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Brazilian (BOVESPA) Renewable Energy Industry Analysis

UpdatedDec 04, 2025
DataAggregated Company Financials
Companies6
  • 7D0.3%
  • 3M21.2%
  • 1Y40.9%
  • YTD56.5%

The Renewable Energy is pretty flat in the last 7 days, but Rio Alto Energias Renováveis has stood out, gaining 100%. As for the the longer term, the industry is up 41% over the past 12 months. As for the next few years, earnings are expected to grow by 35% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 05 Dec 2025R$100.2bR$49.8bR$1.9b81.9x52.8x2x
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
Thu, 16 Feb 2023R$78.7bR$26.1bR$4.2b17.3x18.9x3x
Sat, 14 Jan 2023R$79.7bR$26.1bR$4.2b17.8x19.2x3.1x
Mon, 12 Dec 2022R$78.6bR$26.1bR$4.2b17.5x18.9x3x
Price to Earnings Ratio

18.9x


Total Market Cap: R$78.6bTotal Earnings: R$4.2bTotal Revenue: R$26.1bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Renewable Energy Industry Price to Earnings3Y Average 18.1x202320242025
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 52.8x which is higher than its 3-year average PE of 18.0x.
  • The 3-year average PS ratio of 2.4x 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 23% per year over the last three years.
  • Meanwhile revenues for these companies have grown 24% 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 Market1.62%
Utilities0.85%
Renewable Energy0.30%
Independent Power Producers and Energy Traders1.63%
Renewable Energy-0.57%
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 45.9x.
    • Analysts are expecting annual earnings growth of 38.4%, 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 13.6x.
Forecasted Growth
  • Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 38% 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 33% 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$20.793.7%
+R$1.4b		80.3%PE1170.2x
RIOS3 Rio Alto Energias RenováveisR$33.6199.9%
+R$1.1b		n/aPS10.3x
AURE3 Auren EnergiaR$12.894.3%
+R$553.8m		34.4%PS1.1x
RNEW3 Renova EnergiaR$0.922.2%
+R$7.5m		-53.1%PS0.7x

Latest News

RNEW3
R$0.92
Renova Energia
7D
2.2%
1Y
-53.1%
ENEV3
R$20.79
Eneva
7D
3.7%
1Y
80.3%
AURE3
R$12.89
Auren Energia
7D
4.3%
1Y
34.4%
RIOS3
R$33.61
Rio Alto Energias Renováveis
7D
99.9%
1Y
n/a
EGIE3
R$31.24
Engie Brasil Energia
7D
-1.5%
1Y
14.2%

EGIE3: Dividend Prospects Will Face Pressure From Higher Risk Levels

Analysts have revised Engie Brasil Energia's fair value estimate sharply downward, from R$39.76 to R$28.47. This adjustment is due to shifting electricity prices and a more cautious outlook on future revenue growth and dividend potential.