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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedAug 10, 2026
DataAggregated Company Financials
Companies5
  • 7D-0.5%
  • 3M-8.4%
  • 1Y32.0%
  • YTD8.4%

Over the last 7 days, the Renewable Energy industry has remained flat, although notably Renova Energia gained 3.7%. As for the the longer term, the industry is up 32% over the past 12 months. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Aug 2026R$106.9bR$46.9bR$3.9b24.7x27.4x2.3x
Wed, 08 Jul 2026R$102.8bR$46.3bR$2.3b26.3x44.7x2.2x
Fri, 05 Jun 2026R$101.3bR$46.3bR$2.3b25.5x44.2x2.2x
Sun, 03 May 2026R$110.4bR$45.6bR$3.2b15.6x34.2x2.4x
Tue, 31 Mar 2026R$98.4bR$45.5bR$3.2b14.1x30.5x2.2x
Thu, 26 Feb 2026R$97.5bR$43.6bR$1.8b12.6x52.8x2.2x
Sat, 24 Jan 2026R$96.9bR$43.6bR$1.8b12.5x52.5x2.2x
Mon, 22 Dec 2025R$89.5bR$43.6bR$1.8b11.7x48.5x2.1x
Wed, 19 Nov 2025R$95.3bR$49.8bR$1.9b81.9x50.2x1.9x
Fri, 17 Oct 2025R$87.5bR$44.6bR$2.1b18.8x41.5x2x
Sun, 14 Sep 2025R$85.8bR$44.6bR$2.1b15.4x40.8x1.9x
Tue, 12 Aug 2025R$79.6bR$42.3bR$2.8b35.9x28.9x1.9x
Thu, 10 Jul 2025R$80.6bR$40.6bR$3.8b53.1x21.1x2x
Sat, 07 Jun 2025R$79.3bR$40.6bR$3.8b54.9x20.8x2x
Mon, 05 May 2025R$77.0bR$35.7bR$4.8b21.9x16x2.2x
Wed, 02 Apr 2025R$69.2bR$35.7bR$4.8b25x14.4x1.9x
Fri, 28 Feb 2025R$69.0bR$33.5bR$5.9b14x11.8x2.1x
Sun, 26 Jan 2025R$63.3bR$30.8bR$6.1b10.8x10.3x2.1x
Tue, 24 Dec 2024R$66.5bR$30.8bR$6.1b11.1x10.8x2.2x
Thu, 21 Nov 2024R$71.1bR$30.8bR$6.1b11.8x11.6x2.3x
Sat, 19 Oct 2024R$81.5bR$33.6bR$4.9b10.3x16.5x2.4x
Mon, 16 Sep 2024R$84.1bR$33.6bR$4.9b10.5x17x2.5x
Wed, 14 Aug 2024R$84.3bR$34.0bR$4.2b10.4x20.1x2.5x
Fri, 12 Jul 2024R$86.0bR$33.7bR$4.3b16.1x20x2.6x
Sun, 09 Jun 2024R$82.2bR$33.7bR$4.3b15.2x19.1x2.4x
Tue, 07 May 2024R$80.4bR$34.4bR$3.5b88.3x22.7x2.3x
Thu, 04 Apr 2024R$80.1bR$34.3bR$3.7b43.5x21.8x2.3x
Sat, 02 Mar 2024R$82.3bR$33.9bR$4.3b37.6x19x2.4x
Mon, 29 Jan 2024R$82.1bR$33.6bR$6.6b23.2x12.4x2.4x
Wed, 27 Dec 2023R$87.6bR$33.6bR$6.6b23.5x13.2x2.6x
Fri, 24 Nov 2023R$85.8bR$33.6bR$6.7b24.4x12.9x2.6x
Sun, 22 Oct 2023R$78.3bR$32.7bR$7.8b18.7x10x2.4x
Tue, 19 Sep 2023R$83.9bR$32.7bR$7.8b20.2x10.7x2.6x
Thu, 17 Aug 2023R$84.0bR$32.7bR$7.8b20.7x10.7x2.6x
Price to Earnings Ratio

10.7x


Total Market Cap: R$84.0bTotal Earnings: R$7.8bTotal Revenue: R$32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 24.8x202420252026
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 27.4x which is higher than its 3-year average PE of 24.8x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 21% per year over the last three years.
  • Meanwhile revenues for these companies have grown 13% 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 Market-3.29%
Utilities-1.94%
Renewable Energy-0.51%
Independent Power Producers and Energy Traders-0.49%
Renewable Energy-0.53%
Industry PE
  • Investors are most optimistic about the Independent Power Producers and Energy Traders industry even though it's trading below its 3-year average PE ratio of 145x.
    • Analysts are expecting annual earnings growth of 34.3%, which is lower than the prior year's growth of 165.9% per year.
  • Investors are most pessimistic about the Renewable Energy industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 19.2x.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 34% over the next 5 years.
  • However this is lower than its past earnings growth rate of 166% per year.
  • In contrast, the Renewable Energy industry is expected to see its earnings grow by 21% 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
RNEW3 Renova EnergiaR$0.851.2%
+R$3.7m		-17.5%PS0.6x

Latest News

EGIE3
R$29.73
Engie Brasil Energia
7D
-1.2%
1Y
5.4%
Narrative Update • Aug 08

EGIE3: Follow On Offering And Jirau Deal Will Guide Future Returns

Analysts have lifted the fair value estimate for Engie Brasil Energia to R$30.00 from R$28.00, citing updated assumptions for discount rates, revenue trends, profit margins, and the stock's future P/E multiple. What's in the News for Engie Brasil Energia Engie Brasil Energia completed a follow on equity offering of ordinary shares totaling R$2.615522b, with 85,754,815 common shares priced at R$30.50 each.
AURE3
R$10.81
Auren Energia
7D
-3.5%
1Y
12.6%
ENEV3
R$26.18
Eneva
7D
-2.1%
1Y
88.2%
Narrative Update • Jul 28

ENEV3: Higher Fair Value And Rich P/E Will Shape Measured Upside

Analysts have raised their price target for Eneva to R$27.91 from R$24.20, citing updated assumptions for fair value, discount rate, revenue contraction, profit margin and future P/E that are now reflected in the new valuation. What’s in the News for Eneva Analysts updated Eneva’s valuation assumptions covering fair value, discount rate, revenue contraction, profit margin and future P/E, which resulted in a new price target of R$27.91.
RNEW3
R$0.85
Renova Energia
7D
1.2%
1Y
-17.5%