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Brazilian (BOVESPA) Cargo Ground Transportation Industry Analysis

UpdatedDec 26, 2025
DataAggregated Company Financials
Companies4
  • 7D1.9%
  • 3M-2.4%
  • 1Y8.9%
  • YTDn/a

In the last week, the Cargo Ground Transportation industry is up 1.1%, with JSL up 14%. This means that the industry has gained 4.3% over the past year. Earnings are forecast to grow by 60% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 26 Dec 2025R$12.5bR$60.7bR$146.2m8.7x85.3x0.2x
Sun, 23 Nov 2025R$12.1bR$59.9bR$155.9m8.7x77.4x0.2x
Tue, 21 Oct 2025R$10.5bR$59.7bR$567.6m8.2x18.4x0.2x
Thu, 18 Sep 2025R$13.7bR$59.7bR$567.6m8.8x24.1x0.2x
Sat, 16 Aug 2025R$11.6bR$59.0bR$604.8m8.6x19.3x0.2x
Mon, 14 Jul 2025R$11.9bR$58.8bR$880.4m7.8x13.5x0.2x
Wed, 11 Jun 2025R$13.8bR$58.8bR$880.4m8.7x15.6x0.2x
Fri, 09 May 2025R$13.5bR$57.5bR$918.3m8.2x14.7x0.2x
Sun, 06 Apr 2025R$12.3bR$56.9bR$1.0b7.4x12.2x0.2x
Tue, 04 Mar 2025R$10.4bR$56.5bR$857.5m6x12.2x0.2x
Thu, 30 Jan 2025R$11.5bR$56.5bR$857.5m7.3x13.4x0.2x
Sat, 28 Dec 2024R$12.0bR$56.5bR$857.5m7.2x14x0.2x
Mon, 25 Nov 2024R$15.3bR$56.5bR$857.5m8.8x17.9x0.3x
Wed, 23 Oct 2024R$15.3bR$52.9bR$602.3m10.2x25.3x0.3x
Fri, 20 Sep 2024R$16.9bR$52.9bR$602.3m10.2x28x0.3x
Sun, 18 Aug 2024R$18.8bR$52.9bR$602.3m10x31.3x0.4x
Tue, 16 Jul 2024R$20.4bR$49.4bR$629.2m9.3x32.4x0.4x
Thu, 13 Jun 2024R$17.5bR$49.4bR$629.2m8.4x27.8x0.4x
Sat, 11 May 2024R$18.9bR$49.4bR$629.6m9.1x30x0.4x
Mon, 08 Apr 2024R$20.4bR$47.1bR$625.4m10.7x32.6x0.4x
Wed, 06 Mar 2024R$20.8bR$45.6bR$1.3b12x16.6x0.5x
Fri, 02 Feb 2024R$20.0bR$45.6bR$1.3b11.5x15.9x0.4x
Sun, 31 Dec 2023R$24.4bR$45.6bR$1.3b13.5x19.4x0.5x
Tue, 28 Nov 2023R$21.6bR$45.6bR$1.3b12.4x17.2x0.5x
Thu, 26 Oct 2023R$18.2bR$43.6bR$1.4b10.5x12.7x0.4x
Sat, 23 Sep 2023R$22.1bR$43.6bR$1.4b12.4x15.4x0.5x
Mon, 21 Aug 2023R$25.6bR$43.6bR$1.4b13.8x17.8x0.6x
Wed, 19 Jul 2023R$23.3bR$40.7bR$1.4b15.3x16.9x0.6x
Fri, 16 Jun 2023R$27.2bR$40.7bR$1.4b17x19.8x0.7x
Sun, 14 May 2023R$22.4bR$40.7bR$1.4b14.2x16.3x0.6x
Tue, 11 Apr 2023R$21.7bR$36.7bR$1.5b11x14.4x0.6x
Price to Earnings Ratio

15.6x


Total Market Cap: R$23.4bTotal Earnings: R$1.5bTotal Revenue: R$36.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Cargo Ground Transportation Industry Price to Earnings3Y Average 22.1x20242025
Current Industry PE
  • Investors are optimistic on the Brazilian Cargo Ground Transportation industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 85.3x which is higher than its 3-year average PE of 22.1x.
  • The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
  • The earnings for companies in the Cargo Ground Transportation industry have declined 54% per year over the last three years.
  • Meanwhile revenues for these companies have grown 18% 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 Market0.14%
Industrials0.18%
Transportation4.69%
Cargo Ground Transportation1.86%
Railroads9.05%
Trucking2.09%
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
JSLG3 JSLR$7.9113.6%
+R$270.2m		33.8%PE23.9x
SIMH3 SIMPARR$5.191.2%
+R$51.2m		47.9%PS0.1x

Latest News

TGMA3
R$36.26
Tegma Gestão Logística
7D
-1.3%
1Y
23.3%

TGMA3: Stronger Margins And Higher Earnings Multiple May Support Future Upside

Analysts have slightly reduced their price target for Tegma Gestão Logística from R$44.85 to R$44.60. This adjustment reflects more moderate revenue growth expectations, alongside recognition of marginally stronger profit margins and a higher future earnings multiple.
SIMH3
R$5.19
SIMPAR
7D
1.4%
1Y
47.4%
VAMO3
R$3.19
Vamos Locação de Caminhões Máquinas e Equipamentos
7D
-1.5%
1Y
-31.5%

VAMO3 Moderate Outlook Will Balance Slower Expansion With Higher Profitability

Analysts have modestly reduced their price target on Vamos Locação de Caminhões Máquinas e Equipamentos by approximately R$0.20 per share, citing slower expected revenue growth and a slightly higher discount rate. These factors are partly offset by improved profit margin assumptions and a lower future P/E multiple.
JSLG3
R$7.91
JSL
7D
12.7%
1Y
45.9%