Carlsberg CARL-B.CO
Carlsberg is one of the world's largest brewers, with a business model based on the production and distribution of beer and other beverages in Europe, Asia, and Africa, supported by global brands such as Carlsberg and Tuborg. Carlsberg presents moderate financial health (4.84) with a net debt/EBITDA of 2.74, but stands out for its solid quality (6.47) with a 20.44% ROE and an attractive valuation (7.08) with a forward P/E of 12.57. The 13% earnings growth and a dividend with a 60% payout reinforce its defensive profile.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Carlsberg is one of the world's largest brewers, with a business model based on the production and distribution of beer and other beverages in Europe, Asia, and Africa, supported by global brands such as Carlsberg and Tuborg. Carlsberg presents moderate financial health (4.84) with a net debt/EBITDA of 2.74, but stands out for its solid quality (6.47) with a 20.44% ROE and an attractive valuation (7.08) with a forward P/E of 12.57. The 13% earnings growth and a dividend with a 60% payout reinforce its defensive profile.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.8 |
| Quality / Moat | 6.5 |
| Valuation | 7.1 |
| Growth | 5.7 |
| Dividend | 7.2 |
| Momentum | 6.9 |
| Risk & Context | 7.7 |
OVERALL SCORE: 6.6/10
Context and risks
Moderate regulatory risk in Denmark. Additionally, potential regulation of 'unhealthy' food sales in the UK, one of its key markets, could affect the marketing of its products, although the impact is uncertain.
News considered in the analysis
- Kremlin orders Russia businesses of Nestle, Auchan seized — Noticia sobre Nestlé y Auchan, no sobre Carlsberg. Carlsberg ya vendió su negocio ruso en 2023, por lo que no tiene exposición directa a este evento.
- Russia Seizes Control of Nestlé’s Local Operations — Mismo evento que el anterior, sin impacto directo en Carlsberg.
- Kremlin seizes Nestlé’s Russian assets in new crackdown — Mismo evento, sin impacto directo en Carlsberg.
- Danone, Carlsberg to report on “healthy” sales in UK — Noticia sectorial que podría implicar un cambio en la regulación de marketing de alimentos y bebidas en el Reino Unido, un mercado relevante para Carlsberg. Impacto moderado y aún incierto.
- Danone, Intersnack to report on “healthy food” sales in UK — Noticia similar a la anterior, pero sin mencionar a Carlsberg. Se considera ruido de fondo sin información nueva específica para la empresa.
Verdict: Hold or buy on dips. The company offers a balanced combination of value, quality, and dividend, with risks limited to regulation in key markets such as the UK.
Main risk: The main risk is exposure to emerging markets and potential regulation of alcoholic beverage sales in key markets such as the UK, which could affect revenue growth.
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