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Brazilian (BOVESPA) Infrastructure Industry Analysis

UpdatedDec 24, 2025
DataAggregated Company Financials
Companies3
  • 7D0.07%
  • 3M6.7%
  • 1Y59.7%
  • YTD60.3%

Over the last 7 days, the Infrastructure industry has dropped 7.3%, driven by a pullback from Motiva Infraestrutura de Mobilidade of 7.8%. Over the past 12 months, the industry was up 57%. Looking forward, earnings are forecast to grow by 5.0% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Dec 2025R$37.2bR$34.0bR$3.7b9.2x9.9x1.1x
Fri, 21 Nov 2025R$47.0bR$37.2bR$4.4b11x10.7x1.3x
Sun, 19 Oct 2025R$42.7bR$35.9bR$3.5b11.8x12.3x1.2x
Tue, 16 Sep 2025R$56.1bR$39.3bR$4.3b13x13.1x1.4x
Thu, 14 Aug 2025R$51.5bR$39.3bR$4.3b12x12x1.3x
Sat, 12 Jul 2025R$51.1bR$39.4bR$3.6b14.2x14.1x1.3x
Mon, 09 Jun 2025R$51.3bR$39.4bR$3.6b14.1x14.2x1.3x
Wed, 07 May 2025R$50.8bR$38.7bR$3.6b15.6x14.2x1.3x
Fri, 04 Apr 2025R$47.9bR$38.8bR$3.4b15.5x14.2x1.2x
Sun, 02 Mar 2025R$45.9bR$38.4bR$3.4b15.3x13.5x1.2x
Tue, 28 Jan 2025R$44.1bR$38.3bR$3.8b14.1x11.7x1.2x
Thu, 26 Dec 2024R$42.0bR$38.3bR$3.8b12.9x11.2x1.1x
Sat, 23 Nov 2024R$46.8bR$38.3bR$3.8b14.5x12.5x1.2x
Mon, 21 Oct 2024R$48.7bR$36.8bR$3.4b16.3x14.2x1.3x
Wed, 18 Sep 2024R$51.6bR$36.8bR$3.4b17.1x15x1.4x
Fri, 16 Aug 2024R$52.8bR$36.8bR$3.4b18.2x15.4x1.4x
Sun, 14 Jul 2024R$51.5bR$34.6bR$3.2b16.9x16.1x1.5x
Tue, 11 Jun 2024R$45.8bR$34.6bR$3.2b15.6x14.3x1.3x
Thu, 09 May 2024R$50.2bR$33.7bR$2.9b17.8x17.3x1.5x
Sat, 06 Apr 2024R$52.4bR$33.4bR$3.2b17.9x16.5x1.6x
Mon, 04 Mar 2024R$51.2bR$32.3bR$3.0b17.8x16.9x1.6x
Wed, 31 Jan 2024R$48.9bR$29.9bR$2.3b19.5x21.7x1.6x
Fri, 29 Dec 2023R$51.7bR$29.9bR$2.3b19.3x22.9x1.7x
Sun, 26 Nov 2023R$46.3bR$29.9bR$2.3b17.2x20.6x1.5x
Tue, 24 Oct 2023R$42.4bR$28.1bR$2.3b16.8x18.4x1.5x
Thu, 21 Sep 2023R$45.2bR$28.1bR$2.3b18.2x19.7x1.6x
Sat, 19 Aug 2023R$45.0bR$28.1bR$2.3b17.8x19.6x1.6x
Mon, 17 Jul 2023R$46.1bR$27.2bR$2.3b20.8x20.3x1.7x
Wed, 14 Jun 2023R$46.7bR$27.2bR$2.3b20.1x20.5x1.7x
Fri, 12 May 2023R$44.7bR$27.2bR$2.4b18.3x18.9x1.6x
Sun, 09 Apr 2023R$41.7bR$30.6bR$5.2b15x8.1x1.4x
Tue, 07 Mar 2023R$36.7bR$29.9bR$5.0b17x7.4x1.2x
Thu, 02 Feb 2023R$39.0bR$29.2bR$5.0b17.9x7.7x1.3x
Sat, 31 Dec 2022R$36.6bR$29.2bR$5.0b17.3x7.3x1.3x
Price to Earnings Ratio

7.3x


Total Market Cap: R$36.6bTotal Earnings: R$5.0bTotal Revenue: R$29.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Infrastructure Industry Price to Earnings3Y Average 14.8x202320242025
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 declined 9.5% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.2% 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-0.59%
Industrials-1.01%
Infrastructure0.073%
Highways and Railtracks0.073%
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 14.2x.
    • Analysts are expecting annual earnings growth of 5.0%, which is lower than the prior year's growth of 43.7% per year.
  • Investors are most pessimistic about the Highways and Railtracks industry, which is trading below its 3-year average of 14.2x.
Forecasted Growth
  • Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 5.0% over the next 5 years.
  • However this is lower than its past earnings growth rate of 44% per year.
  • In contrast, the Highways and Railtracks industry is expected to see its earnings grow by 5.0% 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$10.421.5%
+R$104.3m		143.5%PE7.9x

Latest News

ECOR3
R$10.42
EcoRodovias Infraestrutura e Logística
7D
1.5%
1Y
143.5%

The Returns On Capital At EcoRodovias Infraestrutura e Logística (BVMF:ECOR3) Don't Inspire Confidence

Dec 19
The Returns On Capital At EcoRodovias Infraestrutura e Logística (BVMF:ECOR3) Don't Inspire Confidence
MOTV3
R$15.09
Motiva Infraestrutura de Mobilidade
7D
-0.2%
1Y
48.5%

MOTV3: Future Earnings Multiples And Margins Will Support Attractive Share Upside

Analysts have modestly raised their price target on Motiva Infraestrutura de Mobilidade to R$18.03 from R$17.51. This change reflects slightly higher long term profitability expectations and valuation multiples, despite a more conservative view on revenue growth and risk.
TPIS3
R$4.95
Triunfo Participações e Investimentos
7D
-6.1%
1Y
-9.0%

Triunfo Participações e Investimentos S.A. (BVMF:TPIS3) Held Back By Insufficient Growth Even After Shares Climb 27%

Dec 16
Triunfo Participações e Investimentos S.A. (BVMF:TPIS3) Held Back By Insufficient Growth Even After Shares Climb 27%