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Upturn AI Summary - About
Compania Cervecerias Unidas SA ADR(CCU)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CCU
11/09/2026: CCU (1-star) is currently NOT-A-BUY. Pass it for now.
Compania Cervecerias Unidas SA (CCU) is a diversified South American beverage company known for its established footprint in beer, soft drinks, and wine. The company benefits from a strong distribution network and a strategic alliance with Heineken, which enhances its market positioning. Its primary growth opportunity lies in the premiumization of its portfolio and digital distribution improvements. However, investors face risks from South American economic volatility, currency devaluation, and intense competition from global brewing giants. The stock may best suit value and dividend-oriented investors seeking stable income, provided they can monitor regional economic conditions and local regulatory changes closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | CCU is a mature, low-growth beverage company, making it less suitable for aggressive capital appreciation seekers. |
| Momentum investor | Weak fit | The stock often tracks regional economic trends and is not typically a high-momentum leader. |
| Value investor | Strong fit | The company often trades at valuations that reflect stable cash flows, appealing to value-oriented investors. |
| Dividend investor | Strong fit | The company has a consistent history of paying dividends, providing reliable income potential. |
| Low-risk investor | Mixed fit | While the business model is stable, the stock carries emerging market and currency volatility risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As an ADR in an emerging market, the stock is subject to swings based on local economic and political news. |
| Valuation risk | Low | The stock generally trades at reasonable earnings multiples, reducing the risk of significant valuation contraction. |
| Competition risk (Brewing Giants) | High | Aggressive pricing from global competitors like AB InBev can pressure CCU's margins. |
| Business quality | Strong | CCU possesses a high-quality, entrenched distribution network and strong brand equity in its primary markets. |
| Dividend income | Medium | Dividends are reliable but can be impacted by corporate earnings volatility and currency translation. |
| Execution risk | Medium | Operational success depends on managing complex supply chains across different South American regulatory environments. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -2.8% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.01B USD | Price to earnings Ratio 17.48 | 1Y Target Price 10.54 |
Price to earnings Ratio 17.48 | 1Y Target Price 10.54 | ||
Volume (30-day avg) 142.4K shares | Beta 0.24 | 52 Weeks Range 10.14 - 15.15 | Updated Date 11/08/2026 |
52 Weeks Range 10.14 - 15.15 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.62 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Chile Operating Segment | Beer, soft drinks, water, and spirits sold in Chile. | This is the primary profit engine of the company, leveraging strong local market share. |
| International Business | Operations in Argentina, Uruguay, Paraguay, and Bolivia. | Provides geographic diversification but adds currency and economic risk. |
| Wine Segment | Premium and export-focused wine production. | A global-facing segment that helps offset domestic economic cycles. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When - | Estimate 0.09 | Actual 0.09 |
Profitability
Profit Margin 3.44% | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) 3.55% | Return on Equity (TTM) 7.46% |
Valuation
Trailing PE 17.48 | Forward PE 10.92 | Enterprise Value 2.95B | Price to Sales(TTM) 0.63 |
Enterprise Value 2.95B | Price to Sales(TTM) 0.63 | ||
Enterprise Value to Revenue 0.95 | Enterprise Value to EBITDA 13.76 | Shares Outstanding 184.75M | Shares Floating 60.22M |
Shares Outstanding 184.75M | Shares Floating 60.22M | ||
Percent Insiders - | Percent Institutions 14.38 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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