Added to YB: 2025-06-27
Pitch date: 2025-06-25
TAP [bullish]
Molson Coors Beverage Company
+1.41%
current return
Author Info
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Company Info
Molson Coors Beverage Company manufactures, markets, and sells beer and other malt beverage products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$9.8B
Pitch Price
$47.42
Price Target
N/A
Dividend
3.90%
Sector
Beverages
Category
value
Molson Coors Beverage Company - $TAP
TAP: Trades at $9.8B market cap but conservatively worth $16B in breakup value. Coors Light alone valued $3.3B (8-10x EBITDA = $8-9B). Miller Lite, Blue Moon add more value. Moat: shelf space, logistics, brand loyalty. Management executing premiumization & cost discipline. 12%+ FCF yield, 2.1x debt/EBITDA, 3.9% growing dividend. Risks: flat beer consumption, input costs.
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