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Royal Unibrew A/S (RBREW) Fair Value & Analysis

Consumer Defensive · DK · Market cap 22.8B DKK (≈ $3.5B) · ISIN DK0060634707

What is Royal Unibrew A/S really worth?

RU Royal Unibrew A/S RBREW · CO
Pricekr 419.20
Fair Valuekr 657.31
Upside+56.8%
Quality62/100

A solid business, trading 36% below our fair value of kr 657.31.

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Strengths

Healthy Growth (revenue 5y +15.8 %/yr)
Solidly profitable · 10.1% net margin
Moderate debt · generates free cash flow
Ranks above peers (10/15)

Risks

!Moderate moat 58/100
!Weak on future: 17 out of 100

For context

·3.82% dividend yield
Evidence: High Range kr 347.20 – kr 853.29

Fair value as of: Aug 29, 2026

From 26 valuation models · updated 6 days ago

Share price −13.8% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Solid quality (62/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (kr 347.20 to kr 853.29) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

kr 740.84 kr 358.91 Fair Value kr 657.31 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 29, 2026.

How to read this chart

60‑month range kr 358.91 – kr 740.84 · fair‑value band kr 347.20 – kr 853.29 · the kr 419.20 price screens below the kr 657.31 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 29, 2026.

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Analysis

Royal Unibrew A/S (RBREW) currently trades at kr 419.20, while our model-based Fair Value estimate is kr 657.31, implying the stock looks roughly 36.2% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Defensive sector. Bull case: the Multiples group reads highest at a median of kr 555.35 per share, and 17 of the 26 models we run sit above the kr 419.20 price. Bear case: the Asset-Based group reads lowest at kr 94.19, and 9 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Royal Unibrew A/S generated revenue of 15.8B DKK at a net margin of 10.1%. Revenue grew 3.3% year over year. It earns a return on equity of 23.8%. Net debt stands at 6.0B DKK. Fundamentals as of Aug 29, 2026

Our scenario range runs from kr 347.20 (bear case) to kr 853.29 (bull case); at kr 419.20, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 33% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at −5% fair-value upside, at 57%, RBREW screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly kr 11.02 per share, which is 1.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF best evidence kr 286.54 kr 549.88 kr 975.27 77
Growth DCF kr 289.26 kr 544.76 kr 954.64 75
EPV kr 246.13 kr 305.83 kr 358.07 74
All 26 models by family
DCF Models
FCF DCF best evidence kr 286.54 kr 549.88 kr 975.27 77
Owner Earnings kr 262.44 kr 509.86 kr 909.53 73
5Y Revenue Exit kr 244.08 kr 475.16 kr 776.88 70
5Y EBITDA Exit kr 380.80 kr 741.94 kr 1,178 73
5Y P/E Exit kr 330.49 kr 643.76 kr 985.19 69
10Y Revenue Exit kr 244.26 kr 463.25 kr 773.06 64
10Y EBITDA Exit kr 343.98 kr 652.80 kr 1,091 66
10Y P/E Exit kr 311.35 kr 583.04 kr 938.48 62
Earnings-Based
Graham-Dodd kr 222.14 kr 836.23 kr 1,131 64
Lynch FV kr 202.15 kr 288.78 kr 375.42 61
PEG = 1.0 kr 202.15 kr 288.78 kr 375.42 57
EPV kr 246.13 kr 305.83 kr 358.07 74
Dividend Discount
Gordon GGM kr 144.01 kr 299.43 kr 475.02 66
DDM Multi-Stage kr 144.01 kr 252.49 kr 314.27 66
Multiples
P/E Multiple kr 514.52 kr 686.02 kr 857.53 63
P/S Multiple kr 395.10 kr 526.80 kr 658.51 58
P/B Multiple kr 416.51 kr 555.35 kr 694.19 55
EV/EBIT kr 475.87 kr 671.84 kr 867.82 65
EV/EBITDA kr 486.38 kr 685.85 kr 885.33 67
EV/Revenue kr 233.66 kr 381.82 kr 529.99 52
Asset-Based
NCAV (Graham) kr 70.29 kr 94.19 kr 140.58 54
Growth DCF
Growth DCF kr 289.26 kr 544.76 kr 954.64 75
Rev-Margin DCF kr 244.08 kr 473.27 kr 751.20 71
Economic Profit
Residual Income kr 209.49 kr 267.85 kr 1,053 64
ROIC Compounder kr 276.85 kr 401.51 kr 564.70 71
Growth Earnings
Growth-Adj P/E kr 371.59 kr 530.85 kr 690.10 67

Widest divergence: Multiples (kr 555.35) versus Asset-Based (kr 94.19). Highest evidence: FCF DCF (77).

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Key figures & financial health

P/E ratio 13.0
P/S ratio 1.29 P/E × margin
EPS (TTM) kr 32.28 price ÷ EPS = P/E 13.0
Dividend yield 3.8% payout 49.6%
Net margin 9.9% FY2025
Return on equity 23.8% TTM
More key figures
Profitability
Return on assets (EBIT) 11.6% avg 5y
Operating margin 8.3% TTM
Growth
Revenue (TTM) 15.8B DKK TTM
Revenue growth (YoY) +3.3% 3y avg +11.0%
EPS growth (YoY) +40.0%
Balance sheet & cash flow
Free cash flow 1.6B DKK FY2025
Net debt 6.0B DKK FY2025 · ≈ 3.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 29, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 60 · Market factors (momentum, volatility) 40

Profitability 62
Margins and returns on capital today
Quality Growth 45
Are margins and returns improving?
Cashflow 57
Earnings quality: real cash, not paper profit
Fin. Strength 50
Balance sheet, leverage, solvency risk
Investment 66
Disciplined investing over empire-building
Low Volatility 77
Calm price path (market factor)
Momentum 29
Price trend over the last 3–12 months (market factor)
52W Momentum 18
Distance to the 52-week high (market factor)
Net Issuance 87
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Royal Unibrew A/S provides beverages in Denmark, Germany, Norway, Sweden, Italy, the Netherlands, France, Finland, Lithuania, Latvia, Estonia, Belgium, Luxembourg, and internationally.

Full company description

Royal Unibrew A/S provides beverages in Denmark, Germany, Norway, Sweden, Italy, the Netherlands, France, Finland, Lithuania, Latvia, Estonia, Belgium, Luxembourg, and internationally. It offers soft drinks under the Faxe Kondi, Jaffa, Lemon Soda, Lorina, Royal Club, Fonti di Crodo, Adelhardt, Frem, Rebæl, Crystal Clear, Sisi, Sourcy Vitamin Water, Borg, Hansa, CB, and Pommac brands, as well as other partner brands. The company also provides energy drinks under the Faxe Kondi Booster, CULT, Crazy Tiger, Lemon Soda Energy, Jaffa Booster, and ED energy brands; water under the Novelle, Egekilde, Sourcy, Vichy Original, Olden, Mangali, and other partner brands; and malt beverages under the Vitamalt, Supermalt, and Powermalt brands. In addition, it offers beers under the Ceres Italy, Faxe, Royal, Hansa, Anarkist, Lapin Kulta, Amsterdam, Bauskas, Albani, Too Old To Die Young, Slots, Fuglsang, Thor, Nørrebro Bryghus, Schiøtz, Ceres Denmark, Borg, Kalnapilis, Helsinki Bryggeri, Tanker, Vilkmergés, Aura, Nøgne Ø, CB, Madonas Alus, Lielvardes, Frederikstad, Karjala, Lahden Erikois, Maltti, Lacplesis and other partner brands. Further, the company provides ready-to-drink products, cocktails, and ciders under the Original Long Drink, Grevens, Shaker, Tempt Cider, GiG Drinks, Mokai, Nohrlund, Happy Joe, Hartwall Seltzer, Hartwall Cocktails, Hansa Hard Seltzer, Urban Cocktails, Royale Cocktail Co., Lielvardes Sidrs, Vilkmerges Sidras, Strongbow, and other partner brands. Additionally, it offers juice under the Cido, Adelhardt, Looza, Pagoi, and Ranja brands; enhanced beverages under the Faxe Kondi Pro, Hartwall Sport, Cido Hydrate+, Sourcy Vitamin water, and Gatorda; and tea and coffee under partner brands. The company was formerly known as Bryggerigruppen A/S and changed its name to Royal Unibrew A/S in 2005. Royal Unibrew A/S was founded in 1901 and is headquartered in Faxe, Denmark.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Royal Unibrew A/S reported revenue of 15.7B DKK in FY2025 versus 8.7B DKK in FY2021, a compound +15.8%/yr. Reported net income was 1.6B DKK in FY2025, compounding +4.7%/yr from FY2021.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
15.7B DKK
Latest YoY
+4.6%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.0%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.8%
Avg. revenue growth/yr (27Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.9%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+9.3% (5.5 + 3.8)
Revenue +15.8%/yr
FY21 8.7B DKK
FY22 11.5B DKK
FY23 12.9B DKK
FY24 15.0B DKK
FY25 15.7B DKK
Net income +4.7%/yr
FY21 1.3B DKK
FY22 1.5B DKK
FY23 1.1B DKK
FY24 1.5B DKK
FY25 1.6B DKK
Character of growth · EPS growth decomposed (2014-2025) +8.8 % p.a.
Revenue per share +11.2 %

of which total revenue +10.1 % · buybacks/dilution +1.0 %

EBIT margin −1.7 %
Tax rate +0.0 %
Residual (interest, one-offs) −0.5 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Royal Unibrew A/S Fair Value". https://www.fairvalue-calculator.com/stock/RBREW

Peer Group

Beverages - Brewers · 56 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 62 · Above median
Fair Value upside +57% · Top 25%
Return on equity (TTM) 24% · Top 25%
Return on assets 8% · Top 25%
Net margin (TTM) 10% · Above median
Operating margin (TTM) 8% · Below median
Revenue growth 3% · Above median
Dividend yield (TTM) 3.8% · Above median
Debt / equity 0.81× · Higher than 75% of peers

Valuation Multiples vs Beverages - Brewers median · lower = cheaper

P/E (TTM) 13.0× · Cheaper than 75% of peers
P/B 3.39× · Pricier than 75% of peers
P/S (TTM) 1.44× · Cheaper than median
P/FCF 2.2× · Cheaper than median
EV/EBITDA 9.5× · Pricier than median
PEG 7.79× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 28
FUTURE17 · sector 0
PAST95 · sector 36
HEALTH60 · sector 97
DIVIDEND76 · sector 63

Insider activity: 48/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Alcohol

Similar stocks

10 more Beverages - Brewers stocks, each showing price versus our Fair Value estimate (as of Aug 29, 2026).

Stock Price Fair Value vs Fair Value
Anheuser-Busch InBev SA ABI €68.28 €60.24 −12%
Heineken N.V HEIA €72.70 €65.06 −11%
Ambev S.A ABEV $2.86 $4.05 +42%
Fomento Económico Mexicano, S.A. FMX $120.41 $54.74 −55%
Constellation Brands, Inc STZ $129.09 $173.19 +34%
Carlsberg A/S CARLA kr 1,115 kr 607.30 −46%
Heineken Holding HEIO €68.25 €60.55 −11%
Tsingtao Brewery Company 600600 ¥51.63 ¥63.65 +23%
Budweiser Brewing Company 1876 HK$6.35 HK$6.05 −5%
China Resources Beer (Holdings) Company 0291 HK$22.16 HK$25.38 +15%

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Frequently asked questions

Is Royal Unibrew A/S (RBREW) overvalued or undervalued?
As of Aug 29, 2026, our model estimates a fair value of kr 657.31 versus a price of kr 419.20, about +57% upside (undervalued).
What is the fair value of RBREW?
Our model-based fair value for Royal Unibrew A/S is kr 657.31 (as of Aug 29, 2026), built from audited fundamentals. The current price: kr 419.20.
What is the quality score of RBREW?
Royal Unibrew A/S has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Royal Unibrew A/S (RBREW)?
Royal Unibrew A/S reported trailing-twelve-month revenue of about 15.8B DKK (latest available figure, as of Aug 29, 2026).
What is the net profit margin of RBREW?
The net profit margin of Royal Unibrew A/S is about 10.1%, meaning it keeps roughly 10.1% of revenue as net income. Based on the latest reported figures.
Does Royal Unibrew A/S pay a dividend?
Royal Unibrew A/S currently shows a dividend yield of about 3.82% relative to its recent price (as of Aug 29, 2026).
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