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Brazilian (BOVESPA) Systems Software Industry Analysis

UpdatedFeb 03, 2026
DataAggregated Company Financials
Companies1
  • 7D-4.6%
  • 3M3.7%
  • 1Y31.6%
  • YTDn/a

Over the last 7 days, the Systems Software industry has dropped 4.6%, driven by declines from every company within the industry. This takes the industry's 12 month performance to a gain of 31%. As for the next few years, earnings are expected to grow by 19% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Feb 2026R$26.2bR$5.9bR$812.6m32.6x32.2x4.4x
Thu, 01 Jan 2026R$24.7bR$5.9bR$812.6m30.4x30.4x4.2x
Sat, 29 Nov 2025R$25.0bR$5.9bR$812.6m31x30.7x4.2x
Mon, 27 Oct 2025R$24.9bR$5.7bR$860.3m28.9x28.9x4.4x
Wed, 24 Sep 2025R$26.6bR$5.7bR$860.3m30.9x30.9x4.7x
Fri, 22 Aug 2025R$24.1bR$5.7bR$860.3m28x28x4.2x
Sun, 20 Jul 2025R$24.4bR$5.5bR$785.9m31.1x31.1x4.5x
Tue, 17 Jun 2025R$24.3bR$5.5bR$785.9m30.9x30.9x4.4x
Thu, 15 May 2025R$23.8bR$5.5bR$785.9m30.3x30.3x4.4x
Sat, 12 Apr 2025R$20.8bR$5.2bR$718.6m28.9x28.9x4x
Mon, 10 Mar 2025R$22.4bR$5.7bR$694.0m28.5x32.3x3.9x
Wed, 05 Feb 2025R$22.4bR$5.6bR$626.6m30.8x35.8x4x
Fri, 03 Jan 2025R$17.9bR$5.6bR$626.6m24.3x28.5x3.2x
Sun, 01 Dec 2024R$18.3bR$5.6bR$626.6m25.3x29.2x3.3x
Tue, 29 Oct 2024R$18.9bR$5.4bR$518.4m31.9x36.5x3.5x
Thu, 26 Sep 2024R$18.6bR$5.4bR$518.4m31.2x35.8x3.5x
Sat, 24 Aug 2024R$20.1bR$5.4bR$518.4m34.2x38.7x3.7x
Mon, 22 Jul 2024R$18.3bR$5.2bR$515.8m31.7x35.5x3.5x
Wed, 19 Jun 2024R$19.3bR$5.2bR$515.8m33.6x37.4x3.7x
Fri, 17 May 2024R$18.9bR$5.2bR$515.8m32.9x36.7x3.7x
Sun, 14 Apr 2024R$17.8bR$5.0bR$479.0m32.6x37.2x3.6x
Tue, 12 Mar 2024R$18.9bR$5.0bR$479.0m36x39.5x3.8x
Thu, 08 Feb 2024R$20.3bR$4.8bR$505.0m37.2x40.1x4.2x
Sat, 06 Jan 2024R$20.0bR$4.8bR$505.0m36.5x39.7x4.1x
Mon, 04 Dec 2023R$21.1bR$4.8bR$505.0m38.3x41.7x4.4x
Wed, 01 Nov 2023R$16.0bR$4.7bR$470.5m31.7x34x3.4x
Fri, 29 Sep 2023R$17.0bR$4.7bR$470.5m33.5x36.1x3.6x
Sun, 27 Aug 2023R$17.9bR$4.7bR$470.5m34.9x38x3.8x
Tue, 25 Jul 2023R$18.8bR$4.5bR$489.5m35.2x38.5x4.2x
Thu, 22 Jun 2023R$19.1bR$4.5bR$489.5m35.2x39.1x4.3x
Sat, 20 May 2023R$18.7bR$4.5bR$489.5m34.5x38.1x4.2x
Mon, 17 Apr 2023R$17.3bR$4.3bR$458.2m32.7x37.8x4x
Wed, 15 Mar 2023R$18.4bR$4.3bR$408.7m34.9x45.1x4.3x
Fri, 10 Feb 2023R$18.8bR$4.4bR$368.3m39.5x51.2x4.3x
Price to Earnings Ratio

51.2x


Total Market Cap: R$18.8bTotal Earnings: R$368.3mTotal Revenue: R$4.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Systems Software Industry Price to Earnings3Y Average 35.5x202420252026
Current Industry PE
    There is only one company in the Brazilian Systems 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 Systems Software industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 10% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Brazilian Systems Software compare with similar industries?

BR Market2.07%
Tech-2.72%
Software-4.50%
Systems Software-4.55%
Application Software2.27%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
No data available

Latest News

TOTS3
R$45.07
TOTVS
7D
-4.6%
1Y
31.6%

TOTS3: Higher Margins And Buyback Activity Will Support Bullish Repricing

Analysts have slightly increased their fair value estimate for TOTVS from R$50.57 to R$51.28, citing updated assumptions that reflect a modest change in the discount rate and future P/E, along with a shift toward lower revenue growth and higher profit margins. What's in the News Board meeting scheduled for December 16, 2025, to review committee reports, CEO update, Corporate Integrity training for the Board, and an executive session.