IESC IESC

September 21, 2016 - 1:08pm EST by

member

						2016	2017
Price:		15.42		EPS		1.32	1.69
Shares Out. (in M):		21		P/E		11.7	9.1
Market Cap (in $M):		331		P/FCF		10	8
Net Debt (in $M):		7		EBIT		29	37
TEV (in $M):		338		TEV/EBIT		11.6	9

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8	member 6/29/18 4:28AM Re: Re: Re: BUD or ABEV 5
I agree ABEV is cheap, but Brazil's business sucks. When do you think Brazil's business turns around? view available tags
7	member 6/29/18 4:27AM Re: Dehydrated beer 6
Brazil does suck. When do you think Brazil turns around? view available tags
5	member 6/27/18 11:18AM Re: Re: BUD or ABEV 3
Yes, TAP looks cheaper, but the growth prospects to me look much better for BUD and especially ABEV. Both (BUD & ABEV) have big dividends with 4-5% yields and ABEV is net debt free, so... login to read the rest view available tags
4	member 6/27/18 10:48AM Re: EPS Algorithm 1
You make some reasonable points. Re: the shift to craft beer moderating, see the writeup -- it's an informed hypothesis based on some data, but of course it's a prediction and could be wrong. I considered... login to read the rest view available tags
3	member 6/27/18 10:39AM Re: BUD or ABEV 2
I'm not big on relative valuation, but TAP's multiple looks cheaper to me. Just looking at headline numbers, I see forward multiples (based on analyst consensus for normalized earnings) of ~19-20x for BUD and ABEV, and view available tags
2	member 6/22/18 11:11PM BUD or ABEV
How does TAP's valuation compare vs BUD or ABEV? view available tags
1	member 6/22/18 3:17PM EPS Algorithm
What's the long term EPS growth of this business given the declining top line? How do you expect them to decrease costs by an even higher percentage to offset that? Is there something happening to... login to read the rest 2 view available tags

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