Header cover image

Brazilian (BOVESPA) Software Industry Analysis

UpdatedFeb 09, 2026
DataAggregated Company Financials
Companies2
  • 7D-14.9%
  • 3M-17.7%
  • 1Y13.1%
  • YTD-7.5%

Over the last 7 days, the Software industry has dropped 15%, driven by pullbacks from every company within the industry. Over the past 12 months, the industry was up 13%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Feb 2026R$22.5bR$6.2bR$792.9m27.4x28.4x3.6x
Wed, 07 Jan 2026R$24.6bR$6.2bR$792.9m30.6x31x4x
Fri, 05 Dec 2025R$28.2bR$6.2bR$792.9m34.4x35.5x4.6x
Sun, 02 Nov 2025R$26.3bR$6.0bR$829.6m30.3x31.7x4.4x
Tue, 30 Sep 2025R$27.2bR$6.0bR$829.6m31.3x32.7x4.6x
Thu, 28 Aug 2025R$25.0bR$6.0bR$829.6m28.8x30.1x4.2x
Sat, 26 Jul 2025R$25.4bR$5.7bR$754.7m32.1x33.7x4.4x
Mon, 23 Jun 2025R$24.2bR$5.7bR$754.7m30.5x32.1x4.2x
Wed, 21 May 2025R$24.7bR$5.7bR$754.7m31.2x32.8x4.3x
Fri, 18 Apr 2025R$22.1bR$5.5bR$684.8m30.6x32.3x4x
Sun, 16 Mar 2025R$22.2bR$6.0bR$682.0m27.9x32.6x3.7x
Tue, 11 Feb 2025R$22.2bR$5.8bR$614.6m31.2x36.1x3.8x
Thu, 09 Jan 2025R$18.2bR$5.8bR$614.6m24x29.7x3.1x
Sat, 07 Dec 2024R$18.9bR$5.8bR$614.6m25.2x30.8x3.2x
Mon, 04 Nov 2024R$20.4bR$5.6bR$512.3m33.7x39.9x3.6x
Wed, 02 Oct 2024R$18.9bR$5.6bR$512.3m31.2x37x3.4x
Fri, 30 Aug 2024R$20.1bR$5.6bR$512.3m33.2x39.2x3.6x
Sun, 28 Jul 2024R$18.8bR$5.4bR$511.5m31.7x36.8x3.5x
Tue, 25 Jun 2024R$19.8bR$5.4bR$511.5m34.1x38.7x3.6x
Thu, 23 May 2024R$19.4bR$5.4bR$511.5m33.8x37.9x3.6x
Sat, 20 Apr 2024R$18.5bR$5.3bR$481.7m59.4x38.4x3.5x
Mon, 18 Mar 2024R$19.7bR$5.3bR$481.6m66.1x40.9x3.7x
Wed, 14 Feb 2024R$19.5bR$5.3bR$488.0m32.3x39.9x3.7x
Fri, 12 Jan 2024R$22.9bR$5.8bR$525.1m36.7x43.6x4x
Sun, 10 Dec 2023R$24.1bR$5.8bR$525.1m38.9x45.8x4.2x
Tue, 07 Nov 2023R$20.1bR$5.6bR$494.0m34.7x40.7x3.6x
Thu, 05 Oct 2023R$19.9bR$5.6bR$494.0m33.6x40.2x3.5x
Sat, 02 Sep 2023R$20.4bR$5.6bR$494.0m35x41.3x3.7x
Mon, 31 Jul 2023R$21.3bR$5.4bR$515.9m34.8x41.2x3.9x
Wed, 28 Jun 2023R$21.1bR$5.4bR$515.9m34.8x40.9x3.9x
Fri, 26 May 2023R$20.4bR$5.4bR$515.9m33.6x39.5x3.8x
Sun, 23 Apr 2023R$18.2bR$5.2bR$489.2m31.4x37.2x3.5x
Tue, 21 Mar 2023R$19.5bR$5.2bR$439.7m34x44.3x3.8x
Thu, 16 Feb 2023R$19.9bR$5.2bR$395.6m57.4x50.4x3.8x
Price to Earnings Ratio

50.4x


Total Market Cap: R$19.9bTotal Earnings: R$395.6mTotal Revenue: R$5.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Software Industry Price to Earnings3Y Average 36.9x202420252026
Current Industry PE
    There are only 2 companies 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 26% per year over the last three years.
  • Revenues for these companies have grown 5.9% 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 Market0.53%
Tech-12.20%
Software-14.90%
Application Software-0.19%
Systems Software-15.03%
Industry PE
  • Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 35.4x.
    • Analysts are expecting annual earnings growth of 18.6%, which is lower than the prior year's growth of 25.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 19% over the next 5 years.
  • However this is lower than its past earnings growth rate of 25% per year.
  • In contrast, the Systems Software industry is expected to see its earnings grow by 19% 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
No data available

Latest News