Professional
Added to YB: 2026-07-07
Pitch date: 2026-07-03
TAP [bullish]
Molson Coors Beverage Company
-1.09%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
Molson Coors Beverage Company manufactures, markets, distributes, and sells beer and other malt beverage products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$7.5B
Pitch Price
$39.29
Price Target
N/A
Dividend
4.83%
EV/EBITDA
5.42
P/E
-3.69
EV/Sales
1.23
Sector
Beverages
Category
value
Adding a beer stock in size - Molson Coors Beverage Company
TAP: World's #4 brewer, ~7% portfolio weight. Trades ~2x below 10yr EV/EBITDA mean, 16% FCF yield (highest ever), 2.5x net debt/EBITDA. 4.9% dividend + 16% Class B buyback since 2023 = top shareholder yield. $1bn FCF, 15% insider ownership, possible EU buyout target. Beer-decline/Ozempic fears overblown.
Read full article (5 min)