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Brazilian (BOVESPA) Cargo Ground Transportation Industry Analysis

UpdatedJun 26, 2026
DataAggregated Company Financials
Companies4
  • 7D3.6%
  • 3M-19.8%
  • 1Y-21.5%
  • YTDn/a

Over the last 7 days, the Cargo Ground Transportation industry has risen 1.6%, driven by gains from Vamos Locação de Caminhões Máquinas e Equipamentos of 3.7%. However, the industry is down 29% over the past year. Earnings are forecast to grow by 44% annually.

Industry Valuation and Performance

Has the Brazilian Cargo Ground Transportation Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Jun 2026R$9.9bR$62.2bR$376.2m9x26.4x0.2x
Sun, 24 May 2026R$11.4bR$62.2bR$376.2m10x30.2x0.2x
Tue, 21 Apr 2026R$14.9bR$61.2bR$695.7m21.4x21.4x0.2x
Thu, 19 Mar 2026R$12.0bR$60.6bR$113.4m8.9x105.5x0.2x
Sat, 14 Feb 2026R$15.5bR$60.7bR$146.2m11.2x105.9x0.3x
Mon, 12 Jan 2026R$12.2bR$60.7bR$146.2m8.5x83.4x0.2x
Wed, 10 Dec 2025R$13.9bR$60.7bR$146.2m9.7x95.3x0.2x
Fri, 07 Nov 2025R$12.3bR$59.7bR$562.4m8.8x21.8x0.2x
Sun, 05 Oct 2025R$11.6bR$59.7bR$567.6m8.2x20.5x0.2x
Tue, 02 Sep 2025R$12.9bR$59.7bR$567.6m8.7x22.8x0.2x
Thu, 31 Jul 2025R$11.8bR$58.8bR$880.4m7.4x13.4x0.2x
Sat, 28 Jun 2025R$12.7bR$58.8bR$880.4m8.1x14.4x0.2x
Mon, 26 May 2025R$12.5bR$58.8bR$880.4m8.4x14.2x0.2x
Wed, 23 Apr 2025R$14.0bR$56.9bR$1.0b8.6x13.9x0.2x
Fri, 21 Mar 2025R$12.0bR$56.7bR$891.5m6.5x13.4x0.2x
Sun, 16 Feb 2025R$12.6bR$56.5bR$857.5m7.7x14.7x0.2x
Tue, 14 Jan 2025R$11.0bR$56.5bR$857.5m6.7x12.9x0.2x
Thu, 12 Dec 2024R$14.0bR$56.5bR$857.5m9x16.3x0.2x
Sat, 09 Nov 2024R$15.2bR$53.5bR$650.9m8.7x23.4x0.3x
Mon, 07 Oct 2024R$14.5bR$52.9bR$602.3m9.2x24.1x0.3x
Wed, 04 Sep 2024R$17.9bR$52.9bR$602.3m10.6x29.8x0.3x
Fri, 02 Aug 2024R$18.9bR$49.4bR$629.2m8.7x30x0.4x
Sun, 30 Jun 2024R$17.1bR$49.4bR$629.2m8.7x27.3x0.3x
Tue, 28 May 2024R$18.7bR$49.4bR$629.6m8.9x29.7x0.4x
Thu, 25 Apr 2024R$17.7bR$47.1bR$625.4m9.8x28.4x0.4x
Sat, 23 Mar 2024R$21.4bR$45.7bR$1.2b13.1x18x0.5x
Mon, 19 Feb 2024R$20.2bR$45.6bR$1.3b11.6x16.1x0.4x
Wed, 17 Jan 2024R$23.5bR$45.6bR$1.3b12.7x18.7x0.5x
Fri, 15 Dec 2023R$23.6bR$45.6bR$1.3b13x18.7x0.5x
Sun, 12 Nov 2023R$20.4bR$45.5bR$1.3b12x16.2x0.4x
Tue, 10 Oct 2023R$20.3bR$43.6bR$1.4b11.3x14.1x0.5x
Thu, 07 Sep 2023R$25.0bR$43.6bR$1.4b13.1x17.4x0.6x
Sat, 05 Aug 2023R$26.9bR$41.0bR$1.3b17.6x20.1x0.7x
Mon, 03 Jul 2023R$23.7bR$40.7bR$1.4b15.3x17.2x0.6x
Price to Earnings Ratio

17.2x


Total Market Cap: R$23.7bTotal Earnings: R$1.4bTotal Revenue: R$40.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Cargo Ground Transportation Industry Price to Earnings3Y Average 33.7x202420252026
Current Industry PE
  • Investors are pessimistic on the Brazilian Cargo Ground Transportation 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 26.2x which is lower than its 3-year average PE of 33.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.32x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 35% per year over the last three years.
  • Meanwhile revenues for these companies have grown 15% 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 Comparison

How does Brazilian Cargo Ground Transportation compare with similar industries?

BR Market2.09%
Industrials3.32%
Transportation4.98%
Cargo Ground Transportation3.65%
Trucking5.71%
Railroads4.39%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
SIMH3 SIMPARR$7.875.2%
+R$166.5m		-21.8%PS0.08x
VAMO3 Vamos Locação de Caminhões Máquinas e EquipamentosR$2.825.2%
+R$149.2m		-31.7%PE9.8x
JSLG3 JSLR$5.583.1%
+R$48.5m		-4.6%PS0.2x

Latest News

VAMO3
R$2.82
Vamos Locação de Caminhões Máquinas e Equipamentos
7D
5.2%
1Y
-31.7%
Narrative Update • Jun 18

VAMO3: April 2026 Shareholder Meeting Will Drive Future Upside Potential

Analysts have slightly reduced their price target for Vamos Locação de Caminhões Máquinas e Equipamentos to R$5.16 from R$5.34. This reflects updated assumptions in their models for more moderate revenue growth, slimmer profit margins and a higher future P/E multiple.
SIMH3
R$7.87
SIMPAR
7D
5.2%
1Y
-21.8%
TGMA3
R$29.93
Tegma Gestão Logística
7D
-0.7%
1Y
-13.6%
Narrative Update • Jun 17

TGMA3: Sustainability Index Inclusion Will Support Future Share Price Repricing

Analysts have maintained their R$44.60 price target on Tegma Gestão Logística, noting that updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple effectively offset one another. What’s in the News for Tegma Gestão Logística Tegma Gestão Logística S.A. was added to the Brazil Corporate Sustainability Index.
JSLG3
R$5.58
JSL
7D
3.1%
1Y
-4.6%
Narrative Update • Jun 07

JSLG3: Stronger Margins And Lower P/E Will Support Upside Potential

Narrative Update on JSL JSL's analyst price target has been revised, with analysts pointing to an updated fair value of R$8.00, a discount rate of 27.29%, revenue growth of 8.92%, a profit margin of 3.88%, and a future P/E of 9.77x as the key inputs behind their latest view. What's in the News No recent company specific news items, periodical coverage, or key developments were provided for JSL.