Professional
Added to YB: 2024-10-02
Pitch date: 2024-09-27
BUD [bullish]
Anheuser-Busch InBev SA/NV
+25.19%
current return
Author Info
No bio for this author
Company Info
Anheuser-Busch InBev SA/NV produces and sells beer in North America, Middle Americas, South America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
EUR 152.8B
Pitch Price
EUR 64.92
Price Target
90.00 (+11%)
Dividend
1.70%
EV/EBITDA
10.79
P/E
16.71
EV/Sales
3.60
Sector
Beverages
Category
value
Anheuser-Busch InBev SA/NV Could Benefit From Margin Rebuild and Weaker US Dollar
BUD: AB InBev wide moat from cost advantage & intangibles. Deleveraging & margin rebuild key. Strong LatAm/Africa market share. Global scale, premium brands driving mix. Valuation assumes margin recovery to 31% EBIT. Risks: US brand decline, competition, alcohol trends. FV $90, 24x P/E, 12x EV/EBITDA. Medium uncertainty.
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