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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedAug 22, 2026
DataAggregated Company Financials
Companies5
  • 7D1.1%
  • 3M-8.1%
  • 1Y25.1%
  • YTD2.6%

The Renewable Energy industry has stayed flat over the last week. As for the the longer term, the industry is up 24% over the past 12 months. Earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 22 Aug 2026R$101.5bR$47.3bR$3.6b30.1x28.3x2.1x
Mon, 20 Jul 2026R$107.1bR$46.3bR$2.3b27.3x46.6x2.3x
Wed, 17 Jun 2026R$101.4bR$46.3bR$2.3b25.7x44.2x2.2x
Fri, 15 May 2026R$103.6bR$46.4bR$2.7b14.5x38.1x2.2x
Sun, 12 Apr 2026R$110.4bR$45.6bR$3.2b15.9x34.2x2.4x
Tue, 10 Mar 2026R$93.3bR$45.5bR$3.2b14.3x28.9x2x
Thu, 05 Feb 2026R$94.5bR$43.6bR$1.8b12.5x51.2x2.2x
Sat, 03 Jan 2026R$90.4bR$43.6bR$1.8b11.7x49x2.1x
Mon, 01 Dec 2025R$97.1bR$49.8bR$1.9b81.8x51.2x1.9x
Wed, 29 Oct 2025R$90.7bR$44.6bR$2.1b22.1x43.1x2x
Fri, 26 Sep 2025R$86.3bR$44.6bR$2.1b16.3x41x1.9x
Sun, 24 Aug 2025R$81.4bR$44.6bR$2.1b15.8x38.7x1.8x
Tue, 22 Jul 2025R$80.7bR$40.6bR$3.8b54.7x21.1x2x
Thu, 19 Jun 2025R$79.6bR$40.6bR$3.8b55x20.8x2x
Sat, 17 May 2025R$80.3bR$40.0bR$4.1b23.8x19.6x2x
Mon, 14 Apr 2025R$72.3bR$35.7bR$4.8b21.9x15x2x
Wed, 12 Mar 2025R$68.8bR$33.5bR$5.9b13.9x11.7x2.1x
Fri, 07 Feb 2025R$67.0bR$30.8bR$6.1b11.2x10.9x2.2x
Sun, 05 Jan 2025R$62.2bR$30.8bR$6.1b10.8x10.1x2x
Tue, 03 Dec 2024R$69.3bR$30.8bR$6.1b11.7x11.3x2.2x
Thu, 31 Oct 2024R$80.4bR$33.6bR$4.9b10x16.3x2.4x
Sat, 28 Sep 2024R$82.0bR$33.6bR$4.9b9.8x16.6x2.4x
Mon, 26 Aug 2024R$85.2bR$33.6bR$4.9b10.3x17.2x2.5x
Wed, 24 Jul 2024R$84.1bR$33.7bR$4.3b15.3x19.6x2.5x
Fri, 21 Jun 2024R$82.0bR$33.7bR$4.3b14.7x19.1x2.4x
Sun, 19 May 2024R$82.2bR$33.7bR$4.3b16.2x19.1x2.4x
Tue, 16 Apr 2024R$78.8bR$34.3bR$3.7b41.7x21.5x2.3x
Thu, 14 Mar 2024R$80.1bR$33.9bR$4.4b33.7x18.3x2.4x
Sat, 10 Feb 2024R$81.3bR$33.8bR$4.3b31.4x19x2.4x
Mon, 08 Jan 2024R$87.2bR$33.6bR$6.6b23.4x13.1x2.6x
Wed, 06 Dec 2023R$85.4bR$33.6bR$6.6b23.6x12.9x2.5x
Fri, 03 Nov 2023R$76.6bR$32.7bR$7.8b18.5x9.8x2.3x
Sun, 01 Oct 2023R$81.9bR$32.7bR$7.8b20.2x10.5x2.5x
Tue, 29 Aug 2023R$83.9bR$32.7bR$7.8b20.7x10.7x2.6x
Price to Earnings Ratio

10.7x


Total Market Cap: R$83.9bTotal Earnings: R$7.8bTotal Revenue: R$32.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 25x202420252026
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 28.1x which is higher than its 3-year average PE of 24.9x.
  • 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 Market2.01%
Utilities1.36%
Renewable Energy1.12%
Independent Power Producers and Energy Traders3.72%
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 36.3% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Renewable Energy industry, which is trading close to its 3-year average of 19.3x.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 36% over the next 5 years.
  • In contrast, the Renewable Energy industry is expected to see its earnings grow by 20% 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$25.363.7%
+R$1.7b		77.2%PE50.4x
AURE3 Auren EnergiaR$10.231.8%
+R$188.0m		-2.8%PS0.8x

Latest News

AURE3
R$10.23
Auren Energia
7D
1.8%
1Y
-2.8%
Narrative Update • Aug 20

AURE3: Future Returns Will Reflect Lower Margins With Supportive P/E Assumptions

Analysts have reduced their price target for Auren Energia from R$13.00 to R$11.50, citing updated assumptions that include a higher discount rate, softer revenue expectations, a lower profit margin profile, and a slightly higher future P/E. What's in the News There are no recent publicly sourced news items provided for Auren Energia in the referenced feeds as of 19 Aug 2026.
RNEW3
R$0.74
Renova Energia
7D
-1.3%
1Y
-26.0%
ENEV3
R$25.36
Eneva
7D
3.7%
1Y
77.2%
EGIE3
R$27.63
Engie Brasil Energia
7D
-1.4%
1Y
-1.7%
Analysis Article • Aug 12

Engie Brasil Energia's (BVMF:EGIE3) Earnings Are Of Questionable Quality

Engie Brasil Energia S.A. ( BVMF:EGIE3 ) announced strong profits, but the stock was stagnant. Our analysis suggests...