Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedSep 22, 2026

DataAggregated Company Financials

Companies5

7D2.5%
3M0.4%
1Y29.3%
YTD14.6%

Last week, the Renewable Energy industry hasn't moved much but Auren Energia is up 4.3% in that time. The past year has been better, since the industry has gained 26% in that time. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Tue, 22 Sep 2026	R$112.9b	R$47.3b	R$3.6b	33.2x	31.4x	2.4x
Thu, 20 Aug 2026	R$101.0b	R$47.3b	R$3.6b	29.9x	28.2x	2.1x
Sat, 18 Jul 2026	R$107.1b	R$46.3b	R$2.3b	27.3x	46.6x	2.3x
Mon, 15 Jun 2026	R$102.9b	R$46.3b	R$2.3b	26x	44.9x	2.2x
Wed, 13 May 2026	R$105.7b	R$46.1b	R$2.6b	14.8x	40.9x	2.3x
Fri, 10 Apr 2026	R$107.2b	R$45.6b	R$3.2b	15.2x	33.2x	2.4x
Sun, 08 Mar 2026	R$90.9b	R$45.5b	R$3.2b	14.2x	28.2x	2x
Tue, 03 Feb 2026	R$93.4b	R$43.6b	R$1.8b	12.6x	50.6x	2.1x
Thu, 01 Jan 2026	R$90.4b	R$43.6b	R$1.8b	11.8x	49x	2.1x
Sat, 29 Nov 2025	R$98.8b	R$49.8b	R$1.9b	81.8x	52.1x	2x
Mon, 27 Oct 2025	R$89.0b	R$44.6b	R$2.1b	21.5x	42.2x	2x
Wed, 24 Sep 2025	R$87.6b	R$44.6b	R$2.1b	16.6x	41.6x	2x
Fri, 22 Aug 2025	R$81.4b	R$44.6b	R$2.1b	15.7x	38.6x	1.8x
Sun, 20 Jul 2025	R$80.2b	R$40.6b	R$3.8b	54.3x	21x	2x
Tue, 17 Jun 2025	R$79.7b	R$40.6b	R$3.8b	54.8x	20.9x	2x
Thu, 15 May 2025	R$79.0b	R$37.6b	R$3.6b	24x	21.7x	2.1x
Sat, 12 Apr 2025	R$72.3b	R$35.7b	R$4.8b	21.9x	15x	2x
Mon, 10 Mar 2025	R$70.0b	R$33.5b	R$5.9b	14.2x	11.9x	2.1x
Wed, 05 Feb 2025	R$67.2b	R$30.8b	R$6.1b	11.2x	11x	2.2x
Fri, 03 Jan 2025	R$63.7b	R$30.8b	R$6.1b	11.2x	10.4x	2.1x
Sun, 01 Dec 2024	R$69.3b	R$30.8b	R$6.1b	11.9x	11.4x	2.2x
Tue, 29 Oct 2024	R$82.2b	R$33.6b	R$4.9b	10x	16.7x	2.4x
Thu, 26 Sep 2024	R$81.8b	R$33.6b	R$4.9b	10x	16.6x	2.4x
Sat, 24 Aug 2024	R$85.2b	R$33.6b	R$4.9b	10.3x	17.2x	2.5x
Mon, 22 Jul 2024	R$84.1b	R$33.7b	R$4.3b	15.4x	19.6x	2.5x
Wed, 19 Jun 2024	R$81.8b	R$33.7b	R$4.3b	14.7x	19x	2.4x
Fri, 17 May 2024	R$82.9b	R$33.7b	R$4.3b	16.4x	19.3x	2.5x
Sun, 14 Apr 2024	R$79.0b	R$34.3b	R$3.7b	42.3x	21.5x	2.3x
Tue, 12 Mar 2024	R$80.0b	R$33.9b	R$4.4b	33.4x	18.2x	2.4x
Thu, 08 Feb 2024	R$81.0b	R$33.6b	R$6.6b	23x	12.2x	2.4x
Sat, 06 Jan 2024	R$86.5b	R$33.6b	R$6.6b	23.4x	13x	2.6x
Mon, 04 Dec 2023	R$86.0b	R$33.6b	R$6.6b	23.6x	13x	2.6x
Wed, 01 Nov 2023	R$75.9b	R$32.7b	R$7.8b	18.4x	9.7x	2.3x
Fri, 29 Sep 2023	R$81.9b	R$32.7b	R$7.8b	20.2x	10.5x	2.5x

Price to Earnings Ratio

10.5x

Fri, 29 Sep 2023

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 30.9x which is higher than its 3-year average PE of 25.5x.

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 Market	0.064%
Utilities	1.08%
Renewable Energy	2.49%
Independent Power Producers and Energy Traders	3.67%
Renewable Energy	1.44%

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 37.4% and investors are willing to pay a premium for that growth.

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 19.7x.

Forecasted Growth

Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 37% over the next 5 years.