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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedMar 13, 2026
DataAggregated Company Financials
Companies5
  • 7D-0.1%
  • 3M1.2%
  • 1Y36.9%
  • YTD1.6%

In the last week, Renewable Energy has been flat. As for the the longer term, the industry is up 37% over the past 12 months. 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, 14 Mar 2026R$91.0bR$45.5bR$3.2b14x28.2x2x
Mon, 09 Feb 2026R$95.6bR$43.6bR$1.8b12.6x51.8x2.2x
Wed, 07 Jan 2026R$89.9bR$43.6bR$1.8b11.8x48.7x2.1x
Fri, 05 Dec 2025R$99.2bR$49.8bR$1.9b82x52.3x2x
Sun, 02 Nov 2025R$90.8bR$44.6bR$2.1b22.4x43.1x2x
Tue, 30 Sep 2025R$87.8bR$44.6bR$2.1b19.3x41.7x2x
Thu, 28 Aug 2025R$83.4bR$44.6bR$2.1b15.8x39.6x1.9x
Sat, 26 Jul 2025R$81.2bR$40.6bR$3.8b54.3x21.3x2x
Mon, 23 Jun 2025R$77.6bR$40.6bR$3.8b54.5x20.3x1.9x
Wed, 21 May 2025R$81.1bR$40.6bR$3.8b58.1x21.2x2x
Fri, 18 Apr 2025R$72.2bR$35.7bR$4.8b22x15x2x
Sun, 16 Mar 2025R$70.0bR$33.5bR$5.9b13.4x11.9x2.1x
Tue, 11 Feb 2025R$66.5bR$30.8bR$6.1b11x10.8x2.2x
Thu, 09 Jan 2025R$64.8bR$30.8bR$6.1b10.7x10.6x2.1x
Sat, 07 Dec 2024R$69.2bR$30.8bR$6.1b11.6x11.3x2.2x
Mon, 04 Nov 2024R$73.6bR$30.4bR$6.2b12x11.9x2.4x
Wed, 02 Oct 2024R$81.7bR$33.6bR$4.9b9.8x16.5x2.4x
Fri, 30 Aug 2024R$83.6bR$33.6bR$4.9b10.2x16.9x2.5x
Sun, 28 Jul 2024R$83.3bR$33.7bR$4.3b15.2x19.4x2.5x
Tue, 25 Jun 2024R$82.9bR$33.7bR$4.3b15x19.3x2.5x
Thu, 23 May 2024R$83.7bR$33.7bR$4.3b15.9x19.5x2.5x
Sat, 20 Apr 2024R$78.1bR$34.3bR$3.7b41.3x21.3x2.3x
Mon, 18 Mar 2024R$80.2bR$34.3bR$4.3b32.5x18.7x2.3x
Wed, 14 Feb 2024R$81.3bR$33.8bR$4.3b31.4x19x2.4x
Fri, 12 Jan 2024R$86.3bR$33.6bR$6.6b22.7x13x2.6x
Sun, 10 Dec 2023R$85.6bR$33.6bR$6.6b23.3x12.9x2.5x
Tue, 07 Nov 2023R$79.5bR$33.0bR$6.8b28.3x11.7x2.4x
Thu, 05 Oct 2023R$80.8bR$32.7bR$7.8b19.3x10.3x2.5x
Sat, 02 Sep 2023R$83.2bR$32.7bR$7.8b20.3x10.6x2.5x
Mon, 31 Jul 2023R$87.7bR$31.6bR$7.2b40x12.2x2.8x
Wed, 28 Jun 2023R$86.6bR$31.6bR$7.2b39x12x2.7x
Fri, 26 May 2023R$83.1bR$31.6bR$7.2b36.9x11.5x2.6x
Sun, 23 Apr 2023R$81.4bR$29.6bR$6.7b23x12.1x2.8x
Tue, 21 Mar 2023R$77.6bR$28.9bR$6.8b14.1x11.4x2.7x
Price to Earnings Ratio

11.4x


Total Market Cap: R$77.6bTotal Earnings: R$6.8bTotal Revenue: R$28.9bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 21x202420252026
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 28.2x which is higher than its 3-year average PE of 21.0x.
  • The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
  • The earnings for companies in the Renewable Energy industry have declined 22% per year over the last three years.
  • Meanwhile revenues for these companies have grown 16% 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-0.27%
Utilities-0.33%
Renewable Energy-0.11%
Independent Power Producers and Energy Traders1.29%
Renewable Energy-1.14%
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 30.3%, which is lower than the prior year's growth of 2,655.3% 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 14.8x.
Forecasted Growth
  • Analysts are most optimistic on the Renewable Energy industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is roughly in line with its past earnings growth rate.
  • In contrast, the Independent Power Producers and Energy Traders 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
AURE3 Auren EnergiaR$11.661.4%
+R$167.1m		53.6%PS0.9x

Latest News

EGIE3
R$31.55
Engie Brasil Energia
7D
-1.8%
1Y
16.9%

EGIE3: Higher Margins And Softer Revenue Declines Will Support Firm Pricing

The analyst price target for Engie Brasil Energia has shifted from about R$30.25 to roughly R$31.10, with analysts citing adjusted assumptions around discount rates, revenue trends, profit margins and future P/E expectations to support the change. Valuation Changes Fair Value: R$30.25 to R$31.10, representing a small upward adjustment in the modelled estimate.
ENEV3
R$20.04
Eneva
7D
-0.2%
1Y
59.2%
AURE3
R$11.66
Auren Energia
7D
1.4%
1Y
53.6%

AURE3: Lower Discount Rate And Higher P/E Will Support Upside Potential

Analysts have increased their fair value estimate for Auren Energia from R$15.82 to R$16.02, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: R$15.82 to R$16.02, a small upward adjustment in the estimate.
RNEW3
R$1.24
Renova Energia
7D
-2.4%
1Y
-27.9%