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Anheuser-Busch InBev SA/NV

Consumer Defensive Updated August 11, 2026
$80.64
52W $57.79 – $86.60
60/100
$158.76B
13.6
0.79
AI Committee Verdict
Watch
60/100
Conviction: Contested · 67% agreement · 6 analysts
Contested

Is BUD Bullish or Bearish?

Mixed. Innellis AI committee rates Anheuser-Busch InBev SA/NV (BUD) Watch with a composite score of 60/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +0.05 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -19.95 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — current ratio of 0.72 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Price-to-book of 1.4x is a discount to asset value — Value
  • EPS growing 33.0% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.72 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
60/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 40%
of 72 Consumer Defensive peers
Value Analyst bullish
70 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ Price-to-book of 1.4x is a discount to asset value
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 33.0% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.72 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
53 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
33.5
Neutral
MACD Histogram
-0.243
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$78.50
Resistance
$81.54
Bollinger %B
0.23
Inside Bands
Price vs Moving Averages
EMA 9
$83.22 Below
EMA 21
$82.86 Below
EMA 50
$81.61 Below
EMA 200
$74.81 Above

Fundamental Analysis

Valuation
99
Profitability
59
Financial Health
43
Cash Flow
70
Valuation
P/E Ratio 13.6×
P/B Ratio 1.71×
PEG Ratio 0.55
Dividend Yield 1.64%
52W High $86.60
52W Low $57.79
Quality & Growth
ROE 783.3%
ROA 312.5%
Gross Margin 5651.9%
Operating Margin 2650.2%
Revenue Growth YoY
Debt / Equity 0.77
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 13.6 (inexpensive relative to a 15-40x range); Price-to-book of 1.7x; PEG ratio of 0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 7.8%; Return on assets of 3.1%; Net margin of 15.2%; Gross margin of 56.5%; Current ratio of 0.66 (tight short-term liquidity); Debt-to-equity of 0.77; Free cash flow per share is positive (7.82); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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