Anheuser-Busch InBev SA/NV
BUDFF
Market Cap$141.66B
Close$
Earnings Call Q1 2025
May 8, 2025 - AI Summary
Strong Q1 Performance: AB InBev reported a 7.9% increase in EBITDA and a 1.5% increase in revenue, with underlying EPS growing by 7.1% in U.S. dollars and 20.2% in constant currency. The company's diversified geographic footprint allowed for consistent results, with revenue growth in approximately 50% of its markets.
U.S. Market Momentum: The company is gaining share in the U.S. beer market, with its portfolio reaching an inflection point, particularly with brands like Michelob Ultra and Busch Light. Investment in brand marketing will continue in anticipation of strong summer activation opportunities, including major sports events and brand anniversaries.
China Market Challenges: AB InBev faced challenges in China, primarily due to a weaker on-trade channel and the performance of its key regions. Despite some recovery in the industry, the company underperformed overall and will focus on enhancing its execution in the off-trade channel, which remains an important area for growth.
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$104.44
52.4% upside
Current Fair Value
52.4% upsideUndervalued by 52.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $141.66 Billion |
|---|---|
| Enterprise Value | $207.02 Billion |
| Dividend Yield | $1.1347 (1.4327325394271%) |
| Earnings per Share | $2.92 |
| Beta | 0.86 |
| Outstanding Shares | 1,994,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 20.66 |
|---|---|
| PEG | 21.33 |
| Price to Sales | 1.9 |
| Price to Book Ratio | 1.56 |
| Enterprise Value to Revenue | 2.83 |
| Enterprise Value to EBIT | 10.83 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.37 |
| Debt to Equity | 0.98 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Anheuser-Busch InBev SA/NV
CEO: Carlos Alves de Brito Anheuser-Busch InBev SA/NV operates as a holding company, which engages in the manufacture and distribution of alcoholic and non-alcoholic beverages. It operates through the following geographical segments: North America, Latin America W...