Added to YB: 2026-06-16
Pitch date: 2026-06-12
TAP [bullish]
Molson Coors Beverage Company
-0.97%
current return
Author Info
No bio for this author
Company Info
Molson Coors Beverage Company manufactures, markets, distributes, and sells beer and other malt beverage products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$7.8B
Pitch Price
$41.29
Price Target
N/A
Dividend
4.62%
EV/EBITDA
5.54
P/E
-3.86
EV/Sales
1.26
Sector
Beverages
Category
value
Molson Coors ($TAP) - Own a quarter of the US beer market for $7.7bn!
TAP: Own 25% of US beer market for $7.7bn EV (vs $12bn paid in 2016). Trades 7x FCF with 5% div + 10.5% buyback yield = double-digit per-share growth despite ~2% volume decline. Coors/Molson families slowly privatizing via buybacks; M&A optionality (Heineken/Asahi). Rerating to 10x FCF = 17% IRR/5yr. Risk: debt-driven death spiral if volume decline accelerates. BUY.
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