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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedAug 31, 2026
DataAggregated Company Financials
Companies5
  • 7D4.1%
  • 3M-4.4%
  • 1Y26.4%
  • YTD6.9%

Over the last 7 days, the Renewable Energy industry has risen 4.1%, driven by gains from every company within the industry. This takes the industry's 12 month performance to a gain of 26%. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 01 Sep 2026R$105.6bR$47.3bR$3.6b31.3x29.4x2.2x
Thu, 30 Jul 2026R$105.9bR$46.3bR$2.3b27.2x46.1x2.3x
Sat, 27 Jun 2026R$105.8bR$46.3bR$2.3b27.4x46.1x2.3x
Mon, 25 May 2026R$101.2bR$46.3bR$2.3b25.6x44.1x2.2x
Wed, 22 Apr 2026R$113.8bR$45.6bR$3.2b16.5x35.2x2.5x
Fri, 20 Mar 2026R$98.5bR$45.5bR$3.2b14.2x30.6x2.2x
Sun, 15 Feb 2026R$95.5bR$43.6bR$1.8b12.7x51.7x2.2x
Tue, 13 Jan 2026R$90.8bR$43.6bR$1.8b11.7x49.2x2.1x
Thu, 11 Dec 2025R$88.8bR$43.6bR$1.8b11.4x48.1x2x
Sat, 08 Nov 2025R$95.6bR$45.5bR$2.1b22x44.8x2.1x
Mon, 06 Oct 2025R$86.9bR$44.6bR$2.1b19.5x41.3x1.9x
Wed, 03 Sep 2025R$82.1bR$44.6bR$2.1b15.8x39x1.8x
Fri, 01 Aug 2025R$78.7bR$40.6bR$3.8b53.4x20.6x1.9x
Sun, 29 Jun 2025R$82.3bR$40.6bR$3.8b53.5x21.6x2x
Tue, 27 May 2025R$79.7bR$40.6bR$3.8b55.8x20.9x2x
Thu, 24 Apr 2025R$74.6bR$35.7bR$4.8b21.9x15.5x2.1x
Sat, 22 Mar 2025R$70.7bR$35.6bR$5.1b13.3x13.9x2x
Mon, 17 Feb 2025R$69.1bR$30.8bR$6.1b11.1x11.3x2.2x
Wed, 15 Jan 2025R$62.5bR$30.8bR$6.1b10.2x10.2x2x
Fri, 13 Dec 2024R$70.0bR$30.8bR$6.1b11.4x11.4x2.3x
Sun, 10 Nov 2024R$71.9bR$30.6bR$5.9b12.2x12.2x2.3x
Tue, 08 Oct 2024R$81.1bR$33.6bR$4.9b9.8x16.4x2.4x
Thu, 05 Sep 2024R$83.4bR$33.6bR$4.9b10.2x16.9x2.5x
Sat, 03 Aug 2024R$82.0bR$33.7bR$4.2b14.5x19.5x2.4x
Mon, 01 Jul 2024R$83.2bR$33.7bR$4.3b15.4x19.4x2.5x
Wed, 29 May 2024R$83.2bR$33.7bR$4.3b15.6x19.4x2.5x
Fri, 26 Apr 2024R$76.6bR$34.3bR$3.7b41.1x20.9x2.2x
Sun, 24 Mar 2024R$80.2bR$34.3bR$4.3b32.8x18.7x2.3x
Tue, 20 Feb 2024R$80.9bR$33.8bR$4.3b31.9x18.9x2.4x
Thu, 18 Jan 2024R$82.8bR$33.6bR$6.6b23.4x12.5x2.5x
Sat, 16 Dec 2023R$87.0bR$33.6bR$6.6b22.8x13.1x2.6x
Mon, 13 Nov 2023R$80.5bR$32.9bR$7.0b29.3x11.6x2.4x
Wed, 11 Oct 2023R$80.0bR$32.7bR$7.8b19.7x10.2x2.4x
Fri, 08 Sep 2023R$82.3bR$32.7bR$7.8b20x10.5x2.5x
Price to Earnings Ratio

10.5x


Total Market Cap: R$82.3bTotal Earnings: R$7.8bTotal Revenue: R$32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 25.1x202420252026
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 29.4x which is higher than its 3-year average PE of 25.1x.
  • 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 23% 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 Market2.27%
Utilities3.35%
Renewable Energy4.15%
Renewable Energy4.55%
Independent Power Producers and Energy Traders3.71%
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 36.3% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Renewable Energy industry, which is trading close to its 3-year average of 19.4x.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 36% over the next 5 years.
  • 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
EGIE3 Engie Brasil EnergiaR$29.381.8%
+R$750.7m		5.1%PE10.5x
AURE3 Auren EnergiaR$11.194.5%
+R$501.4m		10.6%PS0.9x
RNEW3 Renova EnergiaR$0.809.6%
+R$26.1m		-20.8%PS0.6x

Latest News

ENEV3
R$26.21
Eneva
7D
-1.8%
1Y
76.0%
Narrative Update • Aug 26

ENEV3: Improved Margin Outlook And Lower Discount Rate Will Support Upside

The analyst price target for Eneva has been revised from R$31.07 to R$31.73. Analysts cite updated assumptions on the discount rate, revenue growth, profit margins and future P/E as key drivers of the change.
AURE3
R$11.19
Auren Energia
7D
4.5%
1Y
10.6%
Narrative Update • Aug 20

AURE3: Future Returns Will Reflect Lower Margins With Supportive P/E Assumptions

Analysts have reduced their price target for Auren Energia from R$13.00 to R$11.50, citing updated assumptions that include a higher discount rate, softer revenue expectations, a lower profit margin profile, and a slightly higher future P/E. What's in the News There are no recent publicly sourced news items provided for Auren Energia in the referenced feeds as of 19 Aug 2026.
RNEW3
R$0.80
Renova Energia
7D
9.6%
1Y
-20.8%
EGIE3
R$29.38
Engie Brasil Energia
7D
1.8%
1Y
5.1%
Analysis Article • Aug 12

Engie Brasil Energia's (BVMF:EGIE3) Earnings Are Of Questionable Quality

Engie Brasil Energia S.A. ( BVMF:EGIE3 ) announced strong profits, but the stock was stagnant. Our analysis suggests...