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Brazilian (BOVESPA) Water Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies3
  • 7D-1.2%
  • 3M6.1%
  • 1Y58.2%
  • YTDn/a

The Water is pretty flat in the last 7 days, but Companhia de Saneamento do Paraná - SANEPAR has stood out, gaining 4.8%. As for the the longer term, the industry is up 60% over the past 12 months. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

Has the Brazilian Water Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025R$121.4bR$49.9bR$10.7b12.1x11.4x2.4x
Thu, 20 Nov 2025R$118.1bR$49.9bR$10.7b10.7x11x2.4x
Sat, 18 Oct 2025R$112.6bR$55.0bR$14.8b7.9x7.6x2x
Mon, 15 Sep 2025R$109.3bR$55.0bR$14.8b7.7x7.4x2x
Wed, 13 Aug 2025R$104.3bR$52.8bR$13.9b7.4x7.5x2x
Fri, 11 Jul 2025R$97.7bR$53.0bR$14.0b7.3x7x1.8x
Sun, 08 Jun 2025R$97.8bR$53.0bR$14.0b6.6x7x1.8x
Tue, 06 May 2025R$94.3bR$50.9bR$12.4b5.9x7.6x1.9x
Thu, 03 Apr 2025R$85.7bR$50.9bR$12.4b5.6x6.9x1.7x
Sat, 01 Mar 2025R$82.3bR$50.3bR$12.3b6.3x6.7x1.6x
Mon, 27 Jan 2025R$79.3bR$50.2bR$12.2b5.8x6.5x1.6x
Wed, 25 Dec 2024R$76.7bR$50.2bR$12.2b5.7x6.3x1.5x
Fri, 22 Nov 2024R$84.3bR$50.2bR$12.2b6.7x6.9x1.7x
Sun, 20 Oct 2024R$79.0bR$41.4bR$7.1b5.7x11.2x1.9x
Tue, 17 Sep 2024R$85.5bR$41.4bR$7.1b6.7x12.1x2.1x
Thu, 15 Aug 2024R$85.4bR$41.4bR$7.1b6x12.1x2.1x
Sat, 13 Jul 2024R$72.7bR$40.5bR$6.6b5.6x11.1x1.8x
Mon, 10 Jun 2024R$66.3bR$40.5bR$6.6b5.4x10.1x1.6x
Wed, 08 May 2024R$70.3bR$39.4bR$6.4b5.5x11x1.8x
Fri, 05 Apr 2024R$73.4bR$39.3bR$6.4b5.8x11.5x1.9x
Sun, 03 Mar 2024R$70.2bR$37.5bR$5.8b6.1x12.2x1.9x
Tue, 30 Jan 2024R$79.1bR$38.8bR$5.8b12.1x13.6x2x
Thu, 28 Dec 2023R$77.4bR$38.8bR$5.8b11.6x13.3x2x
Sat, 25 Nov 2023R$70.7bR$38.8bR$5.8b10.5x12.1x1.8x
Mon, 23 Oct 2023R$63.5bR$37.9bR$5.7b9.1x11.1x1.7x
Wed, 20 Sep 2023R$65.3bR$37.9bR$5.7b9.6x11.4x1.7x
Fri, 18 Aug 2023R$63.5bR$37.9bR$5.7b9.4x11.1x1.7x
Sun, 16 Jul 2023R$60.9bR$36.6bR$5.1b10.2x11.8x1.7x
Tue, 13 Jun 2023R$61.2bR$36.5bR$5.2b10.3x11.8x1.7x
Thu, 11 May 2023R$54.1bR$35.5bR$5.4b8.7x10x1.5x
Sat, 08 Apr 2023R$56.3bR$35.2bR$5.2b9.2x10.8x1.6x
Mon, 06 Mar 2023R$55.8bR$34.3bR$4.9b10.2x11.3x1.6x
Wed, 01 Feb 2023R$58.8bR$34.2bR$4.9b10.6x12x1.7x
Fri, 30 Dec 2022R$60.5bR$34.2bR$4.9b11.1x12.3x1.8x
Price to Earnings Ratio

12.3x


Total Market Cap: R$60.5bTotal Earnings: R$4.9bTotal Revenue: R$34.2bTotal Market Cap vs Earnings and Revenue0%0%0%
Brazilian Water Industry Price to Earnings3Y Average 10x202320242025
Current Industry PE
    There are only 3 companies in the Brazilian Water Utilities industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Water Utilities industry have grown 30% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Brazilian Water compare with similar industries?

BR Market-4.35%
Utilities-8.24%
Water Utilities-1.23%
Water-1.23%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SAPR11 Companhia de Saneamento do Paraná - SANEPARR$38.423.8%
+R$429.2m		40.9%PE5.4x

Latest News

SAPR11
R$38.42
Companhia de Saneamento do Paraná - SANEPAR
7D
3.8%
1Y
40.9%
CSMG3
R$43.18
Companhia de Saneamento de Minas Gerais
7D
-1.4%
1Y
104.9%

CSMG3: Future Returns Will Likely Be Constrained By Elevated Discount Rate

Analysts have raised their price target for Companhia de Saneamento de Minas Gerais from approximately R$33.37 to R$37.63, citing expectations of stronger profit margins and a slightly lower future P E multiple, despite modestly softer revenue growth assumptions. What's in the News Companhia de Saneamento de Minas Gerais has scheduled a Special and Extraordinary Shareholders Meeting for October 29, 2025, in Belo Horizonte, Minas Gerais, to address key corporate matters at its headquarters on Mar de Espanha Street in the Santo Antonio district (Key Developments).
SBSP3
R$136.50
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
7D
-1.8%
1Y
54.4%