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Brazilian (BOVESPA) Real Estate Industry Analysis

UpdatedJan 20, 2022
DataAggregated Company Financials
Companies20
  • 7D3.7%
  • 3M-3.6%
  • 1Y-20.0%
  • YTD0.9%

Over the last 7 days, the Real Estate industry has risen 3.7%, driven by gains from BR Malls ParticipaƧƵes of 14%. However, the industry is down 20% over the past year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Fri, 21 Jan 2022R$51.0bR$11.7bR$3.1b14.7x
Sun, 19 Dec 2021R$54.5bR$11.7bR$3.1b15.2x
Tue, 16 Nov 2021R$56.0bR$11.5bR$3.2b18.7x
Thu, 14 Oct 2021R$57.4bR$11.1bR$3.7b15.2x
Sat, 11 Sep 2021R$55.7bR$11.1bR$3.7b15.5x
Mon, 09 Aug 2021R$65.5bR$11.2bR$3.7b16.3x
Sun, 02 May 2021R$62.2bR$10.0bR$2.3b23x
Wed, 03 Feb 2021R$62.4bR$9.6bR$2.3b26.3x
Sat, 07 Nov 2020R$54.5bR$9.7bR$2.7b22.8x
Fri, 31 Jul 2020R$60.9bR$8.7bR$2.0b35.7x
Mon, 04 May 2020R$53.5bR$9.1bR$3.0b22.1x
Thu, 06 Feb 2020R$89.0bR$8.4bR$2.8b32x
Sun, 10 Nov 2019R$70.6bR$7.7bR$2.3b32.2x
Sat, 03 Aug 2019R$62.9bR$7.8bR$2.3b28.2x
Tue, 07 May 2019R$50.4bR$7.5bR$1.7b26.6x
Fri, 08 Feb 2019R$55.6bR$7.8bR$1.5b30.6x
PE Ratio

30.6x

Total Market Cap: R$55.6bTotal Earnings: R$1.5bTotal Revenue: R$7.8b0%0%0%3 Year10 Year
202020212022

Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 14.7x which is lower than its 3-year average PE of 25.2x. It appears they believe that earnings will not grow as fast as they have historically.

Past Earnings Growth: The earnings for companies in the Real Estate industry have grown 28% per year over the last three years, and revenues for these companies have grown 14% 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 industry?

Real Estate Services7.87%
Real Estate Operating Companies3.98%
Real Estate Development0.11%

Industry PE: Investors are most optimistic about the Real Estate Operating Companies industry, which is trading close to its 3-year average PE ratio of 24.8x. This is likely because analysts are expecting annual earnings growth of 21%, which is higher than its past year's earnings decline of 38% per year. Meanwhile, investors are most pessimistic about the Real Estate Development industry, which is trading below its 3-year average of 39.2x.

Forecasted Growth: Analysts are most optimistic on the Real Estate Development industry, expecting annual earnings growth of 32% over the next 5 years. This is better than it's past earnings growth rate of 13% per year. Meanwhile, the Real Estate Operating Companies industry is expected to see its earnings grow by 21% 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
BRML3 BR Malls ParticipaƧƵesR$9.0014.7%
+R$965.6m
-3.9%PB0.7x
MULT3 Multiplan Empreendimentos ImobiliƔriosR$19.598.1%
+R$870.9m
-4.9%PB1.8x
ALSO3 Aliansce Sonae Shopping CentersR$20.976.9%
+R$360.6m
-20.2%PB0.8x
LOGG3 LOG Commercial Properties e ParticipaƧƵesR$27.2513.3%
+R$323.3m
-20.3%PB0.8x
JHSF3 JHSF ParticipaƧƵesR$5.179.1%
+R$293.0m
-27.8%PB0.8x
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IGTI3

R$3.10

Iguatemi

7D

7.6%

1Y

33.7%