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Brazilian (BOVESPA) Infrastructure Industry Analysis

UpdatedJun 07, 2025
DataAggregated Company Financials
Companies5
  • 7D-0.2%
  • 3M10.5%
  • 1Y12.4%
  • YTD21.7%

Last week, the Infrastructure industry hasn't moved much but EcoRodovias Infraestrutura e Logística is up 3.6% in that time. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

Has the Brazilian Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 07 Jun 2025R$51.3bR$39.4bR$3.6b14.1x14.2x1.3x
Mon, 05 May 2025R$24.0bR$17.0bR$2.1b15.5x11.3x1.4x
Wed, 02 Apr 2025R$46.6bR$38.8bR$3.4b15.5x13.8x1.2x
Fri, 28 Feb 2025R$46.5bR$38.4bR$3.4b15.4x13.7x1.2x
Sun, 26 Jan 2025R$44.1bR$38.3bR$3.8b13.8x11.7x1.2x
Tue, 24 Dec 2024R$42.7bR$38.3bR$3.8b12.9x11.4x1.1x
Thu, 21 Nov 2024R$47.2bR$38.3bR$3.8b14.5x12.6x1.2x
Sat, 19 Oct 2024R$48.7bR$36.8bR$3.4b16.3x14.2x1.3x
Mon, 16 Sep 2024R$51.2bR$36.8bR$3.4b16.7x14.9x1.4x
Wed, 14 Aug 2024R$52.2bR$36.8bR$3.4b17.8x15.2x1.4x
Fri, 12 Jul 2024R$51.0bR$34.6bR$3.2b16.8x15.9x1.5x
Sun, 09 Jun 2024R$45.8bR$34.6bR$3.2b15.7x14.3x1.3x
Tue, 07 May 2024R$50.5bR$33.4bR$3.2b16.6x15.9x1.5x
Thu, 04 Apr 2024R$52.6bR$33.4bR$3.2b17.9x16.6x1.6x
Sat, 02 Mar 2024R$51.1bR$32.3bR$3.0b17.8x16.9x1.6x
Mon, 29 Jan 2024R$48.9bR$29.9bR$2.3b19.3x21.7x1.6x
Wed, 27 Dec 2023R$51.8bR$29.9bR$2.3b19.4x23x1.7x
Fri, 24 Nov 2023R$46.7bR$29.9bR$2.3b17.4x20.7x1.6x
Sun, 22 Oct 2023R$41.3bR$28.1bR$2.3b16.6x17.9x1.5x
Tue, 19 Sep 2023R$45.1bR$28.1bR$2.3b18.1x19.6x1.6x
Thu, 17 Aug 2023R$46.5bR$28.1bR$2.3b18.1x20.2x1.7x
Sat, 15 Jul 2023R$46.1bR$27.2bR$2.3b20.8x20.3x1.7x
Mon, 12 Jun 2023R$46.4bR$27.2bR$2.3b19x20.4x1.7x
Wed, 10 May 2023R$44.1bR$26.7bR$2.3b17.4x19x1.7x
Fri, 07 Apr 2023R$41.7bR$30.6bR$5.2b15x8.1x1.4x
Sun, 05 Mar 2023R$35.9bR$29.9bR$5.0b16.7x7.2x1.2x
Tue, 31 Jan 2023R$39.2bR$29.2bR$5.0b17.9x7.8x1.3x
Thu, 29 Dec 2022R$36.8bR$29.2bR$5.0b17.4x7.3x1.3x
Sat, 26 Nov 2022R$37.3bR$29.2bR$5.0b16.7x7.4x1.3x
Mon, 24 Oct 2022R$42.2bR$27.9bR$4.7b20.2x9x1.5x
Wed, 21 Sep 2022R$42.9bR$27.9bR$4.7b17.9x9.1x1.5x
Fri, 19 Aug 2022R$44.2bR$27.6bR$4.6b17.7x9.6x1.6x
Sun, 17 Jul 2022R$36.4bR$26.4bR$4.5b9.8x8.2x1.4x
Tue, 14 Jun 2022R$38.7bR$26.4bR$4.5b11.2x8.7x1.5x
Price to Earnings Ratio

8.7x


Total Market Cap: R$38.7bTotal Earnings: R$4.5bTotal Revenue: R$26.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Infrastructure Industry Price to Earnings3Y Average 14.1x202320242025
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 14.1x.
  • 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 declined 6.7% per year over the last three years.
  • Meanwhile revenues for these companies have grown 14% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Brazilian Industrials industry?

BR Market-1.12%
Industrials-0.41%
Infrastructure-0.17%
Marine Ports and Services0.044%
Highways and Railtracks-0.29%
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 17.6x.
    • Analysts are expecting annual earnings growth of 9.7%, which is lower than the prior year's growth of 33.3% per year.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading close to its 3-year average of 13.3x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 9.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
ECOR3 EcoRodovias Infraestrutura e LogísticaR$6.993.6%
+R$166.9m
5.4%PE5.9x
STBP3 Santos Brasil ParticipaçõesR$13.690.07%
+R$8.6m
14.6%PE14.9x
TPIS3 Triunfo Participações e InvestimentosR$4.050.2%
+R$433.8k
-3.6%PS0.1x
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