Narrative Update • Jul 09
In the last week, the Chemicals industry is up 4.1%, with all of the companies up. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 26% per annum.
Has the Brazilian Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 12 Jul 2026 | R$8.8b | R$8.8b | R$505.9m | 7.5x | 17.4x | 1x |
| Tue, 09 Jun 2026 | R$8.4b | R$8.8b | R$505.9m | 7.2x | 16.7x | 1x |
| Thu, 07 May 2026 | R$8.9b | R$9.1b | R$637.6m | 7.2x | 14x | 1x |
| Sat, 04 Apr 2026 | R$8.8b | R$9.1b | R$637.6m | 8x | 13.8x | 1x |
| Mon, 02 Mar 2026 | R$9.9b | R$9.6b | R$983.8m | 9.8x | 10x | 1x |
| Wed, 28 Jan 2026 | R$9.0b | R$9.6b | R$983.8m | 9.9x | 9.2x | 0.9x |
| Fri, 26 Dec 2025 | R$8.7b | R$9.6b | R$983.8m | 9.6x | 8.8x | 0.9x |
| Sun, 23 Nov 2025 | R$8.7b | R$9.6b | R$983.8m | 9.5x | 8.8x | 0.9x |
| Tue, 21 Oct 2025 | R$9.7b | R$9.6b | R$1.0b | 8.4x | 9.4x | 1x |
| Thu, 18 Sep 2025 | R$10.0b | R$9.6b | R$1.0b | 8.5x | 9.7x | 1x |
| Sat, 16 Aug 2025 | R$8.4b | R$9.6b | R$918.0m | 7.4x | 9.1x | 0.9x |
| Mon, 14 Jul 2025 | R$8.6b | R$9.4b | R$768.3m | 9x | 11.2x | 0.9x |
| Wed, 11 Jun 2025 | R$8.9b | R$9.4b | R$768.3m | 9x | 11.6x | 1x |
| Fri, 09 May 2025 | R$8.3b | R$8.9b | R$671.9m | 8.1x | 12.4x | 0.9x |
| Sun, 06 Apr 2025 | R$8.3b | R$8.9b | R$671.9m | 8.1x | 12.4x | 0.9x |
| Tue, 04 Mar 2025 | R$7.4b | R$7.7b | R$555.5m | 8.6x | 13.3x | 1x |
| Thu, 30 Jan 2025 | R$7.8b | R$7.7b | R$555.5m | 9x | 14x | 1x |
| Sat, 28 Dec 2024 | R$7.6b | R$7.7b | R$555.5m | 9.1x | 13.7x | 1x |
| Mon, 25 Nov 2024 | R$8.2b | R$7.7b | R$553.8m | 8.9x | 14.8x | 1.1x |
| Wed, 23 Oct 2024 | R$7.8b | R$7.6b | R$638.4m | 10x | 12.3x | 1x |
| Fri, 20 Sep 2024 | R$8.3b | R$7.6b | R$638.4m | 10.5x | 13x | 1.1x |
| Sun, 18 Aug 2024 | R$8.4b | R$7.6b | R$638.5m | 11x | 13.2x | 1.1x |
| Tue, 16 Jul 2024 | R$8.8b | R$7.6b | R$862.5m | 11.3x | 10.2x | 1.2x |
| Thu, 13 Jun 2024 | R$8.4b | R$7.6b | R$862.5m | 9.7x | 9.7x | 1.1x |
| Sat, 11 May 2024 | R$8.8b | R$8.2b | R$1.1b | 8.4x | 7.9x | 1.1x |
| Mon, 08 Apr 2024 | R$9.6b | R$8.2b | R$1.1b | 8.9x | 8.6x | 1.2x |
| Wed, 06 Mar 2024 | R$10.3b | R$14.5b | R$709.2m | 9.6x | 14.6x | 0.7x |
| Fri, 02 Feb 2024 | R$10.9b | R$14.5b | R$709.2m | 10.6x | 15.3x | 0.8x |
| Sun, 31 Dec 2023 | R$11.9b | R$14.5b | R$709.2m | 14.2x | 16.8x | 0.8x |
| Tue, 28 Nov 2023 | R$11.5b | R$14.5b | R$709.2m | 13.9x | 16.2x | 0.8x |
| Thu, 26 Oct 2023 | R$25.4b | R$96.9b | -R$2,684,399,000.00 | 11.7x | -9.4x | 0.3x |
| Sat, 23 Sep 2023 | R$29.9b | R$96.9b | -R$2,684,399,000.00 | 13.2x | -11.1x | 0.3x |
| Mon, 21 Aug 2023 | R$30.9b | R$96.9b | -R$2,684,399,000.00 | 10.1x | -11.5x | 0.3x |
| Wed, 19 Jul 2023 | R$33.7b | R$105.7b | -R$2,923,310,000.00 | 9x | -11.5x | 0.3x |
-11.5x
Which industries have driven the changes within the Brazilian Materials industry?
| BR Market | 2.17% | |
| Materials | -1.75% | |
| Chemicals | 4.06% | |
| Fertilizers and Agricultural Chemicals | 6.25% | |
| Commodity Chemicals | 4.70% | |
| Specialty Chemicals | -8.57% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DEXP3 Dexxos Participações | R$7.30 | 4.3% +R$36.2m | -10.4% | PE6.2x | |
| VITT3 Vittia | R$3.40 | 6.6% +R$33.6m | -24.6% | PE8.8x | |
| FHER3 Fertilizantes Heringer | R$3.87 | 0.5% +R$1.1m | -7.2% | PS0.06x | |
| NUTR3 Nutriplant Indústria e Comércio S/A | R$2.24 | 0.4% +R$132.3k | -33.1% | PE4.1x |