WallStSmart

Ambev SA ADR (ABEV)vsMolson Coors Beverage Company (TAP-A)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ambev SA ADR generates 688% more annual revenue ($88.21B vs $11.19B). ABEV leads profitability with a 17.7% profit margin vs -18.9%. ABEV appears more attractively valued with a PEG of 2.23. ABEV earns a higher WallStSmart Score of 57/100 (C).

ABEV

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 8.5Value: 7.3Quality: 7.5
Piotroski: 6/9Altman Z: 2.14

TAP-A

Hold

50

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 4.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ABEVUndervalued (+71.1%)

Margin of Safety

+71.1%

Fair Value

$10.57

Current Price

$3.12

$7.45 discount

UndervaluedFair: $10.57Overvalued

Intrinsic value data unavailable for TAP-A.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ABEV5 strengths · Avg: 8.4/10
Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.2%8/10

Strong operational efficiency at 26.2%

Free Cash FlowQuality
$2.69B8/10

Generating 2.7B in free cash flow

TAP-A2 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

ABEV3 concerns · Avg: 3.3/10
PEG RatioValuation
2.234/10

Expensive relative to growth rate

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

TAP-A4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

PEG RatioValuation
4.482/10

Expensive relative to growth rate

Return on EquityProfitability
-21.0%2/10

ROE of -21.0% — below average capital efficiency

Free Cash FlowQuality
$-229.20M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ABEV

The strongest argument for ABEV centers on Debt/Equity, P/E Ratio, Price/Book. Profitability is solid with margins at 17.7% and operating margin at 26.2%.

Bull Case : TAP-A

The strongest argument for TAP-A centers on Price/Book, EPS Growth.

Bear Case : ABEV

The primary concerns for ABEV are PEG Ratio, EPS Growth, Revenue Growth.

Bear Case : TAP-A

The primary concerns for TAP-A are Revenue Growth, PEG Ratio, Return on Equity.

Key Dynamics to Monitor

ABEV profiles as a declining stock while TAP-A is a turnaround play — different risk/reward profiles.

TAP-A carries more volatility with a beta of 0.42 — expect wider price swings.

TAP-A is growing revenue faster at 2.0% — sustainability is the question.

ABEV generates stronger free cash flow (2.7B), providing more financial flexibility.

Bottom Line

ABEV scores higher overall (57/100 vs 50/100), backed by strong 17.7% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ambev SA ADR

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Ambev SA produces, distributes and sells beer, draft beer, carbonated soft drinks (CSD), other non-alcoholic beverages, malt and food products in the Americas. The company is headquartered in So Paulo, Brazil.

Molson Coors Beverage Company

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

The Molson Coors Beverage Company, commonly known as Molson Coors, is a multinational drink and brewing company headquartered in Chicago in the United States.

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