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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.

Scale
This index was rebuilt on 2026-08-15. The previous version was wrong: B3's COTAHIST prices are not adjusted for stock splits, so a 10:1 split entered as a −90% weekly return. Splits, reverse splits and bonus issues are now ingested and verified against the observed price drop; an event that doesn't check out is not applied — the stock leaves that week instead. New invariants block publication if any impossible week survives. What went wrong, and the fix.

Total return

SectorCos.1y3y5ysince 2016
Oil & Gas8+66.2%+97.5%+483.1%+2176.3%
Utilities47+24.2%+84.4%+130.1%+1210.5%
Financials34+25.4%+91.0%+125.6%+321.1%
Market (B3)356+27.9%+75.8%+112.4%+716.9%
Industrials45+22.5%+66.9%+85.6%+979.6%
Tech & Communication21-5.0%+67.4%+78.6%+359.8%
Basic Materials32+39.7%+51.1%+41.7%+1011.1%
Consumer Defensive27+15.3%+38.2%+25.2%+81.0%
Holdings/Diversified16-14.6%-6.9%+6.2%+167.6%
Consumer Cyclical110+2.7%+17.0%-9.2%+534.0%
Healthcare16+6.7%+16.3%-35.2%+165.8%

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 Cyclical7.6×1.0×4.9×9.1%3.9%11.0%
Financials8.6×1.0×6.4×3.6%14.0%13.5%
Oil & Gas9.0×1.3×4.7×12.3%11.5%9.3%
Holdings/Diversified9.9×1.0×6.6×5.2%0.0%4.7%
Utilities12.4×1.9×7.5×3.8%12.1%11.3%
Tech & Communication12.6×0.9×5.1×3.0%1.0%6.1%
Healthcare13.7×1.3×6.4×6.3%-1.7%6.6%
Basic Materials14.0×1.2×7.1×5.5%6.3%6.2%
Consumer Defensive14.5×1.1×6.7×12.0%7.0%8.4%
Industrials23.5×1.8×5.8×9.8%2.0%11.5%

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