Added to YB: 2025-03-06
Pitch date: 2025-01-16
ABI.BR [bullish]
Anheuser-Busch InBev SA/NV
+61.74%
current return
Author Info
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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 45.08
Price Target
101.00 (+39%)
Dividend
1.70%
EV/EBITDA
10.79
P/E
16.71
EV/Sales
3.60
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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