Improved Earnings Required Before EcoRodovias Infraestrutura e Logística S.A. (BVMF:ECOR3) Stock's 28% Jump Looks Justified
Apr 25
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Brazilian (BOVESPA) Infrastructure Industry Analysis
UpdatedApr 30, 2025
DataAggregated Company Financials
Companies5
- 7D1.6%
- 3M11.2%
- 1Y3.7%
- YTD20.7%
All of the companies in the Infrastructure industry have been up over the last week, with the industry up 3.0%. This means that the industry has gained 3.4% over the past year. Looking forward, earnings are forecast to grow by 13% 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, 01 May 2025 | R$50.9b | R$38.8b | R$3.4b | 15.6x | 15.1x | 1.3x |
| Sat, 29 Mar 2025 | R$46.8b | R$38.7b | R$3.4b | 15.4x | 13.6x | 1.2x |
| Mon, 24 Feb 2025 | R$46.3b | R$38.3b | R$3.4b | 14.9x | 13.5x | 1.2x |
| Wed, 22 Jan 2025 | R$43.5b | R$38.3b | R$3.8b | 13.6x | 11.6x | 1.1x |
| Fri, 20 Dec 2024 | R$42.0b | R$38.3b | R$3.8b | 13.1x | 11.2x | 1.1x |
| Sun, 17 Nov 2024 | R$47.0b | R$38.3b | R$3.8b | 14.6x | 12.5x | 1.2x |
| Tue, 15 Oct 2024 | R$49.5b | R$36.8b | R$3.4b | 17.3x | 14.4x | 1.3x |
| Thu, 12 Sep 2024 | R$50.9b | R$36.8b | R$3.4b | 16.8x | 14.8x | 1.4x |
| Sat, 10 Aug 2024 | R$52.0b | R$36.5b | R$3.4b | 17.1x | 15.2x | 1.4x |
| Mon, 08 Jul 2024 | R$49.0b | R$34.6b | R$3.2b | 16.3x | 15.3x | 1.4x |
| Wed, 05 Jun 2024 | R$46.3b | R$34.6b | R$3.2b | 16x | 14.5x | 1.3x |
| Fri, 03 May 2024 | R$50.1b | R$33.4b | R$3.2b | 16.8x | 15.8x | 1.5x |
| Sun, 31 Mar 2024 | R$53.1b | R$33.4b | R$3.2b | 18x | 16.7x | 1.6x |
| Tue, 27 Feb 2024 | R$50.9b | R$32.3b | R$3.0b | 17.5x | 16.8x | 1.6x |
| Thu, 25 Jan 2024 | R$49.5b | R$29.9b | R$2.3b | 19.3x | 21.9x | 1.7x |
| Sat, 23 Dec 2023 | R$51.8b | R$29.9b | R$2.3b | 19.6x | 23x | 1.7x |
| Mon, 20 Nov 2023 | R$46.4b | R$29.9b | R$2.2b | 17.3x | 20.6x | 1.6x |
| Wed, 18 Oct 2023 | R$42.9b | R$28.1b | R$2.3b | 17.1x | 18.7x | 1.5x |
| Fri, 15 Sep 2023 | R$44.7b | R$28.1b | R$2.3b | 17.7x | 19.5x | 1.6x |
| Sun, 13 Aug 2023 | R$46.5b | R$28.4b | R$2.5b | 18.2x | 18.8x | 1.6x |
| Tue, 11 Jul 2023 | R$47.2b | R$27.2b | R$2.3b | 21.4x | 20.7x | 1.7x |
| Thu, 08 Jun 2023 | R$46.5b | R$27.2b | R$2.3b | 19.4x | 20.4x | 1.7x |
| Sat, 06 May 2023 | R$44.7b | R$26.7b | R$2.3b | 17.7x | 19.2x | 1.7x |
| Mon, 03 Apr 2023 | R$40.8b | R$30.6b | R$5.2b | 14.2x | 7.9x | 1.3x |
| Wed, 01 Mar 2023 | R$36.6b | R$29.9b | R$5.0b | 17x | 7.4x | 1.2x |
| Fri, 27 Jan 2023 | R$39.5b | R$29.2b | R$5.0b | 18.1x | 7.8x | 1.4x |
| Sun, 25 Dec 2022 | R$37.7b | R$29.2b | R$5.0b | 17.9x | 7.5x | 1.3x |
| Tue, 22 Nov 2022 | R$37.3b | R$29.3b | R$5.2b | 15.6x | 7.2x | 1.3x |
| Thu, 20 Oct 2022 | R$41.1b | R$27.9b | R$4.7b | 19.3x | 8.7x | 1.5x |
| Sat, 17 Sep 2022 | R$42.8b | R$27.9b | R$4.7b | 17.3x | 9.1x | 1.5x |
| Mon, 15 Aug 2022 | R$45.0b | R$27.5b | R$4.5b | 17.1x | 9.9x | 1.6x |
| Wed, 13 Jul 2022 | R$36.9b | R$26.4b | R$4.5b | 9.8x | 8.3x | 1.4x |
| Fri, 10 Jun 2022 | R$41.4b | R$26.4b | R$4.5b | 11.5x | 9.3x | 1.6x |
| Sun, 08 May 2022 | R$38.3b | R$21.8b | R$1.5b | 21x | 25.7x | 1.8x |
Price to Earnings Ratio
25.7x
Current Industry PE
- Investors are relatively neutral on the Brazilian Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 14.5x.
- The industry is trading close to its 3-year average PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 29% 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 | 2.16% | |
| Industrials | 4.20% | |
| Infrastructure | 1.64% | |
| Highways and Railtracks | 2.39% | |
| Marine Ports and Services | 0.43% | |
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 17.7x.
- Analysts are expecting annual earnings growth of 11.9%, which is lower than the prior year's growth of 34.3% per year.
- Investors are most pessimistic about the Highways and Railtracks industry, which is trading close to its 3-year average of 13.9x.
Forecasted Growth
- Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 14% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 12% 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$13.29 | 1.9% +R$502.5m | 7.8% | PE21.4x | |
| ECOR3 EcoRodovias Infraestrutura e Logística | R$6.94 | 5.2% +R$236.5m | -4.3% | PE5.3x | |
| STBP3 Santos Brasil Participações | R$13.52 | 0.6% +R$68.8m | -0.4% | PE15.7x | |
| PORT3 Wilson Sons | R$17.13 | 0.2% +R$13.2m | 2.0% | PE15.6x | |
| TPIS3 Triunfo Participações e Investimentos | R$4.33 | 1.4% +R$2.6m | 12.2% | PS0.1x |