Ambev S.A. - ADR

Ambev S.A. - ADR

ABEV

Market Cap$38.29B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ambev S.A. - ADRAmbev S.A. - ADR15.21.82%15%0.50.1

Earnings Call Q1 2025

May 8, 2025 - AI Summary

Strong Q1 Performance: Ambev reported a solid Q1 2025 with high-single digit revenue growth and a 0.7% volume increase, reaching all-time high levels for the first quarter. EBITDA grew by double digits with a 180 basis points margin expansion, despite a challenging comparison due to last year's tax one-off, resulting in a flat net income.
Pricing and Revenue Management: Net revenue per hectoliter rose by approximately 2.5%, supported by effective revenue management initiatives and a strong brand portfolio. However, a mismatch in the pricing calendar and reduced carryover from the previous year impacted revenue growth.
Concerns Over Cost Challenges: Looking ahead, Ambev anticipates significant FX and commodity pressures starting in Q2 2025, which poses challenges to margins. Management acknowledges that 2025 will differ from previous years, requiring an adjusted approach to maintain margin expansion amidst rising costs.

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$7.30

Current Fair Value

194.2% upside

Undervalued by 194.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$38.29 Billion
Enterprise Value$28.34 Billion
Dividend Yield$0.15 (1.82181040627227%)
Earnings per Share$0.92
Beta0.42
Outstanding Shares15,664,200,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio15.23
PEG-8805.05
Price to Sales0.5
Price to Book Ratio0.41
Enterprise Value to Revenue0.31
Enterprise Value to EBIT1.32
Enterprise Value to Net Income1
Total Debt to Enterprise0.32
Debt to Equity0.1

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Ambev S.A.