Added to YB: 2025-07-21
Pitch date: 2025-07-17
CCU [bullish]
Compañía Cervecerías Unidas S.A.
+4.87%
current return
Author Info
No bio for this author
Company Info
Compañía Cervecerías Unidas S.A., together with its subsidiaries, operates as a diversified beverage company in Chile, Argentina, Bolivia, Colombia, Paraguay, and Uruguay.
Market Cap
CLP 2.2T
Pitch Price
CLP 5.8K
Price Target
N/A
Dividend
3.68%
EV/EBITDA
7.73
P/E
13.14
EV/Sales
0.98
Sector
Beverages
Category
value
Compañía Cervecerías Unidas S.A. - $CCU
CCU: Beer dominates Chile's alcohol market - consumption +25% since 1981 vs wine decline. 70% market share, plus 33% in Argentina & 6-7% in Colombia. Recent weak economy & high inflation in Argentina depressed margins to 10-12% vs potential 15-20%. Trades at all-time low P/S multiples; worth $2.6B for Chile alone + Argentina optionality. Copper strength bullish.
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