Narrative Update • Jun 06

The Commercial Services is pretty flat in the last 7 days, but OceanPact Serviços Marítimos has stood out, gaining 4.1%. As for the the longer term, the industry is up 10% over the past 12 months. As for the next few years, earnings are expected to grow by 29% per annum.
Has the Brazilian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | R$22.2b | R$33.8b | R$1.1b | 22.8x | 21x | 0.7x |
| Sun, 10 May 2026 | R$24.9b | R$33.2b | R$1.0b | 19x | 24.8x | 0.7x |
| Tue, 07 Apr 2026 | R$25.2b | R$33.2b | R$1.0b | 19.1x | 25.1x | 0.8x |
| Thu, 05 Mar 2026 | R$26.6b | R$32.7b | R$893.8m | 91.2x | 29.8x | 0.8x |
| Sat, 31 Jan 2026 | R$27.3b | R$32.7b | R$893.8m | 77.5x | 30.5x | 0.8x |
| Mon, 29 Dec 2025 | R$24.3b | R$32.7b | R$893.8m | 71.4x | 27.2x | 0.7x |
| Wed, 26 Nov 2025 | R$24.0b | R$32.7b | R$893.8m | 66.5x | 26.9x | 0.7x |
| Fri, 24 Oct 2025 | R$23.3b | R$31.9b | R$873.1m | 36x | 26.6x | 0.7x |
| Sun, 21 Sep 2025 | R$46.3b | R$31.9b | R$873.1m | 40.2x | 53x | 1.4x |
| Tue, 19 Aug 2025 | R$44.4b | R$27.0b | R$743.9m | 37.8x | 59.7x | 1.6x |
| Thu, 17 Jul 2025 | R$43.2b | R$30.4b | R$759.8m | 42.5x | 56.8x | 1.4x |
| Sat, 14 Jun 2025 | R$47.3b | R$30.4b | R$759.8m | 41.5x | 62.3x | 1.6x |
| Mon, 12 May 2025 | R$39.4b | R$29.7b | R$738.0m | 40.3x | 53.3x | 1.3x |
| Wed, 09 Apr 2025 | R$37.4b | R$28.7b | R$790.8m | 34.4x | 47.4x | 1.3x |
| Fri, 07 Mar 2025 | R$38.0b | R$28.2b | R$849.3m | 13.7x | 44.7x | 1.3x |
| Sun, 02 Feb 2025 | R$39.8b | R$27.0b | R$907.3m | 18.3x | 43.9x | 1.5x |
| Tue, 31 Dec 2024 | R$39.3b | R$27.0b | R$907.3m | 16.8x | 43.3x | 1.5x |
| Thu, 28 Nov 2024 | R$47.8b | R$27.0b | R$907.3m | 19.7x | 52.7x | 1.8x |
| Sat, 26 Oct 2024 | R$41.6b | R$24.5b | R$786.5m | 31.1x | 52.9x | 1.7x |
| Mon, 23 Sep 2024 | R$33.0b | R$24.5b | R$786.5m | 30.7x | 41.9x | 1.3x |
| Wed, 21 Aug 2024 | R$33.7b | R$24.5b | R$786.6m | 31.7x | 42.9x | 1.4x |
| Fri, 19 Jul 2024 | R$22.8b | R$23.4b | R$912.1m | 17.4x | 25x | 1x |
| Sun, 16 Jun 2024 | R$20.0b | R$23.4b | R$912.1m | 18x | 21.9x | 0.9x |
| Tue, 14 May 2024 | R$22.1b | R$23.3b | R$725.7m | 19.6x | 30.4x | 0.9x |
| Thu, 11 Apr 2024 | R$23.2b | R$22.6b | R$852.7m | 21x | 27.2x | 1x |
| Sat, 09 Mar 2024 | R$21.8b | R$22.0b | R$545.4m | 17x | 39.9x | 1x |
| Mon, 05 Feb 2024 | R$21.3b | R$21.7b | R$519.0m | 14.9x | 41x | 1x |
| Wed, 03 Jan 2024 | R$21.3b | R$21.7b | R$519.0m | 14.8x | 41.1x | 1x |
| Fri, 01 Dec 2023 | R$20.8b | R$21.7b | R$519.0m | 13.9x | 40x | 1x |
| Sun, 29 Oct 2023 | R$19.4b | R$21.0b | R$433.1m | 17x | 44.9x | 0.9x |
| Tue, 26 Sep 2023 | R$20.9b | R$20.6b | R$406.3m | 18.5x | 51.5x | 1x |
| Thu, 24 Aug 2023 | R$22.1b | R$20.6b | R$406.3m | 18.9x | 54.3x | 1.1x |
| Sat, 22 Jul 2023 | R$20.8b | R$19.8b | R$246.1m | 19.6x | 84.7x | 1.1x |
| Mon, 19 Jun 2023 | R$19.1b | R$19.8b | R$274.4m | 15.4x | 69.8x | 1x |
69.8x
Which industries have driven the changes within the Brazilian Industrials industry?
| BR Market | 1.64% | |
| Industrials | -0.068% | |
| Commercial Services | 0.62% | |
| Diversified Support Services | 3.67% | |
| Environmental and Facilities Services | 0.52% | |
| Office Services and Supplies | 0% | 0 |
| Commercial Printing | -0.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OPCT3 OceanPact Serviços Marítimos | R$10.55 | 4.1% +R$83.7m | 67.5% | PE17.3x | |
| PRNR3 Priner Serviços Industriais | R$18.35 | 3.7% +R$36.9m | 21.4% | PE28.2x | |
| AMBP3 Ambipar Participações e Empreendimentos | R$0.18 | 5.9% +R$16.7m | -98.9% | PS0.04x | |
| GGPS3 GPS Participações e Empreendimentos | R$11.90 | 0.08% +R$7.5m | -11.3% | PE13.6x |