R$130.5b | R$140.1b | R$1.4b | 12.9x | 94.9x | 0.9x |
| Tue, 29 Jul 2025 | R$110.4b | R$139.7b | R$877.7m | 12.5x | 125.8x | 0.8x |
| Thu, 26 Jun 2025 | R$116.3b | R$139.7b | R$877.7m | 11.2x | 132.5x | 0.8x |
| Sat, 24 May 2025 | R$125.3b | R$139.8b | R$871.7m | 10.9x | 143.7x | 0.9x |
| Mon, 21 Apr 2025 | R$105.2b | R$140.2b | R$562.7m | 10.9x | 186.9x | 0.8x |
| Wed, 19 Mar 2025 | R$103.9b | R$137.3b | R$3.1b | 13.9x | 33.1x | 0.8x |
| Fri, 14 Feb 2025 | R$102.0b | R$136.0b | R$2.9b | 11.4x | 35.4x | 0.8x |
| Sun, 12 Jan 2025 | R$95.0b | R$136.0b | R$2.9b | 10.5x | 33x | 0.7x |
| Tue, 10 Dec 2024 | R$101.7b | R$136.0b | R$2.9b | 11.6x | 35.3x | 0.7x |
| Thu, 07 Nov 2024 | R$117.2b | R$134.4b | R$2.5b | 12.9x | 46.5x | 0.9x |
| Sat, 05 Oct 2024 | R$124.1b | R$134.1b | R$2.5b | 12.6x | 49.6x | 0.9x |
| Mon, 02 Sep 2024 | R$130.8b | R$134.1b | R$2.5b | 13.2x | 52.3x | 1x |
| Wed, 31 Jul 2024 | R$119.7b | R$132.6b | R$2.3b | 13.2x | 51.3x | 0.9x |
| Fri, 28 Jun 2024 | R$112.1b | R$132.2b | R$2.4b | 13x | 47.7x | 0.8x |
| Sun, 26 May 2024 | R$125.2b | R$132.2b | R$2.3b | 15.6x | 53.5x | 0.9x |
| Tue, 23 Apr 2024 | R$109.5b | R$129.5b | R$1.4b | 15.8x | 78.6x | 0.8x |
| Thu, 21 Mar 2024 | R$120.9b | R$122.8b | R$806.9m | 19.5x | 149.8x | 1x |
| Sat, 17 Feb 2024 | R$120.5b | R$122.1b | R$729.3m | 23.3x | 165.3x | 1x |
| Mon, 15 Jan 2024 | R$140.1b | R$124.2b | R$902.0m | 25.4x | 155.3x | 1.1x |
| Wed, 13 Dec 2023 | R$133.0b | R$124.2b | R$902.0m | 25.9x | 147.4x | 1.1x |
| Fri, 10 Nov 2023 | R$130.1b | R$121.3b | R$1.1b | 22.2x | 113.5x | 1.1x |
| Sun, 08 Oct 2023 | R$126.6b | R$115.3b | R$753.8m | 24.6x | 168x | 1.1x |
| Tue, 05 Sep 2023 | R$142.6b | R$115.3b | R$753.8m | 26.3x | 189.1x | 1.2x |
189.1x
Which industries have driven the changes within the Brazilian Healthcare industry?
| BR Market | 1.88% | |
| Healthcare | 1.88% | |
| Healthcare Services | 2.13% | |
| Healthcare Distributors | 5.80% | |
| Healthcare Facilities | 3.08% | |
| Healthcare Services | 0.90% | |
| Managed Healthcare | 0.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| RDOR3 Rede D'Or São Luiz | R$35.44 | 3.5% +R$2.6b | -10.0% | PE16x | |
| SAUD3 Bradsaúde | R$14.03 | 0.8% +R$321.6m | 6.6% | PE38.9x | |
| FLRY3 Fleury | R$18.87 | 1.0% +R$103.3m | 26.7% | PE14.6x | |
| ONCO3 Oncoclínicas do Brasil Serviços Médicos | R$1.24 | 7.8% +R$101.0m | -54.1% | PS0.3x | |
| PFRM3 Profarma Distribuidora de Produtos Farmacêuticos | R$7.50 | 5.9% +R$51.5m | -15.3% | PE6x |