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Brazilian (BOVESPA) Packaging Industry Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies2
  • 7D1.5%
  • 3M7.1%
  • 1Y1.4%
  • YTD-4.4%

All of the companies in the Packaging industry have been up over the last week, with the industry up 1.3%. This takes the industry's 12 month performance to a gain of 3.2%. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Aug 2026R$24.3bR$22.5bR$603.3m31.1x40.4x1.1x
Fri, 03 Jul 2026R$22.7bR$22.5bR$684.4m26.5x33.2x1x
Sun, 31 May 2026R$22.3bR$22.5bR$684.4m26.1x32.6x1x
Tue, 28 Apr 2026R$23.8bR$22.4bR$1.7b11.5x14.4x1.1x
Thu, 26 Mar 2026R$25.6bR$22.4bR$1.7b12.9x15.5x1.1x
Sat, 21 Feb 2026R$26.9bR$22.4bR$1.8b11.6x15x1.2x
Mon, 19 Jan 2026R$25.1bR$22.6bR$2.1b9.3x11.9x1.1x
Wed, 17 Dec 2025R$25.3bR$22.6bR$2.1b9x12x1.1x
Fri, 14 Nov 2025R$24.4bR$22.6bR$2.1b8.8x11.5x1.1x
Sun, 12 Oct 2025R$23.2bR$22.1bR$2.5b7.5x9.4x1.1x
Tue, 09 Sep 2025R$24.6bR$22.1bR$2.5b7.8x9.9x1.1x
Thu, 07 Aug 2025R$23.9bR$22.1bR$2.5b7.6x9.6x1.1x
Sat, 05 Jul 2025R$25.6bR$21.8bR$2.1b9.3x12x1.2x
Mon, 02 Jun 2025R$24.3bR$21.8bR$2.1b8.9x11.4x1.1x
Wed, 30 Apr 2025R$24.7bR$21.3bR$2.1b9.1x11.6x1.2x
Fri, 28 Mar 2025R$25.1bR$21.3bR$2.1b9.1x11.8x1.2x
Sun, 23 Feb 2025R$27.3bR$20.5bR$2.4b8.9x11.5x1.3x
Tue, 21 Jan 2025R$28.5bR$20.5bR$2.2b13.1x13x1.4x
Thu, 19 Dec 2024R$30.7bR$20.5bR$2.2b13.3x14x1.5x
Sat, 16 Nov 2024R$26.6bR$20.5bR$2.2b12.5x12.2x1.3x
Mon, 14 Oct 2024R$26.2bR$19.8bR$1.8b13.3x14.9x1.3x
Wed, 11 Sep 2024R$28.0bR$19.8bR$1.8b14.1x15.9x1.4x
Fri, 09 Aug 2024R$27.1bR$19.8bR$1.8b14.1x15.5x1.4x
Sun, 07 Jul 2024R$25.5bR$17.6bR$2.0b13x13x1.4x
Tue, 04 Jun 2024R$24.6bR$17.6bR$2.0b12.6x12.6x1.4x
Thu, 02 May 2024R$25.3bR$17.6bR$2.0b12.9x13x1.4x
Sat, 30 Mar 2024R$27.8bR$18.0bR$2.7b10.3x10.3x1.5x
Mon, 26 Feb 2024R$23.9bR$18.0bR$2.7b8.8x8.9x1.3x
Wed, 24 Jan 2024R$23.8bR$18.6bR$2.9b8.3x8.3x1.3x
Fri, 22 Dec 2023R$23.8bR$18.6bR$2.9b8.3x8.3x1.3x
Sun, 19 Nov 2023R$25.5bR$18.6bR$2.9b8.9x8.9x1.4x
Tue, 17 Oct 2023R$26.0bR$19.7bR$4.5b5.7x5.7x1.3x
Thu, 14 Sep 2023R$25.2bR$19.7bR$4.5b5.6x5.6x1.3x
Sat, 12 Aug 2023R$25.0bR$19.7bR$4.5b5.5x5.5x1.3x
Price to Earnings Ratio

5.5x


Total Market Cap: R$25.0bTotal Earnings: R$4.5bTotal Revenue: R$19.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaging Industry Price to Earnings3Y Average 13.2x202420252026
Current Industry PE
    There are only 2 companies in the Brazilian Packaging 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 Packaging industry have declined 47% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.5% 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 Materials industry?

BR Market2.07%
Materials1.48%
Packaging1.54%
Paper Packaging1.54%
Metal and Glass Containers0%0
Industry PE
  • Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 13.2x.
    • Analysts are expecting annual earnings growth of 26.0%, which is higher than its past year's earnings decline of 55.0% per year.
  • Investors are most pessimistic about the Paper Packaging industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.2x.
Forecasted Growth
  • Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 55% per year.
  • In contrast, the Paper Packaging industry is expected to see its earnings grow by 26% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
KLBN11 KlabinR$18.251.3%
+R$282.6m		1.2%PE47.5x
RANI3 Irani Papel e EmbalagemR$8.344.8%
+R$87.6m		4.1%PE14.6x

Latest News

RANI3
R$8.34
Irani Papel e Embalagem
7D
4.8%
1Y
4.1%
KLBN11
R$18.25
Klabin
7D
1.3%
1Y
1.2%
Narrative Update • Jul 10

KLBN11: Future Earnings Repricing Will Support More Optimistic Outlook

The analyst price target for Klabin has been revised from R$24.17 to R$22.46, with analysts citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as key drivers of the change. What’s in the News for Klabin No recent news items for Klabin are available from the provided sources at this time.