Narrative Update • Jul 10

Over the last 7 days, the Commercial Services industry has dropped 2.0%, driven by a pullback from Orizon Valorização de Resíduos of 3.8%. This takes the industry's 12 month performance to a gain of 9.4%. As for the next few years, earnings are expected to grow by 36% per annum.
Has the Brazilian Commercial Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | R$21.0b | R$33.9b | R$1.1b | 20.9x | 20x | 0.6x |
| Tue, 07 Jul 2026 | R$22.8b | R$33.8b | R$1.1b | 20.7x | 21.4x | 0.7x |
| Thu, 04 Jun 2026 | R$21.8b | R$33.8b | R$1.1b | 22x | 20.6x | 0.6x |
| Sat, 02 May 2026 | R$25.1b | R$33.2b | R$1.0b | 19.5x | 25x | 0.8x |
| Mon, 30 Mar 2026 | R$24.1b | R$33.2b | R$1.0b | 17.7x | 24x | 0.7x |
| Wed, 25 Feb 2026 | R$27.9b | R$32.7b | R$893.8m | 92.8x | 31.2x | 0.9x |
| Fri, 23 Jan 2026 | R$25.5b | R$32.7b | R$893.8m | 73.7x | 28.5x | 0.8x |
| Sun, 21 Dec 2025 | R$23.9b | R$32.7b | R$893.8m | 68.4x | 26.8x | 0.7x |
| Tue, 18 Nov 2025 | R$24.4b | R$32.3b | R$885.6m | 58.7x | 27.5x | 0.8x |
| Thu, 16 Oct 2025 | R$23.3b | R$31.9b | R$873.1m | 36.3x | 26.7x | 0.7x |
| Sat, 13 Sep 2025 | R$43.4b | R$31.9b | R$873.1m | 37.5x | 49.7x | 1.4x |
| Mon, 11 Aug 2025 | R$44.1b | R$30.4b | R$736.8m | 41.9x | 59.8x | 1.4x |
| Wed, 09 Jul 2025 | R$47.3b | R$30.4b | R$759.8m | 43.6x | 62.3x | 1.6x |
| Fri, 06 Jun 2025 | R$50.3b | R$30.4b | R$759.8m | 43.2x | 66.2x | 1.7x |
| Sun, 04 May 2025 | R$38.9b | R$28.7b | R$790.8m | 40.5x | 49.1x | 1.4x |
| Tue, 01 Apr 2025 | R$37.2b | R$28.6b | R$889.8m | 17.7x | 41.8x | 1.3x |
| Thu, 27 Feb 2025 | R$38.2b | R$27.0b | R$907.3m | 18x | 42.1x | 1.4x |
| Sat, 25 Jan 2025 | R$36.8b | R$27.0b | R$907.3m | 17.2x | 40.6x | 1.4x |
| Mon, 23 Dec 2024 | R$38.6b | R$27.0b | R$907.3m | 17.7x | 42.6x | 1.4x |
| Wed, 20 Nov 2024 | R$46.6b | R$27.0b | R$907.3m | 20.7x | 51.4x | 1.7x |
| Fri, 18 Oct 2024 | R$42.3b | R$24.5b | R$786.5m | 30.5x | 53.8x | 1.7x |
| Sun, 15 Sep 2024 | R$32.2b | R$24.5b | R$786.5m | 32.5x | 40.9x | 1.3x |
| Tue, 13 Aug 2024 | R$38.7b | R$23.6b | R$762.8m | 33.7x | 50.7x | 1.6x |
| Thu, 11 Jul 2024 | R$22.3b | R$23.4b | R$912.1m | 17.6x | 24.4x | 1x |
| Sat, 08 Jun 2024 | R$21.0b | R$23.4b | R$912.1m | 18.4x | 23x | 0.9x |
| Mon, 06 May 2024 | R$22.3b | R$22.6b | R$852.7m | 20x | 26.1x | 1x |
| Wed, 03 Apr 2024 | R$23.5b | R$22.6b | R$862.8m | 21.5x | 27.2x | 1x |
| Fri, 01 Mar 2024 | R$21.7b | R$21.7b | R$519.0m | 14.3x | 41.7x | 1x |
| Sun, 28 Jan 2024 | R$21.7b | R$21.7b | R$519.0m | 14.2x | 41.9x | 1x |
| Tue, 26 Dec 2023 | R$22.6b | R$21.7b | R$519.0m | 15.7x | 43.5x | 1x |
| Thu, 23 Nov 2023 | R$21.0b | R$21.7b | R$500.3m | 13.1x | 41.9x | 1x |
| Sat, 21 Oct 2023 | R$19.0b | R$20.6b | R$406.3m | 17.6x | 46.7x | 0.9x |
| Mon, 18 Sep 2023 | R$21.7b | R$20.6b | R$406.3m | 16.9x | 53.3x | 1.1x |
| Wed, 16 Aug 2023 | R$21.4b | R$20.2b | R$432.3m | 19.2x | 49.6x | 1.1x |
49.6x
Which industries have driven the changes within the Brazilian Industrials industry?
| BR Market | -3.29% | |
| Industrials | 0.62% | |
| Commercial Services | -2.02% | |
| Office Services and Supplies | 0% | 0 |
| Environmental and Facilities Services | -1.38% | |
| Commercial Printing | -6.79% | |
| Diversified Support Services | -6.79% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| OPCT3 OceanPact Serviços Marítimos | R$10.74 | 4.3% +R$87.7m | 68.3% | PE12.8x |