Molson Coors Beverage Company - $TAP
3 months ago
Waterboy Stocks
"TAP: World's 5th largest brewery trading 6.4x forward FCF ($1.3B guided) w/ 4.26% yield. Market share gained to 15.2% from 13.4%, debt cut from $12B to $6.5B since 2016. Aggressive buybacks (share count down 200M to 185M in 20 months). New CEO Goyal starts Oct 1. Compared to BTI value play."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Molson Coors Beverage Company - $TAP
Source:
Waterboy Stocks
Published:
September 25, 2025
Idea Type:
Stock Idea