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Sectors

Sector race of the B3 — total return by sector

Cumulative return by sector, base 100, market-cap weighted and with dividends reinvested (true total return). Our own index from CVM + B3 — not the official Ibovespa. A descriptive map, not a signal.

Total return

Sector1y3y5y
Oil & Gas+55.4%+90.7%+400.0%
Consumer Cyclical+8.3%+144.3%+102.2%
Financials+28.3%+67.8%+97.5%
Utilities+0.6%+43.0%+83.6%
Market (B3)+1.8%+33.6%+61.7%
Industrials+0.1%+10.6%+27.8%
Tech & Communication-3.8%+16.2%+25.5%
Basic Materials+29.1%+26.7%+18.0%
Consumer Defensive+13.2%+11.3%+0.9%
Healthcare+3.2%+42.9%-21.6%
Holdings/Diversified-24.5%-22.0%-25.1%

Fundamentals by sector (median)

Median of each sector's companies (latest fiscal year) — valuation (cheap: low P/E, P/B, EV/EBITDA) and quality (high ROE, ROIC, FCF yield). Sorted cheapest first. Banks show no ROIC/EV/EBITDA (not applicable). Extreme and non-positive values excluded.

SectorP/EP/BEV/EBITDAFCF yieldROEROIC
Consumer Cyclical7.6×0.9×4.8×9.1%1.6%11.0%
Financials8.5×1.0×6.4×3.6%13.6%18.4%
Oil & Gas9.0×1.4×4.7×12.3%11.5%9.3%
Tech & Communication11.3×1.0×5.9×2.5%1.0%6.1%
Holdings/Diversified12.6×0.9×8.5×5.3%0.0%4.7%
Utilities13.5×1.9×8.0×4.2%12.0%11.1%
Healthcare14.3×1.2×5.8×6.3%-1.0%7.7%
Consumer Defensive14.5×1.0×7.4×11.0%5.1%8.4%
Basic Materials15.4×1.2×7.9×3.9%6.3%6.2%
Industrials23.5×2.0×6.4×5.6%1.9%11.0%

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