HEIA.AS · AMS · Consumer Defensive
Heineken N.V.
Also onConsensus Drift
Implied value per share
EUR 57.93
Market price
EUR 70.74
Implied upside
-18.1%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (EUR). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | EUR 28.8bn | EUR 28.8bn | EUR 28.8bn | EUR 28.8bn | EUR 28.8bn | +0.0% |
| EBIT | EUR 3.5bn | EUR 3.5bn | EUR 3.5bn | EUR 3.5bn | EUR 3.5bn | +0.0% |
| NOPAT | EUR 2.6bn | EUR 2.6bn | EUR 2.6bn | EUR 2.6bn | EUR 2.6bn | +0.0% |
| Add depreciation & amortisation | EUR 2.4bn | EUR 2.4bn | EUR 2.4bn | EUR 2.4bn | EUR 2.4bn | +0.0% |
| Less capital expenditure | EUR -2.3bn | EUR -2.3bn | EUR -2.3bn | EUR -2.3bn | EUR -2.3bn | +0.0% |
| Less increase in working capital | EUR -4.5m | EUR -4.5m | EUR -4.5m | EUR -4.5m | EUR -4.5m | +0.0% |
| Free cashflow to firm | EUR 2.6bn | EUR 2.7bn | EUR 2.7bn | EUR 2.7bn | EUR 2.7bn | +0.0% |
| Discount factor | 0.9671 | 0.9044 | 0.8458 | 0.7910 | 0.7397 | - |
| Present value | EUR 2.6bn | EUR 2.4bn | EUR 2.2bn | EUR 2.1bn | EUR 2.0bn | -6.4% |
| Present Value Of The Forecast | EUR 11.3bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 4.20% | USD assumption - no free live source available for this market (assumption) |
| Equity risk premium | 6.50% | Market assumption |
| Beta | 0.706 | Reported 0.561, pulled toward 1.0 (Blume) |
| Cost of equity | 8.79% | Risk-free + beta x equity risk premium |
| Cost of debt | 4.20% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | EUR 39.2bn | 67.0% of capital |
| Total debt | EUR 19.3bn | 33.0% of capital, book value as a proxy |
| Tax rate | 25.0% | Effective, capped at statutory |
| WACC | 6.93% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
76% of EV
- Forecast FCFF, final year
- EUR 2.7bn
- Capex at depreciation, working capital in reinvestment
- EUR 3.0bn
- Less reinvestment at g/ROIC (31.0% of NOPAT)
- EUR -931.5m
- Capitalised
- EUR 2.1bn
- ROIC (reported)
- 8.1%
- Terminal value, undiscounted
- EUR 48.0bn
- Terminal value, discounted
- EUR 35.5bn
- Enterprise value
- EUR 46.8bn
- Less net debt
- EUR 14.5bn
- Equity value
- EUR 32.3bn
Exit at 9.1x EBITDA
78% of EV
- Terminal value, undiscounted
- EUR 53.4bn
- Terminal value, discounted
- EUR 39.5bn
- Enterprise value
- EUR 50.7bn
- Less net debt
- EUR 14.5bn
- Equity value
- EUR 36.2bn
Spread between methods: 12%.
Sensitivity
Value per share (EUR) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 4.93% | 99.82 | 108.91 | 121.64 | 140.83 | 173.26 |
| 5.93% | 72.32 | 75.93 | 80.53 | 86.60 | 95.08 |
| 6.93% | 54.93 | 56.30 | 57.93 | 59.90 | 62.39 |
| 7.93% | 42.94 | 43.27 | 43.61 | 43.98 | 44.38 |
| 8.93% | 35.06 | 35.27 | 35.47 | 35.68 | 35.88 |
Outlined: this model. Green text: above today's price of 70.74. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 0.0% | 4.1% | +4.1pp |
| EBIT margin | 12.1% | 14.1% | +2.1pp |
| Discount rate | 6.9% | 6.3% | -0.6pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.