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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedAug 01, 2026
DataAggregated Company Financials
Companies5
  • 7D3.0%
  • 3M-11.0%
  • 1Y35.0%
  • YTD9.0%

Over the last 7 days, the Renewable Energy industry has risen 3.1%, driven by gains from every company within the industry. In the last 12 months, the industry was up 35%. As for the next few years, earnings are expected to grow by 32% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026R$107.4bR$46.3bR$2.3b27.7x46.7x2.3x
Mon, 29 Jun 2026R$105.8bR$46.3bR$2.3b27.4x46.1x2.3x
Wed, 27 May 2026R$101.3bR$46.3bR$2.3b25.7x44.2x2.2x
Fri, 24 Apr 2026R$111.9bR$45.6bR$3.2b16.3x34.6x2.5x
Sun, 22 Mar 2026R$99.0bR$45.5bR$3.2b13.8x30.7x2.2x
Tue, 17 Feb 2026R$95.5bR$43.6bR$1.8b12.7x51.7x2.2x
Thu, 15 Jan 2026R$89.5bR$43.6bR$1.8b11.6x48.5x2.1x
Sat, 13 Dec 2025R$89.6bR$43.6bR$1.8b11.5x48.5x2.1x
Mon, 10 Nov 2025R$94.7bR$45.5bR$2.1b22x44.4x2.1x
Wed, 08 Oct 2025R$85.6bR$44.6bR$2.1b20.7x40.7x1.9x
Fri, 05 Sep 2025R$82.7bR$44.6bR$2.1b15.8x39.3x1.9x
Sun, 03 Aug 2025R$79.5bR$40.6bR$3.8b53.7x20.8x2x
Tue, 01 Jul 2025R$83.1bR$40.6bR$3.8b54.1x21.8x2x
Thu, 29 May 2025R$81.3bR$40.6bR$3.8b56.9x21.3x2x
Sat, 26 Apr 2025R$75.9bR$35.7bR$4.8b21.8x15.8x2.1x
Mon, 24 Mar 2025R$70.7bR$35.6bR$5.1b13.3x13.9x2x
Wed, 19 Feb 2025R$69.4bR$30.8bR$6.1b11.3x11.3x2.2x
Fri, 17 Jan 2025R$63.9bR$30.8bR$6.1b10.2x10.4x2.1x
Sun, 15 Dec 2024R$67.6bR$30.8bR$6.1b11.3x11x2.2x
Tue, 12 Nov 2024R$71.9bR$30.6bR$5.9b12.1x12.2x2.3x
Thu, 10 Oct 2024R$79.6bR$33.6bR$4.9b9.8x16.1x2.4x
Sat, 07 Sep 2024R$84.4bR$33.6bR$4.9b9.9x17.1x2.5x
Mon, 05 Aug 2024R$82.0bR$33.7bR$4.2b14.5x19.5x2.4x
Wed, 03 Jul 2024R$83.0bR$33.7bR$4.3b15.3x19.3x2.5x
Fri, 31 May 2024R$81.9bR$33.7bR$4.3b15.4x19.1x2.4x
Sun, 28 Apr 2024R$77.5bR$34.3bR$3.7b41.4x21.1x2.3x
Tue, 26 Mar 2024R$79.5bR$34.3bR$4.3b32.4x18.5x2.3x
Thu, 22 Feb 2024R$81.3bR$33.8bR$4.3b32.2x19x2.4x
Sat, 20 Jan 2024R$80.9bR$33.6bR$6.6b22.8x12.2x2.4x
Mon, 18 Dec 2023R$86.9bR$33.6bR$6.6b22.8x13.1x2.6x
Wed, 15 Nov 2023R$80.5bR$32.9bR$7.0b30.5x11.5x2.4x
Fri, 13 Oct 2023R$80.8bR$32.7bR$7.8b19.6x10.3x2.5x
Sun, 10 Sep 2023R$81.9bR$32.7bR$7.8b19.8x10.5x2.5x
Tue, 08 Aug 2023R$86.6bR$31.8bR$7.4b37.6x11.7x2.7x
Price to Earnings Ratio

11.7x


Total Market Cap: R$86.6bTotal Earnings: R$7.4bTotal Revenue: R$31.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 24.5x202420252026
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 46.8x which is higher than its 3-year average PE of 24.5x.
  • 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 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 Market2.00%
Utilities1.78%
Renewable Energy2.96%
Independent Power Producers and Energy Traders5.66%
Renewable Energy0.69%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 18.8x.
    • Analysts are expecting annual earnings growth of 30.4%, 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 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 30% 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
ENEV3 EnevaR$26.315.7%
+R$2.7b		94.5%PE38.9x
EGIE3 Engie Brasil EnergiaR$29.801.4%
+R$580.7m		3.8%PE16.5x
RNEW3 Renova EnergiaR$0.827.9%
+R$22.4m		-32.2%PS0.6x

Latest News

ENEV3
R$26.31
Eneva
7D
5.7%
1Y
94.5%
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.
AURE3
R$10.98
Auren Energia
7D
-1.9%
1Y
13.8%
EGIE3
R$29.80
Engie Brasil Energia
7D
1.4%
1Y
3.8%
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.
RNEW3
R$0.82
Renova Energia
7D
7.9%
1Y
-32.2%