Beverages - Alcoholic
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CCU vs SAM vs TAP vs FMX vs ABEV
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Alcoholic
Beverages - Alcoholic
Beverages - Alcoholic
Beverages - Alcoholic
CCU vs SAM vs TAP vs FMX vs ABEV — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Alcoholic | Beverages - Alcoholic | Beverages - Alcoholic | Beverages - Alcoholic |
| Market Cap | $2.22B | $2.18B | $8.10B | $4.14B | $51.07B |
| Revenue (TTM) | $2.88T | $2.09B | $11.19B | $841.93B | $88.21B |
| Net Income (TTM) | $115.38B | $-61M | $-2.11B | $20.06B | $15.58B |
| Gross Margin | 44.4% | 45.2% | 37.8% | 40.6% | 51.5% |
| Operating Margin | 7.0% | -3.8% | -20.3% | 8.6% | 27.2% |
| Forward P/E | 0.0x | 20.6x | 9.2x | 1.4x | 3.2x |
| Total Debt | $1.33T | $38M | $6.30B | $257.98B | $5.35B |
| Cash & Equiv. | $520.66B | $223M | $897M | $108.52B | $18.64B |
CCU vs SAM vs TAP vs FMX vs ABEV — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Compañía Cervecería… (CCU) | 100 | 85.9 | -14.1% |
| The Boston Beer Com… (SAM) | 100 | 35.9 | -64.1% |
| Molson Coors Bevera… (TAP) | 100 | 113.6 | +13.6% |
| Fomento Económico M… (FMX) | 100 | 177.1 | +77.1% |
| Ambev S.A. (ABEV) | 100 | 141.6 | +41.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CCU vs SAM vs TAP vs FMX vs ABEV
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CCU ranks third and is worth considering specifically for valuation efficiency.
- PEG 0.01 vs ABEV's 0.49
- Lower P/E (0.0x vs 3.2x), PEG 0.01 vs 0.49
SAM is the #2 pick in this set and the best alternative if growth exposure and sleep-well-at-night is your priority.
- Rev growth 3.7%, EPS growth 95.5%, 3Y rev CAGR -0.0%
- Lower volatility, beta 0.29, Low D/E 4.5%, current ratio 1.65x
- 3.7% revenue growth vs FMX's -94.8%
- Beta 0.29 vs CCU's 0.81, lower leverage
TAP is the clearest fit if your priority is dividends.
- 4.5% yield, 5-year raise streak, vs FMX's 64.8%, (1 stock pays no dividend)
FMX is the clearest fit if your priority is long-term compounding and defensive.
- 63.3% 10Y total return vs SAM's 32.0%
- Beta 0.34, yield 64.8%, current ratio 1.35x
ABEV carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 1 yrs, beta 0.43, yield 8.1%
- 17.7% margin vs TAP's -18.9%
- +38.0% vs TAP's -20.8%
- 10.9% ROA vs TAP's -8.9%, ROIC 22.3% vs -10.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.7% revenue growth vs FMX's -94.8% | |
| Value | Lower P/E (0.0x vs 3.2x), PEG 0.01 vs 0.49 | |
| Quality / Margins | 17.7% margin vs TAP's -18.9% | |
| Stability / Safety | Beta 0.29 vs CCU's 0.81, lower leverage | |
| Dividends | 4.5% yield, 5-year raise streak, vs FMX's 64.8%, (1 stock pays no dividend) | |
| Momentum (1Y) | +38.0% vs TAP's -20.8% | |
| Efficiency (ROA) | 10.9% ROA vs TAP's -8.9%, ROIC 22.3% vs -10.1% |
CCU vs SAM vs TAP vs FMX vs ABEV — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
CCU vs SAM vs TAP vs FMX vs ABEV — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
ABEV leads in 2 of 6 categories
FMX leads 2 • CCU leads 0 • SAM leads 0 • TAP leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
ABEV leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CCU is the larger business by revenue, generating $2.88T annually — 1375.8x SAM's $2.1B. ABEV is the more profitable business, keeping 17.7% of every revenue dollar as net income compared to TAP's -18.9%. On growth, TAP holds the edge at +2.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2.88T | $2.1B | $11.2B | $841.9B | $88.2B |
| EBITDAEarnings before interest/tax | $272.7B | $14M | -$1.5B | $71.8B | $30.7B |
| Net IncomeAfter-tax profit | $115.4B | -$61M | -$2.1B | $20.1B | $15.6B |
| Free Cash FlowCash after capex | $117.1B | $191M | $1.2B | $21.3B | $22.2B |
| Gross MarginGross profit ÷ Revenue | +44.4% | +45.2% | +37.8% | +40.6% | +51.5% |
| Operating MarginEBIT ÷ Revenue | +7.0% | -3.8% | -20.3% | +8.6% | +27.2% |
| Net MarginNet income ÷ Revenue | +4.0% | -2.9% | -18.9% | +2.4% | +17.7% |
| FCF MarginFCF ÷ Revenue | +4.1% | +9.1% | +10.4% | +2.5% | +25.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -14.7% | +1.7% | +2.0% | +1.7% | -0.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -27.9% | -7.4% | +35.6% | +21.6% | +4.3% |
Valuation Metrics
FMX leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 4.4x trailing earnings, FMX trades at a 79% valuation discount to SAM's 20.5x P/E. Adjusting for growth (PEG ratio), ABEV offers better value at 2.49x vs CCU's 5.77x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $2.2B | $2.2B | $8.1B | $4.1B | $51.1B |
| Enterprise ValueMkt cap + debt − cash | $3.1B | $2.0B | $13.5B | $153.6B | $48.4B |
| Trailing P/EPrice ÷ TTM EPS | 17.79x | 20.50x | -3.98x | 4.36x | 16.35x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.02x | 20.56x | 9.17x | 1.36x | 3.21x |
| PEG RatioP/E ÷ EPS growth rate | 5.77x | — | — | — | 2.49x |
| EV / EBITDAEnterprise value multiple | 7.98x | 8.45x | — | 23.81x | 8.22x |
| Price / SalesMarket cap ÷ Revenue | 0.72x | 1.04x | 0.73x | 0.09x | 2.87x |
| Price / BookPrice ÷ Book value/share | 1.23x | 2.54x | 0.80x | 0.01x | 2.86x |
| Price / FCFMarket cap ÷ FCF | 21.67x | 10.09x | 7.58x | 2.55x | 12.73x |
Profitability & Efficiency
ABEV leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
ABEV delivers a 17.0% return on equity — every $100 of shareholder capital generates $17 in annual profit, vs $-19 for TAP. SAM carries lower financial leverage with a 0.04x debt-to-equity ratio, signaling a more conservative balance sheet compared to CCU's 0.82x. On the Piotroski fundamental quality scale (0–9), SAM scores 7/9 vs FMX's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +7.1% | -7.3% | -18.6% | +5.8% | +17.0% |
| ROA (TTM)Return on assets | +3.1% | -5.0% | -8.9% | +2.4% | +10.9% |
| ROICReturn on invested capital | +6.3% | +15.5% | -10.1% | +0.6% | +22.3% |
| ROCEReturn on capital employed | +6.7% | +14.8% | -11.6% | +0.6% | +20.7% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 | 4 | 4 | 7 |
| Debt / EquityFinancial leverage | 0.82x | 0.04x | 0.60x | 0.78x | 0.06x |
| Net DebtTotal debt minus cash | $806.9B | -$186M | $5.4B | $149.5B | -$13.3B |
| Cash & Equiv.Liquid assets | $520.7B | $223M | $897M | $108.5B | $18.6B |
| Total DebtShort + long-term debt | $1.33T | $38M | $6.3B | $258.0B | $5.3B |
| Interest CoverageEBIT ÷ Interest expense | 2.65x | — | -9.99x | 3.89x | 8.09x |
Total Returns (Dividends Reinvested)
FMX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FMX five years ago would be worth $17,270 today (with dividends reinvested), compared to $1,818 for SAM. Over the past 12 months, ABEV leads with a +38.0% total return vs TAP's -20.8%. The 3-year compound annual growth rate (CAGR) favors FMX at 10.7% vs SAM's -13.4% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -4.3% | +1.5% | -8.0% | +22.5% | +32.4% |
| 1-Year ReturnPast 12 months | -19.6% | -15.9% | -20.8% | +22.7% | +38.0% |
| 3-Year ReturnCumulative with dividends | -23.0% | -35.0% | -24.8% | +35.8% | +29.7% |
| 5-Year ReturnCumulative with dividends | -17.0% | -81.8% | -14.1% | +72.7% | +26.3% |
| 10-Year ReturnCumulative with dividends | -9.7% | +32.0% | -41.4% | +63.3% | -14.2% |
| CAGR (3Y)Annualised 3-year return | -8.3% | -13.4% | -9.1% | +10.7% | +9.1% |
Risk & Volatility
Evenly matched — TAP and FMX each lead in 1 of 2 comparable metrics.
Risk & Volatility
TAP is the less volatile stock with a -0.01 beta — it tends to amplify market swings less than CCU's 0.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FMX currently trades 96.5% from its 52-week high vs TAP's 74.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.81x | 0.29x | -0.01x | 0.34x | 0.43x |
| 52-Week HighHighest price in past year | $15.57 | $264.46 | $57.57 | $124.24 | $3.45 |
| 52-Week LowLowest price in past year | $10.71 | $185.34 | $40.64 | $83.08 | $2.10 |
| % of 52W HighCurrent price vs 52-week peak | +77.3% | +76.7% | +74.9% | +96.5% | +94.8% |
| RSI (14)Momentum oscillator 0–100 | 54.6 | 28.7 | 47.2 | 67.7 | 72.9 |
| Avg Volume (50D)Average daily shares traded | 201K | 199K | 2.9M | 412K | 24.2M |
Analyst Outlook
Evenly matched — TAP and FMX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: CCU as "Hold", SAM as "Hold", TAP as "Hold", FMX as "Buy", ABEV as "Hold". Consensus price targets imply 21.7% upside for SAM (target: $247) vs -13.1% for ABEV (target: $3). For income investors, FMX offers the higher dividend yield at 64.75% vs CCU's 3.74%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Hold | Buy | Hold |
| Price TargetConsensus 12-month target | — | $246.86 | $48.30 | $116.00 | $2.84 |
| # AnalystsCovering analysts | 7 | 31 | 37 | 11 | 14 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | — | +4.5% | +64.8% | +8.1% |
| Dividend StreakConsecutive years of raises | 0 | 0 | 5 | 0 | 1 |
| Dividend / ShareAnnual DPS | $403.10 | — | $1.92 | $77.65 | $1.30 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +9.4% | +8.0% | +15.5% | +0.8% |
ABEV leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). FMX leads in 2 (Valuation Metrics, Total Returns). 2 tied.
CCU vs SAM vs TAP vs FMX vs ABEV: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is CCU or SAM or TAP or FMX or ABEV a better buy right now?
For growth investors, The Boston Beer Company, Inc.
(SAM) is the stronger pick with 3. 7% revenue growth year-over-year, versus -94. 8% for Fomento Económico Mexicano, S. A. B. de C. V. (FMX). Fomento Económico Mexicano, S. A. B. de C. V. (FMX) offers the better valuation at 4. 4x trailing P/E (1. 4x forward), making it the more compelling value choice. Analysts rate Fomento Económico Mexicano, S. A. B. de C. V. (FMX) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CCU or SAM or TAP or FMX or ABEV?
On trailing P/E, Fomento Económico Mexicano, S.
A. B. de C. V. (FMX) is the cheapest at 4. 4x versus The Boston Beer Company, Inc. at 20. 5x. On forward P/E, Compañía Cervecerías Unidas S. A. is actually cheaper at 0. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Compañía Cervecerías Unidas S. A. wins at 0. 01x versus Ambev S. A. 's 0. 49x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — CCU or SAM or TAP or FMX or ABEV?
Over the past 5 years, Fomento Económico Mexicano, S.
A. B. de C. V. (FMX) delivered a total return of +72. 7%, compared to -81. 8% for The Boston Beer Company, Inc. (SAM). Over 10 years, the gap is even starker: FMX returned +63. 3% versus TAP's -41. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CCU or SAM or TAP or FMX or ABEV?
By beta (market sensitivity over 5 years), Molson Coors Beverage Company (TAP) is the lower-risk stock at -0.
01β versus Compañía Cervecerías Unidas S. A. 's 0. 81β — meaning CCU is approximately -6795% more volatile than TAP relative to the S&P 500. On balance sheet safety, The Boston Beer Company, Inc. (SAM) carries a lower debt/equity ratio of 4% versus 82% for Compañía Cervecerías Unidas S. A. — giving it more financial flexibility in a downturn.
05Which is growing faster — CCU or SAM or TAP or FMX or ABEV?
By revenue growth (latest reported year), The Boston Beer Company, Inc.
(SAM) is pulling ahead at 3. 7% versus -94. 8% for Fomento Económico Mexicano, S. A. B. de C. V. (FMX). On earnings-per-share growth, the picture is similar: The Boston Beer Company, Inc. grew EPS 95. 5% year-over-year, compared to -302. 8% for Molson Coors Beverage Company. Over a 3-year CAGR, ABEV leads at 3. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CCU or SAM or TAP or FMX or ABEV?
Ambev S.
A. (ABEV) is the more profitable company, earning 17. 6% net margin versus -19. 2% for Molson Coors Beverage Company — meaning it keeps 17. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ABEV leads at 25. 3% versus -21. 0% for TAP. At the gross margin level — before operating expenses — ABEV leads at 51. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CCU or SAM or TAP or FMX or ABEV more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Compañía Cervecerías Unidas S. A. (CCU) is the more undervalued stock at a PEG of 0. 01x versus Ambev S. A. 's 0. 49x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Compañía Cervecerías Unidas S. A. (CCU) trades at 0. 0x forward P/E versus 20. 6x for The Boston Beer Company, Inc. — 20. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SAM: 21. 7% to $246. 86.
08Which pays a better dividend — CCU or SAM or TAP or FMX or ABEV?
In this comparison, FMX (64.
8% yield), ABEV (8. 1% yield), TAP (4. 5% yield), CCU (3. 7% yield) pay a dividend. SAM does not pay a meaningful dividend and should not be held primarily for income.
09Is CCU or SAM or TAP or FMX or ABEV better for a retirement portfolio?
For long-horizon retirement investors, Molson Coors Beverage Company (TAP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
01), 4. 5% yield). Both have compounded well over 10 years (TAP: -41. 4%, SAM: +32. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CCU and SAM and TAP and FMX and ABEV?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CCU is a small-cap deep-value stock; SAM is a small-cap quality compounder stock; TAP is a small-cap income-oriented stock; FMX is a small-cap deep-value stock; ABEV is a mid-cap deep-value stock. CCU, TAP, FMX, ABEV pay a dividend while SAM does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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