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WEG Community
BOVESPA:WEGE3 Community
3
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Overvalued
WEG
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Geopolitical Strains And Rising Tariffs Will Constrain Margins Despite Renewables
Key Takeaways Heightened geopolitical risks, trade barriers, and scarce materials are compressing margins and hampering international growth despite attempts at strategic price adjustments. Accelerating digitalization and fierce low-cost competition are eroding market share, threatening long-term profitability unless software and innovation investment accelerates.
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R$38.80
FV
5.6% undervalued
intrinsic discount
6.77%
Revenue growth p.a.
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users have followed this narrative
4 days ago
author updated this narrative
WEG
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Vertical Integration And Renewables Will Energize Grid Balancing Solutions
Key Takeaways Expanding production capacity, strategic acquisitions, and accelerated integration are poised to drive above-average margins, revenue growth, and returns ahead of expectations. Rising demand for grid solutions, R&D leadership, and supply chain agility position WEG for durable, high-quality growth despite global economic and regulatory shifts.
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R$64.00
FV
42.8% undervalued
intrinsic discount
13.32%
Revenue growth p.a.
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0
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5 days ago
author updated this narrative
WEG
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Grid Modernization And Automation Will Fuel Market Opportunities
Key Takeaways Expansion into electrification, automation, and global infrastructure is driving steady growth, resilience, and improved profit margins across diverse markets. Strategic investments and supply chain agility enhance WEG's ability to manage volatility, maintain pricing power, and protect earnings amid shifting trade conditions.
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R$50.82
FV
28.0% undervalued
intrinsic discount
11.30%
Revenue growth p.a.
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1
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26
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6 days ago
author updated this narrative
Your Valuation for
WEGE3
WEGE3
WEG
Your Fair Value
R$
Current Price
R$36.61
58.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
67b
2015
2018
2021
2024
2025
2027
2030
Revenue R$67.1b
Earnings R$10.5b
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