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Brazilian (BOVESPA) Infrastructure Industry Analysis

UpdatedJul 29, 2026
DataAggregated Company Financials
Companies3
  • 7D0.05%
  • 3M-10.0%
  • 1Y17.5%
  • YTD-7.2%

The Infrastructure industry is up 1.5% in the last week, with Motiva Infraestrutura de Mobilidade up 1.0%. In the same time, Triunfo Participações e Investimentos was down 8.2%. This means that the industry has gained 17% over the past year. As for the next few years, earnings are expected to grow by 9.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 29 Jul 2026R$34.9bR$32.0bR$3.2b8.4x10.8x1.1x
Fri, 26 Jun 2026R$34.4bR$32.0bR$3.2b8.4x10.7x1.1x
Sun, 24 May 2026R$34.8bR$32.0bR$3.2b8.6x10.8x1.1x
Tue, 21 Apr 2026R$42.5bR$31.4bR$3.4b10x12.7x1.4x
Thu, 19 Mar 2026R$36.9bR$31.4bR$3.4b8.7x11x1.2x
Sat, 14 Feb 2026R$41.0bR$31.1bR$3.8b9.6x10.9x1.3x
Mon, 12 Jan 2026R$39.1bR$34.0bR$3.7b9.5x10.5x1.1x
Wed, 10 Dec 2025R$38.6bR$34.0bR$3.7b9.3x10.3x1.1x
Fri, 07 Nov 2025R$46.5bR$36.7bR$4.2b11.2x11x1.3x
Sun, 05 Oct 2025R$55.3bR$39.3bR$4.3b12.8x12.9x1.4x
Tue, 02 Sep 2025R$55.3bR$39.3bR$4.3b12.8x12.9x1.4x
Thu, 31 Jul 2025R$49.5bR$38.8bR$4.2b12.8x11.7x1.3x
Sat, 28 Jun 2025R$52.0bR$39.4bR$3.6b14.2x14.4x1.3x
Mon, 26 May 2025R$51.2bR$39.4bR$3.6b14.1x14.1x1.3x
Wed, 23 Apr 2025R$49.3bR$38.8bR$3.4b15.6x14.6x1.3x
Fri, 21 Mar 2025R$47.1bR$38.7bR$3.4b15.5x13.7x1.2x
Sun, 16 Feb 2025R$46.9bR$38.3bR$3.4b15x13.7x1.2x
Tue, 14 Jan 2025R$42.7bR$38.3bR$3.8b12.9x11.4x1.1x
Thu, 12 Dec 2024R$44.1bR$38.3bR$3.8b14.1x11.7x1.2x
Sat, 09 Nov 2024R$47.5bR$38.3bR$3.8b14.5x12.5x1.2x
Mon, 07 Oct 2024R$49.6bR$36.8bR$3.4b17.4x14.4x1.3x
Wed, 04 Sep 2024R$51.7bR$36.8bR$3.4b17x15x1.4x
Fri, 02 Aug 2024R$49.4bR$36.4bR$3.3b16.7x14.8x1.4x
Sun, 30 Jun 2024R$46.7bR$34.6bR$3.2b15.9x14.6x1.4x
Tue, 28 May 2024R$47.0bR$34.6bR$3.2b16.6x14.7x1.4x
Thu, 25 Apr 2024R$48.6bR$33.4bR$3.2b16.5x15.3x1.5x
Sat, 23 Mar 2024R$53.9bR$33.3bR$3.1b18.1x17.3x1.6x
Mon, 19 Feb 2024R$50.0bR$32.3bR$3.0b17.2x16.5x1.5x
Wed, 17 Jan 2024R$50.7bR$29.9bR$2.3b19.4x22.5x1.7x
Fri, 15 Dec 2023R$50.4bR$29.9bR$2.3b18.3x22.3x1.7x
Sun, 12 Nov 2023R$43.7bR$28.9bR$1.9b17.6x22.5x1.5x
Tue, 10 Oct 2023R$43.8bR$28.1bR$2.3b17.4x19x1.6x
Thu, 07 Sep 2023R$43.6bR$28.1bR$2.3b17.2x19x1.6x
Sat, 05 Aug 2023R$46.6bR$27.9bR$2.4b20.9x19.4x1.7x
Price to Earnings Ratio

19.4x


Total Market Cap: R$46.6bTotal Earnings: R$2.4bTotal Revenue: R$27.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Infrastructure Industry Price to Earnings3Y Average 14.5x202420252026
Current Industry PE
    There are only 3 companies in the Brazilian Infrastructure industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 10% per year over the last three years.
  • Revenues for these companies have grown 4.7% 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-0.88%
Industrials1.32%
Infrastructure0.047%
Highways and Railtracks0.047%
Marine Ports and Services0%0
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 14.1x.
    • Analysts are expecting annual earnings growth of 9.8%, which is lower than the prior year's growth of 74.9% per year.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 14.1x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 9.8% over the next 5 years.
  • However this is lower than its past earnings growth rate of 75% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 9.8% 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$7.171.6%
+R$76.5m		6.2%PE6.8x

Latest News

MOTV3
R$14.69
Motiva Infraestrutura de Mobilidade
7D
-0.1%
1Y
18.9%
Narrative Update • Jul 16

MOTV3: Higher Margins And Lower P/E Will Support Future Upside

Analysts have lowered their price target for Motiva Infraestrutura de Mobilidade from R$23.50 to R$22.10. This adjustment reflects updated views that now combine softer revenue expectations with slightly higher projected profit margins and a modestly lower forward P/E multiple.
ECOR3
R$7.17
EcoRodovias Infraestrutura e Logística
7D
1.6%
1Y
6.2%
Narrative Update • Jul 15

ECOR3: Higher Discount Rate Will Still Support Bullish Future Stock Price

Analysts have reduced their fair value estimate for EcoRodovias Infraestrutura e Logística from R$10.00 to R$9.00, citing a higher discount rate as well as a slightly less optimistic view on profit margins and future P/E multiples. What's in the News for EcoRodovias Infraestrutura e Logística No recent company specific news items were identified in the provided sources for EcoRodovias Infraestrutura e Logística.
TPIS3
R$8.34
Triunfo Participações e Investimentos
7D
-5.2%
1Y
105.9%