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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedJan 02, 2026
DataAggregated Company Financials
Companies5
  • 7D0.4%
  • 3M15.3%
  • 1Y51.3%
  • YTDn/a

The Renewable Energy industry has stayed flat over the last week. As for the the longer term, the industry is up 46% over the past 12 months. 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
Fri, 02 Jan 2026R$90.4bR$43.6bR$1.8b11.8x49x2.1x
Sun, 30 Nov 2025R$97.1bR$49.8bR$1.9b81.8x51.2x1.9x
Tue, 28 Oct 2025R$90.7bR$44.6bR$2.1b21.7x43.1x2x
Thu, 25 Sep 2025R$87.1bR$44.6bR$2.1b16x41.4x2x
Sat, 23 Aug 2025R$81.4bR$44.6bR$2.1b15.8x38.7x1.8x
Mon, 21 Jul 2025R$80.2bR$40.6bR$3.8b54.3x21x2x
Wed, 18 Jun 2025R$79.3bR$40.6bR$3.8b54.8x20.8x2x
Fri, 16 May 2025R$80.2bR$40.0bR$4.1b23.8x19.5x2x
Sun, 13 Apr 2025R$72.3bR$35.7bR$4.8b21.9x15x2x
Tue, 11 Mar 2025R$69.5bR$33.5bR$5.9b14x11.9x2.1x
Thu, 06 Feb 2025R$66.9bR$30.8bR$6.1b11.2x10.9x2.2x
Sat, 04 Jan 2025R$61.4bR$30.8bR$6.1b10.8x10x2x
Mon, 02 Dec 2024R$69.3bR$30.8bR$6.1b11.9x11.4x2.2x
Wed, 30 Oct 2024R$80.7bR$33.6bR$4.9b10x16.3x2.4x
Fri, 27 Sep 2024R$82.0bR$33.6bR$4.9b9.8x16.6x2.4x
Sun, 25 Aug 2024R$85.2bR$33.6bR$4.9b10.3x17.2x2.5x
Tue, 23 Jul 2024R$85.0bR$33.7bR$4.3b15.5x19.8x2.5x
Thu, 20 Jun 2024R$82.0bR$33.7bR$4.3b14.7x19.1x2.4x
Sat, 18 May 2024R$82.2bR$33.7bR$4.3b16.2x19.1x2.4x
Mon, 15 Apr 2024R$79.0bR$34.3bR$3.7b42.3x21.5x2.3x
Wed, 13 Mar 2024R$80.1bR$33.9bR$4.4b33.4x18.3x2.4x
Fri, 09 Feb 2024R$81.3bR$33.8bR$4.3b31.4x19x2.4x
Sun, 07 Jan 2024R$87.2bR$33.6bR$6.6b23.4x13.1x2.6x
Tue, 05 Dec 2023R$86.0bR$33.6bR$6.6b23.5x13x2.6x
Thu, 02 Nov 2023R$75.9bR$32.7bR$7.8b18.5x9.7x2.3x
Sat, 30 Sep 2023R$81.9bR$32.7bR$7.8b20.2x10.5x2.5x
Mon, 28 Aug 2023R$83.9bR$32.7bR$7.8b20.7x10.7x2.6x
Wed, 26 Jul 2023R$88.9bR$31.6bR$7.2b40.4x12.3x2.8x
Fri, 23 Jun 2023R$87.7bR$31.6bR$7.2b40.8x12.2x2.8x
Sun, 21 May 2023R$83.0bR$31.6bR$7.2b37x11.5x2.6x
Tue, 18 Apr 2023R$80.7bR$29.6bR$6.7b18.8x12x2.7x
Thu, 16 Mar 2023R$82.0bR$28.9bR$6.8b14.3x12x2.8x
Sat, 11 Feb 2023R$78.2bR$26.1bR$4.2b17x18.8x3x
Mon, 09 Jan 2023R$78.2bR$26.1bR$4.2b17.4x18.8x3x
Price to Earnings Ratio

18.8x


Total Market Cap: R$78.2bTotal Earnings: R$4.2bTotal Revenue: R$26.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 18.8x202420252026
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 49.0x which is higher than its 3-year average PE of 18.8x.
  • The 3-year average PS ratio of 2.4x is higher than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 24% per year over the last three years.
  • Meanwhile revenues for these companies have grown 19% 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 Market0.35%
Utilities0.28%
Renewable Energy0.39%
Renewable Energy0.99%
Independent Power Producers and Energy Traders-0.39%
Industry PE
  • Investors are most optimistic about the Independent Power Producers and Energy Traders industry which is trading above its 3-year average PE ratio of 74.5x.
    • Analysts are expecting annual earnings growth of 31.1%, which is higher than its past year's earnings decline of 95.8% per year.
  • 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 13.9x.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 31% over the next 5 years.
  • This is better than its past earnings decline of 96% 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
ENEV3 EnevaR$20.180.4%
+R$172.4m		100.4%PE1135.8x
EGIE3 Engie Brasil EnergiaR$31.370.3%
+R$102.8m		24.4%PE11.8x
RNEW3 Renova EnergiaR$0.941.1%
+R$3.7m		-51.0%PS0.7x

Latest News

EGIE3
R$31.37
Engie Brasil Energia
7D
0.3%
1Y
24.4%

Is Engie Brasil Energia (BVMF:EGIE3) A Risky Investment?

Jan 01
Is Engie Brasil Energia (BVMF:EGIE3) A Risky Investment?
ENEV3
R$20.18
Eneva
7D
0.4%
1Y
100.4%

ENEV3: Higher Required Returns And Stable Margins Will Shape Balanced Outlook

Analysts have modestly raised their price target on Eneva to R$20.35. This reflects slightly higher discount rate and future P E assumptions, while their views on revenue growth and profitability remain stable.
AURE3
R$11.87
Auren Energia
7D
-0.6%
1Y
41.0%

AURE3: Future Profitability Will Likely Disappoint Despite Higher Margin Expectations

Analysts have raised their price target for Auren Energia from R$8,00 to R$9,20 per share, citing expectations of significantly improved profitability and a more attractive future earnings multiple, despite weaker forecast revenue growth. Valuation Changes Fair Value: increased from R$8,00 to R$9,20 per share, reflecting a moderate upward revision in intrinsic valuation.
RNEW3
R$0.94
Renova Energia
7D
1.1%
1Y
-51.0%