WEG: Valuation Caps Upside After The Reset, Fundamentals Hold Into 2026

2026-02-07 03:21:45 ET

It's been a while since I last covered WEG ( WEGZY ) in 2023, when the thesis was clearly bullish. But it's worth recognizing that, despite a positive absolute return since then, the stock has ended up lagging behind the S&P 500 ( SPY ) (but slightly ahead of the iShares MSCI Brazil ETF ( EWZ )) over the last two and a half years, anchored in the rare combination of strong competitive advantages, geographic diversification—with almost 30% of revenues coming from North America—strong cash generation and low debt, which made the company one of the best quality assets in the Brazilian equity universe....

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