The health, financial and industrial goods sectors are those that showed the greatest increase in revenue within the a survey that shows which 88 publicly traded Brazilian companies are growing the most and most consistently, considering financial data and brand value.
Considering the consolidated revenue of companies in the three sectors, progress was 72% in the case of health, 58% in the financial sector and 24% in the industrial goods sector between 2021 and 2023.
This is one of the conclusions of the survey, which derived from an in-depth technical x-ray on the performance of companies carried out by Elos Ayta Consultoria, a reference in economic analysis and insights.
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The methodology was created by Einar Rivero, founding partner of the company, and considered a set of financial and brand indicators to measure the performance of Brazilian companies – both those listed on B3 and those that have shares traded on United States stock exchanges.
The criteria considered were: Revenue, Net Margin, Return on Equity (ROE), Dividend x Net Equity (PL), Premium x Ibovespa and Brand Value.
The list includes companies from 38 different sectors that play a relevant role in the country’s development, some with centuries-old trajectories and others with innovations that have been transforming the most relevant markets in the economy.
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The most representative sector
The financial sector was the most representative in this edition of the Elite InfoMoney. It has the largest number of companies (17) and the largest consolidated revenue – R$ 1.1 trillion in 2023. “It is equivalent to 24% of the total revenue value of all companies on the list”, says Rivero , from Elos Ayta.
Marco Saravalle, director of Education and Certification at the Association of Capital Market Investment Analysts and Professionals (Apimec), highlights that the shares of financial institutions outperformed shares that depend on the local economy and are poorly regulated. “In general, this is a segment that presents a good risk and return rate”, he says.
Rising sectors
Of the 38 sectors that appear on the list, 18 had revenue growth in all years analyzed – 2021, 2022 and 2023.
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“A highlight was medical and hospital services and diagnostic analysis, which increased the value of revenue by 51% just from 2022 to 2023. This result can be attributed to the growing demand for health services, driven by health awareness and technological advances”, points out Rivero, from Elos Ayta Consultoria.
The car rental and diversified holding sectors, in turn, also showed expansion, with accumulated growth of 60% and 66%, respectively, between 2021 and 2022. “The numbers suggest a more dynamic market, possibly impacted by transformations in mobility and changes in the investment profile”, states Rivero.
Another point is the stable performance of segments linked to basic consumption, such as meat and derivatives, which totaled R$576 billion in revenue in 2023 – or 13.6% of the total revenue value of the companies on the list.
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The group of 88 companies in the survey had an increase of 9% in revenue between 2021 and 2023, but registered a retraction of 4.5% in the last cycle, from 2022 to 2023. “The most affected segments, such as petrochemicals and personal use products , which suffered drops of up to 30%, reflect macroeconomic variables and changes in consumption patterns”, says Rivero.
