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Brazilian (BOVESPA) Packaging Industry Analysis

UpdatedJun 11, 2026
DataAggregated Company Financials
Companies2
  • 7D0.5%
  • 3M-11.9%
  • 1Y-6.6%
  • YTD-11.5%

Over the last 7 days, the Packaging industry has risen 1.9%, driven by gains from Klabin of 2.3%. However, the industry is down 5.9% over the past year. Looking forward, 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
Thu, 11 Jun 2026R$22.5bR$22.5bR$684.4m26.2x32.9x1x
Sat, 09 May 2026R$22.9bR$22.5bR$684.4m26.6x33.5x1x
Mon, 06 Apr 2026R$25.9bR$22.4bR$1.7b12.8x15.6x1.2x
Wed, 04 Mar 2026R$27.6bR$22.4bR$1.7b13.1x16.6x1.2x
Fri, 30 Jan 2026R$26.4bR$22.6bR$2.1b9.5x12.5x1.2x
Sun, 28 Dec 2025R$25.1bR$22.6bR$2.1b9.2x11.9x1.1x
Tue, 25 Nov 2025R$23.3bR$22.6bR$2.1b3.7x11x1x
Thu, 23 Oct 2025R$23.0bR$22.1bR$2.5b7.6x9.3x1x
Sat, 20 Sep 2025R$24.3bR$22.1bR$2.5b7.8x9.8x1.1x
Mon, 18 Aug 2025R$23.8bR$22.1bR$2.5b7.4x9.6x1.1x
Wed, 16 Jul 2025R$24.9bR$21.8bR$2.1b9x11.7x1.1x
Fri, 13 Jun 2025R$24.3bR$21.8bR$2.1b8.9x11.4x1.1x
Sun, 11 May 2025R$25.4bR$21.8bR$2.1b9.4x12x1.2x
Tue, 08 Apr 2025R$23.9bR$21.3bR$2.1b8.7x11.2x1.1x
Thu, 06 Mar 2025R$26.0bR$21.3bR$2.1b9.4x12.2x1.2x
Sat, 01 Feb 2025R$29.8bR$20.5bR$2.2b13.4x13.6x1.5x
Mon, 30 Dec 2024R$30.2bR$20.5bR$2.2b13.1x13.8x1.5x
Wed, 27 Nov 2024R$27.5bR$20.5bR$2.2b13.1x12.6x1.3x
Fri, 25 Oct 2024R$26.8bR$19.8bR$1.8b13.4x15.3x1.4x
Sun, 22 Sep 2024R$27.3bR$19.8bR$1.8b13.7x15.5x1.4x
Tue, 20 Aug 2024R$27.8bR$19.8bR$1.8b14.3x15.8x1.4x
Thu, 18 Jul 2024R$26.2bR$17.6bR$2.0b13.4x13.4x1.5x
Sat, 15 Jun 2024R$24.5bR$17.6bR$2.0b12.5x12.6x1.4x
Mon, 13 May 2024R$26.2bR$17.6bR$2.0b13.4x13.4x1.5x
Wed, 10 Apr 2024R$27.8bR$18.0bR$2.7b10.4x10.3x1.5x
Fri, 08 Mar 2024R$24.9bR$18.0bR$2.7b9.3x9.2x1.4x
Sun, 04 Feb 2024R$23.2bR$18.6bR$2.9b8.1x8.1x1.2x
Tue, 02 Jan 2024R$24.3bR$18.6bR$2.9b8.5x8.5x1.3x
Thu, 30 Nov 2023R$25.6bR$18.6bR$2.9b9x8.9x1.4x
Sat, 28 Oct 2023R$24.6bR$18.6bR$2.9b8.5x8.6x1.3x
Mon, 25 Sep 2023R$26.6bR$19.7bR$4.5b5.9x5.9x1.4x
Wed, 23 Aug 2023R$24.9bR$19.7bR$4.5b5.5x5.5x1.3x
Fri, 21 Jul 2023R$23.2bR$20.4bR$4.6b5x5x1.1x
Sun, 18 Jun 2023R$25.5bR$20.4bR$4.6b5.5x5.5x1.2x
Price to Earnings Ratio

5.5x


Total Market Cap: R$25.5bTotal Earnings: R$4.6bTotal Revenue: R$20.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Packaging Industry Price to Earnings3Y Average 11.8x202420252026
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 3.2% 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 Market-0.59%
Materials-3.75%
Packaging0.51%
Paper Packaging0.51%
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 11.7x.
    • Analysts are expecting annual earnings growth of 26.3%, 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 11.7x.
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$16.860.6%
+R$122.9m		-7.3%PE43.9x

Latest News

RANI3
R$7.86
Irani Papel e Embalagem
7D
-0.5%
1Y
2.9%
Narrative Update • Jun 05

RANI3: Upcoming Shareholders Meeting Will Support Future Re Rating Potential

Analysts held their fair value estimate for Irani Papel e Embalagem steady at R$12.25, explaining that slightly higher revenue growth assumptions and a higher future P/E estimate are being balanced by more conservative profit margin expectations and a marginally lower discount rate. What's in the News Irani Papel e Embalagem has a Special and Extraordinary Shareholders Meeting scheduled for May 21, 2026, according to company disclosures.
KLBN11
R$16.86
Klabin
7D
0.6%
1Y
-7.3%