Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedJul 25, 2026
DataAggregated Company Financials
Companies5
  • 7D-2.6%
  • 3M-14.9%
  • 1Y27.6%
  • YTD5.8%

Over the last 7 days, the Renewable Energy industry has dropped 2.6%, driven by declines from every company within the industry. In the past year, the industry has gained 28%. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 26 Jul 2026R$104.3bR$46.3bR$2.3b26.5x45.4x2.3x
Tue, 23 Jun 2026R$101.5bR$46.3bR$2.3b25.8x44.2x2.2x
Thu, 21 May 2026R$101.9bR$46.4bR$2.7b14.4x37.1x2.2x
Sat, 18 Apr 2026R$113.0bR$45.6bR$3.2b16.6x35x2.5x
Mon, 16 Mar 2026R$90.3bR$45.5bR$3.2b14x28x2x
Wed, 11 Feb 2026R$95.9bR$43.6bR$1.8b12.7x51.9x2.2x
Fri, 09 Jan 2026R$89.3bR$43.6bR$1.8b11.6x48.4x2x
Sun, 07 Dec 2025R$95.9bR$49.8bR$1.9b81.7x50.5x1.9x
Tue, 04 Nov 2025R$90.8bR$44.6bR$2.1b21.9x43.1x2x
Thu, 02 Oct 2025R$87.6bR$44.6bR$2.1b19.2x41.6x2x
Sat, 30 Aug 2025R$83.7bR$44.6bR$2.1b15.6x39.8x1.9x
Mon, 28 Jul 2025R$81.2bR$40.6bR$3.8b54.3x21.3x2x
Wed, 25 Jun 2025R$81.4bR$40.6bR$3.8b55.7x21.3x2x
Fri, 23 May 2025R$78.8bR$40.6bR$3.8b55.7x20.6x1.9x
Sun, 20 Apr 2025R$72.2bR$35.7bR$4.8b22x15x2x
Tue, 18 Mar 2025R$70.7bR$33.5bR$5.9b13.2x12.1x2.1x
Thu, 13 Feb 2025R$68.0bR$30.8bR$6.1b10.8x11.1x2.2x
Sat, 11 Jan 2025R$63.1bR$30.8bR$6.1b10.6x10.3x2x
Mon, 09 Dec 2024R$68.8bR$30.8bR$6.1b11.6x11.2x2.2x
Wed, 06 Nov 2024R$74.8bR$30.6bR$6.1b12.3x12.2x2.4x
Fri, 04 Oct 2024R$81.1bR$33.6bR$4.9b10x16.4x2.4x
Sun, 01 Sep 2024R$83.1bR$33.6bR$4.9b10.3x16.8x2.5x
Tue, 30 Jul 2024R$83.3bR$33.7bR$4.3b14.9x19.4x2.5x
Thu, 27 Jun 2024R$83.1bR$33.7bR$4.3b15.1x19.4x2.5x
Sat, 25 May 2024R$82.9bR$33.7bR$4.3b16x19.3x2.5x
Mon, 22 Apr 2024R$77.5bR$34.3bR$3.7b41.3x21.1x2.3x
Wed, 20 Mar 2024R$79.9bR$34.3bR$4.3b30.9x18.6x2.3x
Fri, 16 Feb 2024R$80.1bR$33.8bR$4.3b31.2x18.7x2.4x
Sun, 14 Jan 2024R$84.7bR$33.6bR$6.6b23.1x12.8x2.5x
Tue, 12 Dec 2023R$83.7bR$33.6bR$6.6b23.2x12.6x2.5x
Thu, 09 Nov 2023R$80.0bR$33.1bR$6.8b28.5x11.7x2.4x
Sat, 07 Oct 2023R$78.8bR$32.7bR$7.8b19x10.1x2.4x
Mon, 04 Sep 2023R$83.1bR$32.7bR$7.8b20.2x10.6x2.5x
Wed, 02 Aug 2023R$88.3bR$31.6bR$7.2b39.3x12.2x2.8x
Price to Earnings Ratio

12.2x


Total Market Cap: R$88.3bTotal Earnings: R$7.2bTotal Revenue: R$31.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 24.3x202420252026
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 45.4x which is higher than its 3-year average PE of 24.3x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 32% per year over the last three years.
  • Meanwhile revenues for these companies have grown 14% 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-0.099%
Utilities-1.69%
Renewable Energy-2.55%
Renewable Energy-2.14%
Independent Power Producers and Energy Traders-3.04%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 18.5x.
    • Analysts are expecting annual earnings growth of 29.0%, which is higher than its past year's earnings decline of 23.7% per year.
  • Investors are most pessimistic about the Independent Power Producers and Energy Traders industry, which is trading below its 3-year average of 145x.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 32% 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 29% 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
No data available

Latest News

EGIE3
R$29.39
Engie Brasil Energia
7D
-1.9%
1Y
-2.4%
Narrative Update • Jul 24

EGIE3: Follow On Offering And Jirau Asset Injection Will Shape Returns

Analysts have modestly lifted their price target for Engie Brasil Energia to R$28.00 from R$27.00, reflecting updated assumptions on the discount rate, revenue trends, profit margins, and a slightly higher future P/E multiple. What's in the News Engie Brasil Energia has filed a follow on equity offering of its ordinary shares, according to a key developments filing.
ENEV3
R$24.90
Eneva
7D
-3.0%
1Y
82.2%
Narrative Update • Jul 14

ENEV3: Elevated Future P/E Will Likely Expose Weaker Profit Margins

Analysts have raised their price target on Eneva to around R$24.20 from R$13.90, reflecting updated assumptions around fair value, discount rate, revenue trends, profit margins and future P/E expectations. What’s in the News for Eneva No recent Eneva specific news items were identified from the provided primary news sources.
AURE3
R$11.19
Auren Energia
7D
-3.5%
1Y
16.6%
Narrative Update • Jul 13

AURE3: Future Returns Will Balance Lower Margins And Higher P/E Assumptions

Analysts now set a fair value price target for Auren Energia at R$13.00, up R$1.00 from the prior R$12.00, citing updated assumptions around discount rates, revenue trajectory, profit margins and future P/E expectations. What’s in the News for Auren Energia No recent company specific news items for Auren Energia were identified in the provided sources.
RNEW3
R$0.76
Renova Energia
7D
-3.8%
1Y
-37.2%