Vestas Wind Systems VWS.CO
Vestas Wind Systems is a Danish wind turbine manufacturer that designs, manufactures, installs, and services onshore and offshore wind turbines, selling both equipment and long-term maintenance contracts. Vestas shows explosive growth (revenue +26.1%, earnings +833.3%) with a return on equity of 30.94%, although its gross margin of 14.74% and valuation (P/E 24.2) reflect the challenges of a cyclical, long-duration business in a rising rate environment.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Vestas Wind Systems is a Danish wind turbine manufacturer that designs, manufactures, installs, and services onshore and offshore wind turbines, selling both equipment and long-term maintenance contracts. Vestas shows explosive growth (revenue +26.1%, earnings +833.3%) with a return on equity of 30.94%, although its gross margin of 14.74% and valuation (P/E 24.2) reflect the challenges of a cyclical, long-duration business in a rising rate environment.
Score by category
| Category | Score |
|---|---|
| Financial health | 6.6 |
| Quality / Moat | 6.0 |
| Valuation | 5.2 |
| Growth | 9.3 |
| Dividend | 2.9 |
| Momentum | 9.4 |
| Risk & Context | 6.1 |
OVERALL SCORE: 6.2/10
Context and risks
Vestas is a wind turbine manufacturer with a global business; the rise in US rates (10-year at 5.17%) makes financing wind projects more expensive, a key factor for its customers' demand. However, its services backlog (recurring revenue) and net cash position mitigate the direct impact.
News considered in the analysis
- Vestas wins first order with new V182-7.2 MW turbine for project in Sweden — Primer pedido de una nueva plataforma de turbina, señal de demanda y validación tecnológica, aunque el impacto financiero inicial es limitado.
- Vestas Unveils Larger-Rotor Turbine to Boost Onshore Wind Returns — Anuncio de producto que mejora la competitividad, pero su contribución a beneficios es futura y depende de la acogida comercial.
- European Green Transition CFO: Drax deal renewal locks in wind services revenue through to 2031 — Noticia sobre otra empresa (European Green Transition), no sobre Vestas; sin relevancia directa.
- 3 European Renewable Energy Stocks Riding The Grid Spending Boom — Listículo genérico sin información específica nueva sobre Vestas.
- VWDRY or ETN: Which Is the Better Value Stock Right Now? — Comparativa genérica de valor entre dos valores, sin datos concretos que afecten a Vestas.
Verdict: Hold; strong growth and quality justify the premium, but rate sensitivity and the gross margin limit near-term upside.
Main risk: Exposure to interest rates in the US and Europe, which makes financing wind projects more expensive and could dampen future demand for turbines, despite its net cash position.
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