Molson Coors Brewing Co Class B (TAP)

Consumer Defensive · Beverages - Brewers
$36.91 +1.07% on the day Market cap $7.1B 52-week range $35.52 to $54.82 Prices as of Oct 7, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-10% a year for 10 years

At a market value of $7.1B, Molson Coors Brewing Co Class B's free cash flow of $1.1B (fiscal 2025) would need to grow about -10% a year for the stock to be worth today's price. That is slower than the company has grown its free cash flow over the last 9 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Molson Coors Brewing Co Class B's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-9.8% a year
Free cash flow, last 9 years3.5% a year
Revenue, same period11.5% a year
Price to free cash flow6.7x

Fundamental grade

D

Five factors scored 1 to 9 from TAP's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation9
Profitability1
Growth0
Financial health2
Cash efficiency4

Key numbers

P/E (trailing)—
P/E (forward)7.92x
Price / free cash flow6.66x
EV / EBITDA—
Price / sales0.55x
Price / book0.71x
Revenue growth-5.0%
Operating margin-17.9%
Net margin-16.4%
Return on equity-21.1%
Dividend yield5.0%
Debt / equity1.38x

Results from SEC filings

Fiscal years, from Molson Coors Brewing Co Class B's 10-K filings. The deep dive has 15+ years, quarters and every line.

Fiscal year20212022202320242025
Revenue$12.4B$12.8B$13.9B$13.7B$13.0B
Net income$1.0B-$175M$949M$1.1B-$2.1B
Free cash flow$1.1B$841M$1.4B$1.2B$1.1B
EPS (diluted)—-$0.81$4.37$5.35-$10.75
Operating margin11.7%1.2%10.4%12.8%-17.9%

Where the revenue comes from

Revenue by segments, fiscal 2025.

Americas$8.7B78%
EMEA&APAC$2.5B22%

Superinvestors who own TAP

From each investor's latest 13F filing (what a 13F shows). 7 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Dodge & Cox
Dodge & Cox
Added $743M0.39%Q2 2026
Cliff Asness
AQR Capital Management
Added $433M0.15%Q2 2026
Charles Brandes
Brandes Investment Partners, LP
Added $86M0.60%Q2 2026
Prem Watsa
Fairfax Financial Holdings
Added $78M2.9%Q2 2026
Joel Greenblatt
Gotham Asset Management
Added $47M0.11%Q2 2026
Mario Gabelli
GAMCO Investors
Added $4M0.04%Q2 2026
Tweedy, Browne
Tweedy, Browne Company
Added $2M0.13%Q2 2026

Insider buying

Open-market purchases by Molson Coors Brewing Co Class B's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

DateInsiderSharesPriceValue
Mar 9, 2026 Andrew Thomas Molson
2,000$46.67$93,340
Feb 20, 2026 James A Winnefeld Jr
100$49.01$4,901
Nov 26, 2025 Christian P Cocks
45$47.19$2,124
Nov 18, 2025 Gilbert Ray Cisneros, Jr.
0$46.48—
Nov 18, 2025 Gilbert Ray Cisneros, Jr.
0$46.48—
Nov 18, 2025 Gilbert Ray Cisneros, Jr.
0$46.48—
Nov 10, 2025 Andrew Thomas Molson
7,500$46.79$350,925
Nov 5, 2025 David S Coors
2,245$44.47$99,835

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Molson Coors Brewing Co Class B's stock price imply?

At a market value of $7.1B, Molson Coors Brewing Co Class B would need its free cash flow to grow about -10% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 3% a year.

Are Molson Coors Brewing Co Class B insiders buying the stock?

8 open-market insider purchases of TAP in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Molson Coors Brewing Co Class B?

7 of the superinvestors Investingly tracks hold TAP in their latest 13F, including Dodge & Cox, Cliff Asness, Charles Brandes.

Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.