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Brazilian (BOVESPA) Real Estate Sector Analysis

UpdatedJan 05, 2026
DataAggregated Company Financials
Companies107
  • 7D-0.3%
  • 3M5.3%
  • 1Y24.0%
  • YTD0.005%

Over the last 7 days, the Real Estate industry has remained flat, although notably Moura Dubeux Engenharia declined by 11%. As for the the longer term, the industry is up 25% over the past 12 months. Earnings are forecast to grow by 1.1% annually.

Sector Valuation and Performance

Has the Brazilian Real Estate Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 05 Jan 2026R$148.5bR$18.5bR$5.8b8x25.7x8x
Wed, 03 Dec 2025R$121.3bR$18.5bR$5.8b7.9x21x6.6x
Fri, 31 Oct 2025R$107.8bR$18.2bR$6.0b7.3x18x5.9x
Sun, 28 Sep 2025R$119.4bR$18.5bR$6.1b7.7x19.5x6.5x
Tue, 26 Aug 2025R$105.3bR$18.3bR$6.1b8.2x17.3x5.8x
Thu, 24 Jul 2025R$77.6bR$18.5bR$6.4b7.5x12.1x4.2x
Sat, 21 Jun 2025R$76.2bR$19.4bR$7.4b8x10.3x3.9x
Mon, 19 May 2025R$76.0bR$19.8bR$7.4b7.8x10.2x3.8x
Wed, 16 Apr 2025R$70.0bR$19.5bR$7.0b7.6x9.9x3.6x
Fri, 14 Mar 2025R$64.4bR$18.6bR$6.1b6.9x10.6x3.5x
Sun, 09 Feb 2025R$66.0bR$18.4bR$6.1b7.5x10.8x3.6x
Tue, 07 Jan 2025R$65.4bR$18.1bR$5.9b7.1x11.1x3.6x
Thu, 05 Dec 2024R$68.7bR$18.4bR$6.2b7.2x11.1x3.7x
Sat, 02 Nov 2024R$75.5bR$18.1bR$5.7b8.9x13.2x4.2x
Mon, 30 Sep 2024R$76.1bR$17.5bR$5.2b9.5x14.5x4.4x
Wed, 28 Aug 2024R$80.7bR$17.5bR$5.2b9.9x15.4x4.6x
Fri, 26 Jul 2024R$78.4bR$16.4bR$5.0b9.4x15.8x4.8x
Sun, 23 Jun 2024R$73.9bR$16.8bR$5.3b9.3x13.8x4.4x
Tue, 21 May 2024R$78.7bR$16.6bR$5.3b9.8x14.9x4.8x
Thu, 18 Apr 2024R$79.2bR$17.4bR$7.9b9.5x10x4.5x
Sat, 16 Mar 2024R$80.6bR$15.9bR$7.2b9.5x11.2x5.1x
Mon, 12 Feb 2024R$75.7bR$14.3bR$6.6b10x11.5x5.3x
Wed, 10 Jan 2024R$85.5bR$15.8bR$7.0b10.6x12.2x5.4x
Fri, 08 Dec 2023R$82.8bR$29.4bR$7.0b9.9x11.8x2.8x
Sun, 05 Nov 2023R$80.2bR$28.9bR$7.2b9.4x11.2x2.8x
Tue, 03 Oct 2023R$80.3bR$15.7bR$7.1b9.5x11.3x5.1x
Thu, 31 Aug 2023R$82.1bR$15.5bR$7.0b10.2x11.8x5.3x
Sat, 29 Jul 2023R$84.0bR$14.6bR$5.1b11.8x16.5x5.7x
Mon, 26 Jun 2023R$83.6bR$15.1bR$5.4b10.9x15.5x5.5x
Wed, 24 May 2023R$77.8bR$14.1bR$5.1b10.4x15.2x5.5x
Fri, 21 Apr 2023R$72.2bR$14.5bR$2.3b12x31.2x5x
Sun, 19 Mar 2023R$71.7bR$14.6bR$2.8b10.3x25.4x4.9x
Tue, 14 Feb 2023R$68.4bR$16.4bR$4.0b10.9x16.9x4.2x
Thu, 12 Jan 2023R$69.5bR$16.4bR$4.1b11.3x17x4.2x
Price to Earnings Ratio

17x


Total Market Cap: R$69.5bTotal Earnings: R$4.1bTotal Revenue: R$16.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Real Estate Sector Price to Earnings3Y Average 14.9x202420252026
Current Industry PE
  • Investors are optimistic on the Brazilian Real Estate industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.7x which is higher than its 3-year average PE of 14.9x.
  • The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 8.0x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 4.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Brazilian Real Estate sector?

BR Market-0.35%
Real Estate-0.34%
Health Care REITs2.30%
Real Estate0.00069%
Specialized REITs0%0
Hotel and Resort REITs0%0
Industrial REITs-0.17%
Retail REITs-0.47%
REITS-0.71%
Office REITs-1.09%
Industry PE
  • Investors are most optimistic about the REITS industry which is trading above its 3-year average PE ratio of 130x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Real Estate industry, which is trading below its 3-year average of 11.8x.
Forecasted Growth
  • Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 1.1% over the next 5 years.
  • In contrast, the Real Estate industry is expected to see its earnings growth to stay flat over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
ALOS3 AllosR$28.551.6%
+R$219.6m
57.6%PE19x
LOGG3 LOG Commercial Properties e ParticipaçõesR$25.354.7%
+R$99.2m
36.0%PE5.7x
LAND3 Terra Santa Propriedades AgrícolasR$8.837.7%
+R$60.6m
-35.5%PS9.4x
IGTI11 IguatemiR$25.310.7%
+R$53.4m
45.8%PE13x
XPML11 Xp Malls Fundo Investimentos ImobiliariosR$108.900.8%
+R$48.6m
10.3%n/a

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