| ABEV vs. STZ: Which Stock Is the Better Value Option? |
Investors interested in Beverages - Alcohol stocks are likely familiar with Ambev (ABEV) and Constellation Brands (STZ). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2025-05-13 16:45:51 |
Czytaj oryginał (ang.) |
| Ambev: Premiumization Continues Through Carnival |
Ambev is achieving decent EBITDA growth thanks to ongoing premiumization on the back of its 2024 investments. Specifically, super premium and premium categories which include Corona are growing in the 20s, offsetting pressure in popular beers through Carnival. The non-alcoholic portfolio is also performing well, and Argentina is also looking up economically with decent volumes despite austerity. |
seekingalpha.com |
2025-05-09 22:09:32 |
Czytaj oryginał (ang.) |
| Ambev S.A. (ABEV) Q1 2025 Earnings Call Transcript |
Ambev S.A. (NYSE:ABEV ) Q1 2025 Earnings Conference Call May 8, 2025 11:30 AM ET Company Participants Carlos Lisboa – Chief Executive Officer Guilherme Fleury – Chief Financial, Investor Relations Officer Conference Call Participants Henrique Brustolin - Bradesco BBI Thiago Duarte – BTG Isabella Simonato – Bank of America Lucas Ferreira – JPMorgan Guilherme Palhares - Santander Leonardo Alencar - XP Investimentos Operator Good afternoon and thank you for waiting. We would like to welcome everyone to Ambev's 2025 First Quarter Results Conference Call. |
seekingalpha.com |
2025-05-08 20:40:29 |
Czytaj oryginał (ang.) |
| AMBEV'S 2024 ANNUAL REPORT ON FORM 20-F AVAILABLE ON OUR WEBSITE |
SÃO PAULO, March 12, 2025 /PRNewswire/ -- Ambev S.A. [B3: ABEV3; NYSE: ABEV] announces that the Company's annual report on Form 20-F for the year ended December 31, 2024 was filed with the U.S. Securities and Exchange Commission - SEC (www.sec.gov) on March 12, 2025 and is available on the Company's website (ri.ambev.com.br) and also on the Company's page on SEC's database (www.sec.gov/edgar/). |
prnewswire.com |
2025-03-12 21:22:00 |
Czytaj oryginał (ang.) |
| Ambev Q4: Faces Challenges, But Still A Buy |
I recommend buying Ambev shares due to its attractive valuation and improved momentum of Brazilian assets despite mixed 4Q24 results and challenging outlook. Ambev's net revenue grew 4.2% y/y, driven by strong performance in Canada, while Brazil's beer segment underperformed due to weather conditions and discounts. Despite cost pressures, Ambev maintained stable gross margins and a strong financial position, with net income growth of 7.5% y/y and net cash of BRL 26 billion. |
seekingalpha.com |
2025-03-03 10:29:03 |
Czytaj oryginał (ang.) |
| Ambev S.A. (ABEV) Q4 2024 Earnings Call Transcript |
Ambev S.A. (NYSE:ABEV ) Q4 2024 Earnings Conference Call February 26, 2025 10:30 AM ET Company Participants Carlos Lisboa – Chief Executive Officer Lucas Lira – Chief Financial, Investor Relations and Shared Services Officer Conference Call Participants Thiago Duarte – BTG Carlos Laboy – HSBC Isabella Simonato – Bank of America Lucas Ferreira – JPMorgan Felipe Ucros – Scotia Ricardo Alves – Morgan Stanley Operator Good morning, good afternoon and thank you for waiting. We would like to welcome everyone to Ambev's 2024 Fourth Quarter Results Conference Call. |
seekingalpha.com |
2025-02-26 14:53:08 |
Czytaj oryginał (ang.) |
| Ambev: Only The Third FCF-Yield Strong Buy Signal In 25 Years |
Ambev S.A. is a Strong Buy due to its ultra-cheap valuation, including 13% free cash flow and 5%+ dividend yields. Despite industry challenges from weak consumer demand to potential tariffs in a trade war, Ambev's valuation metrics are very attractive - the lowest since the 2009 Great Recession bottom. The company's robust profit margins and minor debt level enhance its appeal, with negligible sales in the U.S. |
seekingalpha.com |
2025-02-17 17:49:39 |
Czytaj oryginał (ang.) |
| Ambev: Battered And Bruised By Currency And Margin Headwinds |
Ambev shares have been an incredibly weak performer in recent years. Currency depreciation has hurt dollar returns and the company's margins, with the latter exacerbated by recent cost inflation and market dynamics in Brazil. These shares have also suffered a pretty severe valuation de-rating. However, at 12x earnings and sitting on net cash, Ambev looks cheap. |
seekingalpha.com |
2025-01-14 15:37:42 |
Czytaj oryginał (ang.) |
| MoneyShow's Best Investment Ideas For 2025: Part 3 |
MoneyShow presents top investment ideas for 2025 from their contributors. This year's edition presents a broad mix of theme-based stock picks, momentum-driven high-flyers and beaten-up stocks with turnaround potential, along with some speculative plays and ETFs. Part 3 includes Altria Group, Heico, Intel, Palantir Technologies, ProShares UltraShort S&P 500 ETF, Rivian and Ambev SA, among others. |
seekingalpha.com |
2025-01-14 12:20:00 |
Czytaj oryginał (ang.) |
| Ambev: Improving Performance At 6x FCF |
Ambev S.A. offers strong revenue growth, high operating margins, and a solid balance sheet with minimal debt, making it a compelling investment despite Brazil's economic challenges. ABEV is trading at record low valuation multiples, with a significant net cash position and high capital returns, including a 5.8% dividend yield. Recent earnings show positive trends with net sales up 4.9%, improved margins, and an optimistic management outlook for continued top-line and bottom-line growth. |
seekingalpha.com |
2025-01-03 05:06:54 |
Czytaj oryginał (ang.) |
| Ambev S.A. (ABEV) Q3 2024 Earnings Call Transcript |
Ambev S.A. (NYSE:ABEV ) Q3 2024 Earnings Conference Call October 31, 2024 11:30 AM ET Company Participants Jean Jereissati - Chief Executive Officer Lucas Lira - Chief Financial and Investor Relations Officer Conference Call Participants Isabella Simonato - Bank of America Thiago Duarte - BTG Robert Ottenstein - Evercore Lucas Ferreira - JPMorgan Henrique Brustolin - Bradesco BBI Guilherme Palhares - Santander Leonardo Alencar - XP Renata Cabral - Citi Ricardo Alves - Morgan Stanley Operator Good morning, good afternoon and thank you for waiting. We would like to welcome everyone to Ambev's 2024 Third Quarter Results Conference Call. |
seekingalpha.com |
2024-10-31 21:01:03 |
Czytaj oryginał (ang.) |
| Ambev And Its Real Value |
Ambev S.A. shows strong stability and innovation but faces challenges from competitive pressure, declining profitability, and shifting consumer preferences. The company has a solid balance sheet, low debt, and a high dividend yield, making it a potential defensive investment. Ambev's fundamentals, including EPS, ROE, and ROIC, indicate a recovery from Covid lows, suggesting the stock may be undervalued. |
seekingalpha.com |
2024-10-30 15:24:28 |
Czytaj oryginał (ang.) |
| Is A Golden Cross Brewing For Ambev? Technical Charts Show Bullish Potential |
Ambev SA ABEV is inching towards a golden cross —a technical signal that could suggest brighter days ahead for the stock. |
benzinga.com |
2024-10-24 13:03:53 |
Czytaj oryginał (ang.) |
| Want Safe Dividend Income in 2024 and Beyond? Invest in the Following 3 Ultra-High-Yield Stocks. |
A strong yield doesn't mean much if the underlying payment can't be sustained. |
fool.com |
2024-10-19 07:52:00 |
Czytaj oryginał (ang.) |
| Ambev: A Quintessential Value Stock With Low Multiples And Strong Financials |
Ambev is a quintessential value stock. It is cheap relative to where it has traded historically, its peers, the consumer staples sector, and the market. The stock has clean financials and operating results, which increase its margin of safety for investors and reduce the odds it is a value trap. |
seekingalpha.com |
2024-10-14 02:08:25 |
Czytaj oryginał (ang.) |
| Ambev Q2: Many Positive Trends |
Ambev reported good results, beating market revenue and profit estimates. Ambev's revenues increased by 6.1% YoY, driven by strong performance in Brazil and CAC, despite weaker results in LAS and Canada. Despite higher taxes and expenses, the potential 27% appreciation based on EV/EBITDA multiple supports my buy recommendation. |
seekingalpha.com |
2024-09-03 09:30:28 |
Czytaj oryginał (ang.) |
| Is the Options Market Predicting a Spike in Ambev (ABEV) Stock? |
Investors need to pay close attention to Ambev (ABEV) stock based on the movements in the options market lately. |
zacks.com |
2024-08-23 14:21:00 |
Czytaj oryginał (ang.) |
| Ambev S.A. (ABEV) Q2 2024 Earnings Call Transcript |
Ambev S.A. (NYSE:ABEV ) Q2 2024 Earnings Conference Call August 1, 2024 11:30 AM ET Company Participants Jean Jereissati - Chief Executive Officer Lucas Lira - Chief Financial & Investor Relations Conference Call Participants Thiago Duarte - BTG Isabella Simonato - Bank of America Carlos Laboy - HSBC Ricardo Alves - Morgan Stanley Renata Cabral - Citi Robert Ottenstein - Evercore Leonardo Alencar - XP Lucas Ferreira - JPMorgan Operator Good morning, good afternoon, and thank you for waiting. We would like to welcome everyone to Ambev's 2024 Second Quarter Results Conference Call. |
seekingalpha.com |
2024-08-02 01:39:09 |
Czytaj oryginał (ang.) |
| The 7 Most Undervalued Under-$10 Stocks to Buy in July 2024 |
Think it's too late to find true bargains in this raging bull market? You might be surprised. |
investorplace.com |
2024-07-09 17:20:25 |
Czytaj oryginał (ang.) |
| Legal cannabis sales eat into beer revenue, survey data shows |
Consumer surveys in Canada and the U.S. show that alcohol consumption is down in areas where adults have the option to consume legal cannabis, Bernstein analyst Nadine Sarwat said in a research note on Friday. |
marketwatch.com |
2024-06-21 13:35:00 |
Czytaj oryginał (ang.) |
| 7 High-Yield Dividend Stock Heroes for Robust Passive Income |
While growth-centric ideas – particularly in the technology sector – generally attract the most attention, investors should pay attention to passive income opportunities. They're not nearly as exciting as wagering on the next big thing. |
investorplace.com |
2024-06-19 16:17:35 |
Czytaj oryginał (ang.) |
| Better at Half the Price? 3 Stocks at 52-Week Lows to Buy Now |
It's not easy to find bargain stocks to buy when the stock market regularly keeps hitting new all-time highs. The S&P 500 is sitting above $5,431 at the moment, a 14% gain in 2024 and 23% higher than where it stood 12 months ago. |
investorplace.com |
2024-06-16 14:00:00 |
Czytaj oryginał (ang.) |
| The Bargain Stock Blitz: 7 Companies Ready to Stun the Street |
Although it can be exciting to wager on enterprises that everyone else is following, your best bets may stem from so-called bargain stocks. These ideas are from the path less traveled. |
investorplace.com |
2024-05-22 17:40:50 |
Czytaj oryginał (ang.) |
| Quadrant Capital Group LLC Raises Stock Position in Ambev S.A. (NYSE:ABEV) |
Quadrant Capital Group LLC grew its holdings in Ambev S.A. (NYSE:ABEV – Free Report) by 25.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 89,154 shares of the company’s stock after purchasing an additional 18,310 shares during the quarter. Quadrant Capital Group LLC’s holdings in Ambev were worth $250,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also made changes to their positions in the business. Coldstream Capital Management Inc. purchased a new stake in Ambev during the 3rd quarter worth about $26,000. Ieq Capital LLC purchased a new stake in shares of Ambev during the third quarter worth approximately $27,000. West Family Investments Inc. acquired a new stake in Ambev in the third quarter valued at approximately $32,000. SVB Wealth LLC purchased a new position in Ambev in the fourth quarter worth approximately $34,000. Finally, Hartford Financial Management Inc. lifted its stake in Ambev by 49.9% in the fourth quarter. Hartford Financial Management Inc. now owns 12,739 shares of the company’s stock worth $36,000 after acquiring an additional 4,238 shares during the last quarter. Hedge funds and other institutional investors own 8.13% of the company’s stock. Ambev Stock Up 1.3 % ABEV opened at $2.42 on Monday. The stock has a market capitalization of $38.12 billion, a P/E ratio of 12.74, a price-to-earnings-growth ratio of 3.58 and a beta of 1.07. The company has a debt-to-equity ratio of 0.02, a quick ratio of 0.69 and a current ratio of 0.99. Ambev S.A. has a one year low of $2.23 and a one year high of $3.23. The business’s 50-day simple moving average is $2.40 and its 200-day simple moving average is $2.61. Ambev (NYSE:ABEV – Get Free Report) last released its quarterly earnings results on Thursday, February 29th. The company reported $0.06 EPS for the quarter, topping the consensus estimate of $0.05 by $0.01. Ambev had a return on equity of 17.53% and a net margin of 18.25%. The company had revenue of $4.04 billion for the quarter. Analysts anticipate that Ambev S.A. will post 0.18 EPS for the current year. Analysts Set New Price Targets Several equities analysts recently commented on the company. Barclays dropped their target price on Ambev from $3.00 to $2.50 and set an “equal weight” rating on the stock in a report on Thursday, May 9th. JPMorgan Chase & Co. reiterated a “neutral” rating on shares of Ambev in a report on Friday, March 1st. Finally, StockNews.com upgraded Ambev from a “buy” rating to a “strong-buy” rating in a research note on Tuesday, May 14th. Four analysts have rated the stock with a hold rating, three have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $3.03. Read Our Latest Research Report on ABEV Ambev Profile (Free Report) Ambev SA, through its subsidiaries, engages in the production, distribution, and sale of beer, draft beer, carbonated soft drinks, other non-alcoholic beverages, malt, and food products. It offers beer primarily under the Skol, Brahma, Antarctica, Brahva, Budweiser, Bud Light, Beck, Leffe and Hoegaarden, Bucanero, Cristal, Mayabe, Presidente, Presidente Light, Brahma Light, Bohemia, The One, Corona, Modelo Especial, Stella Artois, Quilmes Clásica, Paceña, Taquiña, Huari, Becker, Cusqueña, Michelob Ultra, Busch, Pilsen, Ouro Fino, Banks, Deputy, Patricia, Labatt Blue, Alexander Keith's, and Kokanee brands. See Also Five stocks we like better than Ambev What Percentage Gainers Tell Investors and Why They Don’t Tell the Whole Story Canada Goose Flies Higher Driven By DTC Growth What Does a Stock Split Mean? CVS Health Stock Has a Silver Lining Called Value What Are Dividend Champions? How to Invest in the Champions Magnificent 7 Still Magnificent as the Halfway Mark Approaches? |
https://www.defenseworld.net |
2024-05-20 11:32:41 |
Czytaj oryginał (ang.) |
| 7 Cheap Value Stocks to Buy Now: May 2024 |
The major stock market indexes are near record highs. Speculative fever is running hot, in particular, with things such as meme stocks taking flight recently. |
investorplace.com |
2024-05-15 10:00:00 |
Czytaj oryginał (ang.) |
| Ambev S.A. (ABEV) Q1 2024 Earnings Call Transcript |
Ambev S.A. (NYSE:ABEV ) Q1 2024 Results Conference Call May 8, 2024 11:30 AM ET Company Participants Jean Jereissati - Chief Executive Officer Lucas Lira - Chief Financial and Investor Relations Conference Call Participants Isabella Simonato - Bank of America Felipe Ucros - Scotia Rodrigo Alcantara - UBS Lucas Ferreira - JPMorgan Robert Ottenstein - Evercore ISI Ben Theurer - Barclays Renata Cabral - Citi Ricardo Alves - Morgan Stanley Operator Good morning, good afternoon, and thank you for waiting. We would like to welcome everyone to Ambev's 2024 First quarter Results Conference Call. |
seekingalpha.com |
2024-05-10 01:25:29 |
Czytaj oryginał (ang.) |
| Ambev S.A.: Diversify Out Of U.S. Assets With Beer Made In Brazil |
The potential for an outlier U.S. dollar decline and the need for portfolio diversification make Ambev S.A. an attractive foreign investment. Ambev is trading at its cheapest valuation since the 2009 recession low and has a strong 6.5% dividend payout, 5x the S&P 500 rate. The company's stable brand-name business model, high profit margins, low-debt balance sheet, and undervaluation, including 10% in free cash flow generation, highlight an attractive buy choice. |
seekingalpha.com |
2024-04-30 04:47:56 |
Czytaj oryginał (ang.) |
| Wall Street Favorites: 3 Stocks With Strong Buy Ratings for April 2024 |
Are there any strong buy stocks left in this market? As it turns out, the answer is “Yes. |
investorplace.com |
2024-04-11 10:00:00 |
Czytaj oryginał (ang.) |
| Ambev: A Currency That Produces Beer |
Ambev's valuation is strongly tied to the strength of the Brazilian Real. Ambev is a wide-moat company in the markets it operates in, with strong profitability and a solid balance sheet. Ambev's valuation is attractive assuming no significant deterioration of the Brazilin real in the near future despite the economical turmoil in Latin America. |
seekingalpha.com |
2024-04-02 05:13:11 |
Czytaj oryginał (ang.) |