Here's What Analysts Are Forecasting For Localiza Rent a Car S.A. (BVMF:RENT3) After Its First-Quarter Results
May 12
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Brazilian (BOVESPA) Transportation Industry Analysis
UpdatedJun 01, 2025
DataAggregated Company Financials
Companies8
- 7D5.5%
- 3M27.8%
- 1Y-4.5%
- YTD18.6%
Over the last 7 days, the Transportation industry has risen 5.5%, driven by gains from Localiza Rent a Car of 5.8%. In contrast, the industry has lost 4.5% in the last 12 months. As for the next few years, earnings are expected to grow by 47% per annum.
Industry Valuation and Performance
Has the Brazilian Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 01 Jun 2025 | R$105.9b | R$132.4b | R$3.0b | 8.7x | 35.1x | 0.8x |
| Tue, 29 Apr 2025 | R$108.2b | R$128.6b | R$3.5b | 9x | 30.9x | 0.8x |
| Thu, 27 Mar 2025 | R$93.9b | R$126.4b | R$3.4b | 8x | 27.8x | 0.7x |
| Sat, 22 Feb 2025 | R$88.2b | R$124.9b | R$2.8b | 7.6x | 31x | 0.7x |
| Mon, 20 Jan 2025 | R$86.8b | R$124.9b | R$2.8b | 7.6x | 30.5x | 0.7x |
| Wed, 18 Dec 2024 | R$90.0b | R$124.9b | R$2.8b | 7.5x | 31.6x | 0.7x |
| Fri, 15 Nov 2024 | R$112.0b | R$124.7b | R$2.8b | 8.7x | 39.8x | 0.9x |
| Sun, 13 Oct 2024 | R$105.5b | R$117.0b | R$2.1b | 9.3x | 51x | 0.9x |
| Tue, 10 Sep 2024 | R$113.5b | R$117.0b | R$2.1b | 10.4x | 54.9x | 1x |
| Thu, 08 Aug 2024 | R$127.1b | R$109.4b | R$4.4b | 12.2x | 28.8x | 1.2x |
| Sat, 06 Jul 2024 | R$119.1b | R$109.4b | R$4.4b | 12.8x | 27x | 1.1x |
| Mon, 03 Jun 2024 | R$111.9b | R$109.4b | R$4.4b | 11.7x | 25.4x | 1x |
| Wed, 01 May 2024 | R$118.3b | R$103.7b | R$3.7b | 11.3x | 32x | 1.1x |
| Fri, 29 Mar 2024 | R$131.9b | R$103.7b | R$4.2b | 12.8x | 31.5x | 1.3x |
| Sun, 25 Feb 2024 | R$130.2b | R$99.9b | R$4.9b | 14.8x | 26.7x | 1.3x |
| Tue, 23 Jan 2024 | R$139.2b | R$100.5b | R$4.7b | 13.8x | 29.5x | 1.4x |
| Thu, 21 Dec 2023 | R$149.9b | R$100.5b | R$4.7b | 16.1x | 31.8x | 1.5x |
| Sat, 18 Nov 2023 | R$146.2b | R$100.5b | R$4.7b | 16.6x | 31x | 1.5x |
| Mon, 16 Oct 2023 | R$134.1b | R$96.9b | R$4.6b | 22.3x | 28.9x | 1.4x |
| Wed, 13 Sep 2023 | R$146.1b | R$96.9b | R$4.6b | 28.3x | 31.5x | 1.5x |
| Fri, 11 Aug 2023 | R$153.8b | R$90.7b | R$5.1b | 25x | 29.9x | 1.7x |
| Sun, 09 Jul 2023 | R$151.3b | R$89.7b | R$5.2b | 15.2x | 29.1x | 1.7x |
| Tue, 06 Jun 2023 | R$149.0b | R$89.7b | R$5.2b | 16.1x | 28.7x | 1.7x |
| Thu, 04 May 2023 | R$129.3b | R$82.4b | R$5.2b | 12.7x | 24.8x | 1.6x |
| Sat, 01 Apr 2023 | R$125.2b | R$80.6b | R$5.4b | 12.6x | 23.1x | 1.6x |
| Mon, 27 Feb 2023 | R$124.6b | R$73.0b | R$5.7b | 11.7x | 21.9x | 1.7x |
| Wed, 25 Jan 2023 | R$130.0b | R$71.4b | R$4.9b | 11.8x | 26.6x | 1.8x |
| Fri, 23 Dec 2022 | R$122.4b | R$71.4b | R$4.9b | 10.7x | 25.1x | 1.7x |
| Sun, 20 Nov 2022 | R$131.9b | R$68.0b | R$5.1b | 11.5x | 25.7x | 1.9x |
| Tue, 18 Oct 2022 | R$141.7b | R$61.8b | R$5.3b | 12.2x | 26.9x | 2.3x |
| Thu, 15 Sep 2022 | R$143.0b | R$61.8b | R$5.3b | 11.9x | 27.2x | 2.3x |
| Sat, 13 Aug 2022 | R$143.9b | R$61.8b | R$5.3b | 12.3x | 27.4x | 2.3x |
| Mon, 11 Jul 2022 | R$122.2b | R$56.7b | R$5.7b | 8.4x | 21.5x | 2.2x |
| Wed, 08 Jun 2022 | R$117.3b | R$56.7b | R$5.7b | 10.3x | 20.6x | 2.1x |
Price to Earnings Ratio
20.6x
Current Industry PE
- Investors are optimistic on the Brazilian Transportation industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 35.1x which is higher than its 3-year average PE of 30.7x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 0.80x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have declined 19% per year over the last three years.
- Meanwhile revenues for these companies have grown 33% 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 | -0.28% | |
| Industrials | 2.27% | |
| Transportation | 5.50% | |
| Cargo Ground Transportation | 12.00% | |
| Trucking | 5.80% | |
| Railroads | 3.29% | |
Industry PE
- Investors are most optimistic about the Trucking industry even though it's trading below its 3-year average PE ratio of 28.3x.
- Analysts are expecting annual earnings growth of 35.1%, which is higher than its past year's earnings decline of 4.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Railroads industry, expecting annual earnings growth of 67% over the next 5 years.
- This is better than its past earnings growth rate of 0.9% per year.
- In contrast, the Trucking industry is expected to see its earnings grow by 35% 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 | |
|---|---|---|---|---|---|
| RENT3 Localiza Rent a Car | R$42.96 | 5.8% +R$2.5b | 0.5% | PE23.5x | |
| RAIL3 Rumo | R$18.82 | 4.2% +R$1.4b | -4.5% | PS2.5x | |
| VAMO3 Vamos Locação de Caminhões Máquinas e Equipamentos | R$4.97 | 20.6% +R$908.3m | -38.7% | PE8.4x | |
| SIMH3 SIMPAR | R$5.33 | 13.4% +R$537.7m | -11.6% | PS0.1x | |
| MOVI3 Movida Participações | R$6.95 | 5.0% +R$114.8m | 7.3% | PE9.3x |