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Brazil Stocks — Valuations, P/E & Dividends

GDP growth 2026 (proj.) 2.0%Inflation YoY (proj.) 4.4%FX vs USD (3y avg p.a.) +1.9%Macro: IMF World Economic Outlook, April 2026 (Annex tables 1.1.2–1.1.4)

Rows are ordered partly by extraction health (share of stable periods). Hover a row for OK / partial / error counts.

CompanyCountrySectorValue / upsideDiv. %FCF Yield LTMΔ revenue (NII for banks)Δ EBITDA (assets for financials)EV/EBITDA LTMP/E LTMP/B FYROE (ann.)
Ambev
BR_ABEV
BRBeverages+13% 0.3%1.0%10.1% ▲14.5%7.0x14.0x2.7x15.4%
Ultrapar
BR_UGP
BRFuel distribution+7% 15.6%10.3% ▲86.3%7.0x12.2x2.3x21.8%
TIM S.A.
BR_TIMB
BRTelecom+3%1.8%-0.0%5.5%4.9%17.3x56.2x10.1x15.7%
PagSeguro
BR_PAGS
BRFintech / payments-27% 2.9%36.2%3.2% ▼9.2%5.6x6.5x0.9x15.0%
Cosan
BR_CSAN
BREnergy & sugar≤ −100% 52.2%4.7% ▲79.0%5.9x0.3x-31.5%
Braskem
BR_BAK
BRPetrochemicals-264.3%-10.9% ▲-31.9%23.2x-32.5%
Cemig
BR_CIG
BRUtilities6.9%9.8%19.0% ▲9.9%6.2x6.3x1.3x14.4%
Sabesp
BR_SBS
BRWater utility0.7%-18.9%32.5% ▲33.4%7.8x9.8x2.1x17.1%

Work in progress — needs attention

Issuers below have weak extraction, thin market data, missing valuation inputs, or extreme headline YoY/ROE. Hover the row for the checklist.

CompanyCountrySectorValue / upsideDiv. %FCF Yield LTMΔ revenue (NII for banks)Δ EBITDA (assets for financials)EV/EBITDA LTMP/E LTMP/B FYROE (ann.)
Azul
BR_AZUL
BRAirlines+112% -7.9%13.6% ▲27.4%6.1x3.3x-161.5%
XP Inc
BR_XP
BRBrokerage+12%2.4%17.2%9.9%8.7x2.0x23.3%
Itau Unibanco
BR_ITUB
BRBanking+7%8.6%6.9%21.2%0.2x
Nu Holdings
BR_NU
BRDigital bank+1%57.2%-73.2%117.9x33.2x29.2%