Narrative Update • Jun 19
Over the last 7 days, the Paper and Forestry Products industry has dropped 2.3%, driven by Suzano declining 2.8%. The industry has fallen 16% in the last year. As for the next few years, earnings are forecast to decline by 7.1% per annum.
Has the Brazilian Paper and Forestry Products Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 29 Jun 2026 | R$56.3b | R$61.0b | R$11.8b | 5.4x | 4.8x | 0.9x |
| Wed, 27 May 2026 | R$58.5b | R$61.0b | R$11.8b | 6.2x | 5x | 1x |
| Fri, 24 Apr 2026 | R$64.5b | R$61.5b | R$13.7b | 6x | 4.7x | 1x |
| Sun, 22 Mar 2026 | R$68.0b | R$61.5b | R$13.7b | 6x | 5x | 1.1x |
| Tue, 17 Feb 2026 | R$79.2b | R$61.4b | R$13.8b | 6.3x | 5.7x | 1.3x |
| Thu, 15 Jan 2026 | R$70.2b | R$62.5b | R$7.0b | 9.8x | 10.1x | 1.1x |
| Sat, 13 Dec 2025 | R$67.1b | R$62.5b | R$7.0b | 9.2x | 9.6x | 1.1x |
| Mon, 10 Nov 2025 | R$64.8b | R$62.5b | R$6.9b | 9x | 9.4x | 1x |
| Wed, 08 Oct 2025 | R$66.4b | R$62.7b | R$8.3b | 7.7x | 8x | 1.1x |
| Fri, 05 Sep 2025 | R$70.1b | R$62.7b | R$8.3b | 8.2x | 8.5x | 1.1x |
| Sun, 03 Aug 2025 | R$70.2b | R$60.7b | -R$450,321,000.00 | 12.1x | -156x | 1.2x |
| Tue, 01 Jul 2025 | R$69.8b | R$60.7b | -R$450,321,000.00 | 12.5x | -155x | 1.2x |
| Thu, 29 May 2025 | R$69.5b | R$60.7b | -R$450,320,000.00 | 12.4x | -154.3x | 1.1x |
| Sat, 26 Apr 2025 | R$69.2b | R$58.5b | -R$6,703,759,000.00 | 15.7x | -10.3x | 1.2x |
| Mon, 24 Mar 2025 | R$73.2b | R$58.5b | -R$6,703,759,000.00 | 16.2x | -10.9x | 1.3x |
| Wed, 19 Feb 2025 | R$78.1b | R$58.3b | -R$6,343,587,000.00 | 9.1x | -12.3x | 1.3x |
| Fri, 17 Jan 2025 | R$81.9b | R$54.5b | R$4.9b | 14x | 16.7x | 1.5x |
| Sun, 15 Dec 2024 | R$84.0b | R$54.5b | R$4.9b | 15.6x | 17.1x | 1.5x |
| Tue, 12 Nov 2024 | R$80.1b | R$54.4b | R$4.9b | 17.3x | 16.3x | 1.5x |
| Thu, 10 Oct 2024 | R$76.3b | R$50.6b | R$1.2b | 12x | 65.1x | 1.5x |
| Sat, 07 Sep 2024 | R$76.2b | R$50.6b | R$1.2b | 11.7x | 65x | 1.5x |
| Mon, 05 Aug 2024 | R$75.2b | R$48.2b | R$10.1b | 7.5x | 7.5x | 1.6x |
| Wed, 03 Jul 2024 | R$82.6b | R$49.8b | R$10.4b | 7.1x | 7.9x | 1.7x |
| Fri, 31 May 2024 | R$72.3b | R$49.8b | R$10.4b | 6.4x | 7x | 1.5x |
| Sun, 28 Apr 2024 | R$86.4b | R$51.4b | R$15.7b | 5.6x | 5.5x | 1.7x |
| Tue, 26 Mar 2024 | R$89.4b | R$51.4b | R$15.7b | 5.6x | 5.7x | 1.7x |
| Thu, 22 Feb 2024 | R$79.7b | R$55.4b | R$18.6b | 5.4x | 4.3x | 1.4x |
| Sat, 20 Jan 2024 | R$76.5b | R$55.4b | R$18.6b | 5.4x | 4.1x | 1.4x |
| Mon, 18 Dec 2023 | R$78.5b | R$55.4b | R$18.6b | 5.6x | 4.2x | 1.4x |
| Wed, 15 Nov 2023 | R$79.1b | R$55.8b | R$18.4b | 5.2x | 4.3x | 1.4x |
| Fri, 13 Oct 2023 | R$83.0b | R$61.1b | R$24.6b | 5.1x | 3.4x | 1.4x |
| Sun, 10 Sep 2023 | R$73.0b | R$61.1b | R$24.6b | 4.9x | 3x | 1.2x |
| Tue, 08 Aug 2023 | R$76.3b | R$61.1b | R$24.6b | 5.1x | 3.1x | 1.2x |
| Thu, 06 Jul 2023 | R$68.4b | R$63.7b | R$19.6b | 5.6x | 3.5x | 1.1x |
3.5x
Which industries have driven the changes within the Brazilian Materials industry?
| BR Market | 2.81% | |
| Materials | -3.28% | |
| Paper and Forestry Products | -6.32% | |
| Forestry Products | 0.86% | |
| Paper Products | -7.22% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DXCO3 Dexco | R$4.97 | 2.9% +R$127.1m | -1.8% | PE525.4x |