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Brazilian (BOVESPA) Software Industry Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies3
  • 7D3.2%
  • 3M15.9%
  • 1Y15.8%
  • YTD29.6%

Over the last 7 days, the Software industry has remained flat. The past year has been better, since the industry has gained 15% in that time. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Sat, 08 Jul 2023R$22.0bR$5.4bR$515.9m36.4x42.6x4.1x
Mon, 05 Jun 2023R$20.7bR$5.4bR$515.9m34.4x40.1x3.8x
Wed, 03 May 2023R$18.2bR$5.2bR$489.2m31.1x37.1x3.5x
Fri, 31 Mar 2023R$19.9bR$5.2bR$489.2m35x40.7x3.8x
Sun, 26 Feb 2023R$19.5bR$5.1bR$436.0m53.5x44.7x3.8x
Tue, 24 Jan 2023R$20.5bR$5.2bR$395.6m53x51.7x3.9x
Thu, 22 Dec 2022R$19.9bR$5.2bR$395.6m50.6x50.3x3.8x
Sat, 19 Nov 2022R$20.6bR$5.2bR$395.6m53.1x52.1x4x
Mon, 17 Oct 2022R$21.2bR$4.9bR$305.6m65.5x69.5x4.3x
Wed, 14 Sep 2022R$20.9bR$4.9bR$305.6m62.9x68.4x4.2x
Fri, 12 Aug 2022R$21.2bR$4.8bR$316.0m59.5x67.2x4.4x
Sun, 10 Jul 2022R$17.9bR$4.7bR$281.1m41.3x63.7x3.8x
Tue, 07 Jun 2022R$20.7bR$4.7bR$281.1m47.8x73.5x4.4x
Thu, 05 May 2022R$22.5bR$4.3bR$328.8m53.1x68.6x5.2x
Sat, 02 Apr 2022R$26.0bR$4.3bR$328.8m60.7x78.9x6x
Mon, 28 Feb 2022R$23.9bR$4.2bR$378.8m54.5x63.2x5.6x
Price to Earnings Ratio

63.2x


Total Market Cap: R$23.9bTotal Earnings: R$378.8mTotal Revenue: R$4.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Software Industry Price to Earnings3Y Average 46.9x202320242025
Current Industry PE
    There are only 3 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 22% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market1.41%
Tech2.84%
Software3.16%
Application Software8.90%
Systems Software3.12%
Industry PE
  • Investors are most optimistic about the Systems Software industry even though it's trading below its 3-year average PE ratio of 46.0x.
    • Analysts are expecting annual earnings growth of 19.2%, which is lower than the prior year's growth of 41.7% 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 42% 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
TOTS3 TOTVSR$35.093.3%
+R$677.3m		10.4%PE29.3x
CLSA3 ClearSaleR$10.351.0%
+R$18.8m		162.0%PS4.1x
NGRD3 Neogrid ParticipaçõesR$20.928.9%
+R$15.5m		-22.5%PS0.7x
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TOTS3

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NGRD3

R$20.92

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8.9%

1Y

-22.5%

CLSA3

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1Y

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