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Brazilian (BOVESPA) Infrastructure Industry Analysis

UpdatedAug 23, 2025
DataAggregated Company Financials
Companies5
  • 7D2.8%
  • 3M4.1%
  • 1Y2.8%
  • YTD26.3%

All of the companies in the Infrastructure industry have been up over the last week, with the industry up 2.8%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 10% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 23 Aug 2025R$53.4bR$39.3bR$4.3b12.4x12.5x1.4x
Mon, 21 Jul 2025R$49.8bR$39.4bR$3.6b14.3x13.8x1.3x
Wed, 18 Jun 2025R$52.5bR$39.4bR$3.6b14.2x14.5x1.3x
Fri, 16 May 2025R$50.6bR$39.4bR$3.6b14x14x1.3x
Sun, 13 Apr 2025R$46.9bR$38.8bR$3.4b15.5x13.9x1.2x
Tue, 11 Mar 2025R$46.0bR$38.4bR$3.4b15.2x13.5x1.2x
Thu, 06 Feb 2025R$45.2bR$38.3bR$3.8b14.2x12x1.2x
Sat, 04 Jan 2025R$42.3bR$38.3bR$3.8b12.9x11.3x1.1x
Mon, 02 Dec 2024R$44.4bR$38.3bR$3.8b14x11.8x1.2x
Wed, 30 Oct 2024R$47.9bR$36.8bR$3.4b15.9x13.9x1.3x
Fri, 27 Sep 2024R$50.9bR$36.8bR$3.4b17.9x14.8x1.4x
Sun, 25 Aug 2024R$52.0bR$36.8bR$3.4b16.6x15.1x1.4x
Tue, 23 Jul 2024R$50.2bR$34.6bR$3.2b16.8x15.7x1.5x
Thu, 20 Jun 2024R$45.2bR$34.6bR$3.2b15.2x14.1x1.3x
Sat, 18 May 2024R$48.8bR$34.6bR$3.2b16.8x15.3x1.4x
Mon, 15 Apr 2024R$50.8bR$33.4bR$3.2b17.3x16x1.5x
Wed, 13 Mar 2024R$52.6bR$32.3bR$3.0b18.2x17.4x1.6x
Fri, 09 Feb 2024R$50.4bR$29.9bR$2.3b20.9x22.4x1.7x
Sun, 07 Jan 2024R$50.2bR$29.9bR$2.3b19.3x22.3x1.7x
Tue, 05 Dec 2023R$48.7bR$29.9bR$2.3b17.8x21.6x1.6x
Thu, 02 Nov 2023R$41.5bR$28.1bR$2.3b16.7x18.1x1.5x
Sat, 30 Sep 2023R$44.7bR$28.1bR$2.3b18.1x19.4x1.6x
Mon, 28 Aug 2023R$44.2bR$28.1bR$2.3b17.4x19.2x1.6x
Wed, 26 Jul 2023R$47.4bR$27.2bR$2.3b21x20.8x1.7x
Fri, 23 Jun 2023R$48.3bR$27.2bR$2.3b21.9x21.2x1.8x
Sun, 21 May 2023R$45.5bR$27.2bR$2.3b19.3x20x1.7x
Tue, 18 Apr 2023R$43.0bR$30.6bR$5.2b16.9x8.3x1.4x
Thu, 16 Mar 2023R$38.5bR$29.9bR$5.0b16.7x7.8x1.3x
Sat, 11 Feb 2023R$37.1bR$29.2bR$5.0b17.1x7.4x1.3x
Mon, 09 Jan 2023R$35.6bR$29.2bR$5.0b16.8x7.1x1.2x
Wed, 07 Dec 2022R$37.1bR$29.2bR$5.0b16.3x7.4x1.3x
Fri, 04 Nov 2022R$43.5bR$27.9bR$4.7b21.1x9.2x1.6x
Sun, 02 Oct 2022R$39.8bR$27.9bR$4.7b17.5x8.5x1.4x
Tue, 30 Aug 2022R$44.1bR$27.9bR$4.7b17.7x9.4x1.6x
Price to Earnings Ratio

9.4x


Total Market Cap: R$44.1bTotal Earnings: R$4.7bTotal Revenue: R$27.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Infrastructure Industry Price to Earnings3Y Average 14.4x202320242025
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 12.5x which is lower than its 3-year average PE of 14.4x.
  • 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 3.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 12% 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 Market0.43%
Industrials1.68%
Infrastructure2.84%
Highways and Railtracks4.27%
Marine Ports and Services0.57%
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 8.3%, which is lower than the prior year's growth of 57.4% per year.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 13.7x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 11% over the next 5 years.
  • However this is lower than its past earnings growth rate of 19% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 8.3% 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
MOTV3 Motiva Infraestrutura de MobilidadeR$13.904.5%
+R$1.2b		2.2%PE13.4x
ECOR3 EcoRodovias Infraestrutura e LogísticaR$7.293.1%
+R$153.0m		-5.3%PE6.7x
PORT3 Wilson SonsR$17.991.0%
+R$79.7m		4.0%PE11.5x
STBP3 Santos Brasil ParticipaçõesR$14.180.5%
+R$60.5m		8.1%PE15x
TPIS3 Triunfo Participações e InvestimentosR$3.600.3%
+R$433.8k		-33.2%PS0.1x

Latest News

MOTV3
R$13.90
Motiva Infraestrutura de Mobilidade
7D
4.5%
1Y
2.2%

Motiva Infraestrutura de Mobilidade S.A.'s (BVMF:MOTV3) Business Is Trailing The Market But Its Shares Aren't

Aug 21
Motiva Infraestrutura de Mobilidade S.A.'s (BVMF:MOTV3) Business Is Trailing The Market But Its Shares Aren't
ECOR3
R$7.29
EcoRodovias Infraestrutura e Logística
7D
3.1%
1Y
-5.3%
PORT3
R$17.99
Wilson Sons
7D
1.0%
1Y
4.0%
TPIS3
R$3.60
Triunfo Participações e Investimentos
7D
0.3%
1Y
-33.2%
STBP3
R$14.18
Santos Brasil Participações
7D
0.5%
1Y
8.1%