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WEG S.A.Informe acción BOVESPA:WEGE3

Capitalización bursátil R$206.3b
Precio de las acciones
n/a
1Y28.9%
7D7.7%
1D2.0%
Valor de la cartera
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WEG S.A.

Informe acción BOVESPA:WEGE3

Capitalización de mercado: R$206.3b

WEG (WEGE3) Resumen de Acciones

WEG S.A. se dedica a la producción y venta de bienes de equipo en Brasil y a escala internacional. Saber más

Análisis fundamental de WEGE3
Puntuación del snowflake
Valoración1/6
Crecimiento futuro4/6
Rendimiento pasado3/6
Salud financiera5/6
Dividendos3/6

WEGE3 Community Fair Values

Create Narrative

See what 40 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de WEG S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del WEG
Precios históricos de las acciones
Precio actual de la acciónR$49.17
Máximo en las últimas 52 semanasR$54.53
Mínimo de 52 semanasR$35.25
Beta-0.054
Cambio en 1 mes6.29%
Variación en 3 meses10.97%
Cambio de 1 año28.85%
Variación en 3 años20.57%
Variación en 5 años36.02%
Variación desde la OPV6,100,396.28%

Noticias y actualizaciones recientes

Actualización de narrativa Jul 27

WEGE3: Overweight Upgrade And New Fair Value Underline Undervalued Earnings Power

Analysts have lifted the fair value estimate for WEG stock from R$52.74 to R$54.24, citing updated assumptions that reflect recent Street research highlighting an upgraded Overweight stance and a higher R$56 price target. What's in the News for WEG Street research has reiterated an Overweight stance on WEG stock, with analysts referencing updated assumptions that informed the revised fair value estimate.
Artículo de análisis Jul 25

Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) Second-Quarter Report

Investors in WEG S.A. ( BVMF:WEGE3 ) had a good week, as its shares rose 5.4% to close at R$45.99 following the release...
Actualización de narrativa Jun 18

WEGE3: Analyst Day Outlook Will Clarify Undervalued Earnings Power

Analysts have lowered their fair value estimate for WEG to R$52.74 from R$54.26, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for WEG WEG scheduled an Analyst and Investor Day, providing management with a forum to discuss the company’s business outlook, capital allocation priorities and long term positioning with institutional and retail investors.
Actualización de narrativa Jun 03

WEGE3: Higher Required Returns Will Pressure Already Stretched Share Pricing

Analysts trimmed their WEG price target slightly to R$37.30 from R$38.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News WEG S.A. held an Analyst/Investor Day, providing the market with updated information on the business and medium to long term priorities.
Artículo de análisis May 02

WEG S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

WEG S.A. ( BVMF:WEGE3 ) just released its latest first-quarter report and things are not looking great. WEG missed...

Recent updates

Actualización de narrativa Jul 27

WEGE3: Overweight Upgrade And New Fair Value Underline Undervalued Earnings Power

Analysts have lifted the fair value estimate for WEG stock from R$52.74 to R$54.24, citing updated assumptions that reflect recent Street research highlighting an upgraded Overweight stance and a higher R$56 price target. What's in the News for WEG Street research has reiterated an Overweight stance on WEG stock, with analysts referencing updated assumptions that informed the revised fair value estimate.
Artículo de análisis Jul 25

Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) Second-Quarter Report

Investors in WEG S.A. ( BVMF:WEGE3 ) had a good week, as its shares rose 5.4% to close at R$45.99 following the release...
Actualización de narrativa Jun 18

WEGE3: Analyst Day Outlook Will Clarify Undervalued Earnings Power

Analysts have lowered their fair value estimate for WEG to R$52.74 from R$54.26, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for WEG WEG scheduled an Analyst and Investor Day, providing management with a forum to discuss the company’s business outlook, capital allocation priorities and long term positioning with institutional and retail investors.
Actualización de narrativa Jun 03

WEGE3: Higher Required Returns Will Pressure Already Stretched Share Pricing

Analysts trimmed their WEG price target slightly to R$37.30 from R$38.00, reflecting updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News WEG S.A. held an Analyst/Investor Day, providing the market with updated information on the business and medium to long term priorities.
Artículo de análisis May 02

WEG S.A. Just Missed EPS By 13%: Here's What Analysts Think Will Happen Next

WEG S.A. ( BVMF:WEGE3 ) just released its latest first-quarter report and things are not looking great. WEG missed...
Actualización de narrativa May 02

WEGE3: Q4 Miss And Guidance Reset Will Support Long-Term Upside Potential

Analysts now see WEG's fair value holding at R$70.00, but the average price target edging down by R$1 to R$49.00 as they factor in the Q4 miss and softer guidance, along with slightly higher discount rates and adjusted growth and margin assumptions. Analyst Commentary The latest update from JPMorgan reflects how recent results and guidance are reshaping the way the market values WEG.
Actualización de narrativa Apr 16

WEGE3: Q4 Reset Will Lay Groundwork For Stronger Earnings Power

Analysts have trimmed their 12 month price target for WEG to R$49 from R$50, reflecting recent Q4 results and updated guidance, while still supporting a fair value estimate of R$70 based on revised growth, margin, discount rate and P/E assumptions. Analyst Commentary JPMorgan's move to cut WEG to Neutral, with a R$49 price target versus the earlier R$50, highlights how recent Q4 results and guidance have tempered near term expectations while still leaving room for a higher long term fair value case around R$70.
Actualización de narrativa Apr 01

WEGE3: Future Earnings Power To Be Tested After Neutral Downgrade

Analysts now see fair value for WEG at about R$54.26, up from roughly R$53.17. This reflects slightly softer revenue growth assumptions, a modestly higher long term profit margin, and a neutral stance following recent price target cuts tied to the Q4 miss and revised guidance.
Actualización de narrativa Mar 18

WEGE3: Future Earnings Power To Drive Upside After Neutral Downgrade

Analysts have reduced their price target on WEG by R$1 to R$49, reflecting recent Q4 results and updated company guidance. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the new R$49 price target still sits close to prior expectations, suggesting they see the Q4 miss and updated guidance as manageable for long term execution.
Actualización de narrativa Mar 04

WEGE3: Future Earnings Power To Drive Upside Despite Recent Downgrade

Analysts have lifted their fair value estimate for WEG by R$4.00 to R$52.89, reflecting updated views on discount rate, revenue growth, profit margin and future P/E assumptions, even as recent research pointed to a Q4 miss and softer company guidance. Analyst Commentary Bullish Takeaways Bullish analysts see the higher fair value estimate of R$52.89 as implying room for upside versus JPMorgan's R$49 price target, even after the downgrade.
Actualización de narrativa Feb 17

WEGE3: Tariff And Renewables Risks Will Pressure Overvalued Shares

Analysts have raised their price target on WEG to R$55, citing what they view as overly cautious market sentiment on tariffs and renewables orders, along with Street models for 2026-27 EBITDA that they estimate are roughly 7% below their own projections. Analyst Commentary Even with the new R$55 price target, there is still a split in how analysts see the risk and reward for WEG.
Actualización de narrativa Feb 03

WEGE3: Tariff Fears Will Ease As Earnings Power Proves More Resilient

Narrative Update The analyst price target for WEG has increased from R$56.00 to approximately R$67.64. Analysts attribute this change to what they view as overly cautious market concerns regarding tariffs and renewables orders, as well as their higher EBITDA estimates for 2026 and 2027.
Actualización de narrativa Jan 20

WEGE3: Tariff And Renewables Uncertainty Will Weigh On Future Earnings

Analysts have trimmed their fair value estimate for WEG from R$38.80 to R$38.00, citing updated assumptions on discount rates, revenue growth, margins and future P/E, after recent research highlighted tariff and renewables concerns that some view as overdone. Analyst Commentary Recent commentary on WEG has highlighted a split view.
Actualización de narrativa Jan 06

WEGE3: Fair Value Hinges On Tariff Risks And Renewables Order Execution

Analysts have raised their fair value estimate for WEG from R$47.46 to R$48.89, citing a higher long term P/E assumption and Street research that views tariff and renewables order concerns as overdone, with some EBITDA expectations running about 7% above consensus for 2026 to 2027. Analyst Commentary Bullish Takeaways Bullish analysts see the higher long term P/E assumption as supported by their R$55 price target, which implies room for valuation expansion relative to the updated fair value of R$48.89.
Artículo de análisis Jan 04

Is Now The Time To Put WEG (BVMF:WEGE3) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Actualización de narrativa Dec 15

WEGE3: Electrification And Automation Demand Will Support Upside Despite Tariff Fears

Analysts have trimmed their fair value estimate for WEG from R$64 to R$56, reflecting a slightly higher perceived risk. They also highlight stronger long term revenue growth, resilient margins, and Street research pointing to overdone concerns around tariffs and renewable order softness.
Artículo de análisis Dec 03

These 4 Measures Indicate That WEG (BVMF:WEGE3) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Dec 01

WEGE3: Margin Resilience And Tariff Concerns Will Shape Business Stability

Analysts have increased their price target for WEG from R$46.88 to R$47.46. They cite improved revenue growth expectations and express confidence that recent concerns about tariffs and renewables are overstated.
Actualización de narrativa Nov 17

WEGE3: Measured Revenue and Profit Margins Expected to Boost Stability Ahead

Analysts have raised their price target for WEG from $46.49 to $46.88, citing expectations of slightly higher revenue growth and improved profit margins in upcoming periods. What's in the News The Board of Directors reviewed and approved updates to the Risk Management Policy.
Actualización de narrativa Nov 01

WEGE3: Policy Updates And Margins Will Guide Opportunities Amid Fair Valuation

Analysts have slightly lowered their price target for WEG, reducing the fair value estimate from $47.95 to $46.49. This adjustment is due to minor changes in profit margin forecasts and discount rates, despite a small uptick in projected revenue growth.
Artículo de análisis Oct 28

Investor Optimism Abounds WEG S.A. (BVMF:WEGE3) But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 27x WEG S.A. ( BVMF:WEGE3 ) may be sending very bearish signals at the...
Actualización de narrativa Oct 18

Global Grid Modernization And Automation Will Fuel Market Opportunities

Analysts have slightly reduced their fair value estimate for WEG, lowering the price target from R$48.49 to R$47.95. This change is due to modest adjustments to expected revenue growth and discount rates.
Actualización de narrativa Oct 04

Global Grid Modernization And Automation Will Fuel Market Opportunities

Analysts have revised their fair value estimate for WEG downward from $50.66 to $48.49. This change is due to slightly reduced revenue growth forecasts and a higher discount rate, even as profit margin expectations have improved modestly.
Artículo de análisis Sep 18

Does WEG (BVMF:WEGE3) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Aug 31

Returns On Capital Are A Standout For WEG (BVMF:WEGE3)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Artículo de análisis Aug 13

WEG (BVMF:WEGE3) Seems To Use Debt Rather Sparingly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
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Nueva narrativa Nov 07

Decisive Acquisitions And Emerging Markets Propel Growth And Innovation In Power Solutions

Strategic acquisitions and verticalization enhance production capabilities and operational efficiency, boosting revenue growth and market share.

Rentabilidad de los accionistas

WEGE3BR ElectricalMercado BR
7D7.7%6.8%2.1%
1Y28.9%36.1%18.3%

Rentabilidad vs. Industria: Los resultados de WEGE3 fueron inferiores a los de la industria BR Electrical, que obtuvo un rendimiento del 36.1% el año pasado.

Rentabilidad vs. Mercado: WEGE3 superó al mercado BR, que obtuvo un rendimiento del 18.3% el año pasado.

Volatilidad de los precios

Is WEGE3's price volatile compared to industry and market?
WEGE3 volatility
WEGE3 Average Weekly Movement4.7%
Electrical Industry Average Movement8.1%
Market Average Movement4.6%
10% most volatile stocks in BR Market7.8%
10% least volatile stocks in BR Market1.9%

Precio estable de las acciones: WEGE3 no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado BR.

Volatilidad a lo largo del tiempo: La volatilidad semanal de WEGE3 (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
196149,258Alberto Kubawww.weg.net/institutional/BR/en/

WEG S.A. se dedica a la producción y venta de bienes de capital en Brasil y a nivel internacional. La empresa ofrece motores eléctricos, generadores y transformadores; reductores y motorreductores; turbinas hidráulicas y de vapor; convertidores de frecuencia; arrancadores de motor y dispositivos de maniobra; control y protección de circuitos eléctricos para automatización industrial; tomas de corriente e interruptores; y soluciones de tracción eléctrica para vehículos pesados, vehículos SUV, locomotoras y bienes de capital para transporte marítimo. Ofrece soluciones para la generación de energía renovable y distribuida a través de centrales hidroeléctricas, térmicas, de biomasa, eólicas y solares; soluciones para la industria; SAIs y alternadores para grupos electrógenos; subestaciones eléctricas convencionales y móviles; sistemas eléctricos y electrónicos industriales; pinturas y barnices industriales; y pinturas para repintado de automóviles.

Resumen de fundamentos de WEG S.A.

¿Cómo se comparan los beneficios e ingresos de WEG con su capitalización de mercado?
Estadísticas fundamentales de WEGE3
Capitalización bursátilR$206.31b
Beneficios(TTM)R$6.25b
Ingresos (TTM)R$40.13b
33.0x
Ratio precio-beneficio (PE)
5.1x
Ratio precio-ventas (PS)

¿Está WEGE3 sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de WEGE3
IngresosR$40.13b
Coste de los ingresosR$26.83b
Beneficio brutoR$13.30b
Otros gastosR$7.04b
BeneficiosR$6.25b

Últimos beneficios comunicados

Jun 30, 2026

Próxima fecha de beneficios

Oct 21, 2026

Beneficios por acción (BPA)1.49
Margen bruto33.14%
Margen de beneficio neto15.58%
Ratio deuda/patrimonio25.1%

¿Cómo se ha desempeñado WEGE3 a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

4.4%
Rentabilidad actual por dividendo
136%
Ratio de pagos
¿Cuándo hay que comprar WEGE3 para recibir un próximo dividendo?
fechas de dividendos de WEG
Fecha ex dividendoDec 22 2025
Fecha de pago de dividendosAug 16 2028
Días hasta ex dividendo227 days
Días hasta la fecha de pago de dividendos741 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/05 18:07
Precio de las acciones al final del día2026/08/04 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

WEG S.A. está cubierta por 23 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Luan CalimerioBB Banco de Investimento S.A.
Rogério AraújoBofA Global Research
Daniel FederleBradesco S.A. Corretora de Títulos e Valores Mobiliários