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Brazilian (BOVESPA) Software Industry Analysis

UpdatedAug 03, 2026
DataAggregated Company Financials
Companies1
  • 7D13.1%
  • 3M-4.5%
  • 1Y-29.1%
  • YTD-24.2%

All of the companies in the Software industry have been up over the last week, with the industry up 13%. However, the industry is down 29% over the past year. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 03 Aug 2026R$18.0bR$6.1bR$854.7m21.1x21.1x3x
Wed, 01 Jul 2026R$16.8bR$6.3bR$844.9m19.5x19.9x2.7x
Fri, 29 May 2026R$18.7bR$6.3bR$844.9m21.5x22.1x2.9x
Sun, 26 Apr 2026R$19.1bR$6.0bR$807.3m23.2x23.7x3.2x
Tue, 24 Mar 2026R$20.9bR$6.0bR$793.0m25.3x26.3x3.4x
Thu, 19 Feb 2026R$22.6bR$6.0bR$793.0m27.8x28.5x3.7x
Sat, 17 Jan 2026R$26.1bR$6.2bR$792.9m31.2x32.9x4.2x
Mon, 15 Dec 2025R$27.4bR$6.2bR$792.9m33.4x34.6x4.4x
Wed, 12 Nov 2025R$27.3bR$6.2bR$792.9m33.8x34.5x4.4x
Fri, 10 Oct 2025R$25.3bR$6.0bR$829.6m29.1x30.4x4.2x
Sun, 07 Sep 2025R$25.6bR$6.0bR$829.6m29.4x30.8x4.3x
Tue, 05 Aug 2025R$25.9bR$5.7bR$754.7m32.6x34.3x4.5x
Thu, 03 Jul 2025R$24.7bR$5.7bR$754.7m31.2x32.8x4.3x
Sat, 31 May 2025R$25.0bR$5.7bR$754.7m31.5x33.1x4.4x
Mon, 28 Apr 2025R$22.7bR$5.5bR$684.8m31.3x33.1x4.1x
Wed, 26 Mar 2025R$22.4bR$6.0bR$678.0m28.1x33x3.8x
Fri, 21 Feb 2025R$22.5bR$6.0bR$682.0m29.3x33x3.8x
Sun, 19 Jan 2025R$19.0bR$5.8bR$614.6m26x30.9x3.3x
Tue, 17 Dec 2024R$19.6bR$5.8bR$614.6m25.7x31.9x3.4x
Thu, 14 Nov 2024R$19.9bR$5.8bR$614.6m27x32.3x3.4x
Sat, 12 Oct 2024R$18.7bR$5.6bR$512.3m30.5x36.6x3.3x
Mon, 09 Sep 2024R$19.3bR$5.6bR$512.3m32x37.8x3.4x
Wed, 07 Aug 2024R$18.2bR$5.4bR$511.5m30.8x35.5x3.3x
Fri, 05 Jul 2024R$19.6bR$5.4bR$511.5m33.5x38.3x3.6x
Sun, 02 Jun 2024R$18.9bR$5.4bR$511.5m32.4x37x3.5x
Tue, 30 Apr 2024R$18.6bR$5.3bR$481.7m61.2x38.6x3.5x
Thu, 28 Mar 2024R$18.3bR$5.3bR$481.7m64.1x38.1x3.5x
Sat, 24 Feb 2024R$20.0bR$5.3bR$488.0m32.6x41x3.8x
Mon, 22 Jan 2024R$22.3bR$5.8bR$525.1m35.9x42.5x3.9x
Wed, 20 Dec 2023R$24.1bR$5.8bR$525.1m39x46x4.2x
Fri, 17 Nov 2023R$23.5bR$5.8bR$525.1m37.9x44.8x4.1x
Sun, 15 Oct 2023R$19.5bR$5.6bR$494.0m33.5x39.6x3.5x
Tue, 12 Sep 2023R$20.5bR$5.6bR$494.0m35.1x41.4x3.7x
Thu, 10 Aug 2023R$21.4bR$5.6bR$494.4m35.2x43.3x3.8x
Price to Earnings Ratio

43.3x


Total Market Cap: R$21.4bTotal Earnings: R$494.4mTotal Revenue: R$5.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Software Industry Price to Earnings3Y Average 34x202420252026
Current Industry PE
    There is only one company in the Brazilian Software 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 Software industry have grown 18% per year over the last three years.
  • Revenues for these companies have grown 4.0% 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 Tech industry?

BR Market2.00%
Tech10.06%
Software13.07%
Systems Software13.07%
Application Software0%0
Industry PE
  • Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 32.7x.
    • Analysts expect its future annual earnings growth (17.6%) to be largely in line with prior year's earnings growth.
  • Investors are most pessimistic about the Systems Software industry, which is trading below its 3-year average of 32.7x.
Forecasted Growth
  • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 18% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 18% 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
TOTS3 TOTVSR$31.0613.1%
+R$2.1b
-29.1%PE21.1x

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