Narrative Update • Jun 26

Over the last 7 days, the Pharma industry has dropped 3.9%, driven by Hypera declining 5.6%. Overall the industry is down 20% in 12 months. Looking forward, earnings are forecast to grow by 14% annually.
Has the Brazilian Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 Jul 2026 | R$16.3b | R$9.9b | R$1.9b | 7.4x | 8.5x | 1.6x |
| Thu, 25 Jun 2026 | R$16.2b | R$9.9b | R$1.9b | 7.4x | 8.4x | 1.6x |
| Sat, 23 May 2026 | R$17.5b | R$9.0b | R$1.4b | 10x | 12.2x | 1.9x |
| Mon, 20 Apr 2026 | R$16.5b | R$8.9b | R$1.4b | 10x | 11.6x | 1.9x |
| Wed, 18 Mar 2026 | R$15.3b | R$8.2b | R$1.0b | 11.8x | 14.6x | 1.9x |
| Fri, 13 Feb 2026 | R$16.3b | R$8.1b | R$969.3m | 13.5x | 16.8x | 2x |
| Sun, 11 Jan 2026 | R$16.2b | R$8.1b | R$969.3m | 13.4x | 16.7x | 2x |
| Tue, 09 Dec 2025 | R$17.3b | R$8.1b | R$969.3m | 14x | 17.9x | 2.1x |
| Thu, 06 Nov 2025 | R$17.2b | R$8.1b | R$956.2m | 14.2x | 18x | 2.1x |
| Sat, 04 Oct 2025 | R$15.5b | R$7.7b | R$876.7m | 14.1x | 17.7x | 2x |
| Mon, 01 Sep 2025 | R$16.6b | R$7.7b | R$876.7m | 14.8x | 18.9x | 2.1x |
| Wed, 30 Jul 2025 | R$17.4b | R$7.7b | R$934.1m | 14.7x | 18.7x | 2.3x |
| Fri, 27 Jun 2025 | R$18.6b | R$7.7b | R$934.1m | 15.9x | 19.9x | 2.4x |
| Sun, 25 May 2025 | R$16.8b | R$7.7b | R$934.1m | 14.8x | 17.9x | 2.2x |
| Tue, 22 Apr 2025 | R$13.9b | R$8.5b | R$1.5b | 9.3x | 9.4x | 1.6x |
| Thu, 20 Mar 2025 | R$13.8b | R$8.8b | R$1.7b | 8.1x | 8.1x | 1.6x |
| Sat, 15 Feb 2025 | R$13.2b | R$8.7b | R$1.7b | 9.5x | 8x | 1.5x |
| Mon, 13 Jan 2025 | R$12.2b | R$8.7b | R$1.7b | 8.4x | 7.3x | 1.4x |
| Wed, 11 Dec 2024 | R$13.1b | R$8.7b | R$1.7b | 10x | 7.9x | 1.5x |
| Fri, 08 Nov 2024 | R$15.1b | R$8.9b | R$1.7b | 15.1x | 8.7x | 1.7x |
| Sun, 06 Oct 2024 | R$18.0b | R$8.9b | R$1.7b | 15.2x | 10.3x | 2x |
| Tue, 03 Sep 2024 | R$19.0b | R$8.9b | R$1.7b | 16.5x | 10.9x | 2.1x |
| Thu, 01 Aug 2024 | R$19.3b | R$9.0b | R$1.7b | 10.8x | 11.7x | 2.2x |
| Sat, 29 Jun 2024 | R$19.2b | R$9.0b | R$1.7b | 10.7x | 11.5x | 2.1x |
| Mon, 27 May 2024 | R$19.9b | R$9.0b | R$1.7b | 11.1x | 12x | 2.2x |
| Wed, 24 Apr 2024 | R$19.6b | R$8.9b | R$1.6b | 11.2x | 12.2x | 2.2x |
| Fri, 22 Mar 2024 | R$23.4b | R$8.9b | R$1.6b | 13.4x | 14.6x | 2.6x |
| Sun, 18 Feb 2024 | R$22.1b | R$9.2b | R$1.7b | 11.9x | 12.7x | 2.4x |
| Tue, 16 Jan 2024 | R$23.1b | R$9.2b | R$1.7b | 12.3x | 13.2x | 2.5x |
| Thu, 14 Dec 2023 | R$23.6b | R$9.2b | R$1.7b | 13x | 13.5x | 2.6x |
| Sat, 11 Nov 2023 | R$21.6b | R$9.1b | R$1.8b | 38.2x | 12.3x | 2.4x |
| Mon, 09 Oct 2023 | R$23.4b | R$9.1b | R$1.8b | 39.7x | 13.3x | 2.6x |
| Wed, 06 Sep 2023 | R$26.2b | R$9.1b | R$1.8b | 42.7x | 14.9x | 2.9x |
| Fri, 04 Aug 2023 | R$29.2b | R$9.1b | R$1.9b | 14.1x | 15.7x | 3.2x |
15.7x
Which industries have driven the changes within the Brazilian Healthcare industry?
| BR Market | 0.74% | |
| Healthcare | -0.15% | |
| Pharma | 4.04% | |
| Pharma | 4.04% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| HYPE3 Hypera | R$21.06 | 4.1% +R$576.9m | -18.4% | PE8.8x | |
| OFSA3 Ouro Fino Saúde Animal Participações | R$26.99 | 3.9% +R$54.8m | 27.3% | PE6x |