Added to YB: 2025-02-24
Pitch date: 2025-01-06
BUD [bullish]
Anheuser-Busch InBev SA/NV
+29.62%
current return
Author Info
No bio for this author
Company Info
Anheuser-Busch InBev SA/NV produces, distributes, exports, markets, and sells beer in North America, Middle Americas, South America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
EUR 121.3B
Pitch Price
EUR 49.17
Price Target
70.00 (+10%)
Dividend
1.79%
EV/EBITDA
9.53
P/E
21.47
EV/Sales
3.22
Sector
Beverages
Category
value
Anheuser-Busch InBev SA/NV - $BUD
BUD: King of Beers at pauper price. 2x global market share vs nearest rival. 20 brands >$1B revenue. Q3 beat, margins +170bps, buyback doubled. Volumes -2.4% YoY, but gaining share in 60% of markets. Premium brands growing. $9B FCF. PT $70 (+40%). 10.3x EV/EBITDA, 19.7x P/E. Catalyst: value rotation.
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