Anheuser-Busch InBev SA/NV
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+ FollowMarket Cap$153.62B
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Earnings Call Q4 2025
February 12, 2026 - AI Summary
Financial Performance and Growth: AB InBev reported a 6% year-over-year increase in underlying EPS to $3.73, driven largely by $350 million in underlying profit growth and a 4.9% increase in EBITDA. Despite a challenging consumer environment with volume underperformance, revenue per hectoliter rose by 4.4%, reflecting strong pricing power from their premium brands. This resulted in a 2% top-line growth, demonstrating the resilience of their strategy.
Investment in Strategic Priorities: The company emphasized its commitment to investing in key growth areas, including premium beers, non-alcoholic options, and Beyond Beer products. The revenue from Beyond Beer portfolios increased by 23%, with non-alcohol beer growing by 34%. This diversification positions AB InBev well for future opportunities in underexplored segments.
Challenges in Key Markets: Volume performance was notably weak in some regions, especially in China where revenue declined by low teens percentage due to inventory adjustments. The on-trade channel in China showed signs of stabilization, but the company still faces a complicated market structure that requires ongoing strategic recalibration.
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$79.97
4.3% upside
Current Fair Value
4.3% upsideUndervalued by 4.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $153.62 Billion |
|---|---|
| Enterprise Value | $218.21 Billion |
| Dividend Yield | $1.35 (1.71%) |
| Earnings per Share | $3.59 |
| Beta | 0.79 |
| Outstanding Shares | 1,975,982,000 |
Return
| Return on Equity | 13.74% |
|---|---|
| Return on Assets | 5.88% |
| Return on Invested Capital | 12.87% |
Valuation & Multiples
| P/E Ratio | 13.19 |
|---|---|
| PEG | 4.9 |
| Price to Sales | 1.67 |
| Price to Book Ratio | 1.5 |
| Enterprise Value to Revenue | 2.36 |
| Enterprise Value to EBIT | 9.18 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.33 |
| Debt to Equity | 0.77 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
July 30, 2026
EPS Estimate
-
Average shareholder expectationRevenue Estimate
$16.26 B
Average shareholder expectationNext Earnings Call
Expected Date
October 29, 2026
EPS Estimate
-
Average shareholder expectationRevenue Estimate
$16.23 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
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...