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Molson Coors Beverage Company Stock Price

NYSE:TAP Community·US$7.4b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 50 Fair Values set on narratives written by author

TAP Share Price Performance

US$39.03
-13.84 (-26.18%)
US$46.62
Fair Value
US$39.03
-13.84 (-26.18%)
16.3% undervalued intrinsic discount
US$46.62
Fair Value
Price US$39.03
AnalystConsensusTarget US$46.62
AnalystHighTarget US$57.58
AnalystLowTarget US$36.00

TAP Community Narratives

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Fair Value US$46.62 16.3% undervalued intrinsic discount

Analyst Commentary Reflects Mixed Outlook as Molson Coors Faces Valuation Shifts and Industry Headwinds

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Fair Value US$57.58 32.2% undervalued intrinsic discount

Premium Craft And Functional Beverages Will Capture Secular Demand

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Fair Value US$36 8.4% overvalued intrinsic discount

Regulatory And Tax Pressures Will Weaken Legacy Beverage Segments

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US$57.58
32.2% undervalued intrinsic discount
Profit Margin
11%
Future PE
8.69x
Price in 2029
US$70.72

Trending Discussion

Updated Narratives

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TAP: Future Margin Discipline And Brand Activations Will Support Upside Potential

Fair Value: US$57.58 32.2% undervalued intrinsic discount
3 users have set this as their fair value
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TAP: Horizon 2030 Reset And Cost Pressures Will Drive Future Returns

Fair Value: US$46.62 16.3% undervalued intrinsic discount
20 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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TAP: 2026 Earnings Reset And Cost Pressures Will Restrain Horizon 2030 Potential

Fair Value: US$36 8.4% overvalued intrinsic discount
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Snowflake Analysis

Undervalued average dividend payer.

2 Risks
3 Rewards

Molson Coors Beverage Company Key Details

US$11.2b

Revenue

US$6.9b

Cost of Revenue

US$4.3b

Gross Profit

US$6.4b

Other Expenses

-US$2.1b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-11.25
38.62%
-18.85%
59.9%
View Full Analysis

About TAP

Founded
1774
Employees
16200
CEO
Rahul Goyal
WebsiteView website
www.molsoncoors.com

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. It offers flavored malt beverages including hard seltzers, craft, spirits, and ready to drink beverages. The company also provides non-alcoholic beverages including premium mixers and energy drinks. It offers its products under Arnold Palmer Spiked, Aspall Cider, Blue Moon, Beck's, Blue Run Spirits, Cobra, Corona Extra, Coors Original, Fever-Tree, Heineken, Hidra, Leinenkugel's, Madri, Miller Genuine Draft, Molson Ultra, Peroni Nastro Azurro, Pilsner Urquell, Redd's, Rekorderlig, Sharp's, Simply Spiked, Staropramen, Stella Artois, Topo Chico Hard Seltzer, ZOA Energy, and Vizzy Hard Seltzer above premium brands; Bergenbier, Borsodi, Burgasko, Carling, Coors Banquet, Coors Light, Jelen, Miller Lite, Molson Canadian brands, Niksicko, and Ožujsko under the premium brands; and Branik, Icehouse, Keystone, Lowenbrau, Miller High Life, Milwaukee's Best, and Steel Reserve under the economy brands. The company was formerly known as Molson Coors Brewing Company and changed its name to Molson Coors Beverage Company in January 2020. Molson Coors Beverage Company was founded in 1774 and is based in Golden, Colorado.

Recent TAP News & Updates

Seeking Alpha May 31

Molson Coors: Deeply Undervalued While Offering A Double-Digit Yield (Upgrade)

Summary Molson Coors Beverage Company is upgraded to Strong Buy, as the valuation disconnect widens despite solid fundamentals and recovery potential. TAP maintains robust cash flow and a healthy balance sheet and offers a potential double-digit combined dividend-plus-buyback yield, which is covered by the underlying free cash flow. Management targets $450 million in cost savings by 2029, network modernization, and premiumization to offset macro and competitive pressures. Intrinsic value for TAP is estimated far above the current price, indicating a significant margin of safety that doesn't seem justified given the company's position. Read the full article on Seeking Alpha
Narrative Update May 23

TAP: Future Margin Discipline And Brand Activations Will Support Upside Potential

Molson Coors Beverage's updated analyst price target shifts to $57.58 from $65.34 as analysts factor in recent target cuts and raises across the Street, along with refreshed assumptions for growth, margins, and future P/E levels. Analyst Commentary Recent Street research on Molson Coors Beverage shows a mix of target cuts and raises clustered over a relatively short period.

Recent updates

No updates