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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedJun 20, 2026
DataAggregated Company Financials
Companies5
  • 7D-2.0%
  • 3M1.5%
  • 1Y39.7%
  • YTD12.1%

Over the last 7 days, the Renewable Energy industry has dropped 2.4%, driven by a pullback from Engie Brasil Energia of 3.2%. In contrast, Renova Energia has gained 7.7%. Over the past 12 months, the industry was up 36%. Earnings are forecast to grow by 31% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 20 Jun 2026R$100.8bR$46.3bR$2.3b25.6x43.9x2.2x
Mon, 18 May 2026R$101.9bR$46.4bR$2.7b14.5x37.4x2.2x
Wed, 15 Apr 2026R$113.4bR$45.6bR$3.2b16.8x35.1x2.5x
Fri, 13 Mar 2026R$91.0bR$45.5bR$3.2b14x28.2x2x
Sun, 08 Feb 2026R$95.6bR$43.6bR$1.8b12.6x51.8x2.2x
Tue, 06 Jan 2026R$89.9bR$43.6bR$1.8b11.7x48.7x2.1x
Thu, 04 Dec 2025R$100.2bR$49.8bR$1.9b81.9x52.8x2x
Sat, 01 Nov 2025R$90.0bR$44.6bR$2.1b22.4x42.7x2x
Mon, 29 Sep 2025R$86.9bR$44.6bR$2.1b18.1x41.3x1.9x
Wed, 27 Aug 2025R$83.2bR$44.6bR$2.1b16.1x39.5x1.9x
Fri, 25 Jul 2025R$82.1bR$40.6bR$3.8b55.1x21.5x2x
Sun, 22 Jun 2025R$77.6bR$40.6bR$3.8b54.5x20.3x1.9x
Tue, 20 May 2025R$81.1bR$40.6bR$3.8b58.3x21.3x2x
Thu, 17 Apr 2025R$71.7bR$35.7bR$4.8b21.8x14.9x2x
Sat, 15 Mar 2025R$70.0bR$33.5bR$5.9b13.4x11.9x2.1x
Mon, 10 Feb 2025R$66.5bR$30.8bR$6.1b10.9x10.8x2.2x
Wed, 08 Jan 2025R$63.5bR$30.8bR$6.1b10.8x10.4x2.1x
Fri, 06 Dec 2024R$68.4bR$30.8bR$6.1b11.7x11.2x2.2x
Sun, 03 Nov 2024R$78.5bR$34.2bR$5.9b12x13.3x2.3x
Tue, 01 Oct 2024R$81.5bR$33.6bR$4.9b9.7x16.5x2.4x
Thu, 29 Aug 2024R$84.1bR$33.6bR$4.9b10.4x17x2.5x
Sat, 27 Jul 2024R$83.3bR$33.7bR$4.3b15.2x19.4x2.5x
Mon, 24 Jun 2024R$82.4bR$33.7bR$4.3b15x19.2x2.4x
Wed, 22 May 2024R$83.7bR$33.7bR$4.3b16.4x19.5x2.5x
Fri, 19 Apr 2024R$78.1bR$34.3bR$3.7b41.3x21.3x2.3x
Sun, 17 Mar 2024R$80.2bR$34.3bR$4.3b32.5x18.7x2.3x
Tue, 13 Feb 2024R$81.3bR$33.8bR$4.3b31.4x19x2.4x
Thu, 11 Jan 2024R$87.2bR$33.6bR$6.6b23.3x13.2x2.6x
Sat, 09 Dec 2023R$85.0bR$33.6bR$6.6b23.3x12.8x2.5x
Mon, 06 Nov 2023R$79.5bR$32.9bR$7.9b28.2x10.1x2.4x
Wed, 04 Oct 2023R$80.8bR$32.7bR$7.8b19.1x10.3x2.5x
Fri, 01 Sep 2023R$83.6bR$32.7bR$7.8b20.1x10.7x2.6x
Sun, 30 Jul 2023R$87.7bR$31.6bR$7.2b40x12.2x2.8x
Tue, 27 Jun 2023R$87.5bR$31.6bR$7.2b38.7x12.1x2.8x
Price to Earnings Ratio

12.1x


Total Market Cap: R$87.5bTotal Earnings: R$7.2bTotal Revenue: R$31.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 23.2x202420252026
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 43.3x which is higher than its 3-year average PE of 23.2x.
  • 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-1.73%
Utilities-2.16%
Renewable Energy-2.02%
Independent Power Producers and Energy Traders-0.20%
Renewable Energy-3.54%
Industry PE
  • Investors are most optimistic about the Renewable Energy industry which is trading above its 3-year average PE ratio of 17.1x.
    • Analysts are expecting annual earnings growth of 30.0%, 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 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
RNEW3 Renova EnergiaR$0.962.1%
+R$7.5m		-14.3%PS0.7x

Latest News

ENEV3
R$24.49
Eneva
7D
-0.2%
1Y
78.1%
Narrative Update • Jun 16

ENEV3: Lower Discount Rate And Richer P E Will Support Upside

Analysts have made a small upward adjustment to Eneva's fair value estimate, moving the target from about R$29.35 to roughly R$29.54. They cited updated assumptions on discount rate, revenue trends, profit margin and future P/E as key inputs to their revised view.
AURE3
R$11.29
Auren Energia
7D
-4.2%
1Y
15.2%
Narrative Update • Jun 14

AURE3: Higher Margin Outlook Will Support Future Upside Potential

Narrative Update: Auren Energia The analyst price target for Auren Energia has been adjusted to R$16.50 from R$16.02. Analysts point to updated assumptions for the discount rate, revenue growth, profit margin and future P/E as the key drivers of this change.
EGIE3
R$33.88
Engie Brasil Energia
7D
-3.8%
1Y
18.4%
RNEW3
R$0.96
Renova Energia
7D
2.1%
1Y
-14.3%