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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedNov 09, 2025
DataAggregated Company Financials
Companies6
  • 7D4.2%
  • 3M19.4%
  • 1Y24.9%
  • YTD49.1%

Over the last 7 days, the Renewable Energy industry has risen 4.2%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 25%. Looking forward, earnings are forecast to grow by 40% annually.

Industry Valuation and Performance

Has the Brazilian Renewable Energy Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025R$94.7bR$45.5bR$2.1b22x44.4x2.1x
Tue, 07 Oct 2025R$86.4bR$44.6bR$2.1b19.3x41x1.9x
Thu, 04 Sep 2025R$82.1bR$44.6bR$2.1b15.8x39x1.8x
Sat, 02 Aug 2025R$79.5bR$40.6bR$3.8b53.7x20.8x2x
Mon, 30 Jun 2025R$82.3bR$40.6bR$3.8b53.5x21.6x2x
Wed, 28 May 2025R$81.1bR$40.6bR$3.8b56.6x21.2x2x
Fri, 25 Apr 2025R$76.0bR$35.7bR$4.8b21.9x15.8x2.1x
Sun, 23 Mar 2025R$70.7bR$35.6bR$5.1b13.3x13.9x2x
Tue, 18 Feb 2025R$69.1bR$30.8bR$6.1b11.5x11.3x2.2x
Thu, 16 Jan 2025R$62.5bR$30.8bR$6.1b10.3x10.2x2x
Sat, 14 Dec 2024R$67.9bR$30.8bR$6.1b11.3x11.1x2.2x
Mon, 11 Nov 2024R$71.9bR$30.6bR$5.9b12.2x12.2x2.3x
Wed, 09 Oct 2024R$80.8bR$33.6bR$4.9b9.9x16.4x2.4x
Fri, 06 Sep 2024R$84.6bR$33.6bR$4.9b9.9x17.1x2.5x
Sun, 04 Aug 2024R$82.0bR$33.7bR$4.2b14.5x19.5x2.4x
Tue, 02 Jul 2024R$83.3bR$33.7bR$4.3b15.4x19.4x2.5x
Thu, 30 May 2024R$82.7bR$33.7bR$4.3b15.4x19.3x2.5x
Sat, 27 Apr 2024R$77.5bR$34.3bR$3.7b41.4x21.1x2.3x
Mon, 25 Mar 2024R$80.2bR$34.3bR$4.3b32.8x18.7x2.3x
Wed, 21 Feb 2024R$81.3bR$33.8bR$4.3b31.9x19x2.4x
Fri, 19 Jan 2024R$81.1bR$33.6bR$6.6b23.2x12.2x2.4x
Sun, 17 Dec 2023R$87.0bR$33.6bR$6.6b22.8x13.1x2.6x
Tue, 14 Nov 2023R$80.5bR$32.9bR$7.0b29.1x11.5x2.4x
Thu, 12 Oct 2023R$80.8bR$32.7bR$7.8b19.6x10.3x2.5x
Sat, 09 Sep 2023R$81.9bR$32.7bR$7.8b19.8x10.5x2.5x
Mon, 07 Aug 2023R$86.6bR$31.8bR$7.4b38.2x11.7x2.7x
Wed, 05 Jul 2023R$87.7bR$31.6bR$7.2b38.7x12.2x2.8x
Fri, 02 Jun 2023R$82.7bR$31.6bR$7.2b38.1x11.5x2.6x
Sun, 30 Apr 2023R$82.0bR$29.6bR$6.7b21.5x12.2x2.8x
Tue, 28 Mar 2023R$76.5bR$29.5bR$6.1b17.9x12.5x2.6x
Thu, 23 Feb 2023R$78.7bR$27.2bR$6.5b12x12.1x2.9x
Sat, 21 Jan 2023R$80.1bR$26.1bR$4.2b17.7x19.3x3.1x
Mon, 19 Dec 2022R$75.2bR$26.1bR$4.2b16.5x18.1x2.9x
Wed, 16 Nov 2022R$81.3bR$25.0bR$4.0b17.4x20.1x3.3x
Price to Earnings Ratio

20.1x


Total Market Cap: R$81.3bTotal Earnings: R$4.0bTotal Revenue: R$25.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 17.3x202320242025
Current Industry PE
  • Investors are optimistic on the Brazilian Renewable Energy industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 44.8x which is higher than its 3-year average PE of 17.3x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 19% per year over the last three years.
  • Meanwhile revenues for these companies have grown 22% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Brazilian Utilities industry?

BR Market2.78%
Utilities2.64%
Renewable Energy4.21%
Renewable Energy4.24%
Independent Power Producers and Energy Traders4.15%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 13.4x.
    • Analysts are expecting annual earnings growth of 34.6%, which is higher than its past year's earnings decline of 54.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 48% over the next 5 years.
  • In contrast, the Renewable Energy industry is expected to see its earnings grow by 35% 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
EGIE3 Engie Brasil EnergiaR$42.516.3%
+R$2.0b		5.6%PE11.4x
ENEV3 EnevaR$19.074.2%
+R$1.5b		55.0%PS2.4x
AURE3 Auren EnergiaR$11.333.1%
+R$355.3m		11.4%PS1.1x
SRNA3 Serena EnergiaR$12.560.08%
+R$6.2m		71.1%PE108x
RNEW3 Renova EnergiaR$0.991.0%
+R$3.7m		-54.2%PS0.9x

Latest News

EGIE3
R$42.51
Engie Brasil Energia
7D
6.3%
1Y
5.6%
SRNA3
R$12.56
Serena Energia
7D
0.08%
1Y
71.1%
AURE3
R$11.33
Auren Energia
7D
3.1%
1Y
11.4%

AURE3: Future Outlook Will Reflect Improved Margins And Revenue Projections Balancing Risks

Analysts have raised their price target for Auren Energia from R$11.68 to R$11.91, citing improved profit margins and higher expected revenue growth as key factors supporting their updated outlook. Valuation Changes The Fair Value Estimate has increased slightly from R$11.68 to R$11.91.
ENEV3
R$19.07
Eneva
7D
4.2%
1Y
55.0%

Here's Why Eneva (BVMF:ENEV3) Has A Meaningful Debt Burden

Oct 25
Here's Why Eneva (BVMF:ENEV3) Has A Meaningful Debt Burden
RNEW3
R$0.99
Renova Energia
7D
1.0%
1Y
-54.2%