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

Consumer Defensive · DK · Market cap 22.8B DKK

RU Royal Unibrew A/S RBREW · CO
Pricekr 482.20
Fair Valuekr 657.31
Upside+36.3%
Quality62/100
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Healthy Growth
Solidly profitable · 10.1% net margin
Moderate debt · generates free cash flow
3.36% dividend yield
Ranks above peers (10/15)
Moderate moat 58/100
Evidence: High Range kr 347.20 – kr 853.29 Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 23 days ago

Fair value updated Jul 17, 2026, revised from kr 664.71 to kr 657.31 (−1.1%) since Jun 24, 2026. Share price +3.4% over the past month.

A solid business, screening 36% undervalued on our models.

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.
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Price vs Fair Value (5 years)

kr 740.84 kr 358.91 Fair Value kr 657.31 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 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 482.20 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 Jul 17, 2026.

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Analysis

Royal Unibrew A/S (RBREW) currently trades at kr 482.20, while our model-based Fair Value estimate is kr 657.31, implying the stock looks roughly 36.3% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

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 Jul 17, 2026

Our scenario range runs from kr 347.20 (bear case) to kr 853.29 (bull case); at kr 482.20, 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 23% below its 52-week high and 27% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -8% fair-value upside, at 36%, RBREW screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

Model BearBaseBull Evidence
Highest evidence
Growth DCF kr 289.26 kr 544.76 kr 954.64 80
Residual Income kr 209.49 kr 267.85 kr 1,053 76
Rev-Margin DCF kr 244.08 kr 473.27 kr 751.20 74
All 26 models by family
DCF Models
FCF DCF kr 286.54 kr 549.88 kr 975.27 38
Owner Earnings kr 262.44 kr 509.86 kr 909.53 31
5Y Revenue Exit kr 244.08 kr 475.16 kr 776.88 39
5Y EBITDA Exit kr 380.80 kr 741.94 kr 1,178 41
5Y P/E Exit kr 330.49 kr 643.76 kr 985.19 38
10Y Revenue Exit kr 244.26 kr 463.25 kr 773.06 36
10Y EBITDA Exit kr 343.98 kr 652.80 kr 1,091 37
10Y P/E Exit kr 311.35 kr 583.04 kr 938.48 35
Earnings-Based
Graham-Dodd kr 222.14 kr 836.23 kr 1,131 54
Lynch FV kr 202.15 kr 288.78 kr 375.42 50
PEG = 1.0 kr 202.15 kr 288.78 kr 375.42 46
EPV kr 246.13 kr 305.83 kr 358.07 59
Dividend Discount
Gordon GGM kr 144.01 kr 299.43 kr 475.02 70
DDM Multi-Stage kr 144.01 kr 252.49 kr 314.27 61
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 53
EV/EBITDA kr 486.38 kr 685.85 kr 885.33 54
EV/Revenue kr 233.66 kr 381.82 kr 529.99 43
Asset-Based
NCAV (Graham) kr 70.29 kr 94.19 kr 140.58 50
Growth DCF
Growth DCF kr 289.26 kr 544.76 kr 954.64 80
Rev-Margin DCF kr 244.08 kr 473.27 kr 751.20 74
Economic Profit
Residual Income kr 209.49 kr 267.85 kr 1,053 76
ROIC Compounder kr 276.85 kr 401.51 kr 564.70 72
Growth Earnings
Growth-Adj P/E kr 371.59 kr 530.85 kr 690.10 68

Widest divergence: Multiples (kr 555.35) versus Asset-Based (kr 94.19). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) 15.8B DKK
Revenue growth (YoY) +3.3%
Net margin 10.1%
Return on equity 23.8%
Free cash flow 1.6B DKK FY2025
P/E ratio 12.9
More key figures
Operating margin 8.3%
EPS (TTM) kr 32.28
Dividend yield 3.8%
EPS growth (YoY) +40.0%
Net debt 6.0B DKK FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 60 · Market factors (momentum, volatility) 51

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 41
Price trend over the last 3–12 months (market factor)
52W Momentum 39
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.

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 kr 15.7B in FY2025 versus kr 8.7B in FY2021, a compound +15.8%/yr. Reported net income was kr 1.6B 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. growth/yr (3Y)
+11.0%
Avg. growth/yr (5Y)
+15.8%
Avg. growth/yr (27Y)
+7.9%
Revenue +15.8%/yr
FY21 kr 8.7B
FY22 kr 11.5B
FY23 kr 12.9B
FY24 kr 15.0B
FY25 kr 15.7B
Net income +4.7%/yr
FY21 kr 1.3B
FY22 kr 1.5B
FY23 kr 1.1B
FY24 kr 1.5B
FY25 kr 1.6B

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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 · 52 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 +36% · 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) 3.4% · Above median
Debt / equity 0.81× · Higher than 75% of peers

Valuation Multiples vs Beverages - Brewers median · lower = cheaper

P/E (TTM) 14.8× · Cheaper than median
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

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.

VALUE 82 · sector 34
FUTURE 17 · sector 3
PAST 95 · sector 36
HEALTH 60 · sector 97
DIVIDEND 67 · sector 54

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

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Beverages - Brewers stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
Anheuser-Busch InBev SA 1ABI €73.62 €41.60 -43%
Ambev S.A ABEV 14,120 ARS 6,060 ARS -57%
Fomento Económico Mexicano, S.A. FEMSAUBD 222.91 MXN 201.74 MXN -9%
Heineken N.V HEIA €77.24 €65.06 -16%
Constellation Brands, Inc STZ $135.72 $177.43 +31%
Carlsberg A/S CARLA kr 1,125 kr 607.30 -46%
Heineken Holding HEIO €71.20 €72.67 +2%
Tsingtao Brewery Company 600600 ¥53.60 ¥63.65 +19%
Budweiser Brewing Company 1876 HK$6.58 HK$6.05 -8%
Molson Coors Canada Inc TPXA C$63.10 C$74.42 +18%

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Frequently asked questions

Is Royal Unibrew A/S (RBREW) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of kr 657.31 versus a price of kr 482.20, about +36% (undervalued).
What is the fair value of RBREW?
Our model-based fair value for Royal Unibrew A/S is kr 657.31 (as of Jul 17, 2026), built from audited fundamentals. The current price is kr 482.20.
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 Jul 17, 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 3.83% relative to its recent price (as of Jul 17, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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