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Monster Beverage Corporation (MNST) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Monster Beverage Corporation

MNSTMarket cap $84BPrice $42.9

Country🇺🇸United States

SectorConsumer

IndustryBeverages

Makes energy drinks that teenagers and gamers chug religiously, capturing 40% of the US energy drink market. Turned a simple caffeine formula into a $50 billion empire without owning a single factory.

In Bastion Portfolios?

52W Return-39%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+10%7

Revenue Forecast

Rev CAGR (1y)+18%8

Rev CAGR (3y)+12%7

Rev CAGR (5y)+10%8

Earnings Forecast

EPS Growth Y+1-40%2

EPS Growth Y+2+12%7

EPS Growth Y+3+10%7

Quality

Margins

EBIT Margin31%9

Net Income Margin23%8

Free Cash Flow Margin23%8

Debt

Net Debt/EBITDA-1.110

Efficiency

ROE26%9

ROA21%10

Earnings Stability55

GEAR+VERY STRONG93

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)362

P/E Ratio (Forward 3y)302

P/BV9.02

EV Multiples

EV/EBITDA Fwd272

EV/EBIT Fwd282

Yield

Free Cash Flow Yield2.5%4

Dividend Yieldna–

Momentum

Short term

1 month return-1%7

3 month return-10%3

YTD return+12%7

Mid term

Price vs 52wHigh85%7

1 year return+25%8

Long term

3 year return+72%7

5 year return+92%7

Risk Shield

Price Risk

Beta0.48

Volatility26%8

Free Cash Flow

Free Cash Flow Margin23%8

Free Cash Flow Yield2.5%4

Quality

ROCE33%10

Earnings Stability55

Net Debt/EBITDA-1.110

02Growth

Is it actually growing, and how fast?

MNSTMonster Beverage

Revenue FY25$8.3B

GROWTH RATING↗

STRONG70 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+18%8

Revenue, next 3Y, CAGR+12%7

Revenue, next 5Y, CAGR+10%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-40%2

EPS growth, FY27E+12%7

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 70% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 12%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 12%/yr.

The runway holds up: revenue is set to grow 10%/yr over five years.8/10

WATCH

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 12%/yr). One year dips: EPS falls 40% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A top-tier grower. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-10%3

YTD return+12%7

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return+25%8

3-year return+72%7

5-year return+92%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +72% over three years and +92% over five, ahead of 60% of the market.

It's up 25% over the past year, but 15% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%) and so far this year (+12%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Monster Beverage. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

MNSTMonster Beverage

Revenue FY25$8.3B

GROWTH RATING↗

STRONG70 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+10%7

Revenue, next 1Y+18%8

Revenue, next 3Y, CAGR+12%7

Revenue, next 5Y, CAGR+10%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E-40%2

EPS growth, FY27E+12%7

EPS growth, FY28E+10%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 70% of companies worldwide.

Revenue grew 10%/yr over the last 3 years, ahead of 60% of companies worldwide.7/10

Revenue is set to grow 12%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 10%/yr over the last 3 years and is set to keep growing around 12%/yr.

The runway holds up: revenue is set to grow 10%/yr over five years.8/10

WATCH

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 12%/yr). One year dips: EPS falls 40% next year.

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A top-tier grower. The one thing to watch: the earnings path has a down year.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE64 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-1%7

3-month return-10%3

YTD return+12%7

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return+25%8

3-year return+72%7

5-year return+92%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +72% over three years and +92% over five, ahead of 60% of the market.

It's up 25% over the past year, but 15% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (-1%) and so far this year (+12%).

WATCH

None flagged.

WEAKNESSES

The stock is underperforming over three months (-10%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on Monster Beverage. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community