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Brazilian (BOVESPA) Trucking Industry Analysis

UpdatedJun 29, 2026
DataAggregated Company Financials
Companies2
  • 7D7.5%
  • 3M-5.6%
  • 1Y7.8%
  • YTDn/a

All of the companies in the Trucking industry have been up over the last week, with the industry up 7.5%. In the last 12 months, the industry was up 7.8%. As for the next few years, earnings are expected to grow by 26% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Jun 2026R$50.5bR$58.8bR$2.6b15x19.3x0.9x
Wed, 27 May 2026R$51.2bR$58.8bR$2.6b15.3x19.6x0.9x
Fri, 24 Apr 2026R$58.8bR$56.5bR$2.2b21.8x26.8x1x
Sun, 22 Mar 2026R$51.3bR$56.0bR$2.2b19.8x23.8x0.9x
Tue, 17 Feb 2026R$60.9bR$54.9bR$2.1b24x29.7x1.1x
Thu, 15 Jan 2026R$49.0bR$54.9bR$2.1b18.7x23.9x0.9x
Sat, 13 Dec 2025R$53.1bR$54.9bR$2.1b21x25.9x1x
Mon, 10 Nov 2025R$46.3bR$53.8bR$2.6b14.9x17.7x0.9x
Wed, 08 Oct 2025R$41.6bR$53.8bR$2.6b13.2x15.9x0.8x
Fri, 05 Sep 2025R$41.6bR$53.8bR$2.6b12.9x15.9x0.8x
Sun, 03 Aug 2025R$38.3bR$52.8bR$2.2b13.5x17.6x0.7x
Tue, 01 Jul 2025R$45.1bR$52.8bR$2.2b15.8x20.7x0.9x
Thu, 29 May 2025R$48.1bR$52.8bR$2.2b16.6x22x0.9x
Sat, 26 Apr 2025R$47.7bR$50.8bR$2.0b18x23.3x0.9x
Mon, 24 Mar 2025R$37.1bR$50.8bR$2.0b13.6x18.1x0.7x
Wed, 19 Feb 2025R$36.0bR$48.1bR$1.3b20.2x28.5x0.7x
Fri, 17 Jan 2025R$34.2bR$48.1bR$1.3b19.1x27.1x0.7x
Sun, 15 Dec 2024R$35.7bR$48.1bR$1.3b20.3x28.3x0.7x
Tue, 12 Nov 2024R$45.7bR$45.7bR$1.1b29.4x41x1x
Thu, 10 Oct 2024R$46.2bR$44.6bR$972.2m28.7x47.5x1x
Sat, 07 Sep 2024R$47.1bR$44.6bR$972.2m29.1x48.5x1.1x
Mon, 05 Aug 2024R$50.2bR$41.4bR$1.4b23.7x36x1.2x
Wed, 03 Jul 2024R$46.4bR$41.4bR$1.4b21.9x33.3x1.1x
Fri, 31 May 2024R$49.0bR$41.4bR$1.4b23.2x35.2x1.2x
Sun, 28 Apr 2024R$56.0bR$39.2bR$1.2b29.6x48.5x1.4x
Tue, 26 Mar 2024R$58.6bR$39.7bR$1.8b30.8x33.3x1.5x
Thu, 22 Feb 2024R$60.1bR$37.7bR$1.5b36.8x40.1x1.6x
Sat, 20 Jan 2024R$78.3bR$44.3bR$2.5b26.7x31.4x1.8x
Mon, 18 Dec 2023R$84.1bR$44.3bR$2.5b28x33.7x1.9x
Wed, 15 Nov 2023R$74.4bR$43.1bR$2.3b30x33x1.7x
Fri, 13 Oct 2023R$74.6bR$43.0bR$2.4b32.7x30.9x1.7x
Sun, 10 Sep 2023R$80.3bR$43.0bR$2.4b38.1x33.3x1.9x
Tue, 08 Aug 2023R$82.5bR$39.0bR$3.2b13.6x26.1x2.1x
Thu, 06 Jul 2023R$85.0bR$39.0bR$3.2b12.6x26.9x2.2x
Price to Earnings Ratio

26.9x


Total Market Cap: R$85.0bTotal Earnings: R$3.2bTotal Revenue: R$39.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Trucking Industry Price to Earnings3Y Average 29.2x202420252026
Current Industry PE
    There are only 2 companies in the Brazilian Trucking 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 Trucking industry have declined 6.1% 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 Trucking compare with similar industries?

BR Market2.81%
Industrials4.61%
Transportation7.45%
Trucking7.46%
Railroads7.99%
Cargo Ground Transportation5.38%
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
RENT3 Localiza Rent a CarR$43.107.4%
+R$3.3b		6.3%PE20.9x
MOVI3 Movida ParticipaçõesR$9.707.9%
+R$240.0m		36.4%PE9x

Latest News

MOVI3
R$9.70
Movida Participações
7D
7.9%
1Y
36.4%
Narrative Update • Jun 26

MOVI3: Higher Earnings Power Assumptions Will Support Richer Future P/E

Analysts have raised their fair value estimate for Movida Participações from R$12.38 to R$15.05, citing updated assumptions for revenue growth, profit margins and future P/E that align with recent Street research describing stronger earnings power and expanding product opportunities. Analyst Commentary Recent Street research on consumer companies with perceived earnings power upgrades provides useful context for how analysts are framing the higher fair value estimate for Movida Participações.
RENT3
R$43.10
Localiza Rent a Car
7D
7.4%
1Y
6.3%
Narrative Update • Jun 24

RENT3: Index Removal And 2026 Meeting Will Support Bullish Re-Rating Narrative

Analysts have maintained their fair value estimate for Localiza Rent a Car at R$50.00. Recent price target adjustments mainly reflect a higher implied discount rate and more moderate revenue growth expectations following the latest research updates.