HEINY:OTCQX-Heineken N.V. ADR (Sponsored) Level 1 (USD)

COMMON STOCK | Beverages - Brewers | OTCQX Marketplace

Last Closing

USD 48.21

Change

-0.11 (-0.23)%

Market Cap

USD 46.73B

Volume

0.23M

Analyst Target

USD 53.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Heineken NV produces and sells beverages such as beers, wine, spirits & soft drinks under various brands such as Amstel, Tecate, Cruzcampo, Desperados, Dos Equis, Foster's, Newcastle Brown Ale, Heineken, Strongbow Gold & Bulmer.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-01 )

Largest Industry Peers for Beverages - Brewers

Symbol Name Price(Change) Market Cap
FMXUF Fomento Económico Mexicano S...

N/A

USD 182.89B
BUDFF Anheuser-Busch InBev SA/NV

N/A

USD 125.44B
HINKF Heineken N.V

N/A

USD 58.62B
HKHHF Heineken Holding N.V

+0.85 (+1.08%)

USD 23.34B
HKHHY Heineken Holding NV ADR

N/A

USD 22.66B
BDWBF Budweiser Brewing Company APAC..

N/A

USD 21.48B
CABJF Carlsberg A/S

N/A

USD 18.82B
ASBRF Asahi Group Holdings Ltd

N/A

USD 18.31B
CABGY Carlsberg AS

N/A

USD 16.96B
BDWBY Budweiser Brewing Company APAC..

N/A

USD 16.34B

ETFs Containing HEINY

C067:F 4.83 % 0.00 %

N/A

N/A
C067:XETRA 4.83 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Beverages - Brewers) Market Performance vs. Exchange (OTCQX Marketplace)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -5.43% 46% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.43% 46% F 44% F
Trailing 12 Months  
Capital Gain -8.15% 64% D 52% F
Dividend Return 0.72% 29% F 10% F
Total Return -7.42% 68% D+ 50% F
Trailing 5 Years  
Capital Gain -14.94% 65% D 58% F
Dividend Return 1.30% 25% F 5% F
Total Return -13.65% 65% D 54% F
Average Annual (5 Year Horizon)  
Capital Gain 0.36% 48% F 40% F
Dividend Return 0.55% 48% F 36% F
Total Return 0.18% 17% F 6% D-
Risk Return Profile  
Volatility (Standard Deviation) 15.63% 92% A 92% A
Risk Adjusted Return 3.51% 48% F 38% F
Market Capitalization 46.73B 88% B+ 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.