The AmBev
Revenues for AmBev were up 7.6% to $1.82 billion (using a 0.46 real/US$ exchange rate), and net income was up more than 350% to $301 million from $66.3 million last year. Brazilian beer sales grew by 8.1% in volume, boosted by high temperatures, higher disposable income, and market share gains. When we're talking about the world's fourth-largest market, those numbers are dazzling.
AmBev's margins and market share are eye-popping. According to the company, its Brazilian beer market share was 68.9% in March 2006, led by flagship brands Skol, Brahma, and Antarctica. The company has 17.4% of the Brazilian soft drink market as well, led by its Quinsa brand, which the company recently increased its stake in from 56% to 91% in a $1.2 billion deal.
Operating margins for beer and soft drinks in Brazil were 43% and 26%. Budweiser
Operating cash flow came in at roughly $662 million, and free cash flow at $585 million. Annualized, free cash flow comes in at roughly $2.3 billion, which places the company at 13 times annualized free cash flow. Earnings per ADR this quarter were $0.66 (excluding amortization of goodwill). Annualized, this places the company at a 17 P/E ratio. This compares favorably with competitors like Inside Value pick Budweiser's P/E at 19, or even at 14 to 15 if you take into account its 50% Diblo stake. If you ask me, AmBev/InBev sounds like a company worthy of further due diligence.
Of course, the stock price is up roughly 150% in the last two years, but it still looks cheap on the surface.
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Fool contributor Stephen Ellis does not own shares of any companies mentioned.