Professional
Added to YB: 2026-07-09
Pitch date: 2026-06-30
TAP [bullish]
Molson Coors Beverage Company
-1.22%
current return
Author Info
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Our goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market. Sign up for the newsletter.
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
$7.4B
Pitch Price
$39.27
Price Target
N/A
Dividend
4.89%
EV/EBITDA
5.38
P/E
-3.64
EV/Sales
1.23
Sector
Beverages
Category
value
Palm Valley Capital Fund New Position: Molson Coors Beverage Company
TAP (new position): 2nd-largest N.American brewer near multidecade lows at 6.5x trailing FCF, 4.9% div yield. Stagnant decade as beer demand declines & share shifts to premium/'Beyond Beer' (seltzers, RTDs) where TAP is weaker. Debate: permanent decline vs stabilization. Still profitable, robust cash gen, paid down MillerCoors JV debt.
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