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WEG SA ADR (WEGZY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US94858P2092

Highlights

Market Cap
$41.16B
Enterprise Value
$44.70B
EPS (TTM)
$1.53
PE Ratio
6.43
PEG Ratio
0.41
Total Revenue (TTM)
$40.96B
Gross Profit (TTM)
$13.26B
EBITDA (TTM)
$9.83B
Year Range
$6.35 - $10.80
ROA (TTM)
15.02%
ROE (TTM)
36.77%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WEG SA ADR, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

WEG SA ADR (WEGZY) has returned 8.75% so far this year and 28.80% over the past 12 months. Looking at the last ten years, WEGZY has achieved an annualized return of 23.69%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


WEG SA ADR

1D
6.86%
1M
1.98%
YTD
8.75%
6M
48.05%
1Y
28.80%
3Y*
9.08%
5Y*
8.70%
10Y*
23.69%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Oct 4, 2010, WEGZY's average daily return is +0.14%, while the average monthly return is +1.94%. At this rate, your investment would double in approximately 3.0 years.

Historically, 51% of months were positive and 49% were negative. The best month was Oct 2015 with a return of +171.7%, while the worst month was Feb 2016 at -63.9%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, WEGZY closed higher 20% of trading days. The best single day was Apr 1, 2020 with a return of +174.6%, while the worst single day was Feb 18, 2016 at -63.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.85%-2.03%1.98%8.75%
20250.86%-11.41%-4.79%1.06%-6.94%7.01%-17.64%8.20%-3.00%14.82%5.53%12.35%0.76%
2024-16.02%15.66%3.30%1.55%-7.35%5.99%20.02%6.15%3.77%-6.02%-4.95%4.30%23.23%
20235.39%-0.39%6.93%4.34%-11.53%6.49%6.46%-12.75%2.56%-14.08%7.61%11.03%7.90%
20225.69%3.35%18.41%-13.85%-17.76%-0.76%6.74%0.09%6.54%34.12%-4.97%-4.04%26.59%
2021-1.43%6.30%-7.16%-10.76%-2.37%12.46%4.38%-4.42%3.62%-6.66%-12.89%-0.08%-19.95%

Benchmark Metrics

WEG SA ADR has an annualized alpha of 39.40%, beta of 0.12, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since October 05, 2010.

  • This stock participated in 130.54% of S&P 500 Index downside but only 105.85% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.12 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
  • R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
39.40%
Beta
0.12
0.00
Upside Capture
105.85%
Downside Capture
130.54%

Return for Risk

Risk / Return Rank

WEGZY ranks 60 for risk / return — better than 60% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


WEGZY Risk / Return Rank: 6060
Overall Rank
WEGZY Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
WEGZY Sortino Ratio Rank: 5858
Sortino Ratio Rank
WEGZY Omega Ratio Rank: 5757
Omega Ratio Rank
WEGZY Calmar Ratio Rank: 6363
Calmar Ratio Rank
WEGZY Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WEG SA ADR (WEGZY) and compare them to a chosen benchmark (S&P 500 Index).


WEGZYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.66

0.90

-0.23

Sortino ratio

Return per unit of downside risk

1.15

1.39

-0.24

Omega ratio

Gain probability vs. loss probability

1.15

1.21

-0.06

Calmar ratio

Return relative to maximum drawdown

1.03

1.40

-0.37

Martin ratio

Return relative to average drawdown

1.87

6.61

-4.73

Explore WEGZY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

WEG SA ADR provided a 2.52% dividend yield over the last twelve months, with an annual payout of $0.25 per share. The company has been increasing its dividends for 7 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.3020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.25$0.29$0.14$0.12$0.10$0.08$0.04$0.04$0.03$0.04$0.05$0.05

Dividend yield

2.52%3.26%1.54%1.60%1.37%1.35%0.55%0.89%1.28%1.37%2.89%1.19%

Monthly Dividends

The table displays the monthly dividend distributions for WEG SA ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.02$0.02
2025$0.00$0.00$0.07$0.00$0.00$0.02$0.00$0.03$0.00$0.02$0.00$0.16$0.29
2024$0.00$0.00$0.07$0.00$0.00$0.00$0.01$0.03$0.00$0.01$0.00$0.01$0.14
2023$0.00$0.04$0.01$0.00$0.00$0.01$0.03$0.00$0.01$0.00$0.00$0.01$0.12
2022$0.00$0.04$0.00$0.01$0.00$0.00$0.03$0.00$0.01$0.00$0.00$0.01$0.10
2021$0.00$0.00$0.03$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.01$0.08

Dividend Yield & Payout


Dividend Yield

WEG SA ADR has a dividend yield of 2.52%, which is quite average when compared to the overall market.

Payout Ratio

WEG SA ADR has a payout ratio of 84.19%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WEG SA ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WEG SA ADR was 76.45%, occurring on Feb 18, 2016. Recovery took 962 trading sessions.

The current WEG SA ADR drawdown is 8.21%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.45%Apr 25, 2014458Feb 18, 2016962Jan 13, 20201420
-63.53%Feb 3, 202032Mar 18, 202010Apr 1, 202042
-55.26%Dec 16, 2020379Jun 17, 2022542Aug 15, 2024921
-53.46%Apr 6, 202031May 19, 2020107Oct 20, 2020138
-35.65%Sep 30, 2024209Jul 31, 2025123Jan 27, 2026332

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of WEG SA ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how WEG SA ADR is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for WEGZY, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, WEGZY has a P/E ratio of 6.4. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for WEGZY compared to other companies in the Specialty Industrial Machinery industry. WEGZY currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for WEGZY relative to other companies in the Specialty Industrial Machinery industry. Currently, WEGZY has a P/S ratio of 1.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for WEGZY in comparison with other companies in the Specialty Industrial Machinery industry. Currently, WEGZY has a P/B value of 2.4. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items