Professional
Added to YB: 2025-06-25
Pitch date: 2025-06-23
FEVR.L [bullish]
Fevertree Drinks PLC
-10.16%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Fevertree Drinks PLC, together with its subsidiaries, engages in the development and sale of mixer drinks in the United Kingdom, the United States, Europe, and internationally.
Market Cap
GBP 934.1M
Pitch Price
GBP 9.14
Price Target
N/A
Dividend
2.13%
EV/EBITDA
19.86
P/E
38.32
EV/Sales
2.38
Sector
Beverages
Category
value
Idea Brunch with Adrian Courtenay of GreenAsh Partners - Fevertree Drinks Plc
FEVR.L: Misunderstood premium mixer leader partnered with Molson Coors for US production & distribution, solving margin compression from UK-to-US shipping costs. Trading at 1.7x 2025 EV/Sales vs 6.5x for Monster. £78M net cash, 7.9x 2025 P/E. Conservative model: £140M 2028 net income, £443M cash. Insider buying + Molson's 8.5% stake validate thesis.
Read full article (3 min)