Narrative Update • Aug 11

The Electrical industry is up 4.2% in the last week, with WEG up 2.0%. This takes the industry's 12 month performance to a gain of 33%. Looking forward, earnings are forecast to grow by 14% annually.
Has the Brazilian Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 28 Aug 2026 | R$210.8b | R$40.1b | R$6.3b | 33.7x | 33.7x | 5.3x |
| Sun, 26 Jul 2026 | R$193.0b | R$40.1b | R$6.3b | 30.9x | 30.9x | 4.8x |
| Tue, 23 Jun 2026 | R$189.9b | R$40.2b | R$6.3b | 30.2x | 30.2x | 4.7x |
| Thu, 21 May 2026 | R$178.7b | R$40.2b | R$6.3b | 28.4x | 28.4x | 4.4x |
| Sat, 18 Apr 2026 | R$204.1b | R$40.8b | R$6.4b | 32x | 32x | 5x |
| Mon, 16 Mar 2026 | R$193.9b | R$40.8b | R$6.4b | 30.4x | 30.4x | 4.8x |
| Wed, 11 Feb 2026 | R$225.5b | R$41.4b | R$6.5b | 33.9x | 34.8x | 5.4x |
| Fri, 09 Jan 2026 | R$200.1b | R$41.4b | R$6.5b | 29.6x | 30.9x | 4.8x |
| Sun, 07 Dec 2025 | R$195.9b | R$41.4b | R$6.5b | 30.2x | 30.2x | 4.7x |
| Tue, 04 Nov 2025 | R$176.6b | R$41.4b | R$6.5b | 27.7x | 27.2x | 4.3x |
| Thu, 02 Oct 2025 | R$150.2b | R$41.0b | R$6.4b | 23.4x | 23.4x | 3.7x |
| Sat, 30 Aug 2025 | R$158.7b | R$41.0b | R$6.4b | 24.6x | 24.8x | 3.9x |
| Mon, 28 Jul 2025 | R$151.8b | R$41.0b | R$6.4b | 23.7x | 23.7x | 3.7x |
| Wed, 25 Jun 2025 | R$173.9b | R$40.0b | R$6.3b | 27.8x | 27.8x | 4.3x |
| Fri, 23 May 2025 | R$183.2b | R$40.0b | R$6.3b | 29.3x | 29.3x | 4.6x |
| Sun, 20 Apr 2025 | R$193.0b | R$39.5b | R$5.1b | 31.9x | 37.8x | 4.9x |
| Tue, 18 Mar 2025 | R$200.2b | R$40.0b | R$5.9b | 33.1x | 34.1x | 5x |
| Thu, 13 Feb 2025 | R$223.2b | R$37.7b | R$5.9b | 36.3x | 37.6x | 5.9x |
| Sat, 11 Jan 2025 | R$228.3b | R$37.7b | R$5.9b | 36.7x | 38.5x | 6x |
| Mon, 09 Dec 2024 | R$233.6b | R$37.7b | R$5.9b | 38.3x | 39.4x | 6.2x |
| Wed, 06 Nov 2024 | R$236.1b | R$38.0b | R$5.9b | 38.6x | 39.8x | 6.2x |
| Fri, 04 Oct 2024 | R$229.4b | R$36.2b | R$5.7b | 39.3x | 40.5x | 6.3x |
| Sun, 01 Sep 2024 | R$227.9b | R$36.2b | R$5.7b | 39x | 40.2x | 6.3x |
| Tue, 30 Jul 2024 | R$197.2b | R$35.5b | R$5.6b | 33.9x | 35.3x | 5.5x |
| Thu, 27 Jun 2024 | R$176.3b | R$35.5b | R$5.6b | 30.6x | 31.5x | 5x |
| Sat, 25 May 2024 | R$161.4b | R$35.5b | R$5.6b | 28x | 28.9x | 4.5x |
| Mon, 22 Apr 2024 | R$162.4b | R$35.3b | R$5.6b | 28.2x | 28.9x | 4.6x |
| Wed, 20 Mar 2024 | R$163.3b | R$35.3b | R$5.6b | 28.4x | 29x | 4.6x |
| Fri, 16 Feb 2024 | R$141.2b | R$35.1b | R$5.1b | 26.9x | 27.9x | 4x |
| Sun, 14 Jan 2024 | R$146.1b | R$35.1b | R$5.1b | 28.1x | 28.8x | 4.2x |
| Tue, 12 Dec 2023 | R$147.0b | R$35.1b | R$5.1b | 28.3x | 29x | 4.2x |
| Thu, 09 Nov 2023 | R$137.9b | R$34.9b | R$5.1b | 26.3x | 27.2x | 4x |
| Sat, 07 Oct 2023 | R$146.6b | R$34.7b | R$4.9b | 29.1x | 29.8x | 4.2x |
| Mon, 04 Sep 2023 | R$151.6b | R$34.7b | R$4.9b | 30x | 30.8x | 4.4x |
30.8x
Which industries have driven the changes within the Brazilian Industrials industry?
| BR Market | 1.88% | |
| Industrials | 2.65% | |
| Electrical | 1.99% | |
| Electrical Components | 1.99% | |
| Heavy Electrical Equipment | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| WEGE3 WEG | R$50.25 | 2.0% +R$4.1b | 33.4% | PE33.7x |