Added to YB: 2025-03-06
Pitch date: 2025-01-16
ABI.BR [bullish]
Anheuser-Busch InBev SA/NV
+18.89%
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 45.54
Price Target
101.00 (+87%)
Dividend
1.79%
EV/EBITDA
9.53
P/E
21.47
EV/Sales
3.22
Sector
Beverages
Category
value
Anheuser-Busch InBev SA/NV - $ABI.BR
ABI.BR: Undervalued EU brewer at all-time low 8x EV/EBITDA, 13x P/E. Covid-era margins recovering to 40% by 2026 (vs Street 36%). Hidden gem: BEES app ($48bn GMV) worth ~25% of EV. 2026E EBITDA $25.7bn (+12% vs Street), EPS $5.29 (+28%). PT $101 (+80%) on 10x EV/EBITDA + BEES IPO. Catalysts: BEES IPO, lower USD/rates, earnings.
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