(HEIO) Heineken Holding - Overview

Sector: Consumer Defensive | Industry: Beverages - Brewers | Exchange: AS (Netherlands) | Market Cap: 17.478m EUR | Total Return: -7.5% in 12m

Beer, Cider, Soft Drinks, Low-Alcohol Beverages
Total Rating 39
Safety 73
Buy Signal -0.29
Beverages - Brewers
Industry Rotation: +2.0
Market Cap: 20.3B
Avg Turnover: 13.0M
Risk 3d forecast
Volatility19.6%
VaR 5th Pctl3.20%
VaR vs Median-0.84%
Reward TTM
Sharpe Ratio-0.64
Rel. Str. IBD18.9
Rel. Str. Peer Group50
Character TTM
Beta-0.052
Beta Downside-0.041
Hurst Exponent0.617
Drawdowns 3y
Max DD30.12%
CAGR/Max DD-0.20
CAGR/Mean DD-0.42

Warnings

Share dilution 28.2% YoY

Tailwinds

No distinct edge detected

Description: HEIO Heineken Holding

Heineken Holding N.V. (HEIO) is an Amsterdam-based investment vehicle that maintains a controlling interest in Heineken N.V., one of the worlds largest brewing organizations. Founded in 1864, the company manages a diverse global portfolio of approximately 340 beer and cider brands across major markets in Europe, the Americas, Asia Pacific, and Africa.

The business operates within the defensive consumer staples sector, benefiting from a tiered branding strategy that spans premium international labels and regional specialty crafts. This model relies on extensive global distribution networks and economies of scale in procurement and marketing to maintain market share against both global conglomerates and local microbreweries.

Investors can further analyze these structural advantages and dividend histories by visiting ValueRay.

Headlines to Watch Out For
  • Premium brand growth in emerging markets offsets volume declines in mature European regions
  • Input cost volatility and logistics inflation pressure operating margins across global supply chain
  • Strategic shift toward non-alcoholic and craft segments captures changing consumer health preferences
  • Fluctuating currency exchange rates impact consolidated earnings from high-growth Latin American markets
Piotroski VR-10 (Strict) 5.5
Net Income: 1.45b TTM > 0 and > 6% of Revenue
FCF/TA: 0.12 > 0.02 and ΔFCF/TA 6.04 > 1.0
NWC/Revenue: -1.70% < 20% (prev -7.51%; Δ 5.81% < -1%)
CFO/TA 0.20 > 3% & CFO 10.5b > Net Income 1.45b
Net Debt (17.1b) to EBITDA (12.2b): 1.40 < 3
Current Ratio: 0.93 > 1.5 & < 3
Outstanding Shares: last quarter (362.9m) vs 12m ago 28.23% < -2%
Gross Margin: 18.34% > 18% (prev 0.11%; Δ 1.82k% > 0.5%)
Asset Turnover: 108.2% > 50% (prev 83.27%; Δ 24.97% > 0%)
Interest Coverage Ratio: 5.64 > 6 (EBITDA TTM 12.2b / Interest Expense TTM 1.30b)
Altman Z'' 1.63
A: -0.02 (Total Current Assets 12.9b - Total Current Liabilities 13.9b) / Total Assets 53.5b
B: 0.18 (Retained Earnings 9.64b / Total Assets 53.5b)
C: 0.14 (EBIT TTM 7.33b / Avg Total Assets 54.1b)
D: 0.24 (Book Value of Equity 8.07b / Total Liabilities 33.1b)
Altman-Z'' = 1.63 = BB
Beneish M -3.58
DSRI: 0.78 (Receivables 4.71b/4.68b, Revenue 58.6b/45.6b)
GMI: 0.60 (GM 18.34% / 11.02%)
AQI: 0.93 (AQ_t 0.49 / AQ_t-1 0.52)
SGI: 1.28 (Revenue 58.6b / 45.6b)
TATA: -0.17 (NI 1.45b - CFO 10.5b) / TA 53.5b)
Beneish M = -3.58 (Cap -4..+1) = AAA
What is the price of HEIO shares?

As of May 31, 2026, the stock is trading at EUR 61.90 with a total of 749,368 shares traded.
Over the past week, the price has changed by -2.06%, over one month by +4.38%, over three months by -15.20% and over the past year by -7.53%.

Is HEIO a buy, sell or hold?

Heineken Holding has no consensus analysts rating.

Heineken Holding (HEIO) - Fundamental Data Overview as of 25 May 2026
Market Cap USD = 20.3b (17.5b EUR * 1.1615 EUR.USD)
P/E Trailing = 18.6578
P/E Forward = 10.7991
P/S = 0.6074
P/B = 2.0237
P/EG = 1.992
Revenue TTM = 58.6b EUR
EBIT TTM = 7.33b EUR
EBITDA TTM = 12.2b EUR
Long Term Debt = 15.0b EUR (from longTermDebt, last quarter)
Short Term Debt = 3.09b EUR (from shortTermDebt, last quarter)
Debt = 22.0b EUR (from shortLongTermDebtTotal, last quarter) + Leases 1.52b
Net Debt = 17.1b EUR (calculated: Debt 22.0b - CCE 4.82b)
Enterprise Value = 34.6b EUR (17.5b + Debt 22.0b - CCE 4.82b)
Interest Coverage Ratio = 5.64 (Ebit TTM 7.33b / Interest Expense TTM 1.30b)
EV/FCF = 5.59x (Enterprise Value 34.6b / FCF TTM 6.20b)
FCF Yield = 17.90% (FCF TTM 6.20b / Enterprise Value 34.6b)
FCF Margin = 10.58% (FCF TTM 6.20b / Revenue TTM 58.6b)
Net Margin = 2.48% (Net Income TTM 1.45b / Revenue TTM 58.6b)
Gross Margin = 18.34% ((Revenue TTM 58.6b - Cost of Revenue TTM 47.8b) / Revenue TTM)
Gross Margin QoQ = 15.65% (prev 9.60%)
Tobins Q-Ratio = 0.65 (Enterprise Value 34.6b / Total Assets 53.5b)
Interest Expense / Debt = 5.92% (Interest Expense 1.30b / Debt 22.0b)
Taxrate = 27.74% (491.0m / 1.77b)
NOPAT = 5.30b (EBIT 7.33b * (1 - 27.74%))
Current Ratio = 0.93 (Total Current Assets 12.9b / Total Current Liabilities 13.9b)
Debt / Equity = 2.55 (Debt 22.0b / totalStockholderEquity, last quarter 8.63b)
Debt / EBITDA = 1.40 (Net Debt 17.1b / EBITDA 12.2b)
Debt / FCF = 2.77 (Net Debt 17.1b / FCF TTM 6.20b)
Total Stockholder Equity = 9.04b (last 4 quarters mean from totalStockholderEquity)
RoA = 2.68% (Net Income 1.45b / Total Assets 53.5b)
RoE = 16.04% (Net Income TTM 1.45b / Total Stockholder Equity 9.04b)
RoCE = 30.46% (EBIT 7.33b / Capital Employed (Equity 9.04b + L.T.Debt 15.0b))
RoIC = 12.50% (NOPAT 5.30b / Invested Capital 42.4b)
WACC = 4.95% (E(17.5b)/V(39.4b) * Re(5.80%) + D(22.0b)/V(39.4b) * Rd(5.92%) * (1-Tc(0.28)))
Discount Rate = 5.80% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -53.94 | Cagr: 10.86%
[DCF] Terminal Value 77.97% ; FCFF base≈4.93b ; Y1≈5.66b ; Y5≈8.32b
[DCF] Fair Price = 391.3 (EV 125b - Net Debt 17.1b = Equity 108b / Shares 276.3m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: 0.0 | # QB: 0
Revenue Correlation: -71.15 | Revenue CAGR: -1.81% | SUE: -0.03 | # QB: 0
EPS current Year (2026-12-31): EPS=5.71 | Chg30d=-0.17% | Revisions=-20% | GrowthEPS=+19.5% | GrowthRev=-9.5%
EPS next Year (2027-12-31): EPS=6.32 | Chg30d=-0.78% | Revisions=-20% | GrowthEPS=+10.7% | GrowthRev=+5.0%