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Brazilian (BOVESPA) Commercial Services Industry Analysis
UpdatedJun 04, 2025
DataAggregated Company Financials
Companies7
- 7D17.9%
- 3M35.5%
- 1Y149.4%
- YTD41.8%
Over the last 7 days, the Commercial Services industry has risen 20%, driven by gains from Ambipar Participações e Empreendimentos of 32%. In the same time, Valid Soluções was down 6.3%. In the last 12 months, the industry was up 141%. As for the next few years, earnings are expected to grow by 79% per annum.
Industry Valuation and Performance
Has the Brazilian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Jun 2025 | R$51.9b | R$30.4b | R$759.8m | 44.3x | 68.3x | 1.7x |
| Fri, 02 May 2025 | R$39.1b | R$28.7b | R$790.8m | 41.2x | 49.4x | 1.4x |
| Sun, 30 Mar 2025 | R$37.3b | R$28.6b | R$889.8m | 18.1x | 42x | 1.3x |
| Tue, 25 Feb 2025 | R$38.5b | R$27.0b | R$907.3m | 18.3x | 42.5x | 1.4x |
| Thu, 23 Jan 2025 | R$36.6b | R$27.0b | R$907.3m | 17x | 40.3x | 1.4x |
| Sat, 21 Dec 2024 | R$43.9b | R$27.0b | R$907.3m | 17.7x | 48.3x | 1.6x |
| Mon, 18 Nov 2024 | R$47.5b | R$27.0b | R$907.3m | 20.6x | 52.4x | 1.8x |
| Wed, 16 Oct 2024 | R$43.5b | R$24.5b | R$786.5m | 30.5x | 55.4x | 1.8x |
| Fri, 13 Sep 2024 | R$31.5b | R$24.5b | R$786.5m | 31.4x | 40.1x | 1.3x |
| Sun, 11 Aug 2024 | R$36.8b | R$23.5b | R$954.3m | 19.1x | 38.6x | 1.6x |
| Tue, 09 Jul 2024 | R$21.9b | R$23.4b | R$912.1m | 17.4x | 24.1x | 0.9x |
| Thu, 06 Jun 2024 | R$20.8b | R$23.4b | R$912.1m | 18.4x | 22.8x | 0.9x |
| Sat, 04 May 2024 | R$22.3b | R$22.6b | R$852.7m | 20x | 26.1x | 1x |
| Mon, 01 Apr 2024 | R$23.9b | R$22.6b | R$852.7m | 21.7x | 28x | 1.1x |
| Wed, 28 Feb 2024 | R$21.5b | R$21.7b | R$519.0m | 13.5x | 41.5x | 1x |
| Fri, 26 Jan 2024 | R$21.5b | R$21.7b | R$519.0m | 13.8x | 41.4x | 1x |
| Sun, 24 Dec 2023 | R$22.6b | R$21.7b | R$519.0m | 15.7x | 43.5x | 1x |
| Tue, 21 Nov 2023 | R$20.9b | R$21.5b | R$512.6m | 13.1x | 40.9x | 1x |
| Thu, 19 Oct 2023 | R$19.1b | R$20.6b | R$406.3m | 17.5x | 46.9x | 0.9x |
| Sat, 16 Sep 2023 | R$21.8b | R$20.6b | R$406.3m | 17.1x | 53.7x | 1.1x |
| Mon, 14 Aug 2023 | R$21.3b | R$20.2b | R$406.2m | 18.5x | 52.4x | 1.1x |
| Wed, 12 Jul 2023 | R$21.0b | R$19.8b | R$246.1m | 17.6x | 85.4x | 1.1x |
| Fri, 09 Jun 2023 | R$19.2b | R$19.4b | R$420.0m | 17.2x | 45.6x | 1x |
| Sun, 07 May 2023 | R$16.0b | R$18.6b | R$332.8m | 16.5x | 48.2x | 0.9x |
| Tue, 04 Apr 2023 | R$15.2b | R$18.6b | R$332.8m | 14.7x | 45.7x | 0.8x |
| Thu, 02 Mar 2023 | R$14.6b | R$17.9b | R$294.8m | 12.4x | 49.5x | 0.8x |
| Sat, 28 Jan 2023 | R$15.5b | R$17.9b | R$294.8m | 13x | 52.5x | 0.9x |
| Mon, 26 Dec 2022 | R$14.9b | R$17.9b | R$294.8m | 12.9x | 50.4x | 0.8x |
| Wed, 23 Nov 2022 | R$16.0b | R$17.0b | R$258.5m | 15.3x | 61.8x | 0.9x |
| Fri, 21 Oct 2022 | R$17.3b | R$16.3b | R$318.1m | 15.9x | 54.4x | 1.1x |
| Sun, 18 Sep 2022 | R$17.0b | R$17.3b | R$143.1m | 15.5x | 118.6x | 1x |
| Tue, 16 Aug 2022 | R$16.8b | R$16.5b | R$269.9m | 15.1x | 62.3x | 1x |
| Thu, 14 Jul 2022 | R$13.5b | R$15.9b | R$801.5m | 13.7x | 16.8x | 0.8x |
| Sat, 11 Jun 2022 | R$15.6b | R$15.9b | R$801.5m | 14.2x | 19.5x | 1x |
Price to Earnings Ratio
19.5x
Current Industry PE
- Investors are optimistic on the Brazilian Commercial Services industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 67.0x which is higher than its 3-year average PE of 48.6x.
- The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Commercial Services industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 24% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Brazilian Industrials industry?
| BR Market | -1.08% | |
| Industrials | -1.02% | |
| Commercial Services | 17.88% | |
| Environmental and Facilities Services | 19.51% | |
| Office Services and Supplies | 0% | 0 |
| Diversified Support Services | -0.18% | |
| Commercial Printing | -6.32% | |
Industry PE
- Investors are most optimistic about the Environmental and Facilities Services industry which is trading above its 3-year average PE ratio of 83.5x.
- Analysts are expecting annual earnings growth of 79.2%, which is higher than its past year's earnings decline of 36.4% per year.
- Investors are most pessimistic about the Commercial Printing industry, which is trading below its 3-year average of 7.3x.
Forecasted Growth
- Analysts are most optimistic on the Environmental and Facilities Services industry, expecting annual earnings growth of 79% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Diversified Support Services industry is expected to see its earnings grow by 60% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AMBP3 Ambipar Participações e Empreendimentos | R$192.98 | 32.2% +R$7.8b | 1,957.4% | PS4.7x | |
| GGPS3 GPS Participações e Empreendimentos | R$15.50 | 1.0% +R$101.6m | -13.9% | PE15.8x | |
| OPCT3 OceanPact Serviços Marítimos | R$6.25 | 4.2% +R$49.6m | -0.8% | PS0.7x | |
| ORVR3 Orizon Valorização de Resíduos | R$53.14 | 0.3% +R$12.4m | 31.6% | PE151.8x | |
| ALPK3 Allpark Empreendimentos Participações e Serviços | R$3.33 | 1.2% +R$8.6m | 6.7% | PS0.4x |
