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Brazilian (BOVESPA) Infrastructure Industry Analysis
UpdatedJan 30, 2025
DataAggregated Company Financials
Companies5
- 7D0.8%
- 3M-6.6%
- 1Y-8.8%
- YTD5.8%
In the last week, the Infrastructure industry is up 2.2%, with all of the companies up. However, the industry is down 8.7% over the past year. Earnings are forecast to grow by 8.8% annually.
Industry Valuation and Performance
Has the Brazilian Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 Jan 2025 | R$44.7b | R$38.3b | R$3.8b | 14x | 11.9x | 1.2x |
| Sat, 28 Dec 2024 | R$42.1b | R$38.3b | R$3.8b | 13x | 11.2x | 1.1x |
| Mon, 25 Nov 2024 | R$47.5b | R$38.3b | R$3.8b | 14.5x | 12.6x | 1.2x |
| Wed, 23 Oct 2024 | R$47.7b | R$36.8b | R$3.4b | 16.3x | 13.9x | 1.3x |
| Fri, 20 Sep 2024 | R$50.2b | R$36.8b | R$3.4b | 16.4x | 14.6x | 1.4x |
| Sun, 18 Aug 2024 | R$52.3b | R$36.8b | R$3.4b | 17.9x | 15.2x | 1.4x |
| Tue, 16 Jul 2024 | R$51.5b | R$34.6b | R$3.2b | 16.9x | 16.1x | 1.5x |
| Thu, 13 Jun 2024 | R$45.4b | R$34.6b | R$3.2b | 15.8x | 14.2x | 1.3x |
| Sat, 11 May 2024 | R$48.9b | R$34.5b | R$3.1b | 17.6x | 15.7x | 1.4x |
| Mon, 08 Apr 2024 | R$52.4b | R$33.4b | R$3.2b | 17.9x | 16.5x | 1.6x |
| Wed, 06 Mar 2024 | R$50.9b | R$32.3b | R$3.0b | 17.9x | 16.8x | 1.6x |
| Fri, 02 Feb 2024 | R$49.6b | R$29.9b | R$2.3b | 20.2x | 22x | 1.7x |
| Sun, 31 Dec 2023 | R$51.1b | R$29.9b | R$2.3b | 19.4x | 22.7x | 1.7x |
| Tue, 28 Nov 2023 | R$46.3b | R$29.9b | R$2.3b | 17.2x | 20.6x | 1.5x |
| Thu, 26 Oct 2023 | R$42.0b | R$28.1b | R$2.3b | 16.7x | 18.2x | 1.5x |
| Sat, 23 Sep 2023 | R$44.5b | R$28.1b | R$2.3b | 18.2x | 19.3x | 1.6x |
| Mon, 21 Aug 2023 | R$45.0b | R$28.1b | R$2.3b | 17.8x | 19.6x | 1.6x |
| Wed, 19 Jul 2023 | R$46.7b | R$27.2b | R$2.3b | 21.1x | 20.5x | 1.7x |
| Fri, 16 Jun 2023 | R$47.2b | R$27.2b | R$2.3b | 21.3x | 20.8x | 1.7x |
| Sun, 14 May 2023 | R$44.7b | R$27.2b | R$2.3b | 18.4x | 19.7x | 1.6x |
| Tue, 11 Apr 2023 | R$41.8b | R$30.6b | R$5.2b | 15.3x | 8.1x | 1.4x |
| Thu, 09 Mar 2023 | R$38.4b | R$29.9b | R$5.0b | 17.3x | 7.7x | 1.3x |
| Sat, 04 Feb 2023 | R$37.8b | R$29.2b | R$5.0b | 17.7x | 7.5x | 1.3x |
| Mon, 02 Jan 2023 | R$36.6b | R$29.2b | R$5.0b | 17.3x | 7.3x | 1.3x |
| Wed, 30 Nov 2022 | R$37.7b | R$29.2b | R$5.0b | 17x | 7.5x | 1.3x |
| Fri, 28 Oct 2022 | R$41.1b | R$27.9b | R$4.7b | 18.8x | 8.7x | 1.5x |
| Sun, 25 Sep 2022 | R$43.2b | R$27.9b | R$4.7b | 18.4x | 9.2x | 1.6x |
| Tue, 23 Aug 2022 | R$43.8b | R$27.9b | R$4.7b | 17.4x | 9.3x | 1.6x |
| Thu, 21 Jul 2022 | R$37.2b | R$26.4b | R$4.5b | 10.2x | 8.4x | 1.4x |
| Sat, 18 Jun 2022 | R$39.1b | R$26.4b | R$4.5b | 11.1x | 8.8x | 1.5x |
| Mon, 16 May 2022 | R$39.8b | R$21.9b | R$1.6b | 19x | 25.6x | 1.8x |
| Wed, 13 Apr 2022 | R$43.7b | R$21.6b | R$1.6b | 23.7x | 27.9x | 2x |
| Fri, 11 Mar 2022 | R$39.5b | R$21.2b | R$1.1b | 26.5x | 35.7x | 1.9x |
| Sun, 06 Feb 2022 | R$41.0b | R$21.0b | R$1.2b | 26.7x | 35.2x | 2x |
Price to Earnings Ratio
35.2x
Current Industry PE
- Investors are pessimistic on the Brazilian Infrastructure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 12.0x which is lower than its 3-year average PE of 15.9x.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 48% per year over the last three years.
- Revenues for these companies have grown 22% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Brazilian Industrials industry?
| BR Market | 0.58% | |
| Industrials | -1.50% | |
| Infrastructure | 0.84% | |
| Highways and Railtracks | 1.04% | |
| Marine Ports and Services | 0.56% | |
| Airport Services | 0% | 0 |
Industry PE
- Investors are most optimistic about the Marine Ports and Services industry even though it's trading below its 3-year average PE ratio of 18.4x.
- Analysts are expecting annual earnings growth of 3.1%, which is lower than the prior year's growth of 51.8% per year.
- Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 15.6x.
Forecasted Growth
- Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 13% over the next 5 years.
- However this is lower than its past earnings growth rate of 62% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 3.1% 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 | |
|---|---|---|---|---|---|
| CCRO3 CCR | R$11.03 | 0.7% +R$161.4m | -15.9% | PE14x | |
| ECOR3 EcoRodovias Infraestrutura e Logística | R$4.99 | 3.3% +R$111.3m | -45.0% | PE3.9x | |
| PORT3 Wilson Sons | R$16.81 | 0.7% +R$52.8m | -0.2% | PE15.5x | |
| STBP3 Santos Brasil Participações | R$13.18 | 0.5% +R$51.8m | 30.8% | PE15x |
