Loading...
WEGE3 logo

WEG S.A.BOVESPA:WEGE3 Stock Report

Market Cap R$188.2b
Share Price
R$44.86
R$54.26
17.3% undervalued intrinsic discount
1Y1.0%
7D-6.2%
Portfolio Value
View

WEG S.A.

BOVESPA:WEGE3 Stock Report

Market Cap: R$188.2b

WEGE3 Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Community Contributor
US$3.87FV 2.6% undervalued intrinsic discount
30972.3%Revenue growth p.a.
180
1
0
4
10d ago

WEG S.A. Competitors

Price History & Performance

Summary of share price highs, lows and changes for WEG
Historical stock prices
Current Share PriceR$44.86
52 Week HighR$54.53
52 Week LowR$35.25
Beta0.047
1 Month Change-10.83%
3 Month Change-13.26%
1 Year Change0.99%
3 Year Change14.38%
5 Year Change34.23%
Change since IPO5,565,656.82%

Recent News & Updates

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.

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

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.

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.

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.

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

Jan 04
Is Now The Time To Put WEG (BVMF:WEGE3) On Your Watchlist?

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.

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

Dec 03
These 4 Measures Indicate That WEG (BVMF:WEGE3) Is Using Debt Safely

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.

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.

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.

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

Oct 28
Investor Optimism Abounds WEG S.A. (BVMF:WEGE3) But Growth Is Lacking

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.

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.

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

Sep 18
Does WEG (BVMF:WEGE3) Deserve A Spot On Your Watchlist?

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

Aug 31
Returns On Capital Are A Standout For WEG (BVMF:WEGE3)

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

Aug 13
WEG (BVMF:WEGE3) Seems To Use Debt Rather Sparingly

WEG S.A. (BVMF:WEGE3) Just Recorded An Earnings Miss And Analysts Are Updating Their Numbers

Jul 26
WEG S.A. (BVMF:WEGE3) Just Recorded An Earnings Miss And Analysts Are Updating Their Numbers

What WEG S.A.'s (BVMF:WEGE3) P/E Is Not Telling You

Jul 15
What WEG S.A.'s (BVMF:WEGE3) P/E Is Not Telling You

Returns on Capital Paint A Bright Future For WEG (BVMF:WEGE3)

May 21
Returns on Capital Paint A Bright Future For WEG (BVMF:WEGE3)

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

May 03
Analysts Have Made A Financial Statement On WEG S.A.'s (BVMF:WEGE3) First-Quarter Report
User avatar

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.

Shareholder Returns

WEGE3BR ElectricalBR Market
7D-6.2%0.1%-1.8%
1Y1.0%87.2%23.7%

Return vs Industry: WEGE3 underperformed the BR Electrical industry which returned 90.9% over the past year.

Return vs Market: WEGE3 underperformed the BR Market which returned 23.4% over the past year.

Price Volatility

Is WEGE3's price volatile compared to industry and market?
WEGE3 volatility
WEGE3 Average Weekly Movement4.8%
Electrical Industry Average Movement7.6%
Market Average Movement4.8%
10% most volatile stocks in BR Market8.2%
10% least volatile stocks in BR Market1.5%

Stable Share Price: WEGE3 has not had significant price volatility in the past 3 months compared to the BR market.

Volatility Over Time: WEGE3's weekly volatility (5%) has been stable over the past year.

About the Company

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

WEG S.A. produces and sells capital goods in Brazil and internationally. The company offers electric motors, generators, and transformers; reducers and gearmotors; hydraulic and steam turbines; frequency converters, starters engines and switching devices; control and protection of electrical circuits for industrial automation; sockets and switches; and solutions for electric traction of heavy vehicles, utility and locomotives, and electric propulsion of naval transport. It also provides solutions for generating renewable and distributed energy, in small hydroelectric plants, biomass, wind and solar; solutions for industry; UPSs and alternators for generator sets; substations electrical, conventional and mobile; industrial electronic systems; industrial paints, varnishes, and paints for automotive repainting.

WEG S.A. Fundamentals Summary

How do WEG's earnings and revenue compare to its market cap?
WEGE3 fundamental statistics
Market capR$188.22b
Earnings (TTM)R$6.29b
Revenue (TTM)R$40.19b
29.9x
P/E Ratio
4.7x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
WEGE3 income statement (TTM)
RevenueR$40.19b
Cost of RevenueR$26.83b
Gross ProfitR$13.36b
Other ExpensesR$7.07b
EarningsR$6.29b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Jul 22, 2026

Earnings per share (EPS)1.50
Gross Margin33.24%
Net Profit Margin15.64%
Debt/Equity Ratio21.4%

How did WEGE3 perform over the long term?

See historical performance and comparison

Dividends

4.8%
Current Dividend Yield
139%
Payout Ratio

Does WEGE3 pay a reliable dividends?

See WEGE3 dividend history and benchmarks
When do you need to buy WEGE3 by to receive an upcoming dividend?
WEG dividend dates
Ex Dividend DateDec 22 2025
Dividend Pay DateAug 16 2028
Days until Ex dividend131 days
Days until Dividend pay date837 days

Does WEGE3 pay a reliable dividends?

See WEGE3 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/02 01:26
End of Day Share Price 2026/04/30 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WEG S.A. is covered by 23 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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