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WEG Community
BOVESPA:WEGE3 Community
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WEG
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Brazil, Mexico And Colombia Transformer Facilities Will Expand Global Operations
Key Takeaways Strategic investments and acquisitions in production capacity and efficiency are driving revenue growth in the industrial and energy sectors. Expansion in solar projects supports revenue growth but impacts margins, aligning with energy transition trends.
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R$60.92
FV
30.2% undervalued
intrinsic discount
15.89%
Revenue growth p.a.
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5 days ago
author updated this narrative
WEG
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Global Electrification And Automation Will Drive Industry Expansion
Key Takeaways Early expansion in transformers and effective integration of acquisitions could allow WEG to secure larger market share and outperform earnings expectations. Strong positioning in global electrification trends, sustained R&D, and a diversified manufacturing base support durable revenue growth and margin expansion.
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R$72.00
FV
40.9% undervalued
intrinsic discount
17.08%
Revenue growth p.a.
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0
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5 days ago
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WEG
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Tariff Pressures And Chinese Competition Will Erode Industrial Margins
Key Takeaways Trade barriers, increased global competition, and commoditization threaten WEG's margins, cost structure, and potential for sustained growth. Shifting sustainability regulations and automation trends may reduce demand, raise compliance costs, and risk product obsolescence for WEG.
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R$42.14
FV
1.0% overvalued
intrinsic discount
10.03%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
WEGE3
WEGE3
WEG
Your Fair Value
R$
Current Price
R$42.54
40.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
71b
2015
2018
2021
2024
2025
2027
2030
Revenue R$71.2b
Earnings R$11.1b
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