Narrative Update • Jun 18

In the last week, Electrical has been flat. As for the the longer term, the industry is up 17% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.
Has the Brazilian Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | R$195.1b | R$40.2b | R$6.3b | 31x | 31x | 4.9x |
| Wed, 10 Jun 2026 | R$181.8b | R$40.2b | R$6.3b | 28.9x | 28.9x | 4.5x |
| Fri, 08 May 2026 | R$188.6b | R$40.2b | R$6.3b | 30x | 30x | 4.7x |
| Sun, 05 Apr 2026 | R$211.1b | R$40.8b | R$6.4b | 33.1x | 33.1x | 5.2x |
| Tue, 03 Mar 2026 | R$208.5b | R$40.8b | R$6.4b | 32.7x | 32.7x | 5.1x |
| Thu, 29 Jan 2026 | R$221.1b | R$41.4b | R$6.5b | 33.4x | 34.1x | 5.3x |
| Sat, 27 Dec 2025 | R$202.6b | R$41.4b | R$6.5b | 31.6x | 31.2x | 4.9x |
| Mon, 24 Nov 2025 | R$181.3b | R$41.4b | R$6.5b | 28x | 28x | 4.4x |
| Wed, 22 Oct 2025 | R$166.4b | R$41.0b | R$6.4b | 26x | 26x | 4.1x |
| Fri, 19 Sep 2025 | R$154.1b | R$41.0b | R$6.4b | 24x | 24x | 3.8x |
| Sun, 17 Aug 2025 | R$150.9b | R$41.0b | R$6.4b | 23.5x | 23.5x | 3.7x |
| Tue, 15 Jul 2025 | R$165.9b | R$40.0b | R$6.3b | 26.5x | 26.5x | 4.1x |
| Thu, 12 Jun 2025 | R$177.4b | R$40.0b | R$6.3b | 28.3x | 28.3x | 4.4x |
| Sat, 10 May 2025 | R$175.3b | R$40.0b | R$6.3b | 28x | 28x | 4.4x |
| Mon, 07 Apr 2025 | R$183.7b | R$39.5b | R$5.1b | 30.4x | 36x | 4.6x |
| Wed, 05 Mar 2025 | R$203.4b | R$40.0b | R$5.9b | 33.6x | 34.6x | 5.1x |
| Fri, 31 Jan 2025 | R$228.8b | R$37.7b | R$5.9b | 38.7x | 38.6x | 6.1x |
| Sun, 29 Dec 2024 | R$225.7b | R$37.7b | R$5.9b | 37x | 38.1x | 6x |
| Tue, 26 Nov 2024 | R$226.9b | R$37.7b | R$5.9b | 35.9x | 38.3x | 6x |
| Thu, 24 Oct 2024 | R$235.1b | R$36.2b | R$5.7b | 40.5x | 41.5x | 6.5x |
| Sat, 21 Sep 2024 | R$220.8b | R$36.2b | R$5.7b | 37.8x | 38.9x | 6.1x |
| Mon, 19 Aug 2024 | R$224.0b | R$36.2b | R$5.7b | 38.3x | 39.5x | 6.2x |
| Wed, 17 Jul 2024 | R$196.3b | R$35.5b | R$5.6b | 34x | 35.1x | 5.5x |
| Fri, 14 Jun 2024 | R$161.6b | R$35.5b | R$5.6b | 28x | 28.9x | 4.5x |
| Sun, 12 May 2024 | R$164.2b | R$35.7b | R$5.6b | 28.4x | 29.1x | 4.6x |
| Tue, 09 Apr 2024 | R$161.0b | R$35.3b | R$5.6b | 28x | 28.6x | 4.6x |
| Thu, 07 Mar 2024 | R$157.8b | R$35.3b | R$5.6b | 27.2x | 28.1x | 4.5x |
| Sat, 03 Feb 2024 | R$137.3b | R$35.1b | R$5.1b | 26.4x | 27.1x | 3.9x |
| Mon, 01 Jan 2024 | R$155.5b | R$35.1b | R$5.1b | 29.9x | 30.7x | 4.4x |
| Wed, 29 Nov 2023 | R$143.9b | R$35.1b | R$5.1b | 27.8x | 28.4x | 4.1x |
| Fri, 27 Oct 2023 | R$132.7b | R$34.9b | R$5.1b | 26.5x | 26.1x | 3.8x |
| Sun, 24 Sep 2023 | R$145.8b | R$34.7b | R$4.9b | 28.9x | 29.6x | 4.2x |
| Tue, 22 Aug 2023 | R$152.9b | R$34.7b | R$4.9b | 30.1x | 31.1x | 4.4x |
| Thu, 20 Jul 2023 | R$160.0b | R$34.5b | R$4.9b | 31.6x | 32.6x | 4.6x |
32.6x
Which industries have driven the changes within the Brazilian Industrials industry?
| BR Market | 2.17% | |
| Industrials | 0.45% | |
| Electrical | 0.065% | |
| Electrical Components | 0.065% | |
| Heavy Electrical Equipment | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WEGE3 WEG | R$46.51 | 0.5% +R$1.0b | 17.7% | PE31x | |
| AERI3 Aeris Indústria e Comércio de Equipamentos para Geração de Energia | R$2.09 | 4.5% +R$5.5m | -50.0% | PS0.2x |