Anheuser Busch Inbev Stock Five Year Return
| BUD Stock | USD 62.99 2.42 4.00% |
Anheuser Busch Inbev fundamentals help investors to digest information that contributes to Anheuser Busch's financial success or failures. It also enables traders to predict the movement of Anheuser Stock. The fundamental analysis module provides a way to measure Anheuser Busch's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Anheuser Busch stock.
Anheuser | Five Year Return |
Anheuser Busch Inbev Company Five Year Return Analysis
Anheuser Busch's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Anheuser Busch Five Year Return | 2.56 % |
Most of Anheuser Busch's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Anheuser Busch Inbev is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Anheuser Five Year Return Driver Correlations
Understanding the fundamental principles of building solid financial models for Anheuser Busch is extremely important. It helps to project a fair market value of Anheuser Stock properly, considering its historical fundamentals such as Five Year Return. Since Anheuser Busch's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Anheuser Busch's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Anheuser Busch's interrelated accounts and indicators.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
Anheuser Return On Tangible Assets
Return On Tangible Assets |
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According to the company disclosure, Anheuser Busch Inbev has a Five Year Return of 2.56%. This is much higher than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The five year return for all United States stocks is notably lower than that of the firm.
Anheuser Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Anheuser Busch's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Anheuser Busch could also be used in its relative valuation, which is a method of valuing Anheuser Busch by comparing valuation metrics of similar companies.Anheuser Busch is currently under evaluation in five year return category among related companies.
Anheuser Fundamentals
| Return On Equity | 0.0779 | ||||
| Return On Asset | 0.0416 | ||||
| Profit Margin | 0.09 % | ||||
| Operating Margin | 0.23 % | ||||
| Current Valuation | 198.93 B | ||||
| Shares Outstanding | 1.97 B | ||||
| Shares Owned By Institutions | 5.77 % | ||||
| Number Of Shares Shorted | 2.24 M | ||||
| Price To Earning | 22.82 X | ||||
| Price To Book | 1.41 X | ||||
| Price To Sales | 1.98 X | ||||
| Revenue | 59.38 B | ||||
| Gross Profit | 31.48 B | ||||
| EBITDA | 19.24 B | ||||
| Net Income | 5.34 B | ||||
| Cash Per Share | 0.61 X | ||||
| Total Debt | 78.17 B | ||||
| Debt To Equity | 1.01 % | ||||
| Current Ratio | 0.67 X | ||||
| Book Value Per Share | 41.26 X | ||||
| Cash Flow From Operations | 13.27 B | ||||
| Short Ratio | 1.57 X | ||||
| Earnings Per Share | 2.60 X | ||||
| Price To Earnings To Growth | 0.93 X | ||||
| Target Price | 70.61 | ||||
| Number Of Employees | 154.54 K | ||||
| Beta | 0.98 | ||||
| Market Capitalization | 119.38 B | ||||
| Total Asset | 221.02 B | ||||
| Retained Earnings | 42.22 B | ||||
| Working Capital | (13.79 B) | ||||
| Current Asset | 18.29 B | ||||
| Current Liabilities | 28.46 B | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 2.56 % | ||||
| Net Asset | 221.02 B | ||||
| Last Dividend Paid | 0.91 |
About Anheuser Busch Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Anheuser Busch Inbev's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Anheuser Busch using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Anheuser Busch Inbev based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Anheuser Busch
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Anheuser Busch position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Anheuser Busch will appreciate offsetting losses from the drop in the long position's value.Moving together with Anheuser Stock
| 0.76 | ABEV | Ambev SA ADR Aggressive Push | PairCorr |
Moving against Anheuser Stock
| 0.71 | BG | Bunge Limited | PairCorr |
| 0.69 | BJ | BJs Wholesale Club Financial Report 28th of May 2024 | PairCorr |
| 0.68 | KR | Kroger Company Financial Report 20th of June 2024 | PairCorr |
| 0.54 | DOLE | Dole PLC Financial Report 16th of May 2024 | PairCorr |
| 0.47 | MO | Altria Group | PairCorr |
The ability to find closely correlated positions to Anheuser Busch could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Anheuser Busch when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Anheuser Busch - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Anheuser Busch Inbev to buy it.
The correlation of Anheuser Busch is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Anheuser Busch moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Anheuser Busch Inbev moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Anheuser Busch can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Anheuser Busch Piotroski F Score and Anheuser Busch Altman Z Score analysis. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Complementary Tools for Anheuser Stock analysis
When running Anheuser Busch's price analysis, check to measure Anheuser Busch's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Anheuser Busch is operating at the current time. Most of Anheuser Busch's value examination focuses on studying past and present price action to predict the probability of Anheuser Busch's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Anheuser Busch's price. Additionally, you may evaluate how the addition of Anheuser Busch to your portfolios can decrease your overall portfolio volatility.
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Is Anheuser Busch's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Anheuser Busch. If investors know Anheuser will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Anheuser Busch listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.34) | Dividend Share 0.906 | Earnings Share 2.6 | Revenue Per Share 4.9188 | Quarterly Revenue Growth (0.01) |
The market value of Anheuser Busch Inbev is measured differently than its book value, which is the value of Anheuser that is recorded on the company's balance sheet. Investors also form their own opinion of Anheuser Busch's value that differs from its market value or its book value, called intrinsic value, which is Anheuser Busch's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Anheuser Busch's market value can be influenced by many factors that don't directly affect Anheuser Busch's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Anheuser Busch's value and its price as these two are different measures arrived at by different means. Investors typically determine if Anheuser Busch is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Anheuser Busch's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.